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New hires will receive a $1,000 sign-on bonus!
($500 after 30 days and $500 after 90 days of employment.)
The Financial Services Representative is a key utility player within the branch; responsible assisting and educating members on self-service banking options, processing teller transactions accurately and efficiently, and delivering world class service to members by uncovering and understanding our members known and unknown needs.
The Financial Services Representative will spend part of their day standing, serving members in a typical transaction based environment, while spending the other part of their day in a platform service environment, building strong relationships with members and resolving member issues or concerns, while helping SafeAmerica Credit Union achieve new member, deposit growth and lending targets.
The successful candidate will have excellent interpersonal skills to effectively communicate, both verbal and written, with our members and Credit Union personnel. Possessing a friendly attitude and maintaining a professional appearance and behavior are keys for success. The ideal candidate will have the ability to promptly and professionally handle and resolve a variety of situations impacting our members’ financial lives and make recommendations on ways to bring our mission of delivering a Better Banking Experience to life.
This candidate has prior customer service experience and is confidant when communicating with members about products and services directly. Reliability, dependability, availability, and flexibility to occasionally travel to other branch locations as needed are required.
Reports to the Branch Manager
Essential Functions, Skills and Abilities
Includes the possession of, but is not limited to:
Required:
Why Work With Us?
Because we have AWESOME employees! And, we offer a full range of benefits and competitive compensation to support the financial and personal needs of our employees and their families. Our benefits package includes but is not limited to;
We also have employee discounts on our products and a rewards and recognition program!
Full Time
Banking
$43k-54k (estimate)
05/18/2023
05/09/2024
safeamerica.com
PLEASANTON, CA
50 - 100
1953
BARRY ROACH
$10M - $50M
Banking
SafeAmerica Credit Union found it's beginnings back in 1953 when two credit unions from San Francisco got together to serve Northern California Safeway employees. The credit unions officially merged in 1966 to form Safeway San Francisco Employees Federal Credit Union. Over the years, the credit union continued to grow and in an effort to reflect the ever-increasing diversification of the membership, its name was changed to Safeway Federal Credit Union. In 1989, the credit unions field of membership expanded even further to include Select Employee Groups and changed its name once again, this ti...me to SafeAmerica Federal Credit Union. In 2003, the credit union became State Charted and opened it's field of membership even more to serve four counties: Santa Clara, Alameda, Contra Costa, and San Mateo. It was at that time that the name changed to what it is today, SafeAmerica Credit Union. Today, SafeAmerica Credit Union is a $470 million community-chartered Credit Union, serving approximately 39,000 members in Northern California; principally in the San Francisco Bay Area with branches in Pleasanton, Walnut Creek, Antioch, and Hayward. We are proud to serve the California counties of Alameda, Contra Costa, San Mateo, and Santa Clara as well as numerous employer groups.
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The job skills required for Financial Services Representative (Universal Banker) include Customer Service, Products and Services, Listening, Flexibility, Word Processing, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative (Universal Banker). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative (Universal Banker). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative (Universal Banker) positions, which can be used as a reference in future career path planning. As a Financial Services Representative (Universal Banker), it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative (Universal Banker). You can explore the career advancement for a Financial Services Representative (Universal Banker) below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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A financial service representative provides financial advice and matches financial products with customers' needs and goals.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
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Opt for more than a basic bank account.
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Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.