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)

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

Secondary Marketing Specialist

Training & Development Specialist I

Web Developer II (New)


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

>>Back to Top


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.
>>Back to Top


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.
>>Back to Top


Secondary Marketing Specialist

Summary: Responsible for all secondary market duties to comply with various industry regulations. Handles rate lock, pricing, reporting and sale of loans. Will also identify and manage the sale of jumbo loans to outside investors.

Essential Duties and Responsibilities:

  • Administers all secondary market duties in selling and purchasing loans.
  • Manage rate locks, forward commitments, loan fallout and delivery.
  • Ensure secondary report data is up to date and management is provided with accurate data.
  • Produce mortgage rate sheets ensuring the staff has the most up to date rates as the markets change.
  • Confirm and extend rate locks for loan officers.
  • Assist Loan Officers with rate price questions, extensions, and product changes.
  • Use secondary marketing reports to create commitments to sell loans to investors.
  • Develop and maintain secondary marketing policies and procedures to comply with various industry regulations.
  • Responsible for accurate and timely internal and external reporting including loan sale and pricing reports.
  • Maintain and develop efficiencies within the secondary market and stay abreast of regulatory, technology, and system changes.
  • Price scenarios and update pricing of locked loans for loan officers
  • Lock loans with investors, contact investors to make necessary changes, and managing expiring commitments
  • Lead and perform analysis in secondary marketing.
  • Market to market analysis of the commitment inventory, real-time loan pricing, risk analysis, hedging, and securitization strategies.
  • Identify and manage the sale of jumbo loans to the secondary market.
  • Maintain and update pool of potential secondary market investors.

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: College degree in finance or business-related field, or 3 years of experience in the mortgage industry with capital markets/secondary marketing role preferred. Ability to multi-tasking and proficient in MS office Suite (especially Excel). Well versed in current mortgage banking particularly an in-depth understanding of different loan products. Self starter with ability to work under pressure in order to meet deadlines. Good working knowledge of secondary marketing. Mortgage experience required; experience in pricing loans and executing rate locks including FNMA rate lock and pricing experience. Ability to work in a fast-pace, hard-working environment. Keen attention to detail, and sense of urgency for accuracy and timeliness. Ability to work early or late hours as needed. 4 year degree preferred.

Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers and individual members.

Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, and percentage. Ability to apply concepts of basic algebra, fractions, percentages, ratios and proportions to practical situations.

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.

Certificates, Licenses, Registrations: NMLS Licensing Required

Other Skills and Abilities: Must be able to use the credit union’s computer system for input/output transactions, including, but not limited to, retrieval of information, printing out individual statements of account, inputting data, updating information, special access to certain fields, and general maintenance of the credit and collection financial and ancillary records.
Ability to utilize on screen loan processing provided by the credit union’s mainframe computer system. Ability to operate standard office machines such as a photocopier, fax machine, personal computer, and such equipment normally found in a modern credit department of a bank, savings and loan, or credit union.

How To Apply: Please apply for this position by sending your resume (attached as a Microsoft Word document or PDF) to Jeanny Lo at jlo@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.
>>Back to Top


Training & Development Specialist I

Summary:

The Training & Development Specialist provides the Credit Union’s management team with the support necessary to develop and deliver an effective training and development strategy and programs for our employees.

The Training & Development Specialist is responsible for the support, facilitation, and coordination of training programs for all SF Fire CU training initiatives. Reporting to the VP of HR, this position will develop and execute learning solutions that build critical skills and competencies required to achieve measurable business results, and ultimately drive positive member perception (Net Promoter Scores).

This role will require instructional design and technical writing to create programs, courses, and tools that align with our values, resonate with our culture, and ensure our employees are skilled service providers that represent the SF Fire CU to members. This role will use a variety of methodologies to create rich, engaging content that reaches all team members, recognizing and addressing differences in learning preference and unique audience needs. Works closely with the member-facing Subject-Matter-Experts (SME’s) to develop, organize, edit, test and maintain policy, procedure and reference documentation consistent with company strategy, values and goals.

Essential Duties and Responsibilities:

  • Work with the Credit Union’s Training & Development Specialist II, VP of HR, and cross-functional partners to execute training solutions based on the needs of the organization
  • Work with SMEs to create and maintain materials (i.e. FAQs, Quick Reference Guides, Procedures, Training Manuals, etc.) that support achievement of business goals
  • Coordinate, schedule, assist in facilitations and maintain documentation for the NEOT (*N*ew *E*mployee *O*rientation & Training) program
  • Develop understanding of our employee population – who they are, problems to be solved, what makes them successful, and most importantly, how to engage them, tell our story, and sell our solutions.
  • Use SME’s to become an expert on SF Fire CU’s products and audiences to continuously apply that knowledge in your training solutions and across the organization
  • Confer with departments, user groups, and vendors when applicable to determine subject material to be developed and user/technical specifications to be established
  • Provides recommendations to changes in format, content, and methods of dissemination; including photographs, drawings, sketches, diagrams, and charts to illustrate material
  • Manage vendor relationships
  • Manage and administer Learning Management System (LMS) systems to support optimal user interface

Education and Experience:

  • Bachelor’s degree or equivalent work experience required
  • Minimum 3 years training experience, including instructional design, and stand-up facilitation
  • Experience in training, both classroom and online (eLearning) training
  • Highly-developed verbal, written, and presentation skills with the ability to communicate and influence
  • Exposure to analyzing metrics via Learning Management Systems (LMS)
  • Exposure to soft skills training – employee development, customer experience/service techniques, leadership
  • Experience in project management; organized with attention to detail
  • Proficient in Microsoft Word, Excel, PowerPoint, Outlook, and Adobe Reader/Writer
  • Experience in Adobe Creative Suite (InDesign, Photoshop, Acrobat Pro, Dreamweaver, Flash) Capitvate, and Microsoft Powerpoint
  • Ability to provide support for the Credit Union’s web portal; basic proficiency in the content management system for the Credit Union’s public website.
  • Experience with writing business process and technical documentation
  • Experience in the Financial Services industry a plus!

Competencies:

  • Interpersonal Savvy – Relates well to all kinds of people; builds appropriate rapport across a wide range of cultures and personalities; can use different approaches to gain acceptance of an idea with business partners
  • Client Focus – Is dedicated to meeting the expectations and requirements of internal and external customers (members); uses member information for improvements; acts with member in mind; establishes and maintains effective relationships with members and gains their trust and respect.
  • Listening – Practices attentive and active listening; can accurately restate the opinions of others, even when he/she disagrees
  • Facilitation– Is effective in a variety of presentation settings: one-on-one, small and large groups, with peers and bosses; can present concepts clearly, articulate key distinctions, engage participants, and use presentation/learning styles suited to the audience’s needs
  • Process Management – Can simplify complex processes; good a figuring out the processes necessary to get things done; can see opportunities for synergy and integration

How To Apply: Please apply for this position by sending your resume and cover letter (attached as a Microsoft Word document or PDF) to Dawn Chute at dchute@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.


Web Developer II (New)

Summary: As a senior 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 Credit Union
  • Working with systems administrators to run the applications
  • 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 working with MS Sql data base Server is 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) to 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.