Universal Banker
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.