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Investment Consultant II-III

2 months ago

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

Our Heritage...
Founded in 1951, SF Fire Credit Union began its journey in a modest office space, evolving into a significant financial institution with $1.7B in assets. Our membership spans across various communities, rooted in the service of regional firefighters and extending to the residents of San Francisco, San Mateo, and Marin Counties. We are committed to fostering a culture of trust, innovation, competitive offerings, and exceptional service, creating a strong 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.
  • We value authenticity, transparency, and integrity.
  • We encourage creative thinking to challenge the status quo.
  • Diversity of thought and experience is essential.

We thrive in an environment built on trust, open feedback, and a shared desire to innovate. Our vision is to empower our members to achieve their financial aspirations and secure their financial futures.

Work Environment...

Joining our team feels like being part of a large family. We celebrate together, whether through shared meals, team events, or casual gatherings. We believe in maintaining a healthy work-life balance while striving for excellence in our roles.

Is This Role Right for You?

As a Financial Services Consultant, you will be the primary point of contact for our members, managing all forms of communication including calls, emails, and 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.

Your 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 liaise with loan officers.
  • Resolve complex inquiries regarding 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 targets.

What We Seek in You

  • High school diploma or GED with a minimum of 1 year in customer service.
  • Strong multitasking abilities and quick numerical skills.
  • Capability to compose basic business communications.
  • Proficiency in MS Windows and MS Office applications.
  • Preferred experience in call centers or banking environments.
  • Availability for various shifts from Monday to Saturday.

Compensation and Benefits

Our compensation structure reflects a range 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 includes:

  • 401(k) with Employer Match
  • Health, Vision, Dental, and Life Insurance
  • Annual Bonus Program
  • Tuition Reimbursement
  • 10 Paid Holidays and a competitive PTO package
  • Discounted Home & Consumer Loan Programs
  • Professional development opportunities
  • Access to 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.