Member Advocate: Elevate Members' Financial Wellness

SF Fire Credit Union; San Francisco (CA); On-site; USD 45,000 - 68,000; Full time

Benefits offered by this job

401(k) and Employer Match

Health, Vision, Dental and Life

Annual Incentive/Bonus Program

Tuition Reimbursement Program

11 Paid Holidays + PTO

Job summary

SF Fire Credit Union is seeking a Member Advocate to deliver exceptional service, understand members’ short- and long-term financial needs, and promote appropriate products.

You will work at SF Fire Credit Union’s San Francisco area branches, using strong communication to build trust, handle inquiries, and support community-focused initiatives. A career-minded problem-solver with a dedication to member financial well-being is welcome.

Qualifications

• High school diploma or GED is required.
• Experience in a Universal Agent role at a financial institution is preferred.
• At least 2 years of customer service experience; cross-selling is preferred.
• Cash handling experience in a financial institution is preferred.
• Passion for serving members and helping achieve financial goals by advising on products and services.
• Ability to manage time efficiently and be productive.
• Strong interpersonal skills to build trusting relationships.
• Advocate for our members and deliver excellent service.

Responsibilities

• Maintain knowledge of products/services to identify and meet member needs through conversations, follow-through, and outreach.
• Meet or exceed branch product sales goals by identifying needs and recommending solutions.
• Research and resolve basic member inquiries related to accounts, products, and services.
• Provide an enhanced member experience by going the extra mile and following through with members for a WOW experience.
• Balance and process transactions accurately according to SOPs and regulations; update membership data.
• Educate members about self-service options.
• Complete assigned reports and tasks within guidelines and timeframes.
• Contribute to a collaborative team environment and support colleagues.
• Partner with branch leadership to maintain operational integrity and mitigate risks.
• Take ownership and stay reliable, focusing on solutions; support business development through community engagement.
• Join team huddles and share improvement ideas and news.
• Performs other duties as assigned by Branch Manager.

Skills

Customer service

Sales & cross-selling

Time management

Interpersonal skills

Problem solving

Communication

Team collaboration

Adaptability

Member advocacy

Microsoft Office

Education

High school diploma or GED

Tools

Financial systems

Microsoft Office

Job description

SF Fire Credit Union is seeking a Member Advocate to deliver exceptional service, understand members’ short- and long-term financial needs, and promote appropriate products.

You will work at SF Fire Credit Union’s San Francisco area branches, using strong communication to build trust, handle inquiries, and support community-focused initiatives. A career-minded problem-solver with a dedication to member financial well-being is welcome.