Retail Banking Specialist
Job Title: Branch Services Representative
Location: San Francisco, CA
Industry: Financial Services
Salary: $30-$32 per hour
Overview:
We are seeking a dynamic and customer-focused Branch Services Representative to join our team in San Francisco. The ideal candidate will have experience in the financial industry and a passion for providing exceptional service to our members. This role involves a variety of responsibilities, including handling transactions, addressing member inquiries, and promoting our financial products and services.
Key Responsibilities:
- Provide exceptional service to all Members, volunteers, and internal and external partners.
- Actively participate in branch, departmental, and organizational meetings.
- Safeguard the confidentiality of Member and organization information by following established policies and procedures.
- Communicate information effectively both verbally and in writing.
- Perform teller transactions efficiently and routinely reconcile all cash entities.
- Address Member inquiries, concerns, and feedback with accurate and helpful responses.
- Recommend and cross-sell appropriate products and services to meet Members' financial needs.
- Collect and verify necessary information from Members to complete membership and loan applications/funding, ensuring all required documentation is accurate and complete.
- Maintain and update files for various account types and Member profiles.
- Assist in the execution of operational audits.
Qualifications:
- High school diploma or equivalent; college degree preferred.
- Minimum of one year of experience in banking, credit union, or a similar financial services environment.
- Strong customer service skills with the ability to communicate effectively and build relationships.
- Proficiency in Microsoft Office Suite and familiarity with financial software systems.
- Ability to handle cash transactions accurately and securely.
- Excellent problem-solving skills and attention to detail.
- Ability to work well in a team-oriented environment.
- Availability to work 4 weekdays including Saturdays from 9am-3pm
-
Seniority level
Associate -
Employment type
Full-time -
Job function
Customer Service -
Industries
Financial Services
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