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Financial Consultant I-Teller

2 months ago

San Francisco, United States SF Fire Credit Union Full time

Where it all began…
In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo, and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created.

What we stand for…
There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team.
First, do they align with our values?

  • We win together.
  • We are of service to members above all else.
  • We are authentic, transparent, and honest.
  • We challenge the conventional with creativity.
  • We embrace diverse voices.

Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role?

What it feels like…

Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we’re here to do a great job and have a good time while doing it We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we’re driven to do great work, we also value real work/life balance.

Is This The Career For You?

Financial Service Consultants are accountable for handling all in-person requests from our members including transaction processing, account updates, new account openings, new loan interviewing and processing, and cross-selling the appropriate credit union products and services, while consistently meeting the service standards established by the Credit Union.

What You’ll Be Doing

  • Performs all the duties of a Financial Service Consultant II without supervision.
  • Assists staff or members with difficult transactions and escalated “challenges.”
  • Maintains a thorough knowledge of IRA, trust, UTTMA and business account products.
  • Assists the Branch Manager with the administration of the Branch, including keeping staff current on new procedures and policies, monitoring call volume and patterns, managing staff scheduling, and ensuring service standards are being met.
  • Supports the administration of the Branch in the absence of the Branch Manager.

What We Look For In You

  • High school diploma or general education degree (GED) required; plus at least one-year related experience and/or training; or equivalent combination of education and experience.
  • Previous cash handling experience in a financial institution is preferred.
  • While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; use hands to handle objects, tools, or controls; and reach with hands and arms. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Range
This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $20.00/hr-$25.00/hr.

OUR BENEFITS

We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you’ll see on a pay-stub. We genuinely care about our employees and we strive to invest in their professional and personal growth. We’re a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees.

  • 401(k) and Employer Match.
  • Health, Vision, Dental and Life Insurance.
  • Annual Incentive/Bonus Program.
  • Tuition Reimbursement Program.
  • 10 Paid Holidays + Competitive PTO package.
  • Home & Consumer Loan Program (Discounted Rates).
  • Professional development and training programs.
  • On-demand personal coaching resource.
  • Wellness Program (Discounted Gym Membership).

“Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.”

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