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Financial Services Advisor II-III

2 months ago

San Francisco, California, United States SF Fire Credit Union Full time

Our Legacy...
Since its inception in 1951, SF Fire Credit Union has evolved from a modest office to a robust financial institution with $1.7B in assets. Our roots are deeply embedded in the community, primarily serving regional firefighters and their families, while extending our services to residents of San Francisco, San Mateo, and Marin Counties. Our members enjoy the benefits of our foundational principles: trust, innovation, competitive rates, and exceptional service, fostering a strong sense of ownership and community connection.

Our Core Values...
At SF Fire Credit Union, we seek individuals who resonate with our core values:

  • Collaboration is key to our success.
  • Member service is our top priority.
  • We value authenticity, transparency, and integrity.
  • We encourage creative thinking to challenge the norm.
  • Diversity of thought is embraced.

We also prioritize a culture of trust, open feedback, and a commitment to innovation. We aim to empower our members to achieve their financial aspirations and build lasting security.

Work Environment...

Our workplace feels like a family. From shared meals to celebrating milestones, we create a supportive atmosphere where humor and purpose drive our efforts. We are dedicated to achieving excellence while maintaining a healthy work/life balance.

Is This Role Right for You?

As a Financial Services Consultant, you will manage all remote interactions with our members, including phone calls, emails, and web chats. Your responsibilities will include addressing account inquiries, processing transactions, and promoting suitable credit union products and services, all while adhering to our established service standards.

Your Responsibilities

  • Respond promptly and courteously to all member communications.
  • Collaborate with members to identify and meet their needs.
  • Facilitate the opening of various account types, including checking and savings accounts.
  • Process consumer loan applications and liaise with loan officers.
  • Resolve complex inquiries related to credit union accounts and services.
  • Engage with members for special projects as needed.
  • Alert management to any service issues while monitoring call volume and service levels.
  • Achieve individual and team service targets.

What We Seek in You

  • A high school diploma or GED, along with at least one year of customer service experience.
  • Strong multitasking abilities and quick numerical aptitude.
  • Proficient in basic business communication.
  • Familiarity with MS Windows and MS Office applications.
  • Experience in a call center or banking environment is preferred.
  • Availability for various shifts from Monday to Saturday.

Compensation Range
This compensation range reflects various factors considered in compensation decisions, including skills, experience, training, and organizational needs. At SF Fire Credit Union, it is uncommon for individuals to be hired at or near the top of the range. A reasonable estimate for this position is between $53,000 and $60,000.

Our Benefits

We offer a competitive compensation and benefits package, but the true reward of working at SF Fire Credit Union extends beyond financial compensation. We are committed to the professional and personal growth of our employees. With a team of approximately 200, your contributions significantly impact our members and colleagues.

  • 401(k) with Employer Match
  • Health, Vision, Dental, and Life Insurance
  • Annual Incentive/Bonus Program
  • Tuition Reimbursement
  • 10 Paid Holidays plus a Competitive PTO package
  • Discounted Home & Consumer Loan Program
  • Professional development and training opportunities
  • On-demand personal coaching resources
  • Wellness Program with discounted gym memberships

We are committed to considering qualified applicants with arrest and conviction records in accordance with the San Francisco Fair Chance Ordinance.