Member Service & Relationship Specialist

sffirecu; San Francisco (CA); On-site; USD 36,000 - 54,000; Full time

Job summary

SF Fire Credit Union is seeking a Member Service Advisor to handle remote member communications and provide excellent service in a fast-paced environment. You will cross-sell credit union products, process accounts, and resolve member inquiries with attention to accuracy and timeliness.

Level I-III responsibilities include handling calls, maintaining product knowledge, and ensuring service standards are met while supporting a collaborative team culture within the Call Center.

Qualifications

• High school diploma or GED required; related experience and/or training preferred.
• Ability to read and comprehend instructions; write business communications.
• Reasoning ability to define problems, collect data, and draw valid conclusions.
• Mathematical ability to reconcile accounts and calculate figures and percentages.
• Computer skills in Windows environment; Ultradata/FSP and MS Office preferred.

Responsibilities

• Handle member communications via phone, postal mail, Internet mail and web chat.
• Cross-sell appropriate credit union products and services to members.
• Maintain knowledge of products and services and use it to assist members.
• Complete tasks on or before deadlines and anticipate member needs.
• Process new membership applications and associated accounts; handle data changes.

Skills

Customer service

Communication skills

Multitasking

Problem solving

Education

High school diploma or GED

Tools

Ultradata/FSP

Microsoft Office

Job description

SF Fire Credit Union is seeking a Member Service Advisor to handle remote member communications and provide excellent service in a fast-paced environment. You will cross-sell credit union products, process accounts, and resolve member inquiries with attention to accuracy and timeliness.

Level I-III responsibilities include handling calls, maintaining product knowledge, and ensuring service standards are met while supporting a collaborative team culture within the Call Center.