Current jobs related to Member Advisor - Palo Alto - Stanford Federal Credit Union

  • Member Advisor

    4 weeks ago

    Palo Alto, California, United States Stanford Federal Credit Union Full time

    Member Advisor Opportunity at Stanford Federal Credit UnionWe're on a mission to improve financial lives. If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team.About UsMembers really do come first at Stanford FCU because we're non-profit and owned by our...

  • Sales and Membership Growth Advisor

    3 days ago

    Palo Alto, California, United States Equinox Full time

    Membership Sales Advisor RoleAt Equinox, we're passionate about high-performance living and delivering exceptional experiences to our members. As a Membership Sales Advisor, you'll play a key role in achieving this goal by driving sales growth and member engagement at our state-of-the-art location in Palo Alto, CA.Key Responsibilities:• Achieve or exceed...

  • Membership Sales Advisors, Palo Alto

    2 weeks ago

    Palo Alto, California, United States Equinox Full time

    Job Title: Membership Sales Advisors, Palo AltoEquinox is seeking highly motivated and results-driven Membership Sales Advisors to join our team at our state-of-the-art location in Palo Alto, CA.Job Summary:We are looking for sales professionals who are passionate about health and fitness and have a strong desire to succeed in a fast-paced environment. As a...

  • Academic Advisor

    2 weeks ago

    Palo Alto, California, United States Pennsylvania State University Full time

    Job SummaryThe Pennsylvania State University is seeking a highly motivated and professional Academic Advisor to join our team. As a key member of our advising team, you will provide academic guidance to undergraduate students, helping them navigate their academic journey and achieve their goals.Key Responsibilities:Provide academic advising to undergraduate...

  • Design Shop Advisor

    2 months ago

    Palo Alto, United States Serena & Lily Full time

    DESIGN SHOP ADVISORPALO ALTO, CASerena & Lily, lifestyle and home furnishings brand, is seeking Associates/Design Advisors for our newest storefront in Palo Alto, CA. Design Shop Advisors are responsible for creating a best-in-class client experience through a superior commitment to sales and service. This is a wonderful opportunity to work in a customer...

  • Design Shop Advisor

    2 months ago

    Palo Alto, United States Serena & Lily Full time

    DESIGN SHOP ADVISORPALO ALTO, CASerena & Lily, lifestyle and home furnishings brand, is seeking Associates/Design Advisors for our newest storefront in Palo Alto, CA. Design Shop Advisors are responsible for creating a best-in-class client experience through a superior commitment to sales and service. This is a wonderful opportunity to work in a customer...

  • Audit and Technical Advisor Lead

    2 weeks ago

    Palo Alto, California, United States Blueface Ltd Full time

    Unlock Your Potential as a Technical LeaderAt Blueface Ltd, we're revolutionizing the way we think about technology and innovation. As a leader in our industry, we're constantly pushing the boundaries of what's possible. If you're passionate about staying ahead of the curve and driving change, we want to hear from you.About the RoleWe're seeking a highly...

  • Senior Legal Advisor

    1 week ago

    Palo Alto, California, United States Arbitrum Inc Full time

    We are seeking a seasoned Senior Legal Advisor to join our team at Arbitrum Inc. as we continue to drive innovation in the blockchain space.The ideal candidate will have a strong background in corporate law, with a focus on emerging technologies and a passion for blockchain.This is a unique opportunity to advise on virtually every aspect of our business,...

  • Senior Wealth Management Advisor

    2 weeks ago

    Palo Alto, California, United States Fidelity Investments Full time

    Job Summary:We are seeking a highly skilled Senior Wealth Management Advisor to join our team at Fidelity Investments. As a key member of our Private Wealth Management group, you will be responsible for developing and implementing comprehensive financial plans for high net worth individuals and families.Key Responsibilities:Develop and implement financial...

  • International Student Advisor

    1 week ago

    Palo Alto, California, United States Penn State University Full time

    Job Summary:We are seeking a highly skilled and detail-oriented International Student Advisor to join our team at Penn State Global. As a key member of our Pre-Arrival Advising unit, you will play a critical role in supporting the initial document production process for incoming international students.Key Responsibilities:Review and adjudicate I-20 requests...

  • Information Security Advisor, Government Solutions

    2 days ago

    Palo Alto, California, United States Trustwave Full time

    About the Role:Trustwave Government Solutions is seeking a highly skilled Information Security Advisor to join our team. As a key member of our government partnerships team, you will provide expert security guidance to our government clients, ensuring their information security and compliance programs are effective and efficient.Key Responsibilities:Provide...

  • Patent Agent or Technical Advisor

    1 week ago

    Palo Alto, California, United States Vanguard-IP Full time

    Job SummaryWe are seeking a highly skilled Patent Agent or Technical Advisor to join our team at Vanguard-IP. As a key member of our team, you will be responsible for preparing draft patent applications, drafting responses to communications from the USPTO, and assisting in diligence matters. This role requires excellent academic credentials, strong...

  • Academic Advisor for Graduate Programs, Division of Arts and Letters

    2 weeks ago

    Palo Alto, California, United States Governors State University Full time

    Job Title:Academic Advisor for Graduate Programs, Division of Arts and LettersJob Summary:We are seeking an Academic Advisor for Graduate Programs to join our team at Governors State University. The successful candidate will provide academic advising to graduate students in the Division of Arts and Letters, ensuring their successful transition to and through...

  • Senior Pre-Owned Inventory Advisor

    4 weeks ago

    Palo Alto, California, United States Rivian Full time

    About RivianRivian is a pioneering electric vehicle manufacturer dedicated to creating a sustainable future. Our mission is to keep the world adventurous forever, and we're committed to protecting the environment for future generations.Job SummaryWe're seeking a highly skilled Senior Pre-Owned Inventory Advisor to join our team at Rivian. As a key member of...

  • Quality Improvement Advisor

    1 month ago

    Palo Alto, United States Lucile Packard Children's Hospital Stanford Full time

    Quality 1.0 FTE, 8 Hour Day Shift At Stanford Children’s Health, we know world-renowned care begins with world-class caring. That's why we combine advanced technologies and breakthrough discoveries with family-centered care. It's why we provide our caregivers with continuing education and state-of-the-art facilities, like the newly remodeled Lucile...

  • Membership Sales Representative, Palo Alto

    1 week ago

    Palo Alto, California, United States Equinox Full time

    Membership Sales Advisor OpportunityWe are seeking a highly motivated and results-driven Membership Sales Advisor to join our team at Equinox Palo Alto. As a Membership Sales Advisor, you will be responsible for achieving or exceeding individual sales goals, renewals, and ancillary service goals by pre-planning the month with strategic outreach, in-club lead...

  • Membership Sales Representative, Palo Alto

    3 days ago

    Palo Alto, California, United States Equinox Full time

    Membership Sales Advisor, Palo AltoWe are seeking a highly motivated and results-driven Membership Sales Advisor to join our team at Equinox in Palo Alto. As a Membership Sales Advisor, you will be responsible for achieving or exceeding individual sales goals, renewals, and ancillary service goals by pre-planning the month with strategic outreach, in-club...

  • Membership Sales Representative, Palo Alto

    4 days ago

    Palo Alto, California, United States Equinox Full time

    Job OverviewWe are seeking a highly motivated and results-driven Membership Sales Advisor to join our team at Equinox Palo Alto. As a Membership Sales Advisor, you will be responsible for achieving or exceeding individual sales goals, renewals, and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and...

  • Senior Tax Manager

    3 days ago

    Palo Alto, California, United States Vaco Full time

    Tax Compliance for Investment Funds & General Partner Entities: Assist the VP of Finance with managing all aspects of the tax compliance lifecycle, which includes the following: • Tax workpapers preparation • Packages (including Schedule K2/3) as prepared by external tax advisor • Quarterly tax estimates for the General Partner entities • Annual...

  • Financial Services Representative

    4 weeks ago

    Palo Alto, California, United States Stanford Federal Credit Union Full time

    Job Title: Member AdvisorStanford Federal Credit Union is seeking a highly motivated and customer-focused Member Advisor to join our team. As a Member Advisor, you will play a critical role in providing exceptional service to our members, helping them achieve their financial goals, and promoting our products and services.Key Responsibilities:Provide...

Member Advisor

2 months ago

Palo Alto, United States Stanford Federal Credit Union Full time $27 - $31
Job DescriptionJob Description

Member Advisor Opportunity at Stanford Federal Credit Union

We’re on a mission to improve financial lives If you’re a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team Members really do come first at Stanford FCU because we’re non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry.

Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing Come grow with us and see what it’s like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives

*Please note this is not a remote position, it is 100% onsite*

Who you are:

One to three years’ experience in customer service or sales related field.

  • High school diploma or general education degree (GED).
  • Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships.
  • Strong customer service and interpersonal skills.
  • Excellent communication skills, along with a demonstrated ability to meet set goals.
  • Ability to accurately process various types of transactions for members.

What you’ll DO:

  • Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX.
  • Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM’s, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts.
  • Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established.
  • Explain membership eligibility requirements and participate in SFCU sponsored activities.
  • Assist with the testing of new functionality upon request.
  • Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
  • Managing the vault, cash, and audit functions for the assigned branch.
  • Perform traditional teller work as needed.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.


Some of our benefits for YOU:

  • 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents
  • Employer 401(k) matching up to 5% plus additional annual discretionary contributions
  • Education reimbursement up to $5,200/year
  • Up to $500 per year in health/fitness benefits
  • Employee recognition program with cash incentives
  • Commute benefits up to $900 per year
  • Paid Sick Time accrues at two weeks per year
  • Paid Vacation Time accrues at three weeks per year
  • Paid Federal banking holidays (approximately 10 per year)
  • Ongoing training and education, seminars, and conferences
  • Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
  • Waived fees and deposit bonuses on Stanford FCU accounts
  • Flex health/transit plan availability
  • Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources.


Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs.

If you are ready for this awesome opportunity (or know somebody who is) please contact us today

Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Applicants that require work visa sponsorship or transfer will not be considered for employment. SFCU does not provide any relocation benefits for any positions.

Stanford Federal Credit Union is committed to equal employment opportunities, and a workplace that embraces diversity and inclusion for qualified individuals of all backgrounds.