San Francisco Federal Credit Union jobs in San Francisco, CA - 57 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 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.

Where it all began… In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings-where everyone pitched in to help one another in their community-that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union's bond with the people for whom this credit union was created. What we stand for… There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team. First, do they align with our values? Be Personal - Walk the Member/Employee Path Be a Leader - Empower, Collaborate, Own Be Outside the Box - Innovate, Educate, Engage Be Real - Integrity and Transparency Matter Be the Connection - Serve our Community Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role? What it feels like… Most days it feels more like going to work with a big family. Whether it's a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we're here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we're driven to do great work, we also value real work/life balance. Is This the Career for You? The Chief Risk Officer (CRO) is a key member of the executive leadership team responsible for the overall management of risk across the credit union. This includes enterprise risk management, compliance, internal audit, vendor management, corporate insurance, business continuity management, records retention, and fraud risk management. The CRO will ensure that the credit union operates within its risk appetite, adheres to regulatory requirements, and protects its members' assets while supporting sustainable growth and innovation. What You Get To Do: Risk Management Develop and implement a robust enterprise risk management (ERM) framework that identifies, assesses, mitigates, and monitors risks across the credit union. Advise the CEO and board of directors on risk exposures and mitigation strategies, providing clear and actionable insights. Collaborate with executive team members and department leaders to integrate risk management practices into day-to-day operations and strategic planning. Internal Audit Oversee the internal audit function, ensuring it operates independently and effectively to assess the adequacy and effectiveness of the credit union's internal controls. Manage co-sourcing partners to execute against the audit plan and to ensure that control deficiencies are identified in a similar and thorough manner. Develop and execute a risk-based internal audit plan that addresses key operational, financial, and compliance risks. Report audit findings and recommendations to the CEO and board, ensuring timely resolution of identified issues. Vendor Management Manage the third-party risk management program, ensuring that third-party relationships are adequately assessed for sufficient controls (especially information security), risks and aligned with the credit union's strategic goals. Records Retention Oversee the records retention program, ensuring that all records are maintained, stored, and disposed of in compliance with legal and regulatory requirements. Develop and implement policies and procedures for records management, ensuring the security and confidentiality of sensitive information. Conduct regular reviews of the records retention program to ensure ongoing compliance and operational efficiency. Business Continuity Management Lead the development and maintenance of the business continuity plan (BCP) to ensure the credit union's ability to operate during and after a crisis or disruption. Coordinate and lead regular testing and training exercises to ensure preparedness and continuous improvement of the BCP. Corporate Insurance Oversee the corporate insurance program, ensuring adequate coverage for all operational, financial, and liability risks. Evaluate and select insurance providers, negotiate policy terms, and manage claims processes. Regularly review and update insurance coverage to reflect changes in the credit union's risk profile and operations. Own the notification process to insurance carriers and other key stakeholders for potential or actual claims. Compliance and Regulatory Affairs Ensure compliance with all applicable federal, state, and local regulations, including those specific to credit unions. Stay informed about changes in the regulatory environment and assess their impact on the credit union's operations. Collaborate with the compliance team to develop and implement policies and procedures that meet regulatory requirements. Team Leadership and Development Lead, mentor, and develop the risk management, internal audit, and vendor management teams, fostering a culture of integrity, accountability, and continuous improvement. Set clear goals and performance expectations for direct reports, providing guidance and support to achieve them. Ensure effective succession planning within the risk management and related functions. Board and Executive Collaboration Serve as a key advisor to the CEO and board of directors on all risk-related matters, providing regular updates on risk exposures, mitigation strategies, and internal audit findings. Collaborate with other senior executives to align risk management practices with the credit union's overall business objectives. Present reports and recommendations to the board's audit and risk committees, ensuring transparency and accountability. Strategic Initiatives Participate in strategic planning and decision-making processes, ensuring that risk considerations are integrated into the credit union's long-term plans. Lead or contribute to special projects and initiatives that involve risk management, internal audit, or compliance considerations. Support innovation and transformation initiatives by assessing risks and providing solutions that align with the credit union's strategic goals. Other duties as assigned. What We Look For In You: EDUCATION: A bachelor's degree in business administration, accounting or finance is required. A Master of Business Administration and Certified Internal Auditor is preferred. EXPERIENCE: Minimum of 15 years of progressively responsible management experience in a financial institution setting. A strong background in risk management, including direct experience in developing, assessing, and performing enterprise risk assessments are required. Must also be familiar with risk management concepts and leading practices such as the COSO framework. SKILLS & COMPENTENCIES: Extensive experience in a senior risk management role, preferably within a credit union, financial institution, or similarly regulated industry. Proven track record of developing and implementing risk management and internal audit strategies. Have previous hands-on experience with regulatory compliance, third-party risk management, business continuity planning, and corporate insurance program management. Excellent leadership skills with experience managing and developing high-performing teams. Exceptional communication and interpersonal skills, with the ability to engage effectively with both internal and external stakeholders. Willingness to “roll-sleeves” up to help the credit union achieve its broader goals. Analytical mindset with the ability to leverage data and insights to inform risk management decisions. Commitment to the credit union's mission, values, and member-first approach. Adaptability and the ability to thrive in a dynamic and fast-paced environment. Note: This job description is non-contractual, or an exhaustive list and it may be added to or changed to from time to time. Salary This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the San Francisco Market is an annual salary of $200,000 to $285,000. OUR BENEFITS We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you'll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We're a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees. 401(k) and Employer Match Health, Vision, Dental and Life Insurance Annual Incentive/Bonus Program Tuition Reimbursement Program 11 Paid Holidays + Competitive PTO package Home & Consumer Loan Program (Discounted Rates) Professional development and training programs On-demand personal coaching resource Wellness Program (Discounted Gym Membership) “Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.” Powered by JazzHR QXNyk0E4HD

Where it all began… In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings-where everyone pitched in to help one another in their community-that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union's bond with the people for whom this credit union was created. What we stand for… There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team. First, do they align with our values? Be Personal - Walk the Member/Employee Path Be a Leader - Empower, Collaborate, Own Be Outside the Box - Innovate, Educate, Engage Be Real - Integrity and Transparency Matter Be the Connection - Serve our Community Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role? What it feels like… Most days it feels more like going to work with a big family. Whether it's a potluck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we're here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we're driven to do great work, we also value real work/life balance. Is This the Career for You? This role will be instrumental in helping to amplify the SF Fire Credit Union story and help us increase visibility in the communities we serve. You should live and breathe social media, video creation, design and be a strategic thinker. A strong understanding of social media, digital platforms, and emerging technology and media trends is required. You'll have an active role in launching digital campaigns and assisting with ever-growing and evolving marketing initiatives. What You Get To Do: Work with the Marketing team to produce visual content that supports our credit union and departmental goals Create still and animated media for social media, ad platforms, and other platforms that align with our visual brand identity and narrative A thorough understanding of social media platforms and trends, what attracts attention and engagement Strong video and audio production and editing skills Design creative assets independently, but also have the ability to work with other designers or agencies for production needs Occasional after effects, gif/video editing, re-sizing, and TikTok/IG filter creations Work with creative director and marketing partners to build out treatments for video ideas, create scripts and shot lists, and manage a production schedule. Guide the production of externally-produced pieces, from animated shorts to documentary-style clips, social cuts, ad spots, web series, and interview bits. Help identify compelling story ideas and filter what should/shouldn't be produced as a video segment vs. graphic design, infographic, still photos, or other content format. Assist with marketing campaigns and promotions by working with cross-functional credit union teams and third-party partners, where needed Assist with quality control of all digital campaign content Monitor competitive landscape to track industry trends around social media, video, audio and new technologies (such as generative AI) and share insights with the team Project manage occasional large omni-channel campaigns and initiatives Attend and provide event support by capturing photos and videos to be used internally and on social media (occasionally on the weekends) Organize and manage internal media archive Other duties as assigned What We Look For In You Bachelor's degree (B.A.) from four-year college or university, or relevant experience A demonstrable portfolio of social media or relevant assets Minimum 3 years or more of relevant digital content creation experience for an agency or brand Must be able to work a hybrid schedule- 2 to 3 days a week in our SF office Active user on social media - especially TikTok Experience using design and video editing software such as Adobe Creative Suite, After Effects, Sketch, etc. Proficient in Microsoft Office products Strong creative visual storytelling skills Able to start a project from scratch without needing any sketches/excessive direction Expert knowledge of image and motion graphics software and be skilled with every step of the design and animation process from concept to the final deliverable Project management skills Experience working with a creative team (designers, animators, writers, acting and voice talent, etc) Analytics experience and data-driven mindset General marketing experience is a plus Knowledge of WordPress and content management systems a plus Excellent communication skills, with high attention to detail Confidence and curiosity in asking questions for clarification, willingness and desire to learn Must be flexible and able to quickly react to last minute changes, with accuracy and thoughtfulness Able to contribute and thrive with minimal direction Ability to multitask in high-pressure situations Strong scheduling and calendar prioritization skills Required Competencies: We are of Service to Members Above All Else Builds strong relationships with members and fellow employees. Empathizes with those who seek their assistance, and succeeds in delivering exceptional service when meeting the needs of others. Appreciates the contributions made by others to meet goals, and shares in the success when achieving them. Customer Focus Is dedicated to meeting the expectations of internal and external customers Establishes and maintains effective relationships with customers and gains their trust and respect Builds appropriate rapport Approachability Spends extra effort to put others at ease Is easy to approach and talk to Can be warm, pleasant and gracious Peer Relationships Can quickly find common ground and solve problems for the good of all Is seen as a team player and is cooperative Easily gains trust and support of peers; can be candid with peers We Win Together Readily assumes responsibility, and overcomes obstacles to complete objectives which help the organization achieve its goals. Demonstrates a strong commitment to excellence by being dependable, meeting deadlines, and delivering high-quality and error-free work. Decision Quality Makes good decisions based upon a mixture of analysis, experience and judgment Sought out by others for advice and solutions Most of his/her solutions and suggestions turn out to be correct and accurate when judged over time Problem Solving Probes all fruitful sources for answers Uses rigorous logic to solve difficult problems with effective solutions Looks beyond the obvious and doesn't stop at the first answers Drive For Results Steadfastly pushes self and others for results Tracks progress and completion of activities to accomplish stated objectives Modifies planned actions when necessary to achieve desired results We are Authentic, Transparent, and Honest Builds strong relationships within the entire organization, across all levels and departments. Treats colleagues with respect and prioritizes success of the team over their own personal interest. Interpersonal Savvy Relates well to all kinds of people; uses diplomacy and tact Builds constructive and effective relationships Works to make a particular impression on others to help achieve work-related objectives Integrity and Trust Is widely trusted; is seen as a direct truthful individual Can present the unvarnished truth in an appropriate and helpful manner Admits mistakes; doesn't misrepresent him/herself for personal gain Listening Practices attentive and active listening Has the patience to hear people out Can accurately restate the opinions of others even when he/she disagrees Note: This job description is noncontractual, or an exhaustive list and it may be added to or changed to from time to time Salary This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the San Francisco Market is an annual salary of $86,000 to $130,000. OUR BENEFITS We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you'll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We're a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees. 401(k) and Employer Match Health, Vision, Dental and Life Insurance Annual Incentive/Bonus Program Tuition Reimbursement Program 11 Paid Holidays + Competitive PTO package Home & Consumer Loan Program (Discounted Rates) Professional development and training programs On-demand personal coaching resource Wellness Program (Discounted Gym Membership) “Pursuant to the San Francisco Fai r Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.”

DNA Business Analyst 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 DNA Business Analyst serves as a functional subject matter expert for the Fiserv DNA core banking platform. This role ensures that the system is configured, utilized, and optimized to support business objectives effectively and efficiently. The analyst will partner with business units to understand processes, recommend improvements, configure new products, and coordinate system upgrades. They will also triage reported issues, manage vendor interactions, and stay informed on feature updates to maximize system capabilities. Who YOU are: Proven experience with Fiserv DNA platform. Strong understanding of credit union operations and either Lending or Deposits processes. Ability to analyze workflows and recommend improvements. Excellent communication and facilitation skills. Familiarity with project coordination and testing methodologies. Knowledge of Microsoft Office and project management tools. DNA-specific training or Fiserv certifications. Bachelor's degree or equivalent experience/certifications. Minimum 5 years of experience in core banking systems, preferably Fiserv DNA. What YOU'LL do: Act as the functional expert for Fiserv DNA within assigned domain (Lending or Deposits). Configure and maintain DNA products and services to meet business needs. Analyze business processes and recommend optimizations for leveraging DNA functionality. Plan and coordinate DNA system release upgrades: develop schedules and communication plans, facilitate stakeholder meetings and testing, and oversee post-go-live validation. Triage incoming DNA-related incidents: determine if issues require technical intervention or user training; provide resolution or escalate as needed. Manage support tickets with Fiserv and monitor progress. Stay current on DNA feature updates and advise business units on adoption. Document workflows, configurations, and changes for transparency and compliance. Provide training and guidance to business users on DNA functionality. 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 .

Contact Center 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 yearning to make a difference, we need you on our 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 and 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! 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 role is not 100% remote* Who YOU are: 2 years of similar or related experience, including preparatory experience. 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. Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Learn and cross-train departmental duties of the credit union. Handle considerable financial record keeping requirements. Work within precise, standardized guidelines with latitude to make decisions. Accept responsibility for assigned duties and possess the creativity required to successfully complete those duties. Knowledge of Contact Center policies, procedures, and metrics Must be able to read and carry out various written instructions and follow oral instructions. What YOU'LL do: Assist members interacting with the credit union via phone, chat, secure messages and SMS. Ensure high levels of member satisfaction through excellent service. Perform teller functions for members (i.e., transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and transactions information, reissue and reset pin, process loan or credit card payments, etc.) Identify products/services that might be beneficial to members and provide them with information about our products/services and encourage them to upgrade their membership reward with SFCU (cross-telling/selling). Follow and achieve personal and department's goals on a monthly, quarterly, and yearly basis. Perform outbound escalation calls to ensure members' urgent needs are met within a timely manner. 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. Cross-sell our various self-serve channels (online banking). Assist members in setting up and troubleshooting online services. Determine if direct assistance can be provided or connect the caller with the appropriate resource to address their need, minimizing the caller's time and effort in resolving their concern. 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. 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 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. Applicants that require work visa sponsorship or transfer will not be considered for employment. SFCU does not provide any relocation benefits 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 Part-time Business and Community Development Representative for our Golden Gate Branch in San Francisco. The Position The Business Development Representative (BDR) is responsible for driving membership growth exclusively within the San Francisco State University (SFSU) community. This role serves as the primary point of contact for SFSU-related outreach and engagement, working closely with students, faculty, alumni, and staff to promote credit union membership, financial wellness, and awareness and utilization of appropriate financial products and services. The BDR represents the Credit Union on campus through events, orientations, and educational initiatives to build long-term relationships, membership growth, and increase brand awareness. Key Responsibilities and Functions: Serve as a business development contact for San Francisco State University, supporting membership growth among students, faculty, alumni, and staff. Conduct regular onsite visits, financial wellness seminars, and promotional events to attract new members and deepen existing relationships. Collaborate with internal teams to support SFSU-specific campaigns, promotions, and outreach materials. Promote and educate the SFSU community on credit union products and services, including checking and savings accounts, loans, and credit cards. Track and report SFSU membership growth, engagement activity, and outreach outcomes. Coordinate with branch staff and internal partners to ensure a seamless onboarding experience for new SFSU members. Maintain accurate records of campus activities, member interactions, and follow-up efforts related to SFSU initiatives. 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. Qualifications Who Are You? Knowledge, Skills and Abilities Ability to work collaboratively with a diverse range of partners and adaptation to change during events. 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 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.

Robotic Process Automation Business Analyst 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! Join a mission‑driven organization building the future of digital operations. Stanford Federal Credit Union (SFCU) is looking for a highly motivated Robotic Process Automation (RPA) Business Analyst to take ownership of our automation program and keep our bots running smoothly for the members we proudly serve. In this role, you will support a mature portfolio of automations, help identify new opportunities, and ensure that our digital operations remain accurate, efficient, and reliable. If you are proactive, technically curious, and excited to own a function end‑to‑end, this role is for you. *This position is hybrid onsite in Palo Alto, CA* Who YOU are: 2-5 years of experience in business analysis, process improvement, or RPA/automation programs. Familiarity with an RPA platform such as UiPath, Automation Anywhere, or Blue Prism. Strong analytical skills and the ability to troubleshoot complex issues. Excellent communication skills-able to explain technical topics to non‑technical audiences. Highly dependable, self‑motivated, and comfortable working independently. Experience mapping processes (Visio, Lucidchart) and writing clear documentation. Knowledge of AI/ML concepts is a plus. What YOU'LL do: Own RPA Operations Monitor, schedule, and support automations to ensure reliable day‑to‑day performance. Diagnose and triage bot failures, review logs, and coordinate fixes with developers and IT. Communicate with business partners when issues arise and drive incident resolution. Analyze & Improve Business Processes Partner with business units to understand workflows and identify automation opportunities. Conduct process assessments, document requirements, and support ROI analysis. Map detailed workflows and draft process documentation. Lead Collaboration & Delivery Serve as the liaison between business stakeholders and the RPA development team. Translate requirements into clear technical specifications and participate in UAT. Support deployments and ensure solutions meet expectations. Support QA & Light Bot Editing Build and execute test plans for new automations and enhancements. Make minor workflow updates or configurations within the RPA platform (e.g., UiPath). Measure & Report Performance Track automation metrics, trends, and opportunities for improvement. Prepare routine reports for leadership on performance and value delivered. If you're excited to own and shape the future of automation at SFCU, we'd love to meet you. Apply today and help us build smarter, more efficient member experiences. 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 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.

Job Description Compliance Director 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 Compliance Director is responsible for the management of the Credit Union's Compliance Program by providing advice and guidance to business stakeholders on addressing regulatory requirements. It entails 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. Critical areas of focus are consumer protection, lending compliance, fair lending, payments compliance, deposits, complaints and disputes management, and related areas. The position works under the leadership of VP Risk and Compliance and oversees a team of compliance professionals. 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. Demonstrated experience and strong ability in developing, implementing, and managing compliance programs such as consumer compliance, mortgage compliance, complaints, disputes, etc. Expertise in implementing 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. Experience in working with business units and addressing compliance requests. Proficient in the concepts of risk identification, assessment, and management. Knowledge of credit union operations. Ten years to fifteen years of similar or related experience. Completed a master's degree, or a bachelor's degree plus professional certification (e.g., CPA 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. Develop and maintain compliance policies and standards by understanding the regulation, analysis of regulatory changes, and various business changes. Develop the content of compliance training and assign the training to applicable business units and employees. Identify, assess, and conduct an analysis of changes in regulations and document those in compliance policies and procedures. Review and challenge the business unit action plans for implementing regulatory changes. Manage and oversee the process for addressing complaints and regulatory disputes. Support change assessments and compliance risk assessments to provide information and insights relevant for risk profiling and control assessments. Develop periodic management and committee reporting. Develop metrics and key risk indicators that assist in monitoring compliance with regulatory requirements. Oversee compliance testing and QC program that assesses control effectiveness and adherence to compliance requirements. Oversee the progress of business units in addressing regulatory compliance issues raised by various testing, audit, and supervisory groups. Partner with the business unit in preparation for internal audits and examinations, including any remediation resulting from audits and exams. 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 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.

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 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! As a Full Stack Software Engineer at Stanford Federal Credit Union, your role is to collaboratively design, build, and maintain software applications, including web apps, native apps, server-side apps, and API adapters to third parties *This position is hybrid on site in Palo Alto, CA* Who YOU are: Bachelor's degree in computer science, Information Systems, or equivalent professional experience. 4+ years of full-stack development experience, with a strong portfolio of shipped applications. Hands-on experience building end-to-end solutions using front-end frameworks (React, Angular), back-end technologies (Node.js, .NET, Python), and databases (SQL, Oracle, MongoDB). Experience designing and consuming APIs, with a strong understanding of RESTful principles and security best practices. Advanced programming skills in languages such as Python, Perl, and SQL. Exceptional problem-solving abilities and the ability to work under pressure to resolve complex issues. Ability to work independently and prioritize tasks in a fast-paced, deadline-driven environment. Excellent communication and documentation skills and a passion for mentoring and team development. Strong plus: experience with financial services platforms such as Fiserv DNA, Q2, Temenos, etc. Prior experience in banking or credit union environments. Familiarity with project management software such as Jira to manage tasks, communicate effectively with the team, and keep track of project progress What YOU'LL do: Hands-On Development Develop, and maintain scalable full-stack applications using modern frameworks and technologies. Write clean, efficient, and well-tested code across front-end and back-end layers. Debug and resolve complex technical issues in production and development environments. Work closely with business stakeholders, product managers, and IT teams to understand organizational needs and provide technical solutions that align with business objectives. Implement and maintain automated test suites to ensure code reliability and enable seamless continuous integration of workflows. Follow development processes such as code reviews, approvals, and release management to support continuous deployment practices. Troubleshoot and resolve complex technical issues, providing timely solutions that minimize downtime and maintain system integrity. Build responsive digital banking web and mobile applications using modern frameworks (e.g., React, Node.js) and secure coding practices. Modernize legacy codebases by transitioning from older technologies (e.g., Perl) to modern languages and frameworks (e.g., Python). Create and maintain detailed technical documentation, including architecture diagrams and design rationale. 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 (Job Title) for our (Location) Branch in San Francisco. The Position The Digital Sales and Service Relationship Specialist (DSSRS) 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 DSSRS 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. Qualifications Who Are You? Qualifications • 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 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.

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 Branch Services Assistant Manager for our Redwood City Branch in San Francisco.The Branch Services Assistant Manager plays a critical role in delivering exceptional member service and supporting the daily operations of the branch. This position focuses primarily on member engagement, sales and service delivery, and operational support, while also assisting the Branch Manager with staff oversight and day-to-day leadership duties when needed.This is a hands-on role ideal for someone who thrives in a member-facing environment and is passionate about helping others reach their financial goals.Key Responsibilities:Member Service & Sales (Primary Focus): Serve as a lead resource for frontline staff in delivering outstanding member service. Assist members with complex transactions, product questions, account issues, and problem resolution. Educate members on credit union products and services, offering recommendations based on needs. Support and promote sales initiatives and service goals at the branch level. Open and maintain deposit accounts, process loan applications, and provide digital banking support. Branch Operations: Ensure daily operational procedures are followed to meet compliance and audit standards. Assist with cash management, vault operations, and teller balancing. Maintain and monitor branch records, logs, and reports for accuracy and completeness. Oversee branch technology, equipment, and security protocols to ensure a smooth operation. Leadership & Support (Smaller Focus): Serve as acting manager in the absence of the Branch Manager. Provide guidance, coaching, and support to branch staff when needed. Help onboard and train new team members on service and operational standards. Support staff in resolving member concerns or escalations professionally and efficiently. Who Are You? High school diploma or equivalent required. 2+ years of experience in retail banking, financial services, or a credit union environment. Strong knowledge of consumer banking products and services. Exceptional interpersonal, problem-solving, and communication skills. Demonstrated success in a sales or service-focused environment. Ability to prioritize tasks and adapt to changing priorities in a fast-paced setting. Previous supervisory or team lead experience is a plus but not required. 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.

Senior Financial Reporting Analyst 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! * Please note - this position is hybrid on site in Palo Alto, CA* Who YOU are: A four-year degree (BS, BA, BSC, etc.) from an accredited College or University with a major or academic focus in the subject of accounting, finance, economics, mathematics, data science; or equivalent combination of education and experience. Five or more years related experience in a business intelligence, financial reporting, financial analyst, accounting analyst, public accounting, financial consulting, banking analyst, or otherwise relevant role. Utilize business information tools and other software solutions as appropriate, to develop reporting outputs for departments, ad-hoc analysis, trend analysis, etc. Proficiency or the ability to quickly become proficient with tools and systems used including Domo, SQL, Excel, and other reporting and data manipulation, and report visualization tools Ability to analyze data for reasonableness, to apply common sense understanding to carry out instructions; ability to deal with problems involving several concrete variables in dynamic or static situations. Ability to read, analyze, and interpret general business information, and to effectively present information in reporting outputs, and then respond to questions from groups of managers, clients, customers, and others. Experience with validating reporting relevance, accuracy, reliability, understandability, and comparability Experience providing financial information in a visibly clear and interesting manner, and that is useful to decision makers. Strong analytical, prioritization, and organization skills What you'll DO: Learn and utilize our slate of existing and new tools for deadline driven and ad hoc reporting Create new financial reports with various software e.g. Domo, PowerBI, SQL, Adobe, Excel, and other reporting software Create derivative and extract reporting from various vendors, data sources, canned system reports, and other outputs Work through a roadmap of official finance division reports Automate/improve current reports using efficiency tools available Implement and utilize new reporting software, including software for: deposits, loans, and policy limit reports, and credit union competition/comparison/trend analysis tool Work with the Controller and CFO on reporting consistency and formatting outputs across the division Document procedures and QC checklists for current and newly developed reports, including training/how-to's on new reports Work with the accounting, lending, and business intelligence teams to document and formalize a reporting matrix for the finance division Utilize software to improve efficiency e.g. utilize RPA, upload non-financial user fields/accounts into established databases, utilize reporting templates, batch jobs, saved queries, etc. Work with the accounting, lending, and business intelligence teams on report creation for management, ALCO, the Board, and other reports requested by Management Execute on reports assigned by the assigned deadlines, audits, requests, and other requirements Work with the Controller, CFO and CLO on advanced analysis e.g. CECL, capital at risk, ALM model validation, product level profitability, etc. 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 .

Collections Representative Opportunity at Stanford Federal Credit Union!

Director of Retail Banking 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 Director of Retail Banking is responsible for overseeing Stanford Federal Credit Union's Retail Branches, and the branch member experience. Provides leadership, motivation, and direction to Branch Management and staff through coaching and mentoring employees to strive for excellence. Responsible for ensuring consistent, flawless execution of standardized operating procedures and member service delivery standards throughout the branch network. Actively participates in activities that assist the branches in meeting sales goals and increasing profitability. This position is also responsible for monitoring trends and changes in the branch landscape, both within and outside the financial services industry, and partnering with the Vice President of Retail Banking to develop and executing a strategic vision for the branch network that aligns to the credit union's strategic plan. Who YOU are: 5-8 years' experience in a financial services leadership position. A bachelor's degree, achievement of formal certifications or combination of education and work experience. Strong Financial Services Operations, Compliance and Regulatory experience. Must have proven leadership experience with the ability to accomplish complex goals based on knowledge, collaboration, and influencing skills Organized, and results oriented with extreme attention to detail Focused on building and maintaining a best-in-class member-centric branch experience and team What YOU'LL do: Supervises and coaches Branch Management ensuring excellent member service, sales results, and efficient operations. Gives timely, specific, and appropriate feedback about performance and development needs. Encourages others to experiment with new ways to solve work problems. Identify, coordinate, and implement retail training initiatives as deemed necessary and/or directed by the VP, organizational initiatives, and/or other applicable leaders throughout the organization, with an emphasis on operational soundness, product knowledge and member service. Collaborate with the Learning and Development Department to develop and implement these educational opportunities Accountable for branch sales, service, and operational performance. Monitors sales production, service, and operational goals Recommend, develop, and lead the implementation of current and new operational policies/procedures/programs/systems that support the credit union's goals of consistent delivery, operational efficiency, excellence, and effectiveness, while building accountability. Collaborate with leaders across the organization to develop retail delivery sales, service, and operational strategies for the credit union, which align with the organization's strategic objectives. Maintain a low risk tolerance on all branch audits and ensure operational consistency between branch locations Reviews and analyzes member survey information and provides feedback, guidance, and training to ensure that service standards and service level agreements are met on a consistent basis. 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? San Francisco Federal Credit Union is a reputable financial institution dedicated to providing excellent services and support to our members. With a commitment to integrity and innovation, we strive to meet the diverse financial needs of our community. 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 its highly successful growth trajectory, SFFedCU is seeking a 100% on-site Member Care Representative. The Position The Member Care Representative provides quality service while answering incoming telephone calls and conducting outbound calls. This person will effectively resolve inquiries, conduct transactions like transferring funds between accounts and/or loans, stop payments, close and re-order cards, evaluate related transactions for risk, assist with online and mobile banking as well as bill-pay services. The representative will enhance member relationships by identifying products and services that would be beneficial to them such as loans and other services. This will be achieved by answering questions and concerns that are presented. This role will also be expected to follow and achieve personal and departmental goals (KPI's) on a monthly, quarterly, and yearly basis. Why Join Us? The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) contributions, profit sharing, a 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 of cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Qualifications Who Are You? The Member Care Representative must have a one-year minimum of banking and call center experience as well as a High School diploma or equivalent. You should have excellent customer service, solid problem solving, and strong interpersonal skills. You should also have a working knowledge of Microsoft Office software programs. You strive to consistently exceed the expectations of the member in all interactions. Bilingual (Spanish) ability is preferred but not required.

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 Financial Advisor for our Golden Gate Branch in San Francisco. A 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. 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. Who Are You? QUALIFICATIONS: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of two (2) 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 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.

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.