Universal Banker

About the role

San Francisco Federal Credit Union (SFFedCU) is a thriving organization with over 43,000 members and assets exceeding $1.3 billion. Located in San Francisco and San Mateo County, SFFedCU is seeking a Universal Banker for its Lakeside Branch.

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.
• Aid and conduct operational audits.

Requirements

• High school diploma or equivalent plus 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 and a working knowledge of business software programs (MS Windows and MS Office).
• Availability to work Saturdays, holidays and overtime as needed.

Qualifications

• No criminal convictions necessary.

Skills

• Customer service skills.
• Financial product knowledge.
• Basic computer skills.

Benefits

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.

Pay

Competitive base salary.

Schedule

Flexible schedule with potential for overtime.

Benefits

Health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, tuition reimbursement.

Equal Opportunity Employer

SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.