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About the Role
Universal Banker serves as the liaison between the member and the Credit Union, providing Uncommonly Good Service and deepening relationships. The incumbent also provides a variety of transactional services and information on credit union products and services.
Responsibilities
- Provide excellent service to all Members, volunteers, internal and external partners.
- Actively participate in branch, departmental and organizational meetings.
- Safeguard member and organization information and ensure confidentiality by following established policy and procedures.
- Effectively convey and receive information both verbally and in writing.
- Perform teller transactions efficiently and reconcile all cash entities routinely.
- Research member questions, problems and/or feedback and respond with accurate information.
- Cross-sell and match the appropriate SFFedCU products and services to meet the member’s financial needs.
- Obtain information from member to complete membership and loan application/funding; examine and collect proper documentation.
- Perform file maintenance on all types of accounts and member profiles.
- Assist and conduct operational audits.
Requirements
- High school diploma or equivalent plus one year minimum of banking or cash handling experience.
- Ability to effectively multi-task.
- Must have excellent customer service and communication skills.
- Ability to calculate figures and amounts.
- Proficiency in using cash handling machines and a working knowledge of business software programs (MS Windows and MS Office).
- Availability to work Saturdays, holidays and overtime as needed.
Skills
- Customer service
- Communication skills
- Cash handling
- MS Windows
- MS Office
Location
- Excelsior - San Francisco, CA 94112
Work Type
- Full Time
Experience Level
- 1 year minimum of banking or cash handling experience
Education Level
- High school diploma or equivalent
Salary/Compensations
- $23.00 - $30.00 Hourly
Benefits
- Health insurance plans
- Generous PTO
- 401(k) Plan
- Profit sharing
- Competitive base
- Bi-annual bonuses
- Tuition reimbursement
About the Company
- With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County.
- Continuing along it highly successful growth trajectory, SFFedCU is seeking a Universal Banker for our Excelsior Branch in San Francisco.
Equal Opportunity
- SFFedCU is an Equal Employment Opportunity Employer.
- In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.