Universal Banker

About the Role

San Francisco Federal Credit Union (SFFedCU), with an "A" health rating, over 43,000 members, and assets surpassing $1.3 billion, is seeking a Universal Banker for our Golden Gate Branch in San Francisco. The Universal Banker serves as the liaison between the member and the Credit Union, providing Uncommonly Good Service and deepening relationships with each member. The role also provides a variety of transactional services over all delivery channels as well as information on a full range of credit union products and services.

Responsibilities

• 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

Requirements

• High school diploma or equivalent
• One year minimum of banking or cash handling experience
• Ability to effectively multi-task
• Excellent customer service and communication skills
• Ability to calculate figures and amounts
• Proficiency in using cash handling machines
• Working knowledge of business software programs (MS Windows and MS Office)
• Availability to work Saturdays, holidays and overtime as needed

Benefits

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