Member Advocate; Temporary

Where it began…

In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties.

Our members benefit from the ideas and principles that have shaped us:
Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created.

There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team.

First, do they align with our values?

Be Personal – Walk the Member/Employee Path

Be a Leader – Empower, Collaborate, Own

Be Outside the Box – Innovate, Educate, Engage

Be Real – Integrity and Transparency Matter

Be the Connection – Serve our Community

Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role?

Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude.

While we’re driven to do great work, we also value real work/life balance.

Member Advocates are responsible for delivering an excellent service experience by seeking to understand themember’s short and long-term needs, offering products and services that improve themember’s overall financial well-being. As the face of the Credit Union, the Member Advocate must be amemberadvocateand teammemberwho takes ownership of issues, seeks solutions, and is accountable to maintaining our tradition of excellence.

• Maintainongoingproductandserviceknowledgetobestidentifyandmeettheneedsofourmembers through needs-based conversations, follow-through, and outreach.
• Meetorexceedindividualandbranchproductsalesgoalsbyproactivelyidentifyingmemberneeds, recommending appropriate solutions, and following up to ensure satisfaction.
• Researchandresolvebasicmemberinquiriesrelatedtoall Credit Union accounts ,products,and services.
• Provideahigh-levelenhancedmemberexperiencebygoingtheextramile-Followthroughwithmembers to provide a WOW experience.
• Performbalancingdutiesandperformaccuratetransactionsbystandardoperatingprocedures and regulations. Process authorized data changes on membership accounts.
• Educatemembersonourself-service options.
• Completesassignedreports,tasks,andprojectswithinestablishedguidelinesand time frames.
• Contributetoateamenvironmentbyshowingrespectandsupportforeachother,practicing positive and respectful workplace communication techniques, and by living up to your commitments.
• Partnerwithbranchleadershipandcrossfunctionaldepartmentstomaintainoperational integrity while mitigating risks.
• Maintains the Credit Union’straditionofexcellencebytakingownership,being reliable,andbeing solution focused.
• Activelyparticipateinbusinessdevelopmentactivities,suchascommunityevents,local partnerships,andnetworkingopportunities,tobuild…