Universal Banker

SAN-Francisco-Federal-Credit-Unio; San Francisco (CA); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Generous PTO

401(k) Plan

Profit sharing

Bonuses

Tuition reimbursement

Job summary

San Francisco Federal Credit Union seeks a Universal Banker for the Excelsior Branch in San Francisco. You will serve as the liaison between members and the credit union, handling teller transactions and cross-selling products to deepen member relationships.

The role requires a high school diploma plus banking/cash handling experience, excellent communication, and proficiency with cash handling equipment and MS Office. Team-oriented, service-driven professionals are encouraged to apply.

Qualifications

• High school diploma or equivalent plus one year minimum of banking or cash handling experience.
• Ability to multi-task in a fast-paced environment.
• Excellent customer service and communication skills.
• Proficiency with cash handling machines and MS Windows/MS Office.

Responsibilities

• Provide excellent service to members and partners.
• Perform teller transactions and reconcile cash entities.
• Research member questions and respond with accurate information.
• Cross-sell SFFedCU products to meet financial needs.
• Obtain information to complete membership and loan applications.
• Conduct file maintenance and assist with audits.

Skills

Customer service

Cash handling

Communication skills

MS Windows

MS Office

Education

High school diploma or equivalent

Job description

Who Are We?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.Universal Banker serves as the liaison between the member and the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with each and every member. The incumbent also provides a variety of transactional services over all delivery channels as well as provides information on a full range of credit union products and services.Duties and responsibilities include the following: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.Who Are You?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.Why You’ll Love It HereYou’ll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same—and that’s exactly how you like it.The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.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.