What are the responsibilities and job description for the Branch Services Representative - Excelsior Branch position at 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 Business Services Representative for our Excelsior Branch in San Francisco.The PositionThe Branch Services Representative serves as the liaison between the member and the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with each and every member. The incumbent also provides a variety of transactional services over all delivery channels as well as provides information on a full range of credit union products and service.Duties and responsibilities include the following:
- Provide excellent service to all Members, volunteers, internal and external partners.
- Actively participate in branch, departmental and organizational meetings.
- Safeguard member and organization information, and ensure confidentiality by following established policy and procedures.
- Effectively convey and receive information both verbally and in writing.
- Perform teller transactions efficiently and reconcile all cash entities routinely.
- Research member questions, problems and/or feedback and respond with accurate information.
- Cross-sell and match the appropriate SFFedCU products and services to meet the member’s financial needs.
- Obtain information from member to complete membership and loan application/funding; examine and collect proper documentation.
- Perform file maintenance on all types of accounts and member profiles.
- Assist and conduct operational audits.
- High school diploma or equivalent plus one year minimum of banking or cash handling experience.
- Ability to effectively multi-task.
- Must have excellent customer service and communication skills.
- Ability to calculate figures and amounts.
- Proficiency in using cash handling machines and a working knowledge of business software programs (MS Windows and MS Office).
- Availability to work Saturdays, holidays and overtime as needed.