SF Police Credit Union - F/T Teller
SF Police Credit Union - San Francisco, CA 94122
Created on Sep 07, 2010
This position is located at our SF Irving Branch in the sunset/parkside neighborhood.
Position Description:
Process monetary transactions for members while providing the highest quality of service. Contribute to the efficient functioning of the Branch and meeting of overall Branch goals.
Must be able to
- Account for all monies handled balance cash drawer and perform end-of-day functions.
- Uphold SF Police Credit Union Service Promise Standards
- Process share transactions (including Loan and Visa Payments). These may include Night Deposit, Express Deposit, U.S Mail, in person , and ATM deposits.
- Assertively cross sell all credit union products and services, including Members Financial Services.
- Maintain cross-sell documentation within Touche to insure appropriate and prompt member follow-up and to enhance the member relationship. Participate in meeting Branch overall sales goals and individual sales goals.
- Utilize basic FSP and Ultrafis functionality and all software necessary to perform day to day responsibilities of the position
- Sell Travelers Checks, Theme Park tickets and Entertainment books, logging the sales accurately and crediting the correct General Ledger account.
- Accept and process payroll deduction requests.
- Accept and maintain share certificate detail requests.
- Process Visa cash advances.
- Complete the Currency Transaction Report when necessary.
- Accept requests for ATM applications and reissues, process change of address, stop payments/stop payment terminations (share drafts and corporate checks), duplicate statements and copies of paid share drafts.
- Assist members with basic account inquiries.
- Maintain and be responsible for a complete knowledge of credit union products and services.
- Process account and membership closures.
- Conduct general filing duties as assigned.
- Proactively seek to improve and/or offer positive input regarding individual role, departmental or credit union processes. Maintain cooperative and respectful interaction with members, staff, management and those working on behalf of the credit union.
- Develop knowledge of the credit union’s electronic data processing system, archive system, and PC related programs.
- Develop a working knowledge of Microsoft Outlook and Word, Home Banking and MemberLink.
- Maintain your workstation in accordance with uniform guidelines established by your supervisor.
- Observe a professional dress code.
- Participate in ongoing training and cross training and show measurable results, taking advantage of BVS, in house training sessions, seminars, and classes as assigned.
- Perform activities/tasks related to the Bank Secrecy Act Policy which includes General Requirements, MIP, CTRs and events that may suspect suspicious activities.
- Assist in any areas as directed by the CEO, COO, SVP of Financial Services, Financial Services Directors, Supervisors and leads
- Develop an understanding of Credit Union history, philosophy, organization, bylaws, and operations procedures.
Education: High School Diploma or equivalent.
Skills & Qualifications:
- Excellent listening and verbal communication skills
- Excellent interpersonal skills
- Prior Sales Skills preferred
- Ability to remain poised during busy and/or stressful situations.
- Basic math aptitude.
- Basic PC skills and Internet research
- Prior customer service and/or cash handling experience with a financial institution preferred
Physical Requirements:
- Regularly required to use hands to finger, handle, feel, write and type on a computer keyboard and other standard office equipment.
- May require either standing or sitting for long periods of time.
- Frequently required walk, reach, stoop and crawl.
- Vision and hearing within corrected range.
- Must occasionally lift up to 10- 15lbs.
SF Police Credit Union is a growing organization honored to serve the Bay Area’s First Responders’ (Law Enforcement, Fire, Emergency Medical Technicians and their families) since 1953. SFPCU is seeking self-starters who share our commitment to provide excellent service and education at every opportunity. We offer generous benefits, competitive compensation, and career development opportunities throughout our organization.
Benefits Include:
- HMO, PPO Medical & Vision Plan
- Dental Plan including orthodontics
- 401k (Employer Matching & Profit Sharing Contributions)
- Group Life, Accidental, Short and Long Term Disability Insurance
- Pre-Tax Commuter Benefits
- Paid Time Off (PTO), holidays
- Employee Loan Discounts
- Work/Life: Employee Appreciation Events, On-site Health & Wellness Fairs, Holiday Parties and Community Support Events
- Educational and Tuition Reimbursement Programs
- Professional Development Programs
SFPCU is an Equal Opportunity Employer M/F/D/V
Visit us at www.sfpcu.org