San Francisco Federal Credit Union jobs

Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Senior Loan Processor for our Golden Gate Branch in San Francisco. The PositionThe Senior Real Estate Loan Processor is responsible for delivering an exceptional member experience while processing conventional and non-conventional mortgage loans and lines of credit. This includes all major functions during the loan process including file preparation for underwriting submission, document preparation, tracking and scanning. The position requires data input into the loan origination system from loan origination through final loan approval. The Senior Real Estate Loan Processor communicates on loan status to members, vendors, and any parties involved with the transaction. The Senior Real Estate Loan Processor must be registered and NMLS compliant. Essential Functions and Responsibilities · Prepares the data and supporting documents to support an underwriter's loan decision on real estate files on the Loan Origination System from application through final loan approval. · Ensures timely ordering and accuracy of all loan documents and data input from such data sources as credit reports, flood certificates, preliminary title reports, homeowners' insurance, income documentation, and appraisal reports. · Seeks out outstanding conditions and sets proper expectations for those conditions to ensure timely loan closing. · Identifies and escalates potential problems or delays to underwriters and/or managers. · Communicates clearly and concisely with loan originators, underwriters, and closers. · Performs other duties as assigned Who Are You?Requirements, Skills, and Abilities· Requires an associate's degree (AA) with a minimum of four (4) years' mortgage lending experience and customer service. · Current knowledge of Federal and State laws and regulations to ensure compliance with FHLMC, FNMA, correspondent lenders, and regulators. · Strong verbal and written communication skills with demonstrated ability to communicate professionally. · In depth knowledge of lending compliance, credit risk analysis, and pricing. · Ability to work on own, and in a team environment. · ICE/Encompass knowledge preferred. · Demonstrated analytical and critical thinking skills with the ability to complete multiple competing tasks at the same time, while meeting established expectations. · Strong computer skills, including Windows, Word, Excel, Outlook, Microsoft Office Suite. · Must possess strong problem-solving skills and ability to identify and resolve problems and issues and also identify opportunities that can enable members to secure their financial vision. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. 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 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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Member Care Team Manager 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! *Please note - this is not a remote position* Who YOU are: The Member Care Team Manager is responsible of recruiting, selecting, orienting, and training employees and developing personal growth opportunities for team members. Accomplishing staff results by communicating job expectations, planning, monitoring, mentoring, and evaluating job results. Overseeing the performance of all member service and QA evaluations. Running team meetings. Implementing process improvements. Responding to and resolving all escalated queries. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act. Abides by a strict and professional code of conduct world-class service while achieving daily, monthly, and annual sales and service objectives. Six to Eight years of experience in a related field with equal responsibilities is preferred. Minimum of 4 years of college education or equivalent experience. Formal training should be supplemented with continuing education and self-development programs. Ability to coach, motivate, and train staff in service and sales environment. Excellent communication skills in all mediums. Present a positive professional image. Work within precise, standardized guidelines with latitude to make decisions. Proficient in all standard desk-top software applications with strong skills in Excel. Demonstrated excellence in member service, de-escalation and problem resolution. Possess the creativity required to successfully complete assigned duties. Ability to handle daily routine with freedom to interpret or to act upon various situations. Serve as a backup for the Director, as assigned. What YOU'LL do: Responsible for hiring, supervising, training, motivating, and developing staff on an on-going basis. Responsible for the consistent monitoring of team members' quality and service standards through regular QA evaluations. Proactively monitors and upholds daily, weekly, and monthly service standards for member experience such as Average Speed of Answer, Service level and abandonment rate. Maintains regular contact with team members regarding individual performance and overall department achievement of service and quality standards to provide coaching as necessary and recognize team and individual accomplishments. Adheres to Credit Union policies, procedures while identifying and working to eliminate root causes of inefficiencies and formulating recommendations/feedback to management regarding operational policies and procedures Actively partners, collaborates, and communicates with other service departments to implement process and service improvements that will benefit the members and the team. Assist in maintaining forecasting data and creating monthly schedules for the management team and all other units to ensure all communication channels are fully staffed and reduce flow out calls. Responsible for collecting data for the regular reporting of agent productivity and department service levels. Assist in the development, implementation and management of all job metrics related to various agent responsibilities including chats, e-mail, in-bound calls, and fulfillment responsibilities. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) 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 10 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 If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers 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.

LAFCU's Security Administrator is responsible for the day-to-day operations relating to the support of the IT Security Department. This position is a crucial role and is focused on strengthening our security framework. Duties include, but are not limited to, implementing, enhancing, and maintaining protective measures for our computer systems, networks, and data. This role requires a proactive individual with a strong understanding of cybersecurity principles and best practices. This position is a full-time non-exempt hybrid remote position. It reports to the Information Security Officer remotely and/or at the employee's assigned location. The employee will be required to work remotely. Essential Functions & Responsibilities: Security Policy and Compliance: • Develop, implement, and maintain security policies, procedures, and protocols. • Ensure policies comply with legal and regulatory requirements. • Regularly review and update policies to address emerging threats. • Develop and maintain incident response plans and playbooks. • Conduct tabletop exercises to test and improve response plans. Network Security Management: • Manage, configure, and maintain firewalls. • Implement firewall rules and policies to protect network boundaries. • Conduct regular firewall audits for performance and security. • Monitor and analyze network traffic for security incidents and vulnerabilities. • Utilize SIEM tools for real-time monitoring. • Investigate and respond to suspicious activities and anomalies. Endpoint and System Protection: • Implement and manage Endpoint Detection and Response (EDR) solutions. • Deploy EDR tools to monitor and secure endpoints. • Analyze EDR data to detect and respond to endpoint threats. • Monitor and support antivirus software and intrusion detection systems. • Ensure antivirus definitions are up to date. • Configure and manage IDS/IPS systems. Threat Detection and Incident Response: • Be an active participant and partner with the Managed Detection and Response (MDR) team. • Collaborate on threat detection and response strategies • Share insights and findings to enhance overall security posture. • Respond to security breaches and incidents. • Lead incident response efforts and coordinate with stakeholders. • Conduct root cause analysis and implement corrective measures. Vulnerability and Patch Management: • Manage patch management processes. • Ensure timely application of security patches and updates. • Monitor patch deployment and resolve issues. • Conduct regular security assessments and audits. • Perform vulnerability assessments and penetration testing. • Document findings and recommend remediation actions. Qualification & Opportunities: 3-5 years as a Security Administrator or in a similar role. Strong knowledge of cybersecurity principles, protocols, and technologies. Experience with security tools and technologies such as firewalls, intrusion detection systems, and antivirus software. Familiarity with regulatory requirements and NCUA standards is a plus. (1) A bachelor's degree in cybersecurity, computer science, information technology or a related field. Relevant certifications (e.g., CASP+, OSCP, SSCP, CEH, Firewall Certifications) are a plus. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Excellent communication skills; detail oriented, quick learner, strong critical thinking skills; solutions driven and able to handle several tasks simultaneously, Strong technical background. Salary: The minimum and maximum base salary range for this position is $35.61 to $54.74 in California. The target starting base hourly rate is between $35.61 to $40.42. This compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication and may be modified in the future. The starting base salary within the range will depend on a variety of factors that may include relevant prior experience and/or education, or skills and expertise. LAFCU is an Equal Opportunity Employer. We are committed to building an inclusive and diverse workforce.

Job Description Virtual Branch 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 $4.5 billion company with a global reach of over 95,000 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! Member Care Team Specialist-Virtual Branch are responsible for providing uncompromising service by building enduring relationships, communicating, referring and selling products to meet members' needs. Will participate in acquisition, retention and expansion of members and prospective members through a variety of sales and service activities through our electronic delivery channels. Will cross-sell traditional and non-traditional products and services while maintaining existing member relationships and developing new member relationships. Will accurately process various types of transactions for members and departments while meeting the Service Level Agreements. Who YOU are: One to three years' experience in customer service and sales related field. A high school degree or equivalent. A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Ability to be accurate, organized, alert and articulate while working in a position with little or no supervision. Ability to manage multiple tasks in a constantly moving environment. Has qualities such as leadership, strong communication, and patience. Always demonstrates professional behavior. Ability to add, subtract, multiple, and divide in all units or measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Ability to apply commonsense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving concrete variables in standardized situations. Has a strong comprehension of various forms of online communication, including phones, Chats services, Video calls/Zoom Interpersonal skills to connect with members through video camera providing seamless and exceptional service What YOU'LL do: Proactively learns about current or potential goals of members and offers appropriate financial solutions. Proactively follows-up with new and existing members by phone and email to ensure a positive experience. Onboards new Members in addition to researching and proactively contacting existing members to retain and expand relationships with appropriate financial solutions. Guiding Members and staff through Digital Banking tools virtually Strong knowledge with complex transaction including but not limited to (Trusts, Estates, and Business Accounts Works with real estate lending team and the wealth management team to make referrals that meet member needs. Resolve issues that may arise and anticipate the member's needs and make the appropriate recommendations to help members avoid future issues in a polite and friendly manner. Provide support and assist other departments as needed. Answers questions and/or resolves complex problems on member accounts using all channels. This requires the ability to troubleshoot with the member online banking, mobile banking, bill payment services, and other methods of accessing credit union information. Recommends and processes applications for all consumer loan types. Ensure high levels of member satisfaction through excellent service. Follow and achieve personal and department's goals on a monthly, quarterly and yearly basis. Assist members with deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Perform a wide variety of member transactions and requests to include account maintenance, research, assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and verify members for online outgoing wires, solve fraud issues, and closing accounts. 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. Some of our benefits for YOU: 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. If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Job Description Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a (Job Title) for our (Location) Branch in San Francisco.The PositionThe Business Development Representative (BDR) plays a key role in supporting the growth of the credit union by identifying, developing, and maintaining relationships with prospective and current members, select employer groups (SEGs), and community organizations to grow membership and enhance the Credit Union's brand presence. This role involves outreach, event coordination, strategic partnerships, and the promotion of financial products and services to meet business growth goals.Key Responsibilities and Functions: Develop and maintain relationships with SEGs, community groups, and local businesses. Conduct regular onsite visits, financial wellness seminars, and promotional events to attract new members and deepen existing relationships. Identify opportunities for growth in new and existing markets. Collaborate with the marketing team to develop targeted campaigns and materials. Represent the credit union at community events, trade shows, chamber meetings, and financial education sessions. Promote and cross-sell credit union products and services (e.g., checking accounts, loans, credit cards) to meet business development goals. Monitor membership growth and SEG penetration, preparing regular reports for leadership. Coordinate with branch managers, loan officers, and marketing personnel to ensure alignment of outreach efforts and product promotions. Maintain accurate attendee feedback records from business development activities, including member interactions and proposal outcomes. Who Are You?Knowledge, Skills and Abilities · Requires a minimum of 1 year of experience in a financial institution.· Requires a thorough knowledge of credit union products and services. · Ability to work collaboratively with a diverse range of partners and adaptation to change during events. · Familiarity with CRM software (e.g., Salesforce, HubSpot) is a plus. · Detail-orientated, organized, self-driven with the ambition to have results with the ability to prioritize, analyze, and execute autonomously. · Proficient in Microsoft Office Suite including, (Word, Excel, PowerPoint) · Complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union including the Bank Secrecy Act.· Ability to work in a fast-paced, deadline-driven environment.· An inner passion for self-growth, while growing with the community of San Francisco. · Critical thinking and strong problem-solving skills Why Join Us?The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.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 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.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Relationship Advisor for our Golden Gate Branch in San Francisco. The Relationship Advisor (RA) serves as a strategic relationship leader and trusted virtual advisor, engaging members through digital and remote channels to help them achieve their financial goals with confidence and clarity. This senior-level role is designed for a digitally fluent, growth-oriented professional who excels in proactive relationship development, consultative sales, and delivering exceptional member experiences across virtual platforms. As a key driver of the Credit Union's transformation into a Virtual Banking model, the RA plays a pivotal role in bridging digital service and sales. This individual partners cross-functionally with Business Development, Marketing, and Product teams to optimize lead conversion, deepen member relationships, and drive adoption of digital financial solutions. With a strong focus on member-centricity, innovation, and performance, the RA leads initiatives that enhance engagement, increase wallet share, and contribute to long-term member loyalty. This position demands a high level of autonomy, strategic thinking, and influence, serving as both a relationship expert and a digital ambassador for the Credit Union's evolving service model. Essential Functions and Responsibilities: * Lead proactive member engagement through strategic outreach across digital channels (phone, video, email, chat), cultivating high-value relationships and identifying opportunities for financial growth. * Deliver personalized financial consultations that uncover complex member needs and present tailored, multi-product solutions aligned with life goals and financial wellness. * Drive performance excellence by consistently exceeding sales targets in lending, deposits, and cross-sell metrics, while mentoring peers on best practices and consultative techniques. * Own and manage a dynamic sales pipeline within CRM, leveraging data insights to track conversion rates, identify trends, and refine outreach strategies for maximum impact. * Re-engage dormant relationships through targeted outreach campaigns, revitalizing member interest in underutilized products and services. * Champion SFFedCU's digital transformation, promoting adoption of online and mobile banking tools and enhancing member confidence in virtual financial services. * Act as a strategic advisor, conducting holistic financial reviews and positioning SFFedCU's products as solutions to long-term financial goals. * Deliver a high-touch, omnichannel experience, ensuring consistency, empathy, and professionalism across all digital interactions. * Design creative financial solutions that deepen member loyalty, increase wallet share, and support retention initiatives. * Resolve complex member issues with urgency and ownership, modeling service excellence and reinforcing trust in the Credit Union's virtual service model. * Support digital onboarding and product fulfillment, including account openings, loan applications, and service setup, while ensuring a seamless member journey. * Leverage performance analytics to identify engagement gaps, refine sales tactics, and contribute to continuous improvement of digital service delivery. * Act as a senior liaison across Digital Sales, Business Development, Lending, Marketing, and Product teams to drive lead conversion, campaign execution, product positioning, and member engagement. * Mentor junior team members, sharing expertise in digital relationship management and contributing to a culture of growth, innovation, and member-centricity. * Contribute to strategic initiatives that advance SFFedCU's Virtual Banking model, including process optimization, technology adoption, and member experience enhancements. * Perform other leadership duties as assigned, supporting departmental goals and organizational priorities. Who Are You? * Preferred qualifications include Series 7 License and/or NMLS ID. * Bachelor's degree in Business, Finance, Marketing, or related field required; advanced degree or professional certifications (e.g., CFS, CRCM, CFMP) preferred. * Minimum 5-7 years of progressive experience in banking, financial services, or digital sales, with a proven track record in relationship management and consultative selling. * Demonstrated success in strategic lead generation, pipeline management, and multi-product cross-selling across digital channels. * Proven experience in a senior-level role such as Senior Relationship Manager, Digital Banking Consultant, or Virtual Financial Advisor. * Deep expertise in consumer lending, deposit products, and digital banking platforms, with the ability to translate complex financial solutions into member-friendly guidance. * Advanced proficiency in CRM systems, data analytics tools, and digital engagement platforms; strong command of Microsoft Office Suite and virtual collaboration tools. * Exceptional communication, presentation, and negotiation skills, with the ability to influence outcomes and build trust across diverse member segments. * Strong analytical mindset with experience using performance data to drive decisions, optimize engagement strategies, and improve conversion rates. * Highly self-motivated, goal-oriented, and adaptable to fast-paced, evolving digital environments. * Demonstrated leadership in mentoring peers, contributing to team development, and supporting organizational transformation initiatives. Competency * Strategic Sales Leadership: Drives growth through data-informed outreach, consultative selling, and high-performance pipeline management. * Strong knowledge of financial products including investments, lending, and insurance. * Member Advocacy: Builds deep trust by understanding member goals and delivering personalized, value-driven financial solutions. * Digital Expertise: Champions digital tools and platforms to enhance member experience and streamline service delivery. * Familiarity with regulatory requirements and compliance standards * Cross-Functional Collaboration: Partners effectively across departments to align campaigns, share insights, and deliver cohesive member journeys. * Analytical Acumen: Interprets data trends and member behavior to refine strategies and improve outcomes. * Change Agent: Leads through transformation, embracing innovation and driving adoption of new technologies and processes. * Mentorship & Influence: Supports team development through coaching, knowledge sharing, and modeling best practices. Why You'll Love It Here You'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. 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 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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service. Essential Job Duties: Teller Duties Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing Processes various transactions and answer member account inquiries. Post transactions to member's account and maintain member records. Balances cash drawers at the beginning and end of shifts to ensure accuracy Balances cash drawer and other transactions correctly and according to standard operating procedures Issues cashier's checks, money orders, and bank drafts Verifies and reconcile daily transactions to maintain accurate records Proactively educates members of our products and services Member Service Duties: Resolves any issues and problems faced by members, providing timely and regular updates. Maintains a high level of professionalism and confidentiality in all member interactions. Assists members with the following: Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit. Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals. Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services. Loans: Credit card, loans, and bill payments Business Accounts- Open DBA, sole- Proprietor, LLC's and Corporations. IRA and Fiduciary transactions Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures. Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department. Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner. Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations. Performs other duties as assigned. Financial Sales Duties: Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions. Engages with members to understand their financial situations and short-term and long-term financial objectives. Performs consultative selling to offer personalized products to members to help them achieve their financial goals. Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance. Promotes financial products and services that are suitable for members based on their needs. Identifies opportunities for account and membership growth and cross-selling additional products or services. Maintains knowledge around products and services offered. Requirements Required Skills/Abilities: Excellent interpersonal and communication skills Excellent organizational skills and attention to detail. Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication. Strong verbal/written communication skills Adaptability and willingness to learn new skills and technologies Ability to manage multiple tasks and prioritize effectively in a fast-paced environment Knowledge: Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits. Education and Experience: Minimum one year experience in financial industry or consultative sales role or related experience Minimum high school diploma, or more than one year of related experience. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Needs to be flexible with schedule to meet the needs of the organization and membership. Must be able to lift 20 pounds at times. Salary Description $23.00-$25.00 (Depends on Experience)

Job Description Marketing Specialist 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 $4.5 billion company with a global reach of over 95,000 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! The Marketing Specialist executes on a wide range of marketing projects focused on growing member engagement and supporting the credit union's strategic goals. The Marketing Specialist helps run marketing campaigns, organizes webinars and events, and supports deposits and consumer loan initiatives. The Marketing Specialist also helps manage digital marketing channels including Zoom webinars, the website, emails, and social media. Who YOU are: Bachelor's degree in marketing, advertising, communications or a related field. Minimum 3 years of marketing/communications experience. Financial services experience preferred. Ability to work effectively in a fast-paced environment with changing priorities and the ability to multi-task. Excellent organizational and time management skills. Strong written and verbal communication skills. Proficient computer/technology skills including email marketing tools, Content Management Systems (CMS), Microsoft Word, Excel, PowerPoint, and Adobe Acrobat. What YOU'LL do: Serve as marketing resource on organizational projects (deposits and consumer loan) as assigned. Partner with internal teams to help run marketing campaigns. Work with internal teams, external vendors and consultants to create marketing materials. Support several events, including workshops, webinars and VIP experiences. Maintain giveaway items, marketing materials and flyers; order samples and items as needed. Support and execute on digital channels including emails, the website, social media (paid and organic), and other channels as needed. Help manage documentation of department procedures. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) 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 If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Director IT Strategy & Operations 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! We're seeking a versatile, execution‑oriented leader to run the operational heartbeat of the Office of the CIO at our credit union. This role blends strategic program leadership, legal/contract coordination, administrative excellence, vendor and budget rigor, and data-driven benchmarking to help the CIO and Technology leadership team operate with clarity, speed, and compliance. If you thrive at the intersection of strategy, governance, and execution, we want to meet you. Who YOU are: 7-12 years in technology operations, PMO, chief‑of‑staff/strategic ops, vendor management, or IT finance roles; experience in regulated financial services (credit unions/banks/fintech) strongly preferred. Demonstrated success coordinating legal reviews of technology/vendor agreements (you manage process/quality; hands‑on contract review/redlining experience; attorneys own the legal advice). Familiarity with third‑party risk artifacts (SOC 2, SLAs, DPAs, security exhibits) and regulatory context (e.g., GLBA/FFIEC) in collaboration with InfoSec GRC. Proven success running executive rhythms (board materials, flash reports, OKRs) and leading cross‑functional initiatives to completion. Strong analytical and financial acumen (budget tracking, forecasts, renewal analysis). Exceptional program/project management, prioritization, and stakeholder communication skills; executive presence and discretion. Excellent stakeholder management and executive communication; able to de‑conflict, influence, and drive accountability. Experience with credit union operations and regulators; basic familiarity with CCPA/CPRA coordination for technology/data is preferred. Working knowledge of best‑practice frameworks (e.g., COBIT, ITIL 4). Certifications a plus: PMP / PMI‑ACP, ITIL, COBIT, CISA/CTPRP, or similar. MBA, MIS, or related advanced degree What YOU'LL do: Own contract governance (playbook alignment, redlining low/medium-risk agreements) Lead special projects for the CIO, cross-functional initiatives (e.g., cost optimization, vendor consolidation, data/reporting improvements, process modernization) from scoping to delivery Drive IT strategic planning and best-practice alignment (e.g., COBIT/ITIL) Manage vendor renewals and budgeting and coordinate real estate leases As a senior escalation point, you'll resolve systemic issues and build trusted relationships across the organization. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary 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 If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

IT Security Analyst Hybrid 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 hybrid onsite- not remote* Who YOU are: 3-5 years of experience in information security (experience in a larger financial institution environment preferred). Bachelor's degree (or advanced degree) in the field of information technology or technical discipline preferred (an equivalent combination of education and experience from which comparable knowledge and skills may be acquired is also acceptable). Solid understanding of security practices and methodologies, security controls, vulnerability management, patch management, penetration testing, and architecture including the use of firewalls (web application/network/micro-segmentation), IDS/IPS, encryption, DLP, authentication, UEBA, and access controls. Knowledge of FFIEC or NCUA guidelines, GLBA, California S.B. 1386, PCI, and other laws and regulations relevant to financial services preferred. Proficiency in Windows and Linux operating systems, as well as computer networking principles. Excellent verbal/written skills and the ability to effectively interface with internal business clients, operations teams, technical engineering teams, internal audit, regulators and senior management Ability to thrive in a fast paced environment, managing multiple priorities and projects simultaneously. What YOU'LL do: As IT Security Analyst you will be responsible for monitoring security alerts from various security controls implemented in the environment. You will investigate alerts and respond to incidents as necessary. Assist or lead in the selection, implementation and configuration of new security tools. Develop and implement incident response plans and playbooks. Develop and/or refine security monitoring and response procedures. Conduct risk assessments, threat analysis, vulnerability analysis and security controls assessments for the environment. Develop plans and implement solutions to mitigate risks in the environment. Collaborate with IT operations and infrastructure teams to analyze and resolve security related operational issues. Provide guidance on the implementation of security controls and best practices within operational processes. Participate in the development and execution of firm-wide disaster recovery plans, ensuring they include robust security measures. Monitor threat alerts from groups including FS-ISAC, US-Cert, SANS and DHS. Analyze the environment for vulnerabilities and risks related to new threats and recommend appropriate countermeasures. Design and deliver security awareness training to all Credit Union employees. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) 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 If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Who Are We? With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Sr. Digital Sales and Service Relationship Specialist for our Golden Gate Branch in San Francisco. The Senior Digital Sales and Service Relationship Specialist serves as a strategic leader and expert virtual banker, driving member engagement and financial wellness through advanced digital channels. This elevated role combines deep relationship management expertise with a proactive, consultative approach to sales and service, positioning the Senior DSSRS as a key contributor to the Credit Union's Virtual Banking transformation. As a senior-level professional, the Senior DSSRS mentors junior team members, leads complex member interactions, and collaborates cross-functionally with Business Development, Marketing, and Product teams to optimize lead conversion, deepen member relationships, and enhance digital service delivery. This role is ideal for a results-driven, digitally fluent relationship strategist who thrives in a fast-paced, innovative-focused environment. Essential Functions and Responsibilities· Support the transition to a virtual banking model by coordinating team efforts and contributing to process improvements that enhance digital member experiences. Assist in developing and delivering training programs to help team members build skills in digital engagement, virtual communication, and product knowledge. · Foster a team culture of adaptability and continuous learning by encouraging collaboration, feedback, and professional growth. · Help drive team performance toward goals in membership growth, loan origination, and product cross-sell through coaching and hands- on support. · Monitor performance metrics to identify service gaps, streamline workflows, and suggest improvements to enhance member satisfaction. · Partner with cross-functional teams, including Marketing, Lending, and Member Services-to support campaigns and initiatives that boost member engagement. · Contribute to initiatives that improve product adoption and strengthen member relationships across digital channels. · Manage day-to-day operations of digital retail channels, ensuring timely and accurate service delivery and fulfillment. · Apply standardized sales processes and assist in refining digital content to support team effectiveness and member outreach. · Support risk management efforts by reinforcing compliance practices and participating in training to reduce operational exposure. · Help maintain consistent member engagement by managing escalations, resolving issues, and ensuring service quality. · Provide coaching and feedback to team members to improve performance, deepen product fluency, and enhance member interactions. · Oversee daily workflows, monitor SLAs, and ensure accuracy in loan disbursement and application processing. · Participate in data analysis and testing to identify trends and contribute to ongoing process improvements. · Track team-level KPIs and assist in adjusting tactics to improve digital engagement, loan activity, and membership growth. · Take on additional responsibilities as needed to support departmental goals and organizational initiatives. Who Are You? · Associate or bachelor's degree in business, finance, or related field preferred; equivalent experience accepted. · 4-5 years of experience in digital sales, banking, or customer service within a financial institution. · Prior experience in a team lead or supervisory role with demonstrated ability to support team performance. · Proven success in meeting sales goals, especially in lending and membership growth. · Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and comfortable with digital platforms and CRM tools. · Strong written and verbal communication skills for member interaction and team collaboration. · Solid understanding of digital banking tools, online platforms, and mobile applications. · Strong knowledge of lending products and cross-sell strategies. · Knowledge of compliance and security standards in digital banking; willingness to learn and apply regulations. · Ability to coach and mentor team members to improve performance and service delivery. · Strong interpersonal skills with a professional, member-focused demeanor. · Capable of managing daily workflows, resolving escalations, and maintaining service quality. · Passion for digital transformation and member engagement in financial services. · Experience in a credit union or community financial institution is a plus. Competency· Sales-Minded: Confident in outreach, persistent in lead follow-up, and comfortable with performance metrics. · Member-Centric: Builds trust through empathy, transparency, and follow-through. · Digitally Fluent: Uses technology to deliver seamless, personalized experiences. · Collaborative: Works closely with internal partners to achieve team goals. · Analytical: Uses data and trends to refine approach and maximize performance. · Agile: Adapts quickly to new tools, processes, and member needs. · Detail-oriented: With a proactive approach to problem-solving and process enhancement. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. 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 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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Supervises branch member service and teller departments. Creates a productive, rewarding, team and service- oriented work environment that provides for the development of employees, while meeting all established goals and metrics of the Credit Union. Always Emulates and promotes the Credit Union's core values. Essential Job Duties: Leadership: Liaise with HR and OD to recruit, onboard, develop, and retain high-quality staff. Oversees the daily workflow of the department. Provides constructive and timely one-on-ones and performance evaluations. Effectively coaches, mentors, motivates, and manages the staff to ensure delivery of communications to employees in a timely and accurate manner while maintaining the Credit Union's high standard of quality. Ensures that the department fosters a productive, rewarding work environment that provides for the development of employees; meets all established goals and metrics; and operates within the Credit Union's core values. Lead and coach to ensure consistent member-focused service in every interaction. Lead and support change initiatives, ensuring smooth transitions by fostering team buy-in, clear communication, and continuous guidance throughout the process. Team Performance: Ensure employees have the proper tools and resources to successfully perform the requirements of their job. Plan and schedule staff effectively to achieve quality service goals and staff development plans. Promote a safe, secure and functional environment for Credit Union members and employees. Ensure availability, security and privacy of cash and negotiable items to provide member service and protect Credit Union assets. Ensure that member and Credit Union information is treated with the utmost confidentiality and security to support the Credit Union's core purpose of being “our members' trusted partner”. Uphold the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures. Report unusual or suspicious activity in writing to the Legal and Compliance Department. Recommend and implement department improvements for efficiency, branch consistency, and cost effectiveness. Manage branch-related risks, making sound decisions in a manner that provides maximum service value to members and minimal risk to the Credit Union. Provide training and ensure adherence to internal controls, procedures and security guidelines to minimize risk to the Credit Union and its employees. Plan and contribute to the budget process, recommend staff and department additions and focus on maintaining department expenses within the approved budget limits. Complete annual BSA and OFAC training. Performs other duties as assigned. Member Service Operations: Develop and maintain strong relationships with all Sunward stakeholders, exhibiting the Credit Union's core values to enhance membership growth and loyalty. Collaborates with Retail Leaders to build a growth culture focused on exceeding the needs of our members, create and implement internal growth plans, track progress of activities Assist with management of the overall member service and sales process within the branch by: Providing service and sales coaching and feedback to employees Actively listening to and assessing the needs of the member, explaining the features and benefits of targeted products and services, and offering targeted solutions to meet the member's needs Requirements Required Skills/Abilities: Excellent interpersonal and negotiation skills. Excellent organizational skills and attention to detail. Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication. Strong organizational skills in managing multiple initiatives. Strong analytical and problem-solving skills. Education and Experience: Minimum 4 years' combined experience in a financial institution, supervisory role, or related experience Minimum bachelor's degree equivalent, or, more than 4 years' of related experience. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 20 pounds at times. Salary Description $71,092.80-$88,866.00 (Depending on Experience)

Senior Consumer Compliance Manager 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 $4.5 billion company with a global reach of over 95,000 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! The Senior Consumer Compliance Manager is responsible for the management of the Consumer Compliance Program with focus on Mortgage Compliance, Credit Card Compliance, Consumer Protection and UDAAP, Fair Lending, Disclosure Reviews, Advertising and Marketing Reviews, Disputes and Complaint Reviews. The position requires expertise with key federal and state laws and regulations from NCUA, CFPB, FRB, and others, such as Reg X, Reg Z, FCRA and Reg V, UDAAP, Reg E, Reg B, etc. It entails providing advice and guidance to business stakeholders, developing policies, interpreting regulations, regulatory research, assessing applicability to business practices, overseeing regulatory change management, collaborating in risk assessments, developing monitoring and oversight programs, developing training, performing review and challenge, and interacting with business unit stakeholders. The position works under the leadership of VP Risk and Compliance and oversees a team of compliance professionals. *Please note this position is hybrid on site in Palo Alto* Who YOU are: Solid understanding of credit union and financial services laws and regulations, such as those promulgated by banking regulators that include NCUA, CFPB, etc Strong ability in developing, implementing, and managing compliance programs such as consumer compliance, mortgage compliance, complaints, disputes, etc. Familiarity with Compliance Management Systems and the regulatory frameworks that apply to financial institutions. Skilled in performing second line review and challenge, BU compliance oversight, and support in remediation activities. Strong understanding of federal credit union regulations and how credit union regulations apply to banking products, services, and delivery channels. Experience in working with business units and addressing compliance requests. Proficient in the concepts of risk identification, assessment, and management. Bachelor's Degree and or formal industry certifications, plus eight to ten years' compliance experience. What YOU'LL do: Provide subject matter expertise regarding relevant laws and regulations to business units. Must be able to identify applicable compliance requirements, and articulate those requirements to the business unit's products, services, processes, and client types. Provide oversight, review and challenge, and monitoring of risk regulations and controls Maintain regulatory expertise related to mortgage loans and be able to provide guidance in developing processes and controls to ensure compliance with regulatory requirements. Review advertising material for compliance with regulatory requirements. Guide business with marketing campaigns to ensure UDAAP, Fair Lending, and Fair Banking expectations are met. Develop template disclosures and marketing guides. Perform quarterly review of HMDA data to ensure data quality. Use HMDA and other data to perform periodic fair lending analysis and work with the business to address any deviations from expected patterns. Periodically review complaints, underwriting exceptions, pricing exceptions, and loan denials to ensure there is adherence to fair lending standards. Review dispute escalations and complaints to ensure they are handled as per regulatory expectations and follow up activities are performed. Understand payment systems such as cards, Zelle, Bill Pay, etc., and be able to assist with compliance expectations. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) 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 If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Job Description Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Digital Experience Ambassador for our Golden Gate Branch in San Francisco.The Digital Experience Ambassador (DEA) serve as a trusted virtual banker and relationship advisor, engaging members through digital and remote channels to help them achieve their overall financial goals. This role is designed for a hunter-minded, digitally savvy, and relationship-driven professional who proactively generates leads, deepens relationships, and delivers exceptional member experiences through technology-enabled service.The DEA acts as a bridge between sales and service, partnering closely with the Business Development and Marketing teams to convert leads, cross-sell financial products, and strengthen long-term member engagement. This position is critical to the Credit Union's transformation into a Virtual Banking model.Essential Functions and Responsibilities· Proactively engage new and existing members through outbound lead list calling, email, and virtual consultations.· Partner with the Business Development Group to follow up on campaign leads, event contacts, and referrals.· Build strong digital relationships with prospects and members to identify unmet financial needs and present tailored product solutions.· Consistently meet or exceed sales goals in lending, deposits, and product cross-sell.· Manage an active pipeline of leads and opportunities in CRM; track conversion rates and take ownership of personal sales metrics.· Conduct outreach to re-engage dormant relationships, e.g., members with inactive credit cards or maturing loans.· Champion San Francisco Federal Credit Union's (SFFedCU) financial products and digital banking services as tools to help members reach life goals.· Act as a trusted advisor by conducting holistic financial consultations with members.· Deliver a high-touch, consultative experience across phone, video, chat, and email channels.· Provide creative financial solutions that strengthen member loyalty and retention.· Ensure all service interactions uphold SFFedCU's values of empathy, accuracy, and professionalism.· Assist with account openings, loan applications, and digital onboarding.· Support member inquiries, complaints, and issue resolution with urgency and ownership.· Contribute to the ongoing transition toward a Virtual Banking environment, enhancing digital engagement and optimizing member experiences. · Serve as a digital ambassador by helping members adopt and utilize online and mobile banking tools.· Leverage data insights and performance reports to identify opportunities for improved engagement and sales conversion.· Collaborate with the Marketing and Lending teams to refine digital campaigns and cross-selling programs.· Performs other duties as assigned. Who Are You? · Associate or Bachelor's degree in business, Finance, or related field preferred (or equivalent experience).· 3-5 years of experience in banking, sales, or financial services (digital or branch).· Demonstrated success in outbound sales, lead conversion, and cross-selling.· Proven experience as a personal banker, virtual banker, or relationship manager.· Deep understanding of consumer lending, deposit products, and digital banking technology.· Excellent communication, presentation, and consultative sales skills.· Proficiency in Microsoft Office Suite and CRM systems; ability to learn new digital tools quickly.· Strong problem-solving, negotiation, and follow-up skills.· Self-motivated and goal-driven with a passion for helping members achieve financial success.Competency· Sales-Minded: Confident in outreach, persistent in lead follow-up, and comfortable with performance metrics.· Member-Centric: Builds trust through empathy, transparency, and follow-through.· Digitally Fluent: Uses technology to deliver seamless, personalized experiences.· Collaborative: Works closely with internal partners to achieve team goals.· Analytical: Uses data and trends to refine approach and maximize performance.· Agile: Adapts quickly to new tools, processes, and member needs. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it.The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. 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 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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Universal Banker for our Burlingame Branch in San Francisco. Universal Banker serves as the liaison between the member and the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with each and every member. The incumbent also provides a variety of transactional services over all delivery channels as well as provides information on a full range of credit union products and services. Duties and responsibilities include the following: * Provide excellent service to all Members, volunteers, internal and external partners. * Actively participate in branch, departmental and organizational meetings. * Safeguard member and organization information and ensure confidentiality by following established policy and procedures. * Effectively convey and receive information both verbally and in writing. * Perform teller transactions efficiently and reconcile all cash entities routinely. * Research member questions, problems and/or feedback and respond with accurate information. * Cross-sell and match the appropriate SFFedCU products and services to meet the member's financial needs. * Obtain information from member to complete membership and loan application/funding; examine and collect proper documentation. * Perform file maintenance on all types of accounts and member profiles. * Assist and conduct operational audits. Who Are You? * High school diploma or equivalent plus one year minimum of banking or cash handling experience. * Ability to effectively multi-task. * Must have excellent customer service and communication skills. * Ability to calculate figures and amounts. * Proficiency in using cash handling machines and a working knowledge of business software programs (MS Windows and MS Office). * Availability to work Saturdays, holidays and overtime as needed. Why You'll Love It Here You'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. 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 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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

LAFCU's Branch Senior MSR-Accounts provides excellent service to Members and Non-Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes applications and transaction/service requests in the general areas of establishing/maintaining accounts (incl. Checking, Savings, Money Market, Holiday, Share Certificates, IRAs, Business Accounts, etc.), loan request (incl. applications, funding and closing), and auxiliary credit union services. This position is a full-time position and reports to the Branch Manager I/II at the employee's assigned branch location. Job Summary & Standards: All MSR 1-4 & Senior MSR-Operations II Functions Assists the Branch Manager in overseeing the daily operations of the branch. Leads the branch in the absence of the Branch Manager. Assists members requesting an account/loan supervisor. Performs duties of a "Senior MSR-Operations II" at the branch: vault duties, branch cash ordering, daily audits & reports and provides supervisor overrides as needed. Responsible for opening and closing of the branch as assigned. Provides Notary Service Researches, troubleshoots, and resolves complex member inquiries and complaints. May also hold consumer loan underwriting authority to approve / deny loans. May also provide training for all branch positions. May assists manager in interviewing for MSR positions. Qualifications & Opportunities: One year to three years of similar or related experience. A high school education or GED. Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationship with other entities (companies and/or individuals becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Working knowledge of established teller procedures and policies. Understanding of Credit Union operations. Communicates information and ideas in speaking so others will understand. General office equipment such as calculators, computers, photocopiers, and scanners. Salary: The minimum and maximum base salary range for this position is $27.78 to $41.14 in California. The target starting base hourly rate is between $27.78 to $31.12. This compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication and may be modified in the future. The starting base salary within the range will depend on a variety of factors that may include relevant prior experience and/or education, or skills and expertise. LAFCU is an Equal Opportunity Employer. We are committed to building an inclusive and diverse workforce.

Full Stack Software Engineer 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 yearning to make a difference, we are looking for individuals like you to join our team! Members really do come first at Stanford FCU because we are not-for-profit and owned by our members. Many of 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 $4.5 billion company with a global reach-95,000 members in 90 countries and growing! Contact us to see what it's like to work for one of the Bay Area's Top Workplaces. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *Please note this is not a remote position - it is hybrid onsite in Palo Alto* Who YOU are: As a Full Stack Software Engineer at Stanford Federal Credit Union, your role is to collaboratively design, build, and maintain networked software applications, including web apps, native apps, server-side apps, and API adapters to third parties. You will be part of a diverse team that values collaboration, innovation, and a commitment to superior results and member service. We thrive on doing the right thing for our members, and we're on a mission to transform financial services for good. You'll have a chance to continually grow your technical knowledge, contribute your insights, and work closely with both technical and non-technical team members. Bachelor's degree in computer science or a related technical field involving coding, or equivalent technical experience. 3+ years of full-stack software engineering and/or work-related industry experience. Experience building applications using open-source frameworks for both on-premises and SaaS applications. Hands-on experience building end-to-end solutions including UI development with front-end frameworks (Angular, React), Python, CSS/SCSS, and HTML. Back-end experience with Node.js, .NET, Perl, SQL, Oracle, MongoDB, and Nginx is preferred. Previous experience with developing APIs and shipping web applications with a user-centric mindset. Some experience with system and database configuration and maintenance. Strong plus: experience with financial services vendor platforms like Fiserv DNA core, Q2 online banking, Temenos consumer lending, and integrating external vendor platforms onto online web applications using SSO. What YOU'LL do: Develop, unit test, administer, and maintain the full stack of software applications. Participate in regular code review sessions. Regularly update and expand your technical knowledge. Share your own technical insights and interests with the team. Collaborate with vendors and non-technical staff. Work with legacy code, finding ways to replace and upgrade wherever possible. Document software designs, system architecture and development activities Protect Stanford Federal Credit Union assets from theft, damage, or loss. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents. Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Wellness Benefits up to $1,200 per year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) 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. 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. 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. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Job Description Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a (Job Title) for our (Location) Branch in San Francisco.The PositionA Financial Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail member base designed to meet the individualized needs of each member. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. This is a commission-based position.TASKS, DUTIES, FUNCTIONS:• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.• Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions• Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements• Delivering a high-quality service experience during each interaction• Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution's products to support cross-selling opportunities and to generate referrals back to the institution where appropriate• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.• Ensures that processes are completed in accordance with established policies and procedures and related state, federal and legal requirements PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:Effective oral and written communication skills required to interact with credit union staff, management, and all member channels. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS:1. INTERNAL: All levels of staff and management.2. EXTERNAL: Members, external partners as well as professional and community organizations and others, as needed.Who Are You? QUALIFICATIONS: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of three (3) years investment sales experience (preferably in a financial institution) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Demonstrated ability to sell products and services to investment clients, evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the financial institution- based investment market space Excellent knowledge of investment/insurance products and financial planning LICENSES/CERTIFICATIONS: Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active Series 65 or 66 Registration with state insurance must be acquired within the first six months of hire ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union. Why Join Us?The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.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 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.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job DescriptionWho Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Relationship Advisor for our Golden Gate Branch in San Francisco. The Relationship Advisor (RA) serves as a strategic relationship leader and trusted virtual advisor, engaging members through digital and remote channels to help them achieve their financial goals with confidence and clarity. This senior-level role is designed for a digitally fluent, growth-oriented professional who excels in proactive relationship development, consultative sales, and delivering exceptional member experiences across virtual platforms. As a key driver of the Credit Union's transformation into a Virtual Banking model, the RA plays a pivotal role in bridging digital service and sales. This individual partners cross-functionally with Business Development, Marketing, and Product teams to optimize lead conversion, deepen member relationships, and drive adoption of digital financial solutions. With a strong focus on member-centricity, innovation, and performance, the RA leads initiatives that enhance engagement, increase wallet share, and contribute to long-term member loyalty. This position demands a high level of autonomy, strategic thinking, and influence, serving as both a relationship expert and a digital ambassador for the Credit Union's evolving service model. Essential Functions and Responsibilities:· Lead proactive member engagement through strategic outreach across digital channels (phone, video, email, chat), cultivating high-value relationships and identifying opportunities for financial growth. · Deliver personalized financial consultations that uncover complex member needs and present tailored, multi-product solutions aligned with life goals and financial wellness. · Drive performance excellence by consistently exceeding sales targets in lending, deposits, and cross-sell metrics, while mentoring peers on best practices and consultative techniques. · Own and manage a dynamic sales pipeline within CRM, leveraging data insights to track conversion rates, identify trends, and refine outreach strategies for maximum impact. · Re-engage dormant relationships through targeted outreach campaigns, revitalizing member interest in underutilized products and services. · Champion SFFedCU's digital transformation, promoting adoption of online and mobile banking tools and enhancing member confidence in virtual financial services. · Act as a strategic advisor, conducting holistic financial reviews and positioning SFFedCU's products as solutions to long-term financial goals. · Deliver a high-touch, omnichannel experience, ensuring consistency, empathy, and professionalism across all digital interactions. · Design creative financial solutions that deepen member loyalty, increase wallet share, and support retention initiatives. · Resolve complex member issues with urgency and ownership, modeling service excellence and reinforcing trust in the Credit Union's virtual service model. · Support digital onboarding and product fulfillment, including account openings, loan applications, and service setup, while ensuring a seamless member journey. · Leverage performance analytics to identify engagement gaps, refine sales tactics, and contribute to continuous improvement of digital service delivery. · Act as a senior liaison across Digital Sales, Business Development, Lending, Marketing, and Product teams to drive lead conversion, campaign execution, product positioning, and member engagement. · Mentor junior team members, sharing expertise in digital relationship management and contributing to a culture of growth, innovation, and member-centricity. · Contribute to strategic initiatives that advance SFFedCU's Virtual Banking model, including process optimization, technology adoption, and member experience enhancements. · Perform other leadership duties as assigned, supporting departmental goals and organizational priorities. Who Are You? · Preferred qualifications include Series 7 License and/or NMLS ID. · Bachelor's degree in Business, Finance, Marketing, or related field required; advanced degree or professional certifications (e. g. , CFS, CRCM, CFMP) preferred. · Minimum 5-7 years of progressive experience in banking, financial services, or digital sales, with a proven track record in relationship management and consultative selling. · Demonstrated success in strategic lead generation, pipeline management, and multi-product cross-selling across digital channels. · Proven experience in a senior-level role such as Senior Relationship Manager, Digital Banking Consultant, or Virtual Financial Advisor. · Deep expertise in consumer lending, deposit products, and digital banking platforms, with the ability to translate complex financial solutions into member-friendly guidance. · Advanced proficiency in CRM systems, data analytics tools, and digital engagement platforms; strong command of Microsoft Office Suite and virtual collaboration tools. · Exceptional communication, presentation, and negotiation skills, with the ability to influence outcomes and build trust across diverse member segments. · Strong analytical mindset with experience using performance data to drive decisions, optimize engagement strategies, and improve conversion rates. · Highly self-motivated, goal-oriented, and adaptable to fast-paced, evolving digital environments. · Demonstrated leadership in mentoring peers, contributing to team development, and supporting organizational transformation initiatives. Competency· Strategic Sales Leadership: Drives growth through data-informed outreach, consultative selling, and high-performance pipeline management. · Strong knowledge of financial products including investments, lending, and insurance. · Member Advocacy: Builds deep trust by understanding member goals and delivering personalized, value-driven financial solutions. · Digital Expertise: Champions digital tools and platforms to enhance member experience and streamline service delivery. · Familiarity with regulatory requirements and compliance standards· Cross-Functional Collaboration: Partners effectively across departments to align campaigns, share insights, and deliver cohesive member journeys. · Analytical Acumen: Interprets data trends and member behavior to refine strategies and improve outcomes. · Change Agent: Leads through transformation, embracing innovation and driving adoption of new technologies and processes. · Mentorship & Influence: Supports team development through coaching, knowledge sharing, and modeling best practices. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. 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 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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.