A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
Oakland, CA Job Details Full-time $23 - $26 an hour 12 hours ago Benefits Profit sharing Health insurance 401(k) Tuition reimbursement Paid time off Qualifications High school diploma or GED Full Job Description 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, as well as Alameda and Contra Costa counties. Continuing along its highly successful growth trajectory, SFFedCU is seeking a Universal Banker for our Oakland Branch in Oakland. The Position The Universal Banker serves as a key member of the credit union's front-line team and is responsible for delivering exceptional service to members while performing a wide range of banking transactions and advisory services. This position combines traditional teller functions with member service responsibilities, including opening new accounts, processing transactions, assisting with loan applications/fundings, and educating members on products and digital banking solutions.
Key Responsibilities:
Greet members warmly and provide excellent service in-person, via phone, and through digital channels. Process routine teller transactions including deposits, withdrawals, transfers, and loan payments. Open and maintain member accounts including checking, savings, certificates, and IRAs. Assist members with online banking, mobile apps, and ATM-related inquiries. Identify member needs and recommend appropriate credit union products and services. Originate and fund consumer loan applications. Resolve member issues or escalate concerns in a timely and professional manner. Maintain compliance with credit union policies, procedures, and regulatory requirements. Balance cash drawer daily and maintain required cash limits and documentation. Participate in branch and team meetings, training sessions, and community engagement activities. Who Are You?
Qualifications:
High school diploma or equivalent required; some college coursework preferred. 1-2 years of customer service or banking experience strongly preferred. Strong communication and interpersonal skills. Ability to learn and explain financial products clearly and confidently. Proficiency with computer systems and comfort using banking technology. Detail-oriented, with a strong sense of accountability and integrity. Flexibility to work branch hours including occasional Saturdays. Why You'll Love It Here You'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same—and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous
PTO, 401
(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. 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 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.
