Member AdvisorStanford Federal Credit Union • Palo Alto, CA, US
No longer accepting applications
Member Advisor
Stanford Federal Credit Union • Palo Alto, CA, US
26 days ago
Job type
- Full-time
Job descriptionHigh school diploma or general education degree (GED). Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. Strong customer service and interpersonal skills. Excellent communication skills, along with a demonstrated ability to meet set goals. Ability to accurately process various types of transactions for members. Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX. Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM’s, Online / Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts. Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established. Explain membership eligibility requirements and participate in SFCU sponsored activities. Assist with the testing of new functionality upon request. Use every member contact as an opportunity to advise members about additional services or programs that might benefit them. Managing the vault, cash, and audit functions for the assigned branch. Perform traditional teller work as needed. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. 100% paid employee medical, dental, vision, life / AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200 / year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200 / month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health / transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources
Job Description
Job Description
Member Advisor Opportunity at Stanford Federal Credit Union!
We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we’re non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry.
Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing! Come grow with us and see what it’s like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives!
- This position is 100% onsite
Who you are :
One to three years’ experience in customer service or sales related field.
What you’ll DO :
Some of our benefits for YOU :
Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs.
If you are ready for this awesome opportunity (or know somebody who is) please contact us today!
Please Note : SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Applicants that require work visa sponsorship or transfer will not be considered for employment. SFCU does not provide any relocation benefits for any positions.
Stanford Federal Credit Union is committed to equal employment opportunities, and a workplace that embraces diversity and inclusion for qualified individuals of all backgrounds.
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Advisor • Palo Alto, CA, US
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