Member Service Representative/ Teller

Job Description

Job Description

Why Join Our Team?

At F3 Credit Union, we don’t just handle transactions; we build relationships. As a Member Service Representative, you are the face of our institution. You’ll be the first person our members see when they walk through the door and the primary person they trust with their financial goals. We operate in a fast-paced, collaborative environment where your growth and the financial well-being of our members are our top priorities.

The Role at a Glance

You’ll master the art of the "frontline"—balancing high-accuracy financial transactions with meaningful member conversations. From opening new accounts to educating members on the best loan products for their needs, your day will be dynamic, social, and impactful.

Key Responsibilities

• Member Advocacy: Act as a financial concierge, assisting members with deposits, loan payments, and withdrawals while identifying products (IRAs, Trusts, etc.) that truly benefit them.
• Expert Consulting: Assess member needs and "cross-sell" credit union services that help them save money or build their future.
• Financial Precision: Manage your cash drawer and daily transactions with 100% accuracy, performing daily balances and contributing to vault audits.
• Operational Excellence: Navigate our core banking systems to process assigned tasks and transactions.
• Compliance Champion: Stay up to date on industry regulations (BSA, OFAC) to keep our members and the institution safe.

What You Bring to the Table

• The "People" Factor: You’re a natural communicator who enjoys building rapport and can explain financial concepts clearly.
• Attention to Detail: You have a "detective’s eye" for numbers and accuracy in data entry.
• Tech Savviness: Comfortable with data entry and general office software; you can learn new banking systems quickly.
• Adaptability: You thrive in a fast-paced environment and can pivot from solo tasks to team-based projects seamlessly.

Physical & Environment Requirements

• Primarily an indoor, climate-controlled office setting.
• Ability to work on a computer/keyboard for 6-8 hours daily.
• Occasional lifting (up to 20 lbs) and navigating stairs/ladders as needed.
• Availability for extended hours during peak seasons or special events.
• Flexibility to work and travel across multiple branch locations throughout the Bay Area as needed.

We are a Credit Union headquartered in the South Bay with additional branches located in Oakland and San Francisco,
serving all of Santa Clara County, Postal Workers, and Civil Service workers and their families! We have a legacy of service since 1931.

Company Description

We are a Credit Union headquartered in the South Bay with additional branches located in Oakland and San Francisco, \r\nserving all of Santa Clara County, Postal Workers, and Civil Service workers and their families! We have a legacy of service since 1931.