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Title

Member Advisor/Medical Center Branch 

EOE StatementWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
 
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Pay Range Up to $18.00 per hour  
Travel Requirements May need to work at one of our branches or headquarters- all located in the Palo Alto Community.  
Work Hours Our Branch Hours for Medical Center Location. Saturdays as needed for our University Avenue Location.  
Preferred Experience/Skills Sales and Service, Goal Oriented, Flexible, Bilingual Required- English/Spanish  
About the Organization We are a full service financial institution owned and operated by nearly 50,000 members of the Stanford Community, including Stanford University, Stanford Hospital & Clinics, Lucile Packard Children's Hospital and SLAC National Accelerator Laboratory. Our assets are over $1.4 billion and the quality of our expansive line of financial products and services is unmatched in the industry.

At Stanford Federal Credit Union (SFCU) benefits are an integral part of our total compensation package. Our program includes cost-effective, comprehensive health, dental, and vision coverage,income protection, and survivor benefit plans. In addition, we offer vacation and sick leave, paid holidays, and a 401(k) plan so employees can save for retirement.

Each person's situation is unique, so choice, wherever possible, is a key componet of our benefits. Each benefit helps meet an important need. Because we know it is the contribution of every member of the team, we want to recognize and reward each of you. That's why we provide competetive salaries and a comprehensive benefit program.

Please contact our Human Resources Team for further information about our Benefits Programs.
 
Category Banking  
Description

 

In this role, you will provide uncompromising service by building enduring relationships, communicating, referring and selling products to meet members' needs. You will participate in the acquisition, retention and expansion of members and prospective members through a variety of sales and service activities.

 

This position cross-sells traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships.  You will accurately process various types of transactions for members.

 

ESSENTIAL FUNCTIONS:

 

(Note:  These examples are intended to illustrate various types of work performed.  The omission of specific statements of duties does not exclude them from the position if the work is similarly related or a logical assignment to the position.)

 

Member Service

 

Proactively learns about current or potential goals of members and offers appropriate financial solutions. Proactively follows-up with new members by phone and email to ensure a positive experience.

 

Researches and proactively contacts existing members to retain and expand relationships with appropriate financial solutions.

 

Opens and processes complex deposit accounts such as Trusts and IRAs which require additional knowledge and processing

 

Opens and process Business Memberships working with the Commercial team to enhance the relationship with the business.

 

Works with the real estate lending team to meet member needs regarding homeownership and investment properties.

 

Answers questions and/or resolves complex problems on member accounts using all channels.  This requires the ability to troubleshoot with the member online banking, mobile banking, bill payment services, and other methods of accessing credit union information.

 

Member Advisor spends the majority of the day working with members in building relationships; however, traditional teller work will be expected as well.

 

Recommends improvements in processes, services, and policies to improve our members’ experiences and streamline work.

 

Member Advisor also has additional responsibilities of managing the vault, cash and audit functions for their assigned branch.  This includes running the vault and requesting or selling cash to stay within assigned limits.


Cooperation and Team Work

 

Takes personal initiative and is a positive example for others.

 

Demonstrates exceptional teamwork and mentors new employees.

 

Responsible for assisting the manager with the administration of all member service duties, including keeping apprised of new procedures, products and policies.

 

Supports the administration of branch operations upon the absence of a manager being physically onsite.

 

Performs work as requested by the supervisor.

 

Governance, Compliance and Risk Management
 

Reports all suspicious activities to the manager. Is responsible for compliance with all required regulations and policies, especially with all Bank Secrecy Act (BSA) and office of Foreign Assets Control (OFAC) policies, procedures and regulations.

 

 

 

SERVICE STANDARDS

Follow and exceed SFCU service standards as outlined in our employee service standards booklet.  Our service standards stem from our core values of working together works, members are priority one, see it - own it - do it, and we develop ourselves and others.

 

Safety Statement:

 

Is safety conscious at all times to avoid injury/illness.

 

 

 
Position Requirements

Qualifications
 

To perform this job successfully, an individually must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to work a flexible schedule including days, some evenings and Saturdays as well as the ability to reach destinations within the credit union’s footprint at all times is required for special occasions.

 

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED); with strong knowledge of credit union products and services.  Proven sales experience and the ability to cross sell credit union products is required.  Strong member relations and interpersonal skills are essential. Excellent communications and customer service skills, along with a demonstrated ability to meet set goals

Minimum two years’ experience in customer service and sales related field.

 

Language Skills

 

Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

 

 

 

NECESSARY SPECIAL REQUIREMENTS

Ability to be accurate, organized, alert and articulate while working in a position with little or no supervision. Ability to manage multiple tasks in a constantly moving environment. Has qualities such as leadership, strong communication, and patience.

Demonstrates professional behavior at all times.

 

 

Mathematical Skills

 

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

 

Reasoning Ability

 

Ability to apply commonsense understanding to carry out instructions furnished in written, oral or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

 

Physical Demands

 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and reach with hands and arms.  The employee frequently is required to stand, sit, and talk or hear.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision and the ability to adjust focus.

 

Work Environment

 

The work environment characteristics described here are representative of those an employee encounters while performing he essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

The noise level in the work environment is usually moderate.

 

 

This position is currently not accepting applications.

To search for an open position, please go to http://StanfordFederalCreditUnion.appone.com



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