Branch Services Representative

2 weeks ago


San Francisco, California, United States San Francisco Federal Credit Union Full time
Job Title: Branch Services Representative

San Francisco Federal Credit Union is seeking a highly skilled Branch Services Representative to join our team in the Excelsior Branch. As a key member of our team, you will serve as the liaison between our members and the Credit Union, providing exceptional customer service and support.

Key Responsibilities:
  • Provide professional and courteous interactions with all members, promptly attending to inquiries and requests.
  • Utilize excellent communication skills to consistently provide superior service to both external and internal partners.
  • Open new accounts for new and existing members, and process and fund all consumer loans.
  • Maintain accurate transaction records and balances cash drawer daily, and take the initiative to notify the Branch Services Supervisor of any discrepancies in a timely manner.
  • Provide support with opening and closing duties, taking on Vault Teller functions, and efficiently working with high volumes of cash.
  • Evaluate members' needs and offer the appropriate products and services to enhance member relationships and foster member loyalty.
  • Research member issues and provide resolutions, necessary updates, and relevant information.
  • Cross-sell credit union products and services while displaying 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.
  • Possess and consistently deliver strong customer service and sales skills.
  • Ability to be well organized, a team-player, motivated, and flexible with working hours, able to work Saturdays and overtime as needed, maintaining attendance and punctuality requirements.
  • Possess and demonstrate the ability to maintain organized and accurate records.
  • Possess good mathematical aptitude, in addition to outstanding written and oral communication skills.
  • Display proficiency in use of basic business and cash handling machines.
  • Display proficiency with Microsoft Office software programs.
Why Join Us?

The compensation package includes an excellent benefits program, including health insurance plans with 100% paid premiums on some plans, generous PTO, 401(k) contributions, profit sharing, a competitive base, bi-annual bonuses, as well as tuition reimbursement. San Francisco Federal Credit Union is an Equal Employment Opportunity Employer, committed to diversity and inclusion.



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