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About the Role

The Universal Banker is a sales and service professional responsible for opening new products, processing transactions, cross-selling, and providing exceptional member service. This role involves proactively interacting with members, participating in business development, and achieving individual sales goals. Additionally, the Universal Banker provides training and leadership to less experienced staff.

Responsibilities

• Opening new products
• Processing transactions
• Cross-selling products and services
• Providing exceptional member service
• Proactively interacting with current and potential members
• Participating in business development and community activities to generate new business
• Achieving individual sales goals
• Using available resources to increase business, strengthen member relationships, and increase member loyalty
• Providing training, leadership, and support to less experienced branch staff
• Performing other duties as directed

Requirements

• 1+ years in financial services experience in banking or credit union
• 1+ years of sales and service experience with proven results
• Experience making effective outbound telephone calls
• Experience with Real Estate and Consumer Loans
• Experience with business banking products and relationships
• Experience with cash handling/teller transactions/loan funding
• Experience in working in a team environment and developing relationships
• Understand and adhere to BSA and OFAC policy and procedures including: CTR requirements, CIP requirements, CDD requirements, OFAC verification requirements, Reporting suspicious activity, Maintaining records on negotiable instrument

Skills

• Excellent listening and speaking skills
• Excellent written communication skills
• Computer literacy skills
• Proficient in Windows and Microsoft Office

Location

• San Francisco, CA

Work Type

• Full Time
• 40 hours a week

Experience Level

• 1+ years in financial services
• 1+ years of sales and service experience

Education Level

• Bachelor’s degree preferred

Salary/Compensations

• $27.50 - $27.50 Hourly

Benefits

• Quality medical, dental and vision care coverage
• 401(k) retirement plan with up to 150% matching employer contributions
• Up to 100% Tuition reimbursement for approved courses
• Annual discretionary bonus
• Employee referral bonus
• Generous paid time off and paid holidays
• Flexible spending accounts
• Short and long-term disability coverage
• Life and AD&D insurance
• Provident membership Rate discount on home, auto loans and personal loans
• Opportunity to use company owned condo in Maui and Lake Tahoe

About the Company

• Provident Credit Union was established in 1950 and ranks among the top 10% of credit unions in the US.
• We believe having a culture that is accepting, supportive, diverse, and inclusive makes us all better.
• Provident has been a Bay Area “Top Workplace” since 2017.
• Our employees rank us on Glassdoor as one of the best credit unions in the nation.
• Our values are: Listen, Get Better, Do What’s Right.

Equal Opportunity

• Provident is an Equal Opportunity Employer
• We are a winner of the Bay Area News Group Top Work Place in 2017 - 2026.