Jobs · Sales · California

Universal Banker

San Francisco Federal Credit Union · Walnut Creek, CA · 1 mo ago
SalesFull-time

About Us

San Francisco Federal Credit Union (SFFedCU) holds an “A” health rating and has achieved solid year-over-year growth. Our membership exceeds 43,000, with assets surpassing $1.3 billion, and branches located in San Francisco and San Mateo County.

About the Role

The Universal Banker serves as a key member of the credit union’s front-line team, 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.

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 escalate 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.

Benefits

  • Health insurance plans.
  • Generous PTO.
  • 401(k) Plan.
  • Profit sharing.
  • Competitive base salary.
  • Bi-annual bonuses.
  • Tuition reimbursement.

Why Join Us

You’ll work alongside a passionate team in a mission-driven organization, gain 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.

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