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Financial Consultant II-III

Company: Sf Fire Credit Union
Location: San Francisco
Posted on: January 16, 2022

Job Description:

Where it all began

In 1951 SF Fire Credit Union first opened its doors from a modest 10 15 office space in 17 Engine. It was from those humble beginningswhere everyone pitched in to help one another in their communitythat the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit unions bond with the people for whom this credit union was created.

What We Stand For

There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team.

First, do they align with our values?

Be Personal Walk the Member/Employee Path

Be a Leader Empower, Collaborate, Own

Be Outside the Box Innovate, Educate, Engage

Be Real Integrity and Transparency Matter

Be the Connection Serve our Community

Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role?

What It Feels Like

Most days it feels more like going to work with a big family. Whether its a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, were here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an in-this-together attitude. While were driven to do great work, we also value real work/life balance.

Is This The Career For You?

Our Member Services Representatives or 'Financial Service Consultants' handle all remote communications from our members including telephone calls, postal mail, email and web chats. This involves answering account inquiries, processing financial transactions, and crossselling the appropriate credit union products and services, while consistently meeting the service standards established by the SF Fire Credit Union.

What Youll Be Doing

  • Promptly answer all calls and/or chats in a polite manner
  • Work collaboratively with members to uncover and fulfill needs
  • Open all types of accounts including checking, savings, CDs and IRAs
  • Accept consumer loan applications, forwarding complete application to loan officer
  • Resolve complex member inquiries related to all Credit Union accounts, products and services
  • Reach out to members as directed for special projects
  • Notify manager of any service concerns while being attentive to call volume and service levels
  • Meet established individual and team service goals

    What We Look For In You
    • High school diploma / GED plus at least 1 year customer service experience
    • Ability to effectively multi-task and calculate figures and amounts quickly
    • Ability to write basic business communications to members and employees
    • Experience with MS Windows and MS Office
    • Call center experience and/or experience in banking is preferred
    • Various shifts available Monday through Saturday 7am to 8pm

      Our Benefits

      We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what youll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. Were a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees.
      • 401(k) and Employer Match
      • Health, Vision, Dental and Life Insurance
      • Annual Incentive/Bonus Program
      • Tuition Reimbursement Program
      • 10 Paid Holidays + Competitive PTO package
      • Home & Consumer Loan Program (Discounted Rates)
      • Professional development and training programs
      • On-demand personal coaching resource
      • Wellness Program (Discounted Gym Membership)

        Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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Keywords: Sf Fire Credit Union, San Francisco , Financial Consultant II-III, Accounting, Auditing , San Francisco, California

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