Dynamic Universal Banker: Service, Loans & Growth

San Francisco Federal Credit Union

Walnut Creek (CA)

On-site

USD 45,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Paid time off
401(k) Plan
Profit sharing
Bi-annual bonuses
Tuition reimbursement

Job summary

San Francisco Federal Credit Union (SFFedCU) seeks a Universal Banker for the Walnut Creek Branch to deliver exceptional service and perform a wide range of banking transactions and advisory services.

The role blends teller duties with member services, including opening accounts, funding loans, and guiding members through online and mobile banking solutions.

Join a mission-driven team with competitive benefits and opportunities to grow.

Qualifications

  • High school diploma or equivalent required; some college coursework preferred.
  • 1–2 years of customer service or banking experience strongly preferred.
  • Excellent communication and interpersonal skills.
  • Ability to learn financial products and explain them clearly.

Responsibilities

  • Greet members and deliver excellent service in person, by phone, and online.
  • Process routine teller transactions: deposits, withdrawals, transfers, loan payments.
  • Open and maintain member accounts including checking, savings, CDs, and IRAs.
  • Assist members with online banking, mobile apps, and ATM inquiries.
  • Identify needs and recommend credit union products and services.
  • Originate and fund consumer loan applications.
  • Balance cash drawer daily and maintain documentation.
  • Participate in meetings and community activities.

Skills

Customer service
Banking experience
Communication
Product knowledge
Computer literacy
Detail-oriented
Flexibility

Education

High school diploma or equivalent
Some college coursework preferred

Job description

San Francisco Federal Credit Union (SFFedCU) seeks a Universal Banker for the Walnut Creek Branch to deliver exceptional service and perform a wide range of banking transactions and advisory services.

The role blends teller duties with member services, including opening accounts, funding loans, and guiding members through online and mobile banking solutions.

Join a mission-driven team with competitive benefits and opportunities to grow.

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