Wealth Management Consultant II-III

2 weeks ago

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

Our Legacy...
Founded in 1951, SF Fire Credit Union has evolved from a small office into a significant financial institution with $1.7B in assets. Our membership encompasses not only the firefighters who inspired our inception but also the diverse communities of San Francisco, San Mateo, and Marin Counties. We pride ourselves on fostering trust, innovation, competitive offerings, and exceptional service, which strengthens our connection with our members.

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

We thrive in a culture built on trust, open feedback, and a commitment to innovation. Our mission is to empower our members to achieve their financial aspirations and establish enduring financial stability.

Work Environment...

Joining our team feels like becoming part of a large family. From shared meals to celebrating milestones, we believe in enjoying our work while delivering exceptional service. We value humor, purpose-driven work, and a balanced approach to life.

Is This the Right Opportunity 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 relevant credit union products and services while adhering to our service standards.

Your Responsibilities

  • Respond to all communications promptly and courteously.
  • 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 directed.
  • Keep management informed of service issues while monitoring call volume and service levels.
  • Achieve individual and team service objectives.

What We Seek in You

  • High school diploma or GED with a minimum of one year in customer service.
  • Strong multitasking abilities and quick calculation skills.
  • 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 and Benefits

Our compensation structure reflects a variety of factors, including skills, experience, and organizational needs. The estimated salary range for this position is $53,000 to $60,000.

We offer a comprehensive benefits package that emphasizes our commitment to employee well-being and growth, including:

  • 401(k) with employer matching.
  • Health, vision, dental, and life insurance.
  • Annual incentive programs.
  • Tuition reimbursement.
  • Paid holidays and a competitive PTO policy.
  • Discounted home and consumer loan programs.
  • Professional development opportunities.
  • Personal coaching resources.
  • Wellness programs, including discounted gym memberships.

We are an equal opportunity employer and welcome applicants with diverse backgrounds.

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