Financial Services Consultant - San Francisco , California, United States, 94199
SF Police Credit Union is a growing non-profit organization honored to serve California Law Enforcement and their families since 1953.
SFPCU is looking for assertive individuals who are dedicated to providing excellent member service and education at every opportunity! We offer generous benefits, competitive compensation, and career development opportunities throughout our organization.
Employee Benefits + Perks Include:
Medical plans - Blue Shield HMO, Blue Shield PPO, Kaiser
Dental plans, including orthodontics
401K with employer matching and profit-sharing contributions
Group Life, Accidental, Short- and Long-Term Disability and Supplemental Insurance
Pre-tax flex and commuter benefits
Paid Time Off (PTO) - including time off for volunteering in the community
Employee Recognition program
Employee loan discounts
Education and tuition reimbursement programs
Professional development programs
Work-life enrichments such as employee appreciation events, on-site health and wellness fairs, holiday parties, community support events & more
We are currently looking for a Member Solution Consultant who will be responsible for offering dynamic and consultative services to our members. The Member Solution Consultant will build strong and prosperous relationships with our members through dialog, active listening, and collaboration to find the services and products that best fit member needs both current and future.
What You Will Be Doing:
Acquire complete knowledge of credit union products and services
Acquire and master account service and transactional competencies
Be able to respond to member inquiries through all channels with appropriate, pro-active solutions
Open memberships and complete onboarding process
Recognize and act upon opportunities to grow the member relationship
Assist members with technical questions and be able to clearly explain processes
Collaborate with Branch team to find solutions, improve processes and support credit union core values
Conduct timely on-boarding of new memberships, recognize and act on opportunities for providing superlative service and appropriate products
Full engagement with the membership team is expected to achieve team goals and provide the membership with exceptional service
High School Diploma or GED Equivalent
Who We Are Looking For:
Minimum one (1) year within a financial institution in a teller and/or new accounts services capacity preferred.
Prior sales experience preferred.
Knowledge and experience of consumer lending regulations and underwriting strongly desired.
Knowledge of all teller functions including all aspects (routine to complex) required.
Excellent verbal and written communications skills.
Proven dependability and sound judgment skills.
Flexibility and ability to work with minimal supervision.
Strong organizational and multi-tasking skills.
Proficient knowledge of personal computer operations including Microsoft Outlook, Excel, Word required.
Proficient knowledge of electronic data processing and archive system.
Proven ability to cross sell various products and services.
Regularly required to operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
Must be able to remain in a stationary position up to 75% of the time
Frequently required to position self and move about inside the office to access file cabinets, office machinery
Must be able to detect and exchange accurate information to and from appropriate parties
Must occasionally move, transport up to 10- 25 lbs
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
If you are a self-starter who is service-oriented, energetic, and a team player we want to hear from you!
SFPCU is an Equal Opportunity Employer and hires are made without regard to any individual's race, age, color, national origin, ancestry, disability, veteran status, religion, marital status or domestic partnership; pregnancy, childbirth or related medical conditions; other medical conditions or genetic characteristic; sexual orientation, gender, gender identity or transgender status; or any other basis protected by state, federal or local law, regulation or ordinance. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.