Universal Banker / Member Advisor

What You’ll DO

• Open various new deposit accounts, retirement accounts, consumer loans and credit cards.
• Process necessary information and educate the members as to products and services available to them.
• Exceed member service expectations as measured by NPX.
• Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch.
• Assist members in understanding how to use ATM’s, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts.
• Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established.
• Explain membership eligibility requirements and participate in SFCU sponsored activities.
• Aid in the testing of new functionality upon request.
• Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
• Manage the vault, cash, and audit functions for the assigned branch.
• Perform traditional teller work as needed.

What You’ll NEED

• One to three years’ experience in customer service or sales related field.
• High school diploma or general education degree (GED).
• Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships.
• Strong customer service and interpersonal skills.
• Excellent communication skills, along with a demonstrated ability to meet set goals.
• Ability to accurately process various types of transactions for members.
• Banking or Credit Union experience is a plus.