Virtual Banking Relationship Specialist | Digital Sales & Service

SAN-Francisco-Federal-Credit-Unio; San Francisco (CA); On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Health insurance

401(k) Plan

Profit sharing

Tuition reimbursement

Generous PTO

Job summary

San Francisco Federal Credit Union is seeking a Digital Sales and Service Relationship Specialist for the Golden Gate Branch in San Francisco. This role combines remote engagement with in-branch activity to grow member relationships through digital channels.

Ideal candidates have 3–5 years in banking or financial services, strong sales and consultative skills, and proficiency with CRM tools and digital banking platforms.

Qualifications

• Associate or Bachelor's degree in business, finance, or related field preferred.
• 3–5 years of experience in banking, sales, or financial services.
• Proven outbound sales, lead conversion, and cross‑selling success.

Responsibilities

• Proactively engage members through outbound calls, email, and virtual consultations.
• Follow up on campaign leads, event contacts, and referrals with the Business Development group.
• Build digital relationships to identify unmet financial needs and present tailored product solutions.
• Meet or exceed sales goals in lending, deposits, and cross-sell.
• Maintain a robust CRM pipeline and track personal sales metrics.

Skills

Outbound sales

CRM systems

Digital banking knowledge

Relationship management

Negotiation

Education

Bachelor’s or Associate degree in business/finance

Tools

Microsoft Office

CRM (e.g., Salesforce)

Job description

San Francisco Federal Credit Union is seeking a Digital Sales and Service Relationship Specialist for the Golden Gate Branch in San Francisco. This role combines remote engagement with in-branch activity to grow member relationships through digital channels.

Ideal candidates have 3–5 years in banking or financial services, strong sales and consultative skills, and proficiency with CRM tools and digital banking platforms.