Universal Banker

SAN FRANCISCO FEDERAL CREDIT UNION•San Francisco, CA

6d•$23 - $30•Onsite

About The Position

The Universal Banker serves as a liaison between members and San Francisco Federal Credit Union, providing excellent service and building member relationships. The role performs transactional services through various delivery channels and shares information about the credit union’s products and services. It is based at the Golden Gate Branch in San Francisco.

Requirements

High school diploma or equivalent.
At least one year of banking or cash-handling experience.
Ability to multitask effectively.
Excellent customer service and communication skills.
Ability to calculate figures and amounts.
Proficiency with cash-handling machines.
Working knowledge of business software, including MS Windows and MS Office.
Availability to work Saturdays and holidays and to work overtime as needed.

Responsibilities

Provide excellent service to members, volunteers, and internal and external partners.
Participate in branch, departmental, and organizational meetings.
Safeguard member and organizational information and maintain confidentiality by following established policies and procedures.
Communicate and receive information effectively, both verbally and in writing.
Perform teller transactions efficiently and routinely reconcile cash entities.
Research and respond accurately to member questions, problems, and feedback.
Cross-sell and match credit union products and services to members’ financial needs.
Obtain information and collect required documentation to complete membership and loan applications and funding.
Maintain all types of accounts and member profiles.
Assist with and conduct operational audits.