Stanford Federal Credit Union · 1 day ago
Member Advisor
Palo Alto, CA, US
Full-time
Onsite
Entry Level
$29/hr - $32/hr
1+ years expStanford Federal Credit Union is a non-profit organization dedicated to improving financial lives. They are seeking a Member Advisor to assist members with various banking transactions, educate them on products and services, and build strong customer relationships.
Financial Services
No H1B
Responsibilities
Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX
Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM’s, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts
Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established
Explain membership eligibility requirements and participate in SFCU sponsored activities
Assist with the testing of new functionality upon request
Use every member contact as an opportunity to advise members about additional services or programs that might benefit them
Managing the vault, cash, and audit functions for the assigned branch
Perform traditional teller work as needed
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
One to three years' experience in customer service or sales related field
High school diploma or general education degree (GED)
Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships
Strong customer service and interpersonal skills
Excellent communication skills, along with a demonstrated ability to meet set goals
Ability to accurately process various types of transactions for members
Benefits
100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents
Employer 401(k) matching up to 5% plus additional annual discretionary contributions
Education reimbursement up to $5,200/year
Employee recognition program with cash incentives
Commuter Toll reimbursement $100-$200/month (based on position)
Wellness Benefits up to $1,200 per year
Paid Sick Time accrues at two weeks per year
Paid Vacation Time accrues at three weeks per year
Paid Federal banking holidays (approximately 11 per year)
Ongoing training and education, seminars, and conferences
Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
Waived fees and deposit bonuses on Stanford FCU accounts
Flex health/transit plan availability
Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources
Company
Stanford Federal Credit Union
Stanford Federal Credit Union is a company that offers retail banking services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dan Kolkowitz
Board Member
Recent News
2025-04-12
2024-12-19
Company data provided by crunchbase