Branch Services Representative - Excelsior - San Francisco Federal Credit Union

Who Are We?

With an "A" health rating and solid year over year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000, with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking a Branch Services Representative.

Position Summary

The Branch Services Representative serves as the liaison between the member and the Credit Union. The position provides a variety of services such as opening new accounts and processing loans as well as provides information on a full range of credit union products and services, while working to deepen member relationships and increase membership numbers.

Essential Functions and Responsibilities

• Maintains professional and courteous interactions with all members by promptly attending to inquiries and requests

• Utilizes professional and friendly communication, in written, electronic, as well as verbal formats to consistently provide Superior Service to both external and internal partners

• Opens new accounts for new and existing members

• Processes and funds all consumer loans (e.g. credit cards, personal loans, auto loans) for the members

• Processes all types of teller transactions accurately and according to policy and procedure including but not limited to checking account deposits, cashing checks, daily merchant deposit, cash advance, Cashier’s checks, loan payments and check reorders

• Maintains accurate transaction records and balances cash drawer daily and takes the initiative of notifying Branch Services Supervisor of any discrepancies in a timely manner

• Provides support with opening and closing duties, taking on Vault Teller functions and efficiently working with high volumes of cash, such as ATM balancing

• Provides support in a number of functions such as payroll, ACH, accounts payable, collections, ATM and wire transfers

• Evaluates members’ needs and offers the appropriate products and services in order to enhance member relationships and foster member loyalty

• Researches member issues and provides resolutions, necessary updates and relevant information

• Cross-sells credit union products and services while displaying a comprehensive understanding of all product features/benefits

• Meets/exceeds assigned sales goals; proactively collaborates with management to seek improvement in ability to reach goals when needed.

Who Are You?

• 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

• Complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union including the Bank Secrecy Act

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 (SFFedCU) is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU 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.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.