Universal Banker

SAN FRANCISCO FEDERAL CREDIT UNION

Posted 3 months ago

Full Time

San Francisco, California

In Person

Smart Summary

Responsibilities

The Universal Banker acts as a primary liaison for members, providing transactional services and information on credit union products. They are responsible for cross-selling financial services, processing loan applications, and maintaining accurate member account records.

Qualifications

We are looking for a Universal Banker with a high school diploma or equivalent and at least one year of banking or cash handling experience. The ideal candidate will have excellent customer service and communication skills, the ability to multi-task, and proficiency in using cash handling machines and MS Office. Must be available to work Saturdays, holidays, and overtime as needed.

Job Description

Job DetailsJob Location: Richmond - San Francisco, CA 94118Position Type: Full TimeSalary Range: $26.00 - $33.00 HourlyJob Category: BankingWho 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 Richmond 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 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. Qualifications

SAN FRANCISCO FEDERAL CREDIT UNION

Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria