Opportunity

Here at San Francisco Fire Credit Union we serve those who serve our communities: the brave men, women and families of fire departments.

About Us

Here at San Francisco Fire Credit Union we serve those who serve our communities: the brave men, women and families of fire departments.

As an employee, your energy and commitment allows them to continue helping and saving others. Sure we have a competitive compensation and benefits package, but the true reward of working here can’t be spent in a day. It’s knowing you belong to an organization that watches out for you and cares about your professional and personal growth.

Open Positions:

Financial Advisor

Financial Services Consultant (Part-Time Position, Contact Center)

Data Center Administrator

Financial Services Consultant (Part-time Position, California Street)

IT Manager


Financial Advisor

SF Fire Credit Union has over $900 Million on deposit and more than 52,000 members. SF Fire Credit Union aspires to maintain high standards to provide credit union members the full-service financial and investment services needed to help them make smart financial decisions. We are looking for the right person to help build the success of the investment program and help the credit union members make sound investment choices.

Representatives are employed by SF Fire Credit Union and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC). CFS is a broker/dealer and RIA with a stable 18 year track record of serving the investment needs of some of the nation’s leading credit unions and their members. We offer Advisors a supportive back office staff, tomorrow’s technology, a proprietary database for client information, and we clear through Pershing. To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

Qualified candidates must have:

  • Licenses and Registrations: NASD/FINRA Series 6 (7 preferred), 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses.
  • Clean U-4
  • Certified Financial Planner designation preferred
  • 2 or more years of sales experience in the financial services industry, preferably in a bank or credit union environment
  • Outstanding communication and presentation skills
  • An advanced level of performance, requiring minimum supervision
  • Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution
  • Commitment to supporting and contributing to a team-oriented culture
  • College Degree preferred

For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID

Equal Opportunity Employer

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Financial Services Consultant (Full-Time, Contact Center)

Summary:

Financial Service Consultants are accountable for handling any remote communications from our members including telephone calls, postal mail, Internet mail and web chats. The handling of these communications will involve answering account and service inquiries, processing financial transactions, and cross‐selling the appropriate credit union products and services, while consistently meeting the service standards established by the Credit Union.

Essential Responsibilities:

Level I

  • Handles member communications received via phone call, postal mail, Internet mail and web chat
  • Maintains a thorough knowledge of all Credit Union products and services, and uses this knowledge to cross‐sell appropriate products and services to members to maximize the member’s relationship
  • Creates Elationships with members by going the extra mile, completing tasks on or before assigned deadlines, and anticipating needs
  • Maintains the Credit Union’s tradition of excellence by taking ownership of member issues, being count‐on‐able, seeking solutions first, and through accurate transaction processing and dissemination of information
  • Contributes to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and by living up to your commitments
  • Completes training programs in accordance with your personal development plan
  • Performs accurate transactions on existing savings, checking, certificate, consumer loan, real estate loan and credit card accounts in accordance with standard operating procedures and regulations
  • Processes new savings, checking and certificate accounts
  • Processes authorized data changes on the membership and account level
  • Researches and resolves basic member inquiries related to all Credit Union accounts, products and services
  • Practices the Credit Union’s service standards
  • Completes assigned reports, tasks and projects within established guidelines and timeframes
  • Performs other work as requested by the Call Center Manager

Level II

  • Performs all the duties of a Financial Service Consultant I without supervision
  • Meets established individual and team sales and service goals
  • Processes new membership applications including the opening of associated accounts
  • Processes consumer loan applications including applicant interview, review and evaluation of application, decision recommendation to the Loan Office, and notification of loan decision to member
  • Processes new IRA, trust, UTMA and business accounts
  • Researches and resolves complex member’s inquiries related to all Credit Union accounts, products and services
  • Performs “Thank You” calls to members based on established guidelines
  • Performs “Campaign” calls to members as directed
  • Notifies Call Center Manager of any service concerns by being attentive to call volume and service levels in the Call Center

Level III

  • Performs all the duties of a Financial Service Consultant II without supervision
  • Assists staff or members with difficult transactions and escalated calls
  • Maintains a thorough knowledge of IRA, trust, UTMA, and business account products
  • Assists the Call Center Manager with the administration of the Call Center. This includes keeping staff current on new procedures and policies, monitoring call volume and patterns, managing staff scheduling, and ensuring service standards are being met

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Multi‐tasking ability is a must.

Education and/or Experience:

High school diploma or general education degree (GED) required; plus at least two years related experience and/or training; or equivalent combination of education and experience. Previous Call Center experience in a financial institution is preferred.

Language Skills:

Ability to read and comprehend verbal and written instructions. Ability to write basic business communications to members and employees.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Mathematic Skills:

Ability to work with member and general ledger accounts. Ability to calculate figures and amounts such as interest, dividends and percentages. Ability to apply concepts of basic algebra.

Computer Skills:

Ability to operate a personal computer in a Windows environment. Experience with Ultradata/FSP and Microsoft Office applications preferred.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is required sit, stand and walk; use hands to finger, handle or feel objects, tools or controls; and reach with hands and arms.

The employee must occasionally lift and or move up to 25 pounds. Specific vision abilities required by this job include the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employe encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Daniel Huang at dhuang@sffirecu.org. We also respectfully ask that those interested in this position to NOT CONTACT US BY PHONE, as the increased call volume has a negative impact on the level of service we are able to provide our members.
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Data Center Administrator

Summary:

The Data Center Administrator’s primary responsibilities are the successful completion of all daily processing that occurs in Information Systems, monitoring and troubleshooting of all Credit Union computer systems, and providing technical support to all Credit Union employees.

Essential Duties and Responsibilities include the following. Other duties may be assigned:

Level I

Computer Operations

  • Monitor servers, network and software applications
  • Assemble, configure, test, and install new hardware and software
  • Fulfill user access requests for all Credit Union systems
  • Create and maintain procedures
  • Maintain accurate and timely reporting of completed processing, open issues/projects, system/application downtime and post mortems
  • Ensure all necessary backup media and documentation is stored in accordance with the Data Retention Policy and Business Resumption Plan

UltraData Processing

  • Ensure that all regular and special jobs are completed in a timely manner
  • Perform daily scheduled activities including but not limited to Ultrafis job processing, file transfers, report distribution, backups, and routine system maintenance

Help Desk

  • Provide technical support to Credit Union employees for all hardware, software and network problems Analyze, troubleshoot and resolve reported problems
  • Escalate complex and/or unresolved problems to the appropriate resources in a timely manner

Level II In addition to all Level I duties and responsibilities:

Computer Operations

  • Administer server, network, software environments o Oversee deployment of system updates
  • Generate canned or ad hoc reports

UltraData Processing

  • Create and maintain UNIX scripts, Unidata paragraphs, and SQL queries as required to improve
    efficiency
  • Generate canned or ad hoc reports

Help Desk

  • Administer Desktop Management tools
  • Coordinate hardware and software audits and maintain inventory o Provide advanced Help Desk troubleshooting
  • Oversee deployment of software packages and updates

Overall Accountability of the Position

Monitor trends and providing technology information to the Information Technology Manager to help achieve our BHAG, mission, vision, and strategic plans.

Work with department to build individual and team effectiveness, leadership, core values, and effective processes to achieve department and organizational goals.

Complete all daily, weekly, and monthly processing requirements with dependability, accountability and accuracy.

Administer and troubleshoot all Credit Union computer systems & applications to ensure maximum on‐demand delivery of information by maintaining information systems high availability status.

Provide peerless technical support to Credit Union employees, co‐workers, and members.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Multi‐tasking ability is a must.

Computer Skills

Working knowledge of current hardware and software technology. Ability to assemble and configure hardware components.

Education and/or Experience

High school diploma required plus at least two years related experience in a Data Center environment, or four years related credit union experience with some technical training, or equivalent combination of relevant education and experience.

Communication Skills

Ability to work well as part of a team, and to maintain excellent interpersonal skills at all times. Ability to present information and respond to questions from groups of managers, clients, customers, and the general public in a professional manner. Ability to read, analyze, and interpret general business periodicals and journals, technical procedures, or governmental regulations. Ability to effectively write business correspondence, procedure manuals, and reports.

Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; and reach with hands and arms.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Trey Reeme at treeme@sffirecu.org. We also respectfully ask that those interested in this position to NOT CONTACT US BY PHONE, as the increased call volume has a negative impact on the level of service we are able to provide our members.
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Financial Services Consultant (Part-Time, California Street)

Summary:

Financial Service Representatives are accountable for handling all in-person requests from our members including transaction processing, account updates, new account openings, new loan interviewing and processing, and cross-selling the appropriate credit union products and services, while consistently meeting the service standards established by SF Fire Credit Union.

Essential Responsibilities:

Level I

  • Maintains a thorough knowledge of all Credit Union products and services, and uses this knowledge to cross-sell appropriate products and services to members to maximize the member’s relationship
  • Creates “Elationships” with members by going the extra mile, completing tasks on or before assigned deadlines, and anticipating needs
  • Maintains the Credit Union’s tradition of excellence by taking ownership of member issues, being count-on-able, seeking solutions first, and through accurate transaction processing and dissemination of information
  • Contributes to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and by living up to your commitments
  • Completes training programs in accordance with your personal development plan
  • Performs accurate transactions on existing savings, checking, certificate, consumer loan, real estate loan and credit card accounts in accordance with standard operating procedures and regulations
  • Negotiates checks presented against an account and applies applicable holds on checks based on established guidelines
  • Operates assigned cash can and teller’s sub-vault within established guidelines
  • Processes new savings and certificate accounts
  • Assists members in completing most Credit Union supplied forms
  • Creates temporary checks for members as required
  • Assists members with debit card re-pinning and ATM usage
  • Processes authorized data changes on the membership and account level
  • Researches and resolves basic member inquiries related to all Credit Union accounts, products and services
  • Practices the Credit Union’s service standards
  • Completes assigned reports, tasks and projects within established guidelines and timeframes
  • Performs shared branch transactions for non-members
  • Performs other work as requested by the Branch Manager

Level II

  • Performs all the duties of a Financial Service Representative I without supervision
  • Meets established individual and team sales and service goals
  • Processes new membership applications including applicant interview, review and evaluation of application, decision recommendation to the Loan Office, and notification of loan decision to member
  • Processes new IRA, trust, UTTMA and business accounts
  • Researches and resolves complex member’s inquiries related to all Credit Union accounts, products and services
  • Acts as vault letter as required
  • Operates the branch greeter station as required
  • Performs “Thank You” calls to members based on established guidelines
  • Performs “Campaign” calls to members as directed

Level III

  • Performs all the duties of a Financial Service Representative II without supervision
  • Assists staff or members with difficult transactions and escalated “challenges”
  • Maintains a thorough knowledge of IRA, trust, UTMA and business accounts products
  • Supports the administration of the Branch in absence of the Branch Manager

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Multi-tasking ability is a must.

Education and/or Experience:

High school diploma or general education degree (GED) required; plus at least one year related experience and/or training; or equivalent combination of education and experience. Previous cash handling experience in a financial institution is preferred.

Language Skills:

Ability to read and comprehend verbal and written instructions. Ability to write basic business communications to members and employees.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Mathematic Skills:

Ability to work with member and general ledger accounts. Ability to calculate figures and amounts such as interest, dividends and percentages. Ability to apply concepts of basic algebra.

Computer Skills:

Ability to operate a personal computer in a Windows environment. Experience with Ultradata/FSP and Microsoft Office applications preferred.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is required sit, stand and walk; use hands to finger, handle or feel objects, tools or controls; and reach with hands and arms. The employee must occasionally lift and or move up to 25 pounds. Specific vision abilities required by this job include the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employe encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

Disciplinary action up to and including dismissal can result from “conduct that is not listed, but that is unprofessional, adversely affects, or is detrimental to the credit union, its employees, members or the public at large.”

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Sandra Gomez at sgomez@sffirecu.org. We also respectfully ask that those interested in this position to NOT CONTACT US BY PHONE, as the increased call volume has a negative impact on the level of service we are able to provide our members.
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IT Manager

Summary:

SF Fire Credit Union’s Information Technology Manager is responsible for management of all information technology systems, processes and system & data center administration and development resources.

Essential Duties and Responsibilities

  • Maintains a professional staff with sufficient knowledge, experience and skills to meet the objectives of the Information Technology operations and development areas of SF Fire Credit Union
  • Manages the credit union hardware, software and network infrastructure to ensure maximum uptime and security
  • Ensures remote banking services are available to members 24 hours a day, 7 days a week
  • Ensures all scheduled processing tasks are performed in an error-free and timely manner
  • Manages all user inquiries relating to software, hardware and network issues, including the tracking of issues to monitor completion of outstanding issues and identify potential systemic problems
  • Manages an annual budget for Information Technology
  • Implements improvements that will enhance member service, increase productivity, reduce expenses and/or increase revenue
  • Ensures ongoing vendor service level agreements and objectives are being met
  • Performs other duties as assigned

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor’s degree (B.A.) or equivalent from a four-year college or technical school; and four years management experience in an IT environment; or equivalent combination of education and experience.

Must have in-depth knowledge of IT operations and development in a financial institution and full understanding of the products, services, and procedures of a financial institution – as well as the ability to review and analyze operational and development processes.

  • Experience with modern software development methodologies, with emphasis on software and hardware architecture, and infrastructure design and development
  • Experience managing teams of system administrators in 24/7 environments
  • Experience building and supporting multi-data center environments
  • Expertise in typical system administration skills such as storage capacity management, performance tuning, system security
  • Experience designing implementing and managing networks (switches, routers, load balancers, firewall devices)
  • Experience designing and administering virtual environments

Language Skills
Ability to read, analyze, and interpret technical & operational procedures, governmental regulations, general business periodicals, and professional journals. Must have excellent written and oral communication skills. Must be able to effectively present information to executives, managers, employees and members.

Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.

Computer Skills
Strong technical proficiency in Windows and/or Linux, virtual environments, relational databases, and networking.

Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is required to sit most of the time, but occasionally moves to filing cabinets or other offices. The employee frequently is required to use hands to handle or feel objects or documents, to operate a telephone and a PC, and to talk and hear. The employee is occasionally required to reach with hands and arms.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Disciplinary action up to and including dismissal can result from “conduct that is not listed, but that is unprofessional, adversely affects, or is detrimental to the credit union, its employees, members or the public at large.”

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Trey Reeme at treeme@sffirecu.org. We also respectfully ask that those interested in this position to NOT CONTACT US BY PHONE, as the increased call volume has a negative impact on the level of service we are able to provide our members.
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