Branch Services Representative

1 month 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 customer service and support. This role requires strong communication and interpersonal skills, as well as the ability to work 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 consistently provide superior service to both external and internal partners.
  • Open new accounts for new and existing members, ensuring accurate and efficient processing.
  • Process and fund all consumer loans, including credit cards, personal loans, and auto loans.
  • Maintain accurate transaction records and balances, reporting any discrepancies to the Branch Services Supervisor.
  • Support with opening and closing duties, taking on Vault Teller functions and efficiently working with high volumes of cash.
  • Provide support in various functions, including payroll, ACH, accounts payable, collections, ATM, and wire transfers.
  • Evaluate members' needs and offer appropriate products and services to enhance member relationships and foster loyalty.
  • Research member issues and provide resolutions, necessary updates, and relevant information.
  • Cross-sell credit union products and services, demonstrating a comprehensive understanding of all product features and benefits.
Requirements
  • High School diploma or equivalent.
  • A minimum of two (2) years related experience in a financial institution.
  • Strong customer service and sales skills.
  • Ability to be well organized, a team player, motivated, and flexible with working hours.
  • Possess and demonstrate the ability to maintain organized and accurate records.
  • Good mathematical aptitude and outstanding written and oral communication skills.
  • Proficiency in use of basic business and cash handling machines.
  • Proficiency with Microsoft Office software programs.
Why Work with Us?

The compensation package includes an excellent benefits program, generous PTO, 401(k) contributions, profit sharing, a competitive base, bi-annual bonuses, and tuition reimbursement. San Francisco Federal Credit Union is an Equal Employment Opportunity Employer, committed to diversity and inclusion.



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