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 Services Consultant (Part Time,Mint Plaza Branch)

Financial Services Consultant (Full Time, Contact Center)


Financial Services Consultant (Part Time Position,Mint Plaza Branch)

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 Vicky Centeno at vcenteno@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 Position, 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 Contact 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 business communications to members and employees.

Reasoning Ability

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

Mathematical Skills

Ability to reconcile 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 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 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 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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