Branch Services Liaison

4 days ago


San Francisco, California, United States San Francisco Federal Credit Union Full time
Job Summary

The Branch Services Representative serves as the primary point of contact for members, providing exceptional service and support to ensure a positive experience. This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.

Key Responsibilities
  • Provide prompt and courteous service to members, responding to inquiries and resolving issues in a timely manner.
  • Utilize professional communication skills to engage with members, both in person and via phone or email.
  • Process transactions, including account openings, loan applications, and teller transactions, with accuracy and attention to detail.
  • Maintain accurate records and balances, ensuring compliance with Credit Union policies and procedures.
  • Support branch operations, including opening and closing duties, vault teller functions, and ATM balancing.
  • Evaluate member needs and offer relevant products and services to enhance relationships and foster loyalty.
  • Collaborate with management to achieve sales goals and improve branch performance.
Requirements
  • High school diploma or equivalent required; two years of related experience in a financial institution preferred.
  • Strong customer service and sales skills, with the ability to work effectively in a team environment.
  • Excellent communication and interpersonal skills, with the ability to adapt to changing situations.
  • Ability to maintain accurate records and balances, with attention to detail and a commitment to compliance.
  • Proficiency in Microsoft Office software programs and basic business and cash handling machines.
Why Work with Us?

The San Francisco Federal Credit Union offers a competitive compensation package, including excellent benefits, generous PTO, and opportunities for professional growth and development. We are an equal opportunity employer, committed to diversity and inclusion in the workplace.



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

    Job SummaryThe Branch Services Representative serves as the primary point of contact between the member and the Credit Union, providing a wide range of services to meet the financial needs of our members. This role requires strong customer service and sales skills, as well as the ability to work effectively in a team environment.Key ResponsibilitiesMember...


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

    About the RoleWe are seeking a highly skilled Branch Services Representative to join our team at San Francisco Federal Credit Union. As a key member of our team, you will serve as the liaison between our members and the Credit Union, providing exceptional service and support to ensure a positive experience for all.Key ResponsibilitiesMaintain professional...


  • San Francisco, California, United States LHH Recruitment Solutions Full time

    Job SummaryLHH Recruitment Solutions is seeking an experienced Branch Services Representative to join our team in San Francisco, CA. As a key point of contact for members, you will provide exceptional service and address their needs across all channels.Key Responsibilities:Act as a primary liaison between members and the credit union, delivering a...


  • San Francisco, California, United States Heritage Bank Full time

    About the RoleWe are seeking a highly skilled Branch Services Officer to join our team at Heritage Bank. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide personalized service to clients, responding to their inquiries and resolving issues in a timely and...


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

    {"title": "Branch Services Representative", "description": "At San Francisco Federal Credit Union, we're seeking a highly skilled Branch Services Representative to join our team. As a key member of our branch staff, you'll play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and driving business...


  • San Francisco, California, United States LHH Recruitment Solutions Full time

    Branch Services RepresentativeDirect Hire OpportunityHourly Rate: $30-$31Location: San Francisco, CAWork Hours: Must be available to work 4 weekdays (9:30 AM - 5:30 PM) and Saturdays (9:00 AM - 3:00 PM). Flexibility is required to meet business needs.Position OverviewThe Branch Services Representative serves as the primary point of contact between members...


  • San Francisco, California, United States LHH Recruitment Solutions Full time

    Job SummaryWe are seeking a highly skilled Branch Services Representative to join our team at LHH Recruitment Solutions. As a key contact between members and the Credit Union, you will deliver exceptional service and foster strong member relationships.Key ResponsibilitiesDeliver top-notch service to members, volunteers, and internal and external...


  • San Francisco, California, United States LHH Recruitment Solutions Full time

    Job SummaryWe are seeking a highly skilled and experienced Branch Services Representative to join our team at LHH Recruitment Solutions. As a key member of our team, you will be responsible for providing exceptional customer service, managing multiple tasks efficiently, and fostering strong relationships with our clients.Key Responsibilities:Customer...


  • San Francisco, California, United States Lee Hecht Harrison Nederland B.V. Full time

    Job Summary: We are seeking a highly skilled Branch Services Representative to join our team at Lee Hecht Harrison Nederland B.V. As a key contact between members and the Credit Union, you will deliver exceptional service and foster strong member relationships. This role involves handling a range of transactions across multiple channels and providing...


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

    Job SummaryThe Branch Services Representative serves as the primary point of contact for members, providing exceptional service and support to ensure a positive experience. This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.Key ResponsibilitiesMaintain professional and...


  • San Francisco, California, United States RadNet Medical Imaging – San Francisco Full time

    Job SummaryWe are seeking a highly skilled Patient Service Liaison to join our team at RadNet Medical Imaging – San Francisco. As a key member of our staff, you will be responsible for providing exceptional patient service and support in a fast-paced medical office environment.Key Responsibilities:Provide top-notch patient service and support to ensure a...


  • San Francisco, California, United States WELLS FARGO BANK Full time

    About Wells Fargo BankWe are a leading financial services company that provides a wide range of banking and financial services to individuals, businesses, and institutions. Our mission is to help our customers achieve their financial goals and improve their financial well-being.About the RoleWe are seeking a highly skilled and experienced Branch Operations...


  • San Francisco, California, United States OneMain Financial Full time

    Position OverviewAs a key player at OneMain Financial, the Assistant Manager supports the Branch Manager in cultivating a workplace that prioritizes exceptional customer service. This role is pivotal in providing guidance and training to branch personnel, ensuring that they deliver effective personal loan solutions through informed decision-making and...


  • San Francisco, California, United States OneMain Financial Full time

    Position Overview As a key member of the management team at OneMain Financial, the Assistant Manager plays a crucial role in supporting the Branch Manager to cultivate a productive work atmosphere that prioritizes exceptional customer service. This position is designed to provide leadership and mentorship to branch personnel, ensuring that they are...


  • San Francisco, California, United States OneMain Financial Full time

    Position Overview The Assistant Manager at OneMain plays a pivotal role in supporting Branch Managers to cultivate a workplace that prioritizes exceptional customer service. This position is designed to provide leadership and training to branch personnel, ensuring that the team delivers top-notch personal loan solutions through effective underwriting and...


  • San Francisco, California, United States OneMain Financial Full time

    Position Overview The Assistant Manager at OneMain plays a crucial role in supporting Branch Managers to cultivate a workplace that promotes exceptional customer service. This position involves providing guidance and training to branch personnel, ensuring that the team delivers outstanding personal loan solutions through effective decision-making and...


  • San Francisco, California, United States OneMain Financial Full time

    Position Overview The Assistant Manager at OneMain plays a crucial role in supporting Branch Managers to cultivate a work atmosphere that enhances the delivery of outstanding customer service. This position involves providing guidance and training to branch personnel while leading by example in offering personal loan solutions through effective...


  • San Diego, California, United States Patriot Environmental Services Full time

    About the RoleWe are seeking a highly skilled and experienced Branch Operations Manager to join our team at Patriot Environmental Services. As a key member of our operations team, you will be responsible for driving the safety culture of our facilities and ensuring the smooth operation of our environmental services.Key ResponsibilitiesLead Safety Culture:...


  • San Francisco, California, United States OneMain Financial Full time

    Position OverviewAs a pivotal member of the OneMain Financial team, the Assistant Manager plays a crucial role in supporting Branch Managers to cultivate a productive work atmosphere that prioritizes exceptional customer service. This position emphasizes leadership and training for branch personnel, guiding them in delivering personalized loan solutions...


  • San Francisco, California, United States United Rentals Full time

    Company Overview: United Rentals is the largest equipment rental firm, dedicated to providing exceptional service and fostering a culture of growth and teamwork.Position Summary: As the Branch Operations Leader, you will utilize your leadership expertise to oversee the comprehensive delivery of superior service, enhancing branch efficiency and productivity....