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SF Fire Credit Union jobs in San Francisco, CA - 49 jobs

  • Chief Risk Officer

    SF Fire Credit Union 4.2company rating

    SF Fire Credit Union job in San Francisco, CA

    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.”
    $200k-285k yearly Auto-Apply 1d ago
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  • LSD Customer Care Specialist I (Temp)

    Fremont Bank 4.3company rating

    Livermore, CA job

    Job Title: LSD Customer Care Specialist I (Temp) Hiring Salary Range: $23.00 - $25.00 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our LSD - Call Center team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Loan Servicing Customer Care Specialist I performs a variety of duties related to all phases of call center operations and loan servicing including, but not limited to taking inbound client telephone calls related to loan and mortgage products, identifying referral opportunities, cross-selling additional products and services, outbound calls, follow up, research and problem solving, email and administrative tasks and attending meetings, trainings and coaching sessions. Role and Responsibilities * Assist clients with their mortgage needs via phone and email, high volume call center * Maintain call volume standards and procedures in a timely manner * Verify loan documents, draft loan transactions and online technical support * Assist clients using automated online payments * Assist in the setup of customers' escrow account payments, update customer profiles * Validating Living Trusts and Power of Attorney documents Minimum Qualifications * High School Diploma or equivalent work-related experience * 1-year previous Call Center/Customer Service Experience (Call Center experience not required but preferred) * 1-year previous banking experience preferred * Professional written and verbal communication skills * Problem solving skills * Ability to work accurately in a fast-paced environment * Maintain flexibility in schedule with business needs, proven excellent attendance * Excellent interpersonal skills and positive attitude * Experience working with a Windows-based computer environment, working knowledge of Microsoft Office * Prefer bilingual candidate (Spanish) * Working knowledge of MSP loan servicing system preferred * Knowledge of Call Center technology desired * Previous mortgage servicing or origination experience with a financial institution preferred * Working knowledge of MSP loan servicing system * Knowledge of Call Center technology * Mortgage servicing or origination experience with a financial institution * Flexible weekend and holidays work schedule required What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $23.00 - $25.00 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $23-25 hourly 46d ago
  • Lead, Software Quality Assurance Engineer

    Fremont Bank 4.3company rating

    Livermore, CA job

    Job Title: Lead, Software Quality Assurance Engineer Hiring Salary Range: $115,000 - $145,000 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Residential Lending IT team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Lead Software QA Engineer is responsible for ensuring the quality and reliability of enterprise applications-including web, mobile (iOS/Android), and backend systems-through comprehensive testing strategies. This role leads a team of QA engineers, driving test planning, execution, and automation in an Agile environment. Lead QA Engineer collaborates closely with product owners, developers, and business stakeholders to deliver secure, high-performing solutions that meet customer and regulatory requirements. Role and Responsibilities * Define and implement test strategies for C#, Python, iOS, and Android applications. * Lead and mentor QA team members in Agile/Scrum environments. * Create and validate comprehensive testing plans for manual and automated testing. * Conduct functional, integration, regression, and performance testing across platforms. * Drive automation strategy and continuous improvement in testing processes. * Collaborate with Product Owners, Developers, and Business Analysts to ensure quality standards. * Ensure compliance with security standards and regulatory requirements during testing. * Manage multiple projects and deadlines in a fast-paced environment. Minimum Qualifications * Bachelor's degree in computer science, Information Technology, Computer Engineering, or related discipline; or equivalent experience. * Strong knowledge of enterprise systems and mobile application architecture. * Hands-on experience with test automation tools (e.g., Selenium, Playwright, Appium, and API testing frameworks). * Experience testing applications built with C#, Python, and mobile platforms (iOS/Android). * Excellent leadership and communication skills. * Understanding of the Software Development Lifecycle and modern automation testing/deployment methodologies. * Prior experience providing testing deliverables within Agile and Scrum methodologies. * Strong business orientation with broad experience in technology and change initiatives. What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $115,000 - $145,000 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $115k-145k yearly 21d ago
  • Senior Loan Processor

    San Francisco Federal Credit Union 4.1company rating

    San Francisco, CA job

    Who Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Senior Loan Processor for our Golden Gate Branch in San Francisco. The PositionThe Senior Real Estate Loan Processor is responsible for delivering an exceptional member experience while processing conventional and non-conventional mortgage loans and lines of credit. This includes all major functions during the loan process including file preparation for underwriting submission, document preparation, tracking and scanning. The position requires data input into the loan origination system from loan origination through final loan approval. The Senior Real Estate Loan Processor communicates on loan status to members, vendors, and any parties involved with the transaction. The Senior Real Estate Loan Processor must be registered and NMLS compliant. Essential Functions and Responsibilities · Prepares the data and supporting documents to support an underwriter's loan decision on real estate files on the Loan Origination System from application through final loan approval. · Ensures timely ordering and accuracy of all loan documents and data input from such data sources as credit reports, flood certificates, preliminary title reports, homeowners' insurance, income documentation, and appraisal reports. · Seeks out outstanding conditions and sets proper expectations for those conditions to ensure timely loan closing. · Identifies and escalates potential problems or delays to underwriters and/or managers. · Communicates clearly and concisely with loan originators, underwriters, and closers. · Performs other duties as assigned Who Are You?Requirements, Skills, and Abilities· Requires an associate's degree (AA) with a minimum of four (4) years' mortgage lending experience and customer service. · Current knowledge of Federal and State laws and regulations to ensure compliance with FHLMC, FNMA, correspondent lenders, and regulators. · Strong verbal and written communication skills with demonstrated ability to communicate professionally. · In depth knowledge of lending compliance, credit risk analysis, and pricing. · Ability to work on own, and in a team environment. · ICE/Encompass knowledge preferred. · Demonstrated analytical and critical thinking skills with the ability to complete multiple competing tasks at the same time, while meeting established expectations. · Strong computer skills, including Windows, Word, Excel, Outlook, Microsoft Office Suite. · Must possess strong problem-solving skills and ability to identify and resolve problems and issues and also identify opportunities that can enable members to secure their financial vision. Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $45k-57k yearly est. 60d+ ago
  • Relationship Advisor

    San Francisco Federal Credit Union 4.1company rating

    San Francisco, CA job

    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.
    $37k-44k yearly est. 54d ago
  • Business Development Representative

    San Francisco Federal Credit Union 4.1company rating

    San Francisco, CA job

    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.
    $51k-63k yearly est. 18d ago
  • Retirement Plan Counselor - Bay Area

    Empower Retirement 4.3company rating

    San Francisco, CA job

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. Must be fluent in Spanish and reside in the Bay Area What you will do Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans Achieve business results and facilitate impactful conversations while meeting service level agreements Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes Manage meeting schedule, including travel booking Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives Attend client meetings with other service team members May be asked to participate in finals presentations for new prospects based on the demands of the territory What you will bring Bachelor's degree and or equivalent experience considered in lieu of a degree 2 - 4 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint and Teams required Strong relationship building and territory management skills FINRA Series 6 and Series 63 registrations within established timelines required FINRA fingerprinting required What will set you apart Working knowledge of Salesforce preferred Ability to calculate figures such as interest, proportions, percentages, and fractions required Strategic thinker who can work independently Practical experience providing high-level, consultative client interactions preferred Basic knowledge of defined contribution plans preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $65,600.00 - $92,675.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-30-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
    $65.6k-92.7k yearly Auto-Apply 29d ago
  • Digital Media Designer

    SF Fire Credit Union 4.2company rating

    SF Fire Credit Union job in San Francisco, CA

    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.” Powered by JazzHR 2qQMwwkPHY
    $86k-130k yearly 4d ago
  • Vendor Management Administrator

    Fremont Bank 4.3company rating

    Livermore, CA job

    Job Title: Vendor Management Administrator Hiring Salary Range: $28.85 - $38.45 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Legal Compliance team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Vendor Management Administrator (VMA) is responsible for managing the onboarding process of new vendor products/services assigned to them by the Vendor Program Manager that includes, but is not limited to: a) determining the inherent risk of a vendor product/service, b) identifying the associated controls, (c) facilitating the risk assessment of the controls, and d) applying the risk results of the controls to determine the product/service residual risk. In addition, the VMA will review existing vendor product/service risk assigned to them by the Vendor Program Manager periodically based on the degree of inherent risk. The position will provide vendor oversight, including periodic risk reviews for evaluating vendor compliancy of products and services relative to their contractual obligation, providing advanced notice of contract expiration to the business unit, reviewing findings with business unit, obtaining risk acceptance and sign off by the appropriate levels of authority according to the degree of risk for both compliant and non-compliant vendors and business units. The VMA will understand regulatory guidelines for third party risk management and the bank's policy on third party risk management and apply them in the course of their work. Role and Responsibilities The VMA, in collaboration with the Vendor Program Manager, manages the day-to-day duties associated with the vendor management process. This includes but is not limited to: * Collaborate with multiple vendors and business units to obtain due diligence documents and facilitate / coordinate the risk review process with the bank's subject matter experts. * Identify critical issues and escalate to the Vendor Program Manager. * Provide technical and end-user support and training for the bank's vendor management program. * Manage the alerts and notifications sent to the Vendor Management mailbox and following up on reminders for outstanding items, tracking them to completion in the vendor management software. Qualifications and Skills * 1+ years' experience in third party risk management * 1+ years' experience reviewing contracts, understanding contract components, and identifying key terms. * 1+ years working experience in Vendor Management preferred * Knowledge of related IT controls and auditing practices * Excellent interpersonal skills, including teamwork, facilitation, and negotiation * Solid analytical and problem-solving skills combined with the ability to think globally * Advanced proficiency in Microsoft Excel, Word, Outlook, and PowerPoint. * Excellent leadership skills with the ability to develop and foster partnerships Physical Requirements * Will be completing repetitive tasks, including typing and numerical entries, and using a computer for extended periods of time. * Must be able to lift 25 pounds at times. What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $28.85 - $38.45 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $28.9-38.5 hourly 60d+ ago
  • SVP, Technology Innovation & Solutions Delivery

    Fremont Bank 4.3company rating

    Livermore, CA job

    Job Title: SVP, Business Technology Innovation & Solutions Delivery Hiring Salary Range: $190,000 - $260,000 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Digital Technology Security Group team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview SVP, Business Technology and Solutions is a strategic leadership role responsible for overseeing the successful delivery of enterprise-wide technology initiatives, solutions, and services. This role will lead cross-functional teams to ensure alignment between business objectives and technology execution, driving innovation, operational excellence, and customer satisfaction. The Business Technology Innovation & Solutions Delivery leader acts as a crucial link between the business (e.g., lending departments, wealth management, operations) and digital technology. S/he is responsible for ensuring that the bank's technological solutions effectively enable the strategic objectives of the business and aligned to bank and business unit's performance indicators. This role requires technical expertise, business acumen, and strong communication skills to ideate, plan and deliver new technologies such as Artificial Intelligence, complex software / vendor projects, and foster a culture of innovation to enhance client experiences and enable the delivery of excellent financial services in a dynamic and competitive environment. This role will report to Executive Vice President, Chief Digital & Technology Officer, as a critical business technology thought leader for the organization. Roles & Responsibilities * Strategic Leadership o Define and execute the delivery strategy for business technology solutions aligned with corporate goals. o Partner with executive leadership to identify technology opportunities that drive business value. o Lead transformation initiatives across digital platforms, enterprise systems, and customer-facing technologies. o A deep understanding of banking products, services, and operations, including financial analysis and risk management. * Technical Leadership o Uses deep understanding of digital and technology - software architecture, engineering practices, and cloud environments to guide technical teams and make informed decisions. o Understands emerging trends and technologies, to solve customer pain points and achieve business objectives. o Leading the discovery process of new technologies for the bank, overseeing timelines, budgets, and resources, and ensuring projects meet the specified requirements and objectives. o Understands emerging trends and technologies, to solve customer pain points and achieve business objectives. o Analyze data, identify challenges, and develop innovative technology solutions to meet the need. * Stakeholder Engagement o Works with product owners, designers, and business stakeholders to align on strategies and ensure successful, client-focused delivery in top-notch experiences. o Ensure stakeholder alignment and satisfaction throughout the delivery lifecycle. * Risk and Compliance o Ensuring that technology solutions comply with regulatory standards and the bank's internal policies. This includes identifying and mitigating risks associated with technology use. * Operational Excellence & Continuous Improvement o Identifying opportunities to optimize existing systems, improve processes, and leverage emerging technologies like AI to enhance banking operations o Optimize resource allocation, vendor management, and budget adherence. o Monitor KPIs and implement corrective actions to ensure delivery success. * Lead and manage a team of Business Technology Innovation professionals aligned to business units, driving shared outcomes and measurable results. * Serve as a strategic partner to identify opportunities to apply technology for business growth, operational efficiency, and stellar client experiences. * Oversee the end-to-end delivery of digital technology solutions and innovation initiatives across the financial enterprise, ensuring alignment with strategic goals and a focus on client-centric outcomes. * Own the evaluation and direction of cost-effective business technology solutions that meet evolving business needs and requirements. * Act as the primary liaison for business demand management, technology investment oversight, client feedback integration, and relationship management across the technology organization. * Guide efforts to support process improvement initiatives that enable product strategy execution and drive revenue growth or cost optimization. * Direct the analysis and transformation of client requirements into actionable functional and non-functional specifications to support solution delivery. Qualifications and Education Requirements * Bachelor's degree in Business, Computer Science, or related technical field; MBA or advanced degree preferred * 15+ years of experience in managing digital technologies with proven results-driven efficiencies. * Proven track record of delivering large-scale enterprise technology initiatives. * Strong understanding of business operations, digital transformation, and emerging technologies. * Exceptional leadership, communication, and stakeholder management skills. * Experience in Agile, Waterfall, and hybrid delivery models. * Experience with vendor assessment, management, and negotiation What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $190,000 to 260,000 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $190k-260k yearly 60d+ ago
  • Commercial Data Analyst

    Fremont Bank 4.3company rating

    Livermore, CA job

    Title: Commercial Data Analyst Hiring salary range: $83,000.00 - $107,000.00 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Commercial Lending Operations team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Commercial Data Analyst will be responsible for collecting, analyzing, and interpreting data to help drive decision-making that supports strategic objectives in Commercial Lending. This role demands a detail-oriented professional who thrives on turning complex data sets into insights that inspire operational improvements. The ideal candidate will have strong analytical skills, a keen eye for detail, and the ability to work with large datasets to uncover trends, patterns, and insights. This position reports to the Director of Commercial Optimization. Role and Responsibilities * Data Collection and Preparation: Gather, clean, and organize large sets of data from various internal and external sources. Ensure data is accurate, complete, and ready for analysis. * Data Analysis and Reporting: Analyze complex datasets to identify trends, correlations, and insights. Generate regular and ad-hoc reports for various departments, ensuring clarity and actionable insights. * Data Visualization: Create clear, concise, and visually engaging dashboards and reports using data visualization tools (e.g., Tableau, Power BI) to make data insights easily accessible and understandable. * Data Interpretation: Provide recommendations and insights based on data findings to support business strategies and decision-making. Present data findings in a way that is understandable for both technical and non-technical stakeholders. * Collaboration with Teams: Work closely with business leaders, product teams, marketing, finance, and other departments to understand data needs and provide analytical support to optimize business processes. * Process Improvement: Identify opportunities for process improvements through data analysis and recommend strategies for increasing operational efficiency, reducing costs, and improving performance. * Data Integrity and Quality: Ensure the consistency, accuracy, and reliability of data through regular data validation and quality checks. * Continuous Learning: Stay up-to-date with the latest data analysis techniques, tools, and industry best practices. Continuously seek to improve your skill set and contribute to the development of best practices within the organization. Minimum Qualifications * Bachelor's degree in Mathematics, Statistics, Computer Science, Economics, or equivalent work experience.Experience with nCino or SalesForce is a plus * At least 3 years of experience in a data analysis role, with specific experience in commercial lending or financial services environments. * Preferred knowledge of SQL, VBA, Power Queries and Tableau as well as languages CSS and HTML. * Demonstrated experience in using statistical and data mining techniques to solve complex business problems. * Excellent communication and interpersonal skills, with the ability to explain complex concepts to non-technical audiences. Knowledge of loan origination systems (nCino or SalesForce preferred) * Detail-oriented, with a commitment to ensuring data accuracy and integrity. * Strong analytical thinking and critical problem-solving skills. * Ability to work independently and manage multiple tasks effectively. * A collaborative mindset, comfortable working with cross-functional teams. * A proactive, results-driven approach to work * Exceptional verbal and written communication skills * Proficient in Microsoft Office applications * Commercial banking or commercial loan operations experience is a plus What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $83,000.00 - $107,000.00 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $83k-107k yearly 29d ago
  • 30 Hour - Senior Teller

    Fremont Bank 4.3company rating

    Fremont, CA job

    Title: 30 Hour - Senior Teller Hiring salary range: $21.88 - $27.26 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Retail Banking team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview Under the direction of branch management, the Senior Teller will perform a variety of duties related to all phases of cash handling, customer service, product knowledge, sales and telemarketing. The Senior Teller will ensure client satisfaction by practicing, following, and implementing Fremont Bank's customer service standards. Role and Responsibilities * Sell and/or refer Fremont Bank products and services to current and prospective clients * Ensure client satisfaction by practicing, following, and implementing Fremont Bank service standards * Explain bank policies and procedures * Explain, promote, sell and or refer Fremont Bank products and services to current and prospective clients * Meet assigned monthly sales and referral goals * Conduct telemarketing and follow-up sales duties when assigned by management * Understand and be able to accurately communicate deposit products * Follow bank policies and procedures as directed by management * Reconcile cash and all other transactions each day * Responsible for compliance with applicable Federal Regulations * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handing habits * Stay informed of job related issues, bank promotions, changes in products, services, policies or procedures; actively participate in industry related seminars and training classes * Accountable for staying current on business-related activities in other areas of the Bank * Maintain a flexible schedule * Perform other duties and projects as assigned Minimum Qualifications * Minimum of 1 year of banking experience * Previous cash handling experience * Sales and customer service experience in a customer facing environment * Willingness to performing telemarketing duties as assigned * Excellent verbal and written communication skills * A professional appearance is required * Experience working in a Windows-based computer environment, working knowledge of Microsoft Office * High School Diploma or GED required * Some college is preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $21.88 - $27.26 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $21.9-27.3 hourly 21d ago
  • Senior Relationship Banker

    Fremont Bank 4.3company rating

    San Jose, CA job

    Title: Senior Relationship Banker Hiring salary range: $28.56 - $37.36 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Retail Banking team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Senior Relationship Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Senior Relationship Banker will recommend or refer retail consumer and business products and services to prospective and existing clients and develop and maintain internal partner relationships to maximize relationship expansion. This position achieves sales standards through outbound calling, outside prospecting and expanding relationships with existing clients in the branch. Based on branch needs, this position may spend a portion of time handling cash transactions Role and Responsibilities Customer Experience: * Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer service. * Promote and expand client relationships based on identifying needs through effective utilization of client needs assessment tools. * Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services. * Resolve client issues and handle client requests in a timely, consistent, and professional manner. Relationship Building: * Explain, promote, and refer Fremont Bank products and services to current and prospective clients. * Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable. * Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management. * Conduct internal and prospective client telemarketing and follow-up duties when assigned by management. * Regular participation in outside business development activities, including individual and collaboration in person business cold calling, as well as applicable community-based business networking events. * Understand and be able to accurately communicate consumer and business deposit and lending products. * Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion. * Open new accounts and service existing accounts, including business customers. Operations: * Follow and explain bank policies and procedures as directed by management. * May conduct cash handling and other deposit or payment related transactions. * Responsible for compliance with applicable State and Federal Regulations and laws. * Accountable for performing all operational duties with accuracy, attention to detail and proper cash handling. * Perform miscellaneous operational tasks, as assigned by supervisor, including opening, and closing the branch. * May assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, review, and processing of Non-Sufficient * Fund (NSF) items, and processing night deposits and cash shipments. * Actively prepare for and participates in branch meetings and training workshops. * Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry related seminars and training classes. * Accountable for staying current on business-related activities in other areas of the Bank. * Maintain a flexible work schedule, to include weekends. * Other additional duties as assigned. Minimum Qualifications * 4 years sales and customer service experience in a customer facing banking environment with previous new consumer and business account opening responsibilities or equivalent preferred. * Signing Authority preferred. * Proven success demonstration of success in building relationships with clients and achieving banking sales and lending objectives. * Knowledgeable in small business deposit and lending products. * Proven success in small business lending, as well as prospecting and cold calling new outside business opportunities. * Knowledge of bank products and services and proven success of effective sales techniques * Understanding of banking regulatory compliance issues. * Excellent listening and presentation skills. * Minimum 1 year of cash handling experience recommended. * Must be able to lift at least 25 lbs. * Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office. * Strong time management and organizational skills. * Vision and hearing must be sufficient to interact with clients over the phone and in-person. * Verbal communication must be clearly spoken and understood. * Ability to walk and stand for outside business development activities. * Willingness to perform telemarketing duties as assigned. * Must possess excellent verbal and written communication skills. * A professional appearance is required. * High school diploma or GED required; College degree preferred. What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $28.56 - $37.36 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $28.6-37.4 hourly 48d ago
  • EFT Specialist III

    Fremont Bank 4.3company rating

    Livermore, CA job

    Job Title: EFT Specialist III Hiring Salary Range: $28.50 - $36.50 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Operations Admin team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The EFT Specialist III is a senior-level role responsible for overseeing and executing complex tasks related to the processing, reconciliation, and oversight of electronic funds transfer operations. This position serves as a lead subject matter expert for ACH, wire transfers, and plays a key role in quality assurance, compliance, risk mitigation, and cross-departmental initiatives. Specialist III also assists in mentoring junior staff and driving process improvements. Role and Responsibilities * Assist in overseeing the accurate and timely processing of high-volume ACH and wire transactions, ensuring full compliance with NACHA, UCC, and internal policies. * Act as a primary escalation point for complex or high-risk EFT issues, including exception processing and fraud investigations. * Ability to perform all desk functions of the EFT Specialist position * Perform advanced research and resolution of disputes, adjustments, and regulatory claims across all EFT channels. * Lead reconciliation efforts for EFT-related general ledger accounts and ensure discrepancies are resolved timely. * Gather Collaborate with internal audit, compliance, and risk teams to ensure adherence to internal controls and regulatory requirements. * Identify opportunities to enhance workflow efficiency and participate in system upgrades or automation efforts. * Serve as a mentor and technical resource for EFT Specialists; provide training and procedural guidance. * Develop, update, and maintain operational documentation, SOPs, and training materials. * Communicate with vendors and open cases to troubleshoot issues when appropriate. * Participate in vendor management tasks, system testing, and implementation of new EFT products or services. * Perform Quality Control on various processes as needed. * Monitor and report on EFT processing metrics, service-level standards, and operational performance indicators. Qualifications and Education Requirements * High school diploma or equivalent required; associate or bachelor's degree in finance, business, accounting, or related field preferred. * Minimum 4-5 years of EFT or banking operations experience, including ACH, wire, and card-based transaction processing. * Expert-level understanding of NACHA operating rules, Regulation E, UCC, OFAC, Faster Payments and related compliance standards. (Accredited ACH Professional (AAP) and/or Faster Payments Professional (FPP) preferred but not required). * Demonstrated experience with EFT and core banking. * Strong analytical, problem-solving, and reconciliation skills. * Proven ability to handle sensitive and complex financial data with confidentiality and accuracy. * Excellent communication and leadership skills; ability to provide guidance and build team knowledge. * High attention to detail and ability to prioritize effectively in a deadline-driven environment. What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $28.50 - $36.50 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $28.5-36.5 hourly 60d+ ago
  • Branch Services Assistant Manager

    San Francisco Federal Credit Union 4.1company rating

    Redwood City, CA job

    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.
    $41k-51k yearly est. 36d ago
  • Financial Advisor

    San Francisco Federal Credit Union 4.1company rating

    San Francisco, CA job

    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. About the Opportunity If you're a motivated financial professional who thrives on connecting with people and helping them achieve their dreams, this is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit Union, you'll be the trusted face of investment and insurance solutions within our branches-helping members make confident, values-based financial decisions. You'll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members' lives. This is more than a sales role - it's a mission-driven opportunity to help San Franciscans build brighter financial futures. * Engage members using a consultative, holistic approach-listening first, understanding needs, and delivering personalized financial solutions. * Build and manage a growing book of business by offering a diverse portfolio of brokerage, advisory, and insurance products. * Develop trusted relationships and become a go-to financial resource for your assigned branches and their members. * Partner with Branch Managers and retail teams to identify opportunities, coach referral strategies, and celebrate shared wins. * Design and host financial literacy workshops, seminars, and branch events to educate members and attract new relationships. * Provide exceptional service during every interaction, ensuring outstanding member experience. * Adhere to all regulatory, broker-dealer, and institutional compliance standards-upholding the highest ethical and professional integrity. * Consistently meet or exceed sales and growth goals while supporting the broader mission of the Credit Union. Who Are You? A passion for helping people and a strong track record of achieving sales goals. * Minimum 3 - 5 years of investment sales experience (financial institution experience preferred). * High school diploma required; bachelor's degree preferred. * Licenses/Certifications:Active Series 7, 63, and 65 or 66 registrations; active state life insurance license. * (Registration with state insurance must be obtained within six months of hire.) * Broad knowledge of investment, insurance, and financial planning solutions. * Skilled communicator with the ability to inspire confidence and build lasting relationships. * Proficiency in Microsoft Office and broker-dealer platforms. 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.
    $39k-46k yearly est. 54d ago
  • Loan Servicing Operations Specialist - Non Impound (Temp)

    Fremont Bank 4.3company rating

    Livermore, CA job

    Title: Loan Servicing Operations Specialist - Non-Impounded (Temp) Hiring salary range: $22.21 - $27.16 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our LSD - Operations team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview Under limited supervision, the Loan Servicing Operations Specialist - Non-Impounded (Temp) is responsible for providing outstanding support to the Loan Servicing Department with respect to insurance for residential and consumer loans in accordance with specific instructions, policies, guidelines and procedures. The Specialist is to ensure timely updating of insurance information and tracking of expired insurance, subsequent force placement and monitoring for all residential and consumer loans. Roles and Responsibilities * Track expired fire insurance for non-impounded residential and consumer loans * Send requests to insurance agents to get updated insurance declarations * Call insurance agents when updated insurance has not been received * Update insurance information to the loan servicing MSP system from evidence of insurance received by mail and fax * Preparation of documents for scanning * Preparation of quality control findings and subsequent reports * Additional tasks as assigned Minimum Qualifications * High school graduate with some college level education or equivalent combination and experience * Minimum of 2 years customer service experience * Ability to maintain good relationship with customers and other employees * Analytical thinking ability, diplomacy, and professionalism are required * Task oriented with the ability to work on deadline * Excellent verbal and written communication skills * Moderate computer skills including working knowledge of Microsoft Office * Excellent customer service skills * Excellent organizational skills * Some knowledge of property fire insurance preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, and sick time * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $22.21 - $27.16 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
    $22.2-27.2 hourly 38d ago
  • Member Care Representative

    San Francisco Federal Credit Union 4.1company rating

    San Francisco, CA job

    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.
    $34k-39k yearly est. 17d ago
  • Branch Float Assistant Manager - Golden Gate

    San Francisco Federal Credit Union 4.1company rating

    San Francisco, CA job

    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 Supervisor for our Golden Gate Branch in San Francisco.The PositionThe Branch Float Assistant Manager 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 Branch Float Assistant Manager will assist in training and developing of staff, provide input for performance reviews, process and complete various reports, as well as ensure high level of quality of work by staff members. The incumbent also provides staff support for a variety of delivery channels such as back office and front-line transactions review/approval, loan processing, new accounts, member issues review and resolution.All employees of SFFedCU are proactive, results driven and fully committed to the Credit Union's mission and vision by striving to achieve the highest standards of excellence and consistently exceeding the expectations of member, team and community experiences. They are also enthusiastic and willing ambassadors of the Credit Union through participation in Community Share projects and initiatives.ResponsibilitiesMember Focus: Experience, Products and Services Displays high energy and engagement while enhancing member satisfaction; Consistently evaluates members' needs and offers the appropriate products and services to enhance member relationships and foster member loyalty. Empowers and supports staff to achieve results in a timely manner to exceed member expectations by actively collaborating in research efforts to identify causes of complex member issues, over-deliver on commitments for problem resolutions and provide necessary updates and information to members. Partners by accurately processing, or helping staff to process, all member requests, Shared Branch transactions, teller transactions such as deposits, back-office transactions, record retention, imaging, as well as Returned Items in a timely manner Consistently cross-sells all other credit union products and services while displaying a comprehensive understanding of all product features/benefits, as well as exercising the ability to neutralize the competition through applying market and industry knowledge. Team Dynamics / Leadership Assists Branch Manager in delivering effective and constructive coaching sessions to Branch Services Staff on an as needed basis. Exercises an excellent ability to provide support for all team members and the ability to provide prompt, effective, and prudent resolutions to internal conflicts and performance issues.; Promptly involves necessary parties in reaching these resolutions when a need for counselling arises. Ensures that each team member reaches a high performing potential and ensures that the team as a whole is set up to succeed in achieving goals by coaching training and motivating staff to provide Uncommonly Good Banking. Builds rapport and strong relationships with coworkers and various stakeholders within the organization, instituting flexible/open-minded communication skills. Dependability and Productivity Maintains exemplary attendance/punctuality records. Leads by example in providing as needed support with opening and closing duties, taking on Vault Teller functions and efficiently working with high volumes of cash, such as processing various teller transactions, balancing cash drawer, Vault and ATM. Displays self-motivation and commitment to self-improvement by developing strategies and new ideas to aid in business development and succeeds in engaging staff in these initiatives. Meets all commitments by agreed upon deadlines or renegotiates deadlines in a timely manner. Works in an engaged and energetic manner while promoting this and high level of accountability within team settings. Consistently meets/exceeds assigned sales goals; proactively collaborates with management to seek improvement in ability to reach goals when needed. Consistently and professionally interviews, processes and funds consumer loan requests as well as makes rational recommendations to the Consumer Lending team. Quality Assurance and Regulatory Compliance Pays fanatical attention to detail and accuracy, commits to excellence, establishes and fosters a culture for continuous improvement, takes ownership of quality assurance opportunities and seeks to enhance experiences by providing constructive and positive feedback to staff. Always complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union. Who are you? Must possess and consistently deliver strong customer service and sales skills. Ability to be well organized, team-player, motivated and flexible with working hours. Possess and demonstrate the ability to maintain organized and accurate records. Display proficiency with Microsoft Office software programs. Possess excellent oral and written communication skills. Able to work Saturdays, holidays and overtime as needed. Complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union including the Bank Secrecy Act A minimum of three (3) years of related experience and/or training; or equivalent combination of education and experience in a financial institution. Why Join Us?The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $56k-65k yearly est. 60d+ ago
  • Relationship Advisor

    San Francisco Federal Credit Union 4.1company rating

    San Francisco, CA job

    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.
    $37k-44k yearly est. 60d+ ago

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