POSITION: Financial Services Representative

REPORTS TO: Vice President/Financial Services

SALARY RANGE: Level 14 $2,631.76 to $ 3,947.64 monthly (DOE)

PRIMARY FUNCTION: Assist members with their financial needs and promote/sell all credit union services. Duties include opening new accounts, accepting and processing loan applications and answering general inquiries.

DUTIES AND RESPONSIBILITIES:

.   Provide quality service to members and other employees
.   Provide explanation for all types of new share and loan accounts.
.   Cross-sell all credit union products and services.
.   Establish or make changes for payroll deductions and/or direct                  deposits.
.   Provide account balance information
.   Change names, addresses, telephone numbers and add joint                   owners
.   Mail out loan applications, rate sheets and other pertinent information.
.   Open sub savings accounts and money market accounts.
.   Accept and review loan applications for completeness.
.   Process mail and answer phones.
.   Perform other duties as assigned.

PREREQUISITES FOR POSITION

EDUCATION AND EXPERIENCE: Minimum of a high school diploma or equivalent. One year previous experience with a financial institution in a consumer lending or new accounts position preferred.

SKILLS AND QUALIFICATIONS: A thorough knowledge of credit union financial products and services. A good understanding of credit union policies and procedures. Ability to provide prompt and professional service. Proficient in the use of office equipment, i.e., calculator, computer and typewriter. Must possess excellent verbal and written communication skills. Must be willing to work overtime.

Work hours may be scheduled Monday through Saturday.

CLOSING DATE: Until filled.
To apply, please send your resume to humanresources@SanFranciscoFCU.com and fill out our online application.