Member Experience Advisor

SF Fire Credit Union; San Francisco (CA); On-site; USD 3,995,040 - 5,510,400; Full time

Benefits offered by this job

401(k) and Employer Match

Health, Vision, Dental and Life Ins

Annual Incentive/Bonus Program

Tuition Reimbursement Program

11 Paid Holidays + Competitive PTO

Job summary

SF Fire Credit Union in San Francisco seeks a proactive Member Service Advisor to handle remote communications (phone, postal mail, Internet mail, web chat) and to cross-sell credit union products. You will process transactions across savings, checking, certificates and loans, while building trusted member relationships and upholding service standards.

The role spans Level I–III with evolving responsibilities, demanding attention to deadlines, teamwork, and customer-focused problem solving.

Qualifications

• Education and/or EXPERIENCE: High school diploma or GED; plus at least two years related experience and/or training.
• LANGUAGE SKILLS: Ability to read and comprehend verbal and written instructions. Ability to write business communications.
• REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions.
• MATHEMATICAL SKILLS: Ability to reconcile member and general ledger accounts. Ability to calculate figures and amounts.
• COMPUTER SKILLS: Ability to operate a personal computer in a Windows environment. Experience with Ultradata/FSP and Microsoft Office applications preferred.

Responsibilities

• Handles member communications received via phone, postal mail, Internet mail and web chat.
• Maintains thorough knowledge of all Credit Union products and services and uses this knowledge to cross-sell appropriate products and services.
• Creates relationships with members by going the extra mile and completing tasks on or before deadlines.
• Maintains the Credit Union’s tradition of excellence by owning member issues and providing solutions.
• Performs accurate transactions on savings, checking, certificates and loan accounts per procedures.

Skills

Call Center Experience

Customer Service

Cross-selling

Education

High school diploma or GED

Tools

Ultradata/FSP

Microsoft Office

Job description

SF Fire Credit Union in San Francisco seeks a proactive Member Service Advisor to handle remote communications (phone, postal mail, Internet mail, web chat) and to cross-sell credit union products. You will process transactions across savings, checking, certificates and loans, while building trusted member relationships and upholding service standards.

The role spans Level I–III with evolving responsibilities, demanding attention to deadlines, teamwork, and customer-focused problem solving.