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New Accounts Representative

SF Fire Credit Union has a long history of meeting the financial services needs of firefighters, as well as those who live in the communities which they serve and protect. We’re proud of these roots, which trace back to 1951 when a small group of firefighters formed a member-owned financial cooperative for their fellow firefighters. The values of those founding members resonate with us to this day, and are to what we attribute our past, present and future success. From those humble origins, SF Fire Credit Union is now the financial institution of choice for over 65,000 people, with assets of over $1 billion.


Our New Accounts Representatives handle all in-person requests from our members including, account updates, new account openings, new loan interviewing and processing, and cross-selling the appropriate credit union products and services, while consistently meeting the service standards established by the Credit Union.


  • Meets established individual and team sales and service goals
  • Processes new membership applications including the opening of all associated accounts
  • Processes consumer loan applications including applicant interview, review and evaluation of application, decision recommendation to the Loan Officer, and notification of loan decision to member
  • Processes new IRA, trust, UTTMA and business accounts
  • Researches and resolves complex member’s inquiries related to all Credit Union accounts, products and services
  • Acts as vault teller as required
  • Operates the branch greeter station as required
  • Notifies Branch Manager of any service concerns by being attentive to branch volume and service levels in the branch


  • High school diploma or GED plus at least 2 years of related experience and/or training
  • Ability to effectively multi-task
  • Ability to calculate figures and amounts such as interest and percentages
  • Experience with MS Windows and MS Office
  • Must be available for Saturday shift as needed
  • Cash handling experience in a financial institution


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 160 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, and Dental Insurance
  • Tuition Reimbursement Program
  • Ten 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)


Most days it feels more like going to work with a big family. Whether it’s an impromptu lunchtime BBQ on the deck, baking birthday cakes for colleagues in the kitchen, or after-hour karaoke, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, desire to innovate, and a “in-this-together” attitude. And while we’re driven to do great work, we also value real work/life balance. 

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