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

Systems Developer

Systems Administrator

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


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 primary responsibilities are the successful completion of all daily processing that occurs in Information Technology, monitoring and troubleshooting of all Credit Union computer systems, and providing technical support to all Credit Union employees. This role will work on special innovative projects, and is usually the point-of-contact for emerging technologies, in partnership with our CTO directly at times. Other duties may be assigned.

ESSENTIAL DUTIES

Computer Operations: Establish and maintain daily job schedule. Monitor servers, network and software applications. Assemble, configure, test, and install new hardware and software. Create and maintain procedures for all Data Center processing. 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. Create and maintain UNIX scripts, Unidata paragraphs, and SQL queries as required to improve efficiency or fulfill user requests.

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.

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.
  • Working with my department to build individual and team effectiveness, leadership, core values, and effective processes to achieve department and organizational goals.
  • Completing all daily, weekly, and monthly processing requirements with dependability, accountability and accuracy.
  • Administering and troubleshooting of all Credit Union computer systems & applications to ensure maximum on-demand delivery of information by maintaining information systems high availability status.
  • Providing peerless technical support to Credit Union employees, co-workers, and members.

QUALIFICATIONS:

  • 1+ years experience with Windows 7/8 User Administration required
  • 1+ years experience with monitoring, automating, and supporting production operation reliably on 24×7 basis required
  • 1 year analytical and perform root-cause analysis experience required
  • Windows server administration experience preferred
  • UltraData experience (e.g., scripting) a plus
  • Well-organized and high-energy
  • Excellent written (tech writing) and verbal communications skills (e.g., technical writing skills) a plus

How To Apply: Please apply for this position by sending your resume and cover letter (attached as a Microsoft Word document or PDF) by copying and pasting this email address IT_HR@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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Systems Developer

SUMMARY:

As a senior systems developer, you will build high performance, highly scalable critical systems. You will work with other talented systems developers, operations, consultants and business managers to design and deliver top quality web applications for SF Fire Credit Union including mobile platforms. In short, you need to have a drive to continually enhance the products and delight our customers with ongoing technical excellence.

This position requires strong technical skill, impeccable attention to detail, a playful sensibility, and the ability to jump into new technologies as needed. The position is responsible for providing web site detail design, development, documentation, testing, monitoring and support of the developed systems.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Design and build financial applications for SF Fire CU
  • Working with systems administrators to run the applications 24×7
  • Tuning and optimize existing applications and their environments (e.g., data bases)
  • Be an innovator in new and evolving client-side technologies, their application to our functionality, based on overall architecture goals and practical implications of their use in a cross-browser and desktop & mobile environments.
  • Evolve the architecture of our client application, to deliver advanced, responsive functionality in a clean, extensive design
  • Develop in house and web based applications using C#, ASP.Net, MS SQL, HTML, Javascript/JQuery, and other emerging frameworks and technologies
  • Complete all required documentation for each software application
  • Gather and document requirements for existing and/or future business needs

QUALIFICATIONS:

  • Bachelor’s degree (B. A.) or equivalent professional experience
  • Solid foundation in object oriented programming concepts and best practices required
  • In-depth knowledge in defining remote communication methodologies such as web services, WCF, ServiceStack, REST experience preferred
  • At least 2 years of experience developing web-based applications using Microsoft .NET technologies, C#, ASP.Net, Javascript and jQuery
  • At least 2 years of experience working with MS Sql Server, defining database schemas and writing stored procedures
  • Experience as a DBA, tuning and optimizing small to medium databases on MS Sql Server is a plus
  • Experience with UniData and UniBasic also a plus
  • Strong technical proficiency in Windows and/or Linux, virtual environments, relational databases, and networking

IDEAL CANDIDATE PROFILE:

  • Have a thirst for knowledge and be able to identify and learn new technologies as they emerge
  • 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
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

How To Apply: Please apply for this position by sending your resume and cover letter (attached as a Microsoft Word document or PDF) by copying and pasting this email address IT_HR@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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Systems Administrator

SUMMARY:

The Windows System Administrator is responsible for installing, upgrading and maintaining all network servers, routers, firewalls, phone system and the applications that run on each of them. A main focus of this role is to provide peerless technical support to Credit Union employees, co-workers, and members. The System Administrator will be responsible for monitoring trends and providing relevant IT updates to help achieve our mission, vision, and strategic plans. It will be essential that this role engage with the Technology team to build individual and team effectiveness, leadership, core values, and effective processes to achieve department and organizational goals.

In support of the entire Credit Union this role will administer and troubleshoot all computer systems & applications to ensure maximum on-demand delivery of information by maintaining information systems high availability status. The System Administrator will implement innovative and cost-effective solutions for Credit Union information systems problems, providing a highly capable and scalable information systems infrastructure to support future technology.

ESSENTIAL DUTIES

Enterprise Systems: Establish and maintain Windows Server systems, routers/firewalls, phone system, hardware/software upgrades, application testing, capacity planning, and documentation. Administer virtual infrastructure (VMware, SAN) including provisioning, monitoring and maintenance of virtual machines and vSphere server management.

Network Infrastructure: Establish and maintain LAN/WAN/VPN connectivity, voice/data lines, capacity planning, and documentation for our offices, between our third-party vendors, and our telecommuters. Further, ensure an effective disaster recovery plan is maintained and tested.

Data Security: Establish and maintain policies and procedures relating to security, usage, data retention, backup, and Windows system users and end user rights.

Help Desk: Provide technical support to Credit Union employees for 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.

Projects: Develop and implement technical solutions relating to hardware and software architecture for business and departmental projects.

QUALIFICATIONS:

  • Bachelor’s degree (B. A.) or equivalent professional experience
  • 3 years of Windows 2008~ including IIS, Active Directory and vSphere
  • 2+ years of SAN experience
  • Cisco networking, Exchange, Unix/AIX, and VOIP experience a plus!
  • Experience working with MS Sql Server, such as defining database schemas and writing stored procedures a big plus!
  • Ability to assemble and configure hardware components.

IDEAL CANDIDATE PROFILE:

  • Have a thirst for knowledge and be able to identify and learn new technologies as they emerge
  • 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
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

How To Apply: Please apply for this position by sending your resume and cover letter (attached as a Microsoft Word document or PDF) by copying and pasting this email address IT_HR@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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