Member Advocate

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?
Member Advocates are responsible for delivering an excellent service experience by seeking to
understand the member’s short and long- term needs, offering products and services that improve the member’s overallfinancial well-being. As the face of the Credit Union, the Member Advocate must be a member advocate and team memberwho takes ownership of issues, seeks solutions, and is accountable to maintaining our tradition of excellence.

Location: 3201 California St. San Francisco, CA 94118

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.
• Meet or exceed individual and branch product sales goals by proactively identifying member needs, recommending appropriate solutions, and following up to ensure satisfaction.
• Research and resolve basic member inquiries related to all Credit Union accounts, products, and services.
• Provide a high-level enhanced member experience by going the extra mile - Follow through with members to provide a WOW experience.
• Perform balancing duties and perform accurate transactions by standard operating procedures and regulations. Process authorized data changes on membership accounts.
• Educate members on our self-service options.
• Completes assigned reports, tasks, and projects within established guidelines and timeframes.
• Contribute to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and by living up to your commitments.
• Partner with branch leadership and cross functional departments to maintain operational integrity while mitigating risks.
• Maintains the Credit Union’s tradition of excellence by taking ownership, being reliable, and being solution focused.
• 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.

• Participate in Team Huddles and contribute improvement tips and share latest news.
• Performs other work as requested by the Branch Manager.