Universal Banker

San Francisco Federal Credit Union; Walnut Creek (CA); On-site; USD 45,000 - 60,000; Full time

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

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 its highly successful growth trajectory, SFFedCU is seeking a Universal Banker for our Walnut Creek Branch in Walnut Creek.

The Position

The Universal Banker serves as a key member of the credit union’s front‑line team and is responsible for delivering exceptional service to members while performing a wide range of banking transactions and advisory services. This position combines traditional teller functions with member service responsibilities, including opening new accounts, processing transactions, assisting with loan applications/fundings, and educating members on products and digital banking solutions.

Key Responsibilities

• Greet members warmly and provide excellent service in-person, via phone, and through digital channels.
• Process routine teller transactions including deposits, withdrawals, transfers, and loan payments.
• Open and maintain member accounts including checking, savings, certificates, and IRAs.
• Assist members with online banking, mobile apps, and ATM-related inquiries.
• Identify member needs and recommend appropriate credit union products and services.
• Originate and fund consumer loan applications.
• Resolve member issues or elevate concerns in a timely and professional manner.
• Maintain compliance with credit union policies, procedures, and regulatory requirements.
• Balance cash drawer daily and maintain required cash limits and documentation.
• Participate in branch and team meetings, training sessions, and community engagement activities.

Qualifications

• High school diploma or equivalent required; some college coursework preferred.
• 1–2 years of customer service or banking experience strongly preferred.
• Strong communication and interpersonal skills.
• Ability to learn and explain financial products clearly and confidently.
• Proficiency with computer systems and comfort using banking technology.
• Detail‑oriented, with a strong sense of accountability and integrity.
• Flexibility to work branch hours including occasional Saturdays.

Why You’ll Love It Here

You’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.

Equal Employment 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.