We are San Francisco!
San Francisco Federal Credit Union has been serving San Francisco since 1954. Today, anyone who lives, works, worships or attends school in San Francisco and San Mateo counties may apply for membership. We currently serve more than 45,000 members with assets over $1 billion. San Francisco FCU is federally insured by the National Credit Union Administration and is an Equal Housing Lender. Our corporate office is located at 770 Golden Gate Avenue, San Francisco, California 94102. SanFranciscoFCU.com.
The Call Center Representative provides quality service to members by answering incoming telephone calls and conducting outbound calls. Our Call Center Representatives efficiently prepare and process all member requests, including withdrawals, consumer loan payments, cash advances, transfers, account updates and loan applications.
Essential Functions and Responsibilities
Utilizes professional and friendly communication when working with the membership and all levels of the organization, demonstrating this both verbally and in written communication
Consistently follows through on all agreed upon commitments, member requests as well as timely and accurate delivery of all internal forms and correspondence
Provides thorough member education by offering comprehensive information on features, benefits, internal forms as well as proper correspondence of all credit union products and services
Completes all loan applications and supporting documents thoroughly correctly and by deadlines
Takes initiative in researching, identifying and working to eliminate procedural inefficiencies as well as maintains up to date knowledge of policy procedure, regulatory processes for all products and services such as BSA, check holds, fees and returned items
Consistently meets product referral and loan application goals by actively partnering and collaboration with lending, financial services, and member services department
Background Education and Experience
A high school diploma or equivalent
One year of Customer Service Experience, preferably in a Call Center Environment.
One-year minimum banking or cash handling experience
Excellent service and communication skills
Spanish speaking a PLUS +
Able to work overtime on holidays and Saturdays as needed
Physical requirements, reasonable accommodation and work environment
Ability to stand, bend, stoop, sit, walk, twist, and turn
Ability to use a computer keyboard, calculator, and mouse
Work environment is indoors; majority of the time is spent sitting at a desk
San Francisco Federal Credit Union (SFFedCU) is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history of cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.