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Branch Services Representative
2 months ago
We 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 Responsibilities- Maintain professional and courteous interactions with all members, promptly attending to inquiries and requests.
- Utilize professional and friendly communication to 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 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 such as 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.
- 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, 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.
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, as well as tuition reimbursement. San Francisco Federal Credit Union is an Equal Employment Opportunity Employer and 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.
