Banking Account Services Specialist

San Francisco Federal Credit Union San Francisco , CA 94118

Posted 2 months ago

The Organization:

With an A health rating and solid year over year growth, San Francisco Federal Credit Union's membership is now over 45,000, with assets surpassing $1 billion and branches located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking an Account Services Specialist. This position is located at the corporate office location at 770 Golden Gate Ave. in San Francisco.

The Position:

The Account Services Specialist is a key member of the credit union's account services office team and as such contributes to a positive member experience through routine and on occasion, sensitive situations.

The position accurately and efficiently processes various back office functions, including deposits by mail and from other departments, and check returns and adjustments. The role ensures accounts are closed properly and levies, IRAs, trusts and subpoenas are properly flagged and processed for the membership.

The Ideal Candidate:

The ideal candidate is both a people person and a skilled back office administrator. Using their excellent communications skills they explain or guide members at times through challenging situations, such as closing accounts due to a member's death or responding to questions about various processes and/or transactions, such as check returns or levies.

Leveraging their entry level accounting, excellent data entry and back office banking experience, they excel at processing debit, credit and other adjustments, including bank deposits and check returns.

The Opportunity

With its corporate offices located in San Francisco and an involved, progressive and hands-on senior leadership team, the Consumer Lending Underwriter will have an opportunity to contribute well beyond the confines of his or her specific role. These conditions are ideal for a career-minded and resourceful individual to demonstrate their initiative and learn, grow, and make their mark on this well respected institution.

The Compensation:

Compensation is highly competitive and includes an excellent benefits program including*:

  • Highly competitive base pay

  • Plans with 100% paid premiums on medical, dental, vision insurance, disability and life insurance for employees.

  • 3% automatic401k contribution

  • Profit sharing plan of up to 5% of salary, AND bi-annual incentives up to 12%

  • Annual merit increases

  • Commuter subsidies of $100/month

  • Educational reimbursement of up to $2,000 per year

  • Credit union membership AND discounts on consumer and home loans

  • Generous PTO time and eligibility for overtime

  • Excellent cross-training and development opportunities

  • A Monday through Friday schedule with the occasional need for overtime, and a holiday.

  • Benefits subject to change and may have entry requirements

Physical Requirements, Reasonable Accommodation and Work Environment

All reasonable accommodations will be made to ensure a safe and functioning working environment for those individuals who will require such accommodations

  • Requires standing, bending, stooping, sitting, walking, twisting, and turning

  • May require lifting up to 10 pounds

  • Require use of computer keyboard, calculator, and mouse

  • Work environment is indoors; majority of the time is spent sitting/standing at a desk

San Francisco Federal Credit Union 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 of 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.

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Banking Account Services Specialist

San Francisco Federal Credit Union