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Financial Services Advisor II-III

2 months ago

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

About Us...
Founded in 1951, SF Fire Credit Union began its journey in a modest office space, and has since evolved into a robust financial institution with $1.7 billion in assets. Our membership extends beyond the firefighters we originated from, encompassing a diverse community in San Francisco, San Mateo, and Marin Counties. We pride ourselves on fostering trust, innovation, competitive rates, and exceptional service, which cultivates a sense of ownership among our members.

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

  • We achieve success together.
  • Our members come first.
  • We prioritize authenticity, transparency, and integrity.
  • We encourage creative thinking to challenge the norm.
  • We value diverse perspectives.

We aim to hire those who will thrive in our culture of trust, feedback, and innovation, and who share our vision of empowering members to achieve their financial goals.

What It's Like to Work Here...

Working at SF Fire Credit Union feels like being part of a large family. From potluck lunches to celebrating milestones, we strive to create a positive work environment. We appreciate humor, are driven by a meaningful purpose, and maintain a collaborative spirit. While we are committed to excellence, we also respect the importance of work-life balance.

Position Overview...

As a Financial Services Consultant, you will be responsible for managing all remote communications with our members, including phone calls, emails, and web chats. Your role will involve addressing account inquiries, processing transactions, and promoting relevant credit union products and services while adhering to our service standards.

Key Responsibilities...

  • Respond to all member 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 coordinate with loan officers.
  • Resolve complex inquiries related to credit union accounts and services.
  • Engage with members for special projects as directed.
  • 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 of customer service experience.
  • Ability to multitask and perform calculations efficiently.
  • 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, which reflects various factors such as skills, experience, and organizational needs. Beyond financial compensation, we are dedicated to the growth and well-being of our employees. Our benefits include:

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

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