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Branch Services Representative

4 months ago

San Francisco, United States San Francisco Federal Credit Union Full time

Job Description

Who Are We?
With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000, with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking a Business Services Representative for our Excelsior Branch.
The Position
The Branch Services Representative serves as the liaison between the member and the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with each and every member. The incumbent also provides a variety of transactional services over all delivery channels as well as provides information on a full range of credit union products and service.
Duties and responsibilities include the following:

  • 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.
Who Are You?
  • High school diploma or equivalent plus one year minimum of banking or cash handling experience.
  • Ability to effectively multi-task.
  • Must have 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.
Why Join Us?
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, a competitive base, bi-annual bonuses as well as tuition reimbursement.
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 of 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.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.