Member Advisor

Stanford Federal Credit Union; Palo Alto (CA); On-site; USD 40,000 - 44,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life/AD&D insurance

Short-term disability

Job summary

Stanford Federal Credit Union, based in Palo Alto, CA, is seeking a Member Advisor to help members with deposits, loans, and everyday banking needs. This full-time clerical role emphasizes helping members understand products, cross-selling services, and delivering strong service in a fast-paced environment.

Ideal candidates have 1–3 years in banking or related fields, excellent communication, and a commitment to member satisfaction.

Qualifications

• One to three years of experience in banking, customer service or sales.
• Strong communication and interpersonal skills.
• Ability to cross-sell products while maintaining relationships.

Responsibilities

• Open new deposit accounts, retirement accounts, loans and credit cards; educate members on products.
• Process transactions, assist with ATM, Online/Mobile Banking, cards, wires, and fraud resolution.
• Outreach to educate members on new offerings and onboard new members in first 90 days.
• Explain eligibility and participate in SFCU sponsored activities.
• Assist testing of new features and educate members about additional services.
• Manage vault, cash and audit functions as needed, and perform teller duties when required.
• Comply with Bank Secrecy Act, Patriot Act and OFAC regulations.

Skills

Customer service

Sales

Banking

Education

High school diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Clerical Stanford, CA, US

3 days ago Requisition ID: 1685

Salary Range: $29.00 To $32.00 Hourly

Member Advisor Opportunity at Stanford Federal Credit Union!

We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry.

Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, "we work hard, and we play hard", and we need your help to improve even more financial lives!

Who you are:

One to three years' experience in banking, customer service or sales related field.

• High school diploma or general education degree (GED).
• Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships.
• Strong customer service and interpersonal skills.
• Excellent communication skills, along with a demonstrated ability to meet set goals.
• Ability to accurately process various types of transactions for members.
• Banking experience preferred.

What you'll DO:

• Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX.
• Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts.
• Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established.
• Explain membership eligibility requirements and participate in SFCU sponsored activities.
• Assist with the testing of new functionality upon request.
• Use every member contact as an opportunity to advise members about additional services or programs that might benefit them.
• Managing the vault, cash, and audit functions for the assigned branch.
• Perform traditional teller work as needed.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Some of our benefits for YOU:

• 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents
• Employer 401(k) matchingup to 5% plus additional annual discretionary contributions
• Education reimbursement up to $5,200/year
• Employee recognition program with cash incentives
• Commuter Toll reimbursement $100-$200/month (based on position)
• Wellness Benefits up to $1,200 per year
• Paid Sick Time accrues at two weeks per year
• Paid Vacation Time accrues at three weeks per year
• Paid Federal banking holidays(approximately 11 per year)
• Ongoing training and education, seminars, and conferences
• Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
• Waived fees and deposit bonuses on Stanford FCU accounts
• Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources

Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs.

Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions.

Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.