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Financial Services Advisor II-III

2 months ago

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

Introduction
Since its inception in 1951, SF Fire Credit Union has evolved from a small office into a significant financial institution with $1.7 billion in assets. Our roots are deeply embedded in the community, serving not only firefighters but also the residents of San Francisco, San Mateo, and Marin Counties. We pride ourselves on fostering a culture of trust, innovation, and exceptional service that empowers our members to achieve their financial goals.

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.
  • Integrity, transparency, and authenticity guide our actions.
  • We embrace creativity and challenge the status quo.
  • Diversity of thought and experience is essential.

Work Environment
Our workplace is akin to a family, where camaraderie is fostered through shared experiences, from team lunches to celebrations. We value humor, a sense of purpose, and a collaborative spirit, ensuring that while we strive for excellence, we also maintain a healthy work-life balance.

Role Overview
As a Financial Services Consultant, you will be the first point of contact for our members, managing all forms of communication including phone calls, emails, and web chats. Your responsibilities will include addressing account inquiries, processing transactions, and promoting relevant credit union products and services while adhering to our established service standards.

Key Responsibilities

  • Respond to all member communications promptly and courteously.
  • Collaborate with members to identify and meet their financial 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.
  • Report any service issues to management while monitoring call volume and service levels.
  • Achieve individual and team service objectives.

Qualifications

  • High school diploma or GED with a minimum of one year in customer service.
  • Strong multitasking abilities and quick numerical aptitude.
  • Proficient in writing basic business communications.
  • Familiarity with MS Windows and MS Office applications.
  • Experience in a call center or banking environment is preferred.
  • Flexible availability for various shifts from Monday to Saturday.

Compensation and Benefits
We offer a competitive salary range of $53,000 to $60,000, reflecting the diverse factors influencing compensation decisions. Beyond financial rewards, we prioritize the well-being and growth of our employees, providing a supportive environment where your contributions are valued.

  • 401(k) plan with employer matching.
  • Comprehensive health, vision, dental, and life insurance.
  • Annual bonus program.
  • Tuition reimbursement opportunities.
  • Generous paid holidays and PTO.
  • Discounted rates on home and consumer loans.
  • Professional development and training initiatives.
  • Access to personal coaching resources.
  • Wellness programs, including discounted gym memberships.

Equal Opportunity
In accordance with the San Francisco Fair Chance Ordinance, we consider qualified applicants with arrest and conviction records for employment.