Member Service Advisor - Elevate Member Experience & Growth

sffirecu; United States; On-site; USD 36,000 - 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

11 Paid Holidays + PTO

Job summary

SF Fire Credit Union in San Francisco is seeking a Member Service Advisor at multiple levels. You will handle member communications by phone, mail, and web chat, cross-sell credit union products, and process new memberships and accounts to ensure accurate service delivery.

Requirements include a high school diploma or GED and 2+ years in a related role, with preferred Call Center experience in finance. The team emphasizes integrity, teamwork, and member-focused service.

Qualifications

• High school diploma or GED; 2+ years related experience or equivalent
• Previous Call Center experience in a financial institution preferred
• Strong reading, verbal and written communication abilities

Responsibilities

• Handle member communications via phone, postal mail, Internet mail and web chat
• Cross-sell appropriate Credit Union products and services to members
• Process new membership applications and account openings
• Maintain knowledge of Credit Union products and services to assist members effectively

Skills

Multitasking

Strong communication

Reading & writing

Teamwork

Education

High school diploma or GED

Tools

Ultradata/FSP

Microsoft Office

Job description

SF Fire Credit Union in San Francisco is seeking a Member Service Advisor at multiple levels. You will handle member communications by phone, mail, and web chat, cross-sell credit union products, and process new memberships and accounts to ensure accurate service delivery.

Requirements include a high school diploma or GED and 2+ years in a related role, with preferred Call Center experience in finance. The team emphasizes integrity, teamwork, and member-focused service.