Universal Banker

SAN FRANCISCO FEDERAL CREDIT UNION•Oakland, CA

9d•$23 - $26•Onsite

About The Position

The Universal Banker serves as a key member of the credit union’s front-line team and is responsible for 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, including opening new accounts, processing transactions, assisting with loan applications/fundings, and educating members on products and digital banking solutions.

Requirements

High school diploma or equivalent required
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

Nice To Haves

some college coursework preferred

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.