Member Care Representative

San Francisco Federal Credit Union; San Francisco (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health Insurance Plans

Generous PTO

401(k) Contributions

Profit Sharing

Tuition Reimbursement

Job summary

San Francisco Federal Credit Union is looking for a Member Care Representative dedicated to providing exceptional service. This on-site position involves assisting members with inquiries and transactions while fostering relationships through effective communication. The ideal candidate will have banking experience and strong interpersonal skills, as well as the ability to strive for personal and departmental goals.

Qualifications

• Minimum one year of banking and call center experience.
• Bilingual (Spanish) ability preferred.

Responsibilities

• Answer incoming calls and conduct outbound calls.
• Resolve inquiries and conduct transactions.
• Enhance member relationships by suggesting products and services.

Skills

Customer Service

Problem Solving

Interpersonal Skills

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Who Are We?

San Francisco Federal Credit Union is a reputable financial institution dedicated to providing excellent services and support to our members. With a commitment to integrity and innovation, we strive to meet the diverse financial needs of our community.

With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000, with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking a 100% on-site Member Care Representative.

The Position

The Member Care Representative provides quality service while answering incoming telephone calls and conducting outbound calls. This person will effectively resolve inquiries, conduct transactions like transferring funds between accounts and/or loans, stop payments, close and re-order cards, evaluate related transactions for risk, assist with online and mobile banking as well as bill-pay services.

The representative will enhance member relationships by identifying products and services that would be beneficial to them such as loans and other services. This will be achieved by answering questions and concerns that are presented.

This role will also be expected to follow and achieve personal and departmental goals (KPI’s) on a monthly, quarterly, and yearly basis.

Who Are You?

The Member Care Representative must have a one-year minimum of banking and call center experience as well as a High School diploma or equivalent. You should have excellent customer service, solid problem solving, and strong interpersonal skills. You should also have a working knowledge of Microsoft Office software programs. You strive to consistently exceed the expectations of the member in all interactions. Bilingual (Spanish) ability is preferred but not required.

Why Join Us?

The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) contributions, profit sharing, a competitive base, bi-annual bonuses as well as tuition reimbursement.

SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history of cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.