Universal Banker
SAN-Francisco-Federal-Credit-Unio
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. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Universal Banker for our Excelsior Branch in San Francisco.Universal Banker serves as the liaison between the member and the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with each and every member. The incumbent also provides a variety of transactional services over all delivery channels as well as provides information on a full range of credit union products and services.Duties and responsibilities include the following:Provide excellent service to all Members, volunteers, internal and external partners.Actively participate in branch, departmental and organizational meetings.Safeguard member and organization information and ensure confidentiality by following established policy and procedures.Effectively convey and receive information both verbally and in writing.Perform teller transactions efficiently and reconcile all cash entities routinely.Research member questions, problems and/or feedback and respond with accurate information.Cross-sell and match the appropriate SFFedCU products and services to meet the member’s financial needs.Obtain information from member to complete membership and loan application/funding; examine and collect proper documentation.Perform file maintenance on all types of accounts and member profiles.Assist and conduct operational audits.Who Are You?High school diploma or equivalent plus one year minimum of banking or cash handling experience.Ability to effectively multi-task.Must have excellent customer service and communication skills.Ability to calculate figures and amounts.Proficiency in using cash handling machines and a working knowledge of business software programs (MS Windows and MS Office).Availability to work Saturdays, holidays and overtime as needed.Why You’ll Love It HereYou’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. #J-18808-Ljbffr
- ...duties as assigned. Qualifications/Requirements ~ High school diploma or equivalent. ~2-3 years of experience as a Universal Banker or equivalent. Minimum of 12 months of new accounts or relevant banking experience is preferred. ~ At least 2-3 years of cash...Suggested
$21 - $28 per hour
...Universal BankerMechanics Bank is currently searching for a Universal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site.Under general supervision...Suggested16 hoursWork experience placementWork from homeFlexible hoursShift workNight shift$50.03k - $65.27k
...Part-Time Universal Banker (20 Hours), Post Street Branch Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity...SuggestedHourly payFull timePart timeMonday to Friday$27.5 per hour
...Universal Banker San Francisco, CA 94102 Overview Salary Range $27.50 - $27.50 Hourly Position Type Full Time Universal Banker - Full Time (San Francisco, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced...SuggestedHourly payFull timeTemporary workWork experience placementWork at officeMonday to FridayFlexible hoursWeekend work- Mechanics Bank is currently searching for a Universal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site. Under general supervision, independently...SuggestedShift workNight shift
- Citi in San Bruno, California is seeking an entry-level Universal Banker to support sales and service activities in coordination with the customer service team. You will assist with basic account openings and perform routine transactions in line with bank policies. This...
$20 - $28 per hour
Sales And Service Representative At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. The Sales and Service Representative is responsible ...Hourly payWork at officeImmediate startShift work$250k - $275k
...The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing... ...~ Series 79 and 63 Education: Bachelor’s degree/University degree or equivalent experience Master’s degree preferred...Full time- ...Associate Banker SAFE Act LO, AVPWorking at Citi is far more than just a job. A career with us means joining a team of approximately... ...66 required (or obtained within 120 days)Education:Bachelor's/University degree or equivalent experienceCiti offers competitive employee...
- ...Vice President, Banker, Mergers & Acquisitions (M&A)Discover your future at CitiWorking at Citi is far more than just a job. A career... ...securities productsSeries 79 and 63Education:Bachelor's degree/University degree or equivalent experienceMaster's degree preferredThis job...
- ...as a Healthcare, Higher Education and Not for Profit Associate Banker is for you. You are customer focused, enjoy building... ...profitable relationships with nonprofit health systems, colleges and universities, and not-for-profit organizations. Your comprehensive understanding...
$175k - $225k
...teams and track business development (collect research, analyze industry trends)Series 79 and 63 licensesEducation:Bachelor’s degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-...Full time$200k - $300k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within... ...platforms, tools and capabilities. Education: ~ Bachelor's/University degree, Master's degree preferred -------------------------...Full time$165k - $185k
...evaluating and managing risk.Responsibilities:Partner with Senior Bankers to provide overall relationship management supportAssist with... ...79 and 63 within 150 days of joining.Education:Bachelor’s/University degree or equivalent experience, MBA or Master's Degree in Business...Full time- ...Job Description Job Description Bank Teller – Universal Banking Representative -Bilingual Cantonese or Mandarin - Entry Level Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities...Full time
$175k - $200k
...financial advisory services. Associates work closely with senior bankers during all stages of the transaction so they develop both the... ...Qualifications: Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted...Full time$110k - $125k
...Job Description: Job Title: Investment Banking and Capital Markets-Banker-Technology Analyst Corporate Title: Analyst Location: San Francisco, CA Overview Our Investment Banking and Capital Markets business provides the full range of investment banking...Full timeWork experience placementWork at officeWork from home$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution... ...verbal communication skills Education: ~ Bachelor's Degree/University degree or equivalent experience This job description...Full time$132.89k - $166.11k
...~ Experience carrying quota and a proven track record of hitting and exceeding quotas ~ B.A or B.S degree from a 4-year university Bonus points Series 7 & 63 license (active or able to be re-activated) Familiarity with sales tools such as Gong...Full timeWork at officeRemote workWork from home$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial...Temporary workWork experience placementImmediate start$45k - $75k
Part-time 30 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and...Contract workPart timeLocal areaDay shift$52k - $63.4k
...lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-...Part time$175k
...explore new horizons, and unlock growth opportunities in this 8-10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Investment Banking...Hourly paySummer workInternshipSummer internshipWork at officeImmediate start- ...Description Are you customer-focused, enjoy building relationships, and providing financial advice to clients. A role as a Commercial Banker is for you. Job Description Are you customer-focused, enjoy building relationships, and providing financial advice to clients. A...Flexible hours
- ...Description You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) team within Commercial Banking, you...Local area
$175k
...mathematical, writing, verbal and computer skillsAbility to adapt to new tasks with little noticeAbility to manage expectations of senior bankers while working on multiple projects simultaneouslyEffective leadership and coaching skillsStrong desire to winSound judgementDeep,...Temporary workSummer workSummer internship$135k - $225k
Job Description:At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain...Full timeWork experience placement$150k - $200k
...deals , engage in the due diligence process • Be an expert in Financial Models in all deal types, M&A/financing • mentorship to junior Bankers (some peer Associates and jr. Analysts) • Enthusiastic about the Tech Industry, being an enthusiast in any sub sector will help you...Work at office$175k - $225k
...Actively participate in client meetings and deal discussions.Contribute to deal structuring and negotiation processes.Support senior bankers in identifying and pursuing new business opportunities.What You Bring:To perform this job successfully, an individual must be able...Hourly payFull timeContract workWork experience placementShift work$100k
...Francisco, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in San Francisco, California. Applicants without a real estate license are invited to apply . You need a license to become...Hourly payFull timeFor contractors
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