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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.
The Business Continuity Planning and Disaster Recovery Administrator’s role is to develop, maintain, or implement business continuity and disaster recovery strategies and solutions, including risk assessments, business impact analyses, strategy selection, and documentation of business continuity and disaster recovery procedures.
- Plan, conduct, and debrief regular mock-disaster exercises to test the adequacy of existing plans and strategies, updating procedures and plans regularly
- Develop contingency plans to deal with organizational emergencies and act as coordinator for BC efforts after a disruption event
- Analyze impact on and risk to essential business functions or information systems to identify acceptable recovery time periods and resource requirements
- Develop emergency management plans for recovery decision making and communications, continuity of critical departmental processes, or temporary shut-down of non-critical departments to ensure continuity of operation and governance
- Establish, maintain, or test call trees to ensure appropriate communication during disaster
- Interpret government regulations and applicable codes to ensure compliance and org impact
- Summarize and report on testing activities, including descriptions of goals, planning, scheduling, execution, results, analysis, conclusions, and recommendations
- Identify opportunities for improvement or mitigation of business interruption and other risks
- Create BC and DR budgets
- Maintain and update organization information, technology applications, and network systems blueprints
- Train staff members on their responsibilities concerning BC procedures and emergency response
- Ensure that company equipment, systems, services, and facility are compliant with DR plans and procedures
- Ensure the preservation of vital information, data, or media through diligent maintenance of hard copies and backup equipment
- Participate in training and engage in other educational activities to keep abreast of new developments and technologies related to BCP and DR
- Bachelor’s Degree in the field of computer science or information systems and/or 5 years equivalent work experience
- Certifications in ABCP or CBCP
- Advantaged with ITIL and PMP certifications
- Must have an in-depth understanding of business continuity management and governance frameworks, strong knowledge of business continuity best practices and protocols, operational risk management, including IT practices. Specific expertise should include:
- BC Management practices and protocols, including in-depth knowledge of international BCM standards promoted by BCI and DR and ISO
- A strong understanding of Operational risk and resilience, Business Process improvement methods as well as risk related control frameworks and practices
- Solid knowledge of IT and Operations Audit methodology
- Broad hands-on knowledge of DR planning and other industry-standard techniques and practices
- Solid project management skills
- Knowledge of and experience with property and casualty insurance
- Knowledge of applicable practices and laws relating to data privacy and protection
- Intuition and keen instincts to preempt attacks and high level of analytical and problem-solving abilities
- Excellent written and oral communication and strong interpersonal and listening skills
*Ability to conduct research into recovery and security issues and products as required
*Strong understanding of the organization’s goals and objectives
*Highly self-motivated with strong organizational skills and excellent attention to detail
*Ability to effectively prioritize and execute tasks in a high-pressure environment
*Experience working in a team-oriented, collaborative environment
Under the general supervision of the Compliance Manager, this position is responsible for day-to-day Compliance monitoring at SF Fire Credit Union. This includes account and report reviews to ensure compliance with all applicable state and federal rules, regulations, and statutory requirements and Board policies.
Essential Duties and Responsibilities
- Review employee and other account records and verify related data-processing reports for accuracy
- Ensure proper documentation and record keeping of operational processes
- Evaluate financial transactions to determine reporting requirements
- Understand credit union department functions, policies and procedures
- Identify operational reporting discrepancies and report them to the Compliance Manager
- Attend and participate in job-related meetings, in-house training, or seminars
- Review and Investigate Verafin Bank Secrecy Act/Anti-Money Laundering, Sanctions List, and fraud alerts. Create and work cases as needed. Provide risk recommendations based on member activity
- Prepare Currency Transaction Reports and Suspicious Activity Reports for final review
- Assist in regulatory compliance reviews
- Follow up with peers to ensure compliance findings have been resolved in a satisfactory manner
- Assist with surprise cash drawer and vault cash counts, or other audit-related tasks as needed
- Remain current with industry developments and new BSA/AML and OFAC rules/regulations
- Complete reports, tasks and projects as assigned within established guidelines and timeframes
- Pursue on-going education including webinars, seminars and certification classes
- Special projects, research, analysis and other duties as assigned
- High School diploma or general education degree (GED)
- At least 3 years of experience in a financial institution setting or at least two years investigating financial crimes, fraud, or cybercrime
- Basic understanding of federal and state credit union regulations and best practices is essential
- A willingness to obtain job-related certifications such as CUNA’s Credit Union Compliance Expert and/or Bank Secrecy Act Compliance Expert
- Must also have strong analytical skills, and the ability to gather, analyze and present information in a clear and concise fashion
- Strong interpersonal skills
- Proficient use of a personal computer, including working knowledge of Microsoft Office products, with capabilities in Microsoft Excel and Word
- Possess the ability to quickly learn specialized software applications
- Bachelor’s Degree (B.A.)
- Certified Anti-Money Laundering Specialist or CUNA Bank Secrecy Act Compliance Specialist (BSACS) designation
- Knowledge of Anti-Money Laundering software (Verafin)
The Credit Analyst will gather, analyze, interpret and present credit information on existing and prospective commercial borrowers. The Credit Analyst will support the Commercial Loan Officer and VP of Business Lending in the management and administration of a diversified portfolio of small to medium-sized commercial loans, ranging in size from $50,000 to $10,000,000, including both CRE and C&I loans.
- Analysis of new credit opportunities, including gathering, spreading and interpreting business financial statements, personal and business tax returns and personal financial statements.
- Review and monitoring of existing portfolio in order to properly assess credit quality and identify risks and opportunities.
- Prepare comprehensive credit memos that include an assessment of risks and mitigants, financial analysis, and recommended loan structures and terms for new credits.
- Prepare detailed annual loan reviews, including risk rating recommendations using the CU’s risk rating models.
- Contact borrowers for additional information and clarification.
- Assist in the loan documentation and closing process, including review of loan documents and ensuring adherence to the CU’s policies and procedures.
- Assist in portfolio audits conducted by internal and external auditors.
- Keep informed of current underwriting practices and assists in updating the financial institution’s underwriting policies.
- 1-4 years of experience of underwriting/analytical experience in a financial institution
- Bachelor’s degree or equivalent, preferably including coursework in business, finance and/or accounting.
- Familiarity with commercial lending laws, practices and regulations
- Moderate to superior skills in financial statement spreading and the evaluation of projections, including strong MS Office skills.
- Moderate to superior skills in analyzing and understanding personal financial condition of borrowers and guarantors.
- Strong written and oral communication skills.
- Knowledge of both CRE and C&I lending practices.
- Flexibility and adaptability suitable to a growing and dynamic environment.
The Financial Analyst will be responsible for providing broad based financial, analytical, and data support to the Finance team. This individual will assist in various finance function, supporting Treasury, financial analyses/financial modeling, including budget and planning models, organizational/product profitability, product and service cost/benefit analysis, the ALM modeling, and CECL modeling.
- Develop a thorough and in-depth understanding of CECL standards and its implication in loss forecasting.
- Maintain, and validate data integrity in loss forecasting models for the loan portfolio under CECL.
- Ensure compliance of various internal and external policies, standards, and procedures.
- Perform monthly financial analysis and create respective reports as needed
- Assist in the creation of annual budget and forecasting.
- Assist in the preparation of monthly reports for the ALCO Committee and Board of Directors.
- Completing special projects as requested using financial models, data warehouse, or other available applications.
- Ensure that written procedures are documented for all functions within area of responsibility and updated as necessary to provide instruction and guidelines for daily operations.
- Bachelor’s degree in Finance, Mathematics, Economics, or a related field required; MBA or CFA preferred.
- 3-5 years of experience in financial modeling and analysis, or equivalent experience.
- Familiarity with loan loss reserves, stress testing, and predictive modeling
- Proficiency with Excel, Word, and PowerPoint software.
- Excellent analytical and organizational skills.
- Excellent verbal and written skills to communicate complex issues/ideas effectively within all levels of the Credit Union.
- Must be proactive, deadline oriented, analytical, and have a strong work ethic.
- Ability to proactively research issues, suggested improvements, and new related analyses.
- Excellent problem-solving and analytical skills.
- Preferred experience in credit unions or financial institutions.
Financial Service Consultants 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 the Credit Union.
- 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 machine 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
- 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 all associated accounts
- Processes consumer loan applications including applicant interview, review and evaluation of application, decision recommendation to the Loan Officer, 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 teller as required
- Operates the branch greeter station as required
- Notifies Branch Manager of any service concerns by being attentive to branch volume and service levels in the branch
- Performs all the duties of a Financial Service Consultant II without supervision
- Assists staff or members with difficult transactions and escalated “challenges”
- Maintains a thorough knowledge of IRA, trust, UTTMA and business account products
- Assists the Branch Manager with the administration of the Branch. 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
- Supports the administration of the Branch in the absence of the Branch Manager
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 one year related experience and/or training; or equivalent combination of education and experience. Previous cash handling experience in a financial institution is preferred.
Ability to read and comprehend verbal and written instructions. Ability to write basic business communications to members and employees.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
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.
Ability to operate a personal computer in a Windows environment. Experience with Ultradata/FSP and Microsoft Office applications preferred.
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 to 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.
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
Our Contact Center Representatives or “Financial Service Consultants” handle all remote communications from our members including telephone calls, postal mail, Internet mail and web chats. This involves answering account inquiries, processing financial transactions, and cross‐selling the appropriate credit union products and services, while consistently meeting the service standards established by the SF Fire Credit Union. Our contact center is located in our Mint Plaza location in downtown San Francisco.
Essential Duties & Responsibilities:
- Promptly answer all calls and/or chats in a polite manner
- Work collaboratively with Members to uncover and fulfill needs
- Open all types of accounts including checking, savings, CD’s and IRAs
- Accept consumer loan applications, forwarding complete application to loan officer
- Resolve complex member inquiries related to all Credit Union accounts, products and services
- Reach out to Members as directed for special projects
- Notify contact center manager of any service concerns while being attentive to call volume and service levels
- Meet established individual and team sales and service goals
- High school diploma or GED plus at least 2 years of related experience and/or training
- Ability to effectively multi-task
- Ability to calculate figures and amounts such as interest, dividends and percentages
- Ability to write basic business communications to members and employees
- Experience with MS Windows and MS Office
- Call center experience in a financial institution is preferred
- Must be available to work Saturday shifts as needed
To apply please follow this link. 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.
The Support Services Administrator works closely with the Support Services team to ensure timely processing of incoming mail, assists with various departmental duties including research, and hard copy requests. The ideal candidate will be detail oriented, highly organized, and have a basic working knowledge of our core software (FSP).
- Print cashier’s checks
- Add /remove deposit holds
- Draft correspondence to members as directed
- Place and remove Flags and/or Freezes on member accounts
- Monitor incoming FAX messages
- Process incoming mail
- Prepare outgoing mail
- Exception report processing
- Review of member documents and forms for missing or incorrect data
- Digital or hard copy research requests as directed by Support Services staff
- Onbase uploads including scanning and uploading of documents and data
- Additional support as requested by the Support Services Staff
- At least 6 months of financial services industry experience
- Experience with back office processing within a financial institution preferred
- High school diploma or GED or equivalent combination of education and experience
- Experience with Ultradata/FSP, OnBase, and Microsoft Office applications
- Keen attention to detail and highly organized
- Strong business writing skills
- Ability to work autonomously as well prioritize and adapt to changing business needs
While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; use hands to handle objects, tools, or controls; and reach with hands and arms. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include the ability to adjust focus. 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 Support Services Department is responsible for providing level 2 internal support primarily with occasional direct member support. The team consists of Support Services Specialists and Senior Support Specialists who collectively have subject matter expertise of all operational processes, products and procedures.
- Maintain a strong working knowledge of all operational systems
- Embrace the spirit of teamwork by learning and sharing subject matter expertise within the department
- Use critical thinking to identify issues, obtain solutions and communicate the results to staff, and membership
- Utilize superior member service skills
- Accountable for assisting credit union staff with questions regarding member accounts, procedures, research, member disputes, loan * payment reversals, and Visa adjustments.
- Own processes until completion
- Maintains communications with members during the problem resolution process
- Logs issues and resolutions accurately and in a timely manner
- Identifies opportunities for improvement and reports them to the Support Services Manager
- Escalates issues to appropriate department and ensure proper end-point resolution
- Acts as a liaison between departments to ensure high level of member service
- Assists with special projects and additional duties as assigned
- 3-5 years of financial services industry experience
- Experience with back office processing within a financial institution preferred
- High school diploma or GED required or equivalent combination of education and experience.
- Experience with Ultradata/FSP and Microsoft Office applications
We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you’ll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We’re a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees.
- 401(k) and Employer Match
- Health, Vision, and Dental Insurance
- Annual Incentive/Bonus Program
- Tuition Reimbursement Program
- Ten Paid Holidays + Competitive PTO package
- Home & Consumer Loan Program (Discounted Rates)
- Professional development and Soft-skill training programs
- On-demand personal coaching resource
- Wellness Program (Discounted Membership at 24-Hour Fitness)
Most days it feels more like going to work with a big family. Whether it’s an impromptu lunchtime BBQ on the deck, baking birthday cakes for colleagues in the kitchen, or after-hours karaoke, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, desire to innovate, and a “in-this-together” attitude. And while we’re driven to do great work, we also value real work/life balance.