Branch Services Representative
4 weeks ago
San Francisco Federal Credit Union is seeking a highly skilled Branch Services Representative to join our team. As a key member of our branch staff, you will serve as the liaison between our members and the Credit Union, providing exceptional service and support to help our members achieve their financial goals.
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.
- Process all types of teller transactions accurately and according to policy and procedure.
- 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.
- Provide support in a number of functions, including payroll, ACH, accounts payable, collections, ATM and wire transfers.
- 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.
- Meet or exceed assigned sales goals, and proactively collaborate with management to seek improvement in ability to reach goals when needed.
- 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.
- Complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union, including the Bank Secrecy Act.
We offer 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, and tuition reimbursement. We are an Equal Employment Opportunity Employer and welcome applications from diverse candidates.
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Branch Services Representative
1 month ago
San Francisco, California, United States San Francisco Federal Credit Union Full timeJob Title: Branch Services RepresentativeWe are seeking a highly skilled and customer-focused Branch Services Representative to join our team at San Francisco Federal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional service to our members, answering their questions, and helping them achieve their financial...
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Branch Services Representative
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