Financial Services Advisor II-III

1 week ago

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

Our Heritage...
Founded in 1951, SF Fire Credit Union emerged from a small office space, establishing a legacy of community support and mutual assistance. Today, we proudly serve a diverse membership base, extending our services throughout San Francisco, San Mateo, and Marin Counties. Our growth to $1.7B in assets reflects our commitment to fostering trust, innovation, competitive offerings, and exceptional service.

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

  • Collaboration is key to our success.
  • Service to our members is our top priority.
  • We uphold authenticity, transparency, and integrity.
  • We embrace creativity and challenge the status quo.
  • Diversity of thought is essential.

We thrive in a culture that prioritizes trust, values feedback, and encourages innovation. We are dedicated to empowering our members to achieve their financial aspirations and build enduring security.

The Work Environment...

Our workplace feels like a family gathering. From shared meals to celebrating milestones, we are committed to excellence while enjoying our time together. We value humor, a higher purpose, and a collaborative spirit, ensuring a healthy work-life balance.

Is This Role Right for You?

As a Member Services Representative, also known as a Financial Service Consultant, you will manage all remote communications 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 established service standards.

Your Responsibilities Include:

  • Responding promptly and courteously to all member communications.
  • Collaborating with members to identify and meet their needs.
  • Opening various account types, including checking, savings, CDs, and IRAs.
  • Processing consumer loan applications and coordinating with loan officers.
  • Resolving complex inquiries related to credit union accounts and services.
  • Engaging with members for special projects as needed.
  • Alerting management to service concerns while monitoring call volume and service levels.
  • Aiming to meet individual and team service goals.

What We Seek in Candidates:

  • A high school diploma or GED, along with at least one year of customer service experience.
  • Strong multitasking abilities and quick calculation skills.
  • Proficiency in writing basic business communications.
  • 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 range reflects a variety of factors, including skills, experience, and organizational needs. Typically, new hires are not placed at the top of the range. The estimated salary range for this position is $53,000 to $60,000.

Employee 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 around 200 employees, your contributions significantly impact our members and the organization.

  • 401(k) plan with employer matching.
  • Comprehensive health, vision, dental, and life insurance.
  • Annual incentive and bonus programs.
  • Tuition reimbursement opportunities.
  • 10 paid holidays plus a competitive PTO package.
  • Discounted rates on home and consumer loans.
  • Professional development and training programs.
  • 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.

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