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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...
Since its inception in 1951, SF Fire Credit Union has been dedicated to serving its community. Originating from a small office, we have evolved into a robust organization with $1.7 billion in assets, proudly serving members from various backgrounds in San Francisco, San Mateo, and Marin Counties. Our core values emphasize trust, innovation, competitive offerings, and exceptional service, fostering a strong sense of ownership among our members.

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

  • Collaboration is key to our success.
  • Member service is our top priority.
  • We value authenticity and transparency.
  • Creativity is encouraged to challenge the norm.
  • Diversity of thought is embraced.

We thrive in a culture built on trust, open feedback, and a commitment to innovation. We aim to empower our members to achieve their financial aspirations and secure their futures.

What to Expect...

Working here feels like being part of a close-knit family. From team lunches to celebrations, we enjoy our work while maintaining a healthy work-life balance. We appreciate humor, are driven by purpose, and foster a supportive environment.

Role Overview

As a Member Services Representative, also known as a Financial Service 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 established 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 regarding credit union accounts and services.
  • Engage with members for special projects as needed.
  • Alert management to any service issues while monitoring call volume.
  • 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 skills.
  • Proficient in basic business communication.
  • Familiarity with MS Windows and MS Office.
  • Experience in a call center or banking environment is preferred.
  • Flexible availability for various shifts.

Compensation
Our compensation structure considers various factors, including skills, experience, and organizational needs. Typically, new hires are not placed at the top of the salary range, which is estimated between $53,000 and $60,000.

Benefits

We offer a competitive compensation and benefits package, but the true value of working at SF Fire Credit Union lies in our commitment to employee growth and well-being. With a team of around 200, your contributions will have a meaningful impact on our members and colleagues.

  • 401(k) with Employer Match
  • Comprehensive Health, Vision, Dental, and Life Insurance
  • Annual Bonus Program
  • Tuition Reimbursement
  • 10 Paid Holidays and a Competitive PTO Package
  • Discounted Home & Consumer Loan Program
  • Professional Development Opportunities
  • Personal Coaching Resources
  • Wellness Program with Gym Membership Discounts

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