Virtual Branch Partner

Job Description

Job Description

Where it all began…

In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us : Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created.

What we stand for…

There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team.

First, do they align with our values?

Be Personal – Walk the Member / Employee Path

Be a Leader – Empower, Collaborate, Own

Be Outside the Box – Innovate, Educate, Engage

Be Real – Integrity and Transparency Matter

Be the Connection – Serve our Community

Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role?

What it feels like…

Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude.  While we’re driven to do great work, we also value real work / life balance.

Is This the Career for You?

Do you have a passion for helping people? Do you like creative problem-solving?

Do people consider you empathetic and a good listener? Do you enjoy helping your community?

Since service knows no distance, you’ll contribute significantly to the success of the Virtual Branch and helping members by :

Maintaining a holistic knowledge of the Credit Union’s financial products and services. Consistently providing strong memberservice, offering solutions, and sharing products and services to help members meet their short and long-term financial needs to ensure overall financial well-being. Listening carefully and assisting members with their questions or issues, showing initiative, and proactively preventing problems. Providing a high-level, memorable video-based member experience, the Virtual Branch Partner is the on-camera face of the Credit Union responsible for creating an environment that influences the use of technology to meet members’ needs of today and the future.

• Hybrid position
• What You’ll Be Doing
• Maintain ongoing product and service knowledge to best identify and meet the needs of our members through needs-based conversations, follow-through, and outreach.
• Actively participate in business development activities, such as community events, local partnerships, and networking opportunities to build relationships and generate new membership and lending opportunities.
• Meet or exceed individual and branch product sales goals by proactively identifying member needs, recommending appropriate solutions, and following up to ensure satisfaction.
• Provide financial consultation on new accounts, loans, and transactions.
• As a trusted partner, build and grow memorable relationships with our members.
• Educate members on our self-service options.
• Provide a high-level enhanced member experience by going the extra mile - Follow through with members to provide a WOW experience.
• Process and monitor the online application pipeline, including outbound communication with members to support Credit Union product offerings
• Research and resolve member inquiries related to all Credit Union accounts, products, and services.
• Maintain the Credit Union’s tradition of excellence by taking ownership, being reliable, and being solution-focused.
• Notify manager of any service concerns by identifying opportunities to improve operational efficiency.
• Support and proactively work to reach Credit Union, department, and individual goals while supporting Marketing campaigns and efforts.
• Contribute to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and living up to your commitments.
• Demonstrates an understanding of, and follows the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), CustomerIdentification Program (CIP), and Member Due Diligence (MDD) as it specifically relates to their job functions.
• Perform other work as requested by the Virtual Branch Manager.

What We Look For In You

Competencies :

While performing the duties of this job. The employee is regularly required to stand, walk, use hands to handle objects, tools, or controls, and reach with hands and arms. The employee may occasionally lift and move up to 25 pounds. Specific vision abilitiesrequired by this job include the ability to adjust focus. The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

Note : This job description is non-contractual, or an exhaustive list and it may be added to or changed from time to time.

Salary

This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the  San Francisco Market  is an hourly rate of $32.44 to $48.67.

OUR BENEFITS

We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you’ll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We’re a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees.

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

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