• Job Description

  Req#: 514820

  
  Member Engagement Specialist Opportunity at Stanford Federal Credit Union!

  We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual yearning to make a difference, we are looking for individuals like you to join our team! Members really do come first at Stanford FCU because we are not-for-profit and owned by our members. Many of our members work for Stanford University or some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry.

  Stanford FCU is a $4 billion company with a global reach—88,000 members in 90 countries and growing! Contact us to see what it’s like to work for one of the Bay Area’s Top Workplaces. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives!

  The Member Engagement Specialist plays a critical role delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help our members succeed financially. This role is responsible for facilitating online account openings, promoting the full suite of credit union products and services, and delivering exceptional member experiences across all channels.

  Who YOU are:

  • Two to Four years' experience in opening new accounts in a financial institution and sales related field.
  • Previous sales experience preferred.
  • A significant level of trust, credibility and diplomacy is required. Ability to have in depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature.
  • Must be able to perform job functions independently and with limited supervision, perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must work effectively as part of a team.

  What YOU’LL do:

  • Act as a primary contact for new and existing members, ensuring a smooth onboarding process, including assisting with online account opening and guiding members through digital enrollment.
  • Proactively upsell and cross-sell credit union products and services (loans, credit cards, savings accounts, insurance, investment services, etc.) based on members’ financial needs and goals.
  • Develop understanding of bank products and services to connect to our member’s needs
  • Conduct outbound calls, emails, and digital follow-ups to cross-sell and engage members, build relationships, and promote credit union offerings.
  • Educate members on digital banking tools, mobile applications, and self-service options to increase adoption of online services.
  • Recommend and refer appropriate financial solutions to enhance the member’s financial well-being.
  • Organize and participate in member engagement initiatives such as financial wellness seminars, onboarding sessions, and community events.
  • Maintain accurate member interaction records and sales activities in the CRM system.
  • Resolve member concerns quickly and professionally while delivering exceptional service.
  • Partner with Relationship Managers to deepen member engagement and provide personalized financial solutions for high-value or complex member relationships.
  • Identify trends and member feedback to suggest process improvements that enhance the member experience.
  • Collaborate with cross-functional teams (e.g., Lending, Marketing, Digital Banking, Operations, Compliance) to deliver coordinated member outreach, resolve complex issues, and execute member engagement initiatives

  Some of our benefits for YOU:

  • 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents
  • Employer 401(k) matching up to 5% plus additional annual discretionary contributions
  • Education reimbursement up to $5,200/year
  • Employee recognition program with cash incentives
  • Commuter Toll reimbursement $100-$200/month (based on position)
  • Wellness Benefits up to $1,200 per year
  • Paid Sick Time accrues at two weeks per year
  • Paid Vacation Time accrues at three weeks per year
  • Paid Federal banking holidays (approximately 11 per year)
  • Ongoing training and education, seminars, and conferences
  • Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
  • Waived fees and deposit bonuses on Stanford FCU accounts
  • Flex health/transit plan availability
  • Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources

  Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs.

  If you are ready for this awesome opportunity (or know somebody who is) please contact us today!

  Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Applicants that require work visa sponsorship or transfer will not be considered for employment. SFCU does not provide any relocation benefits for any positions.

  Stanford Federal Credit Union is committed to equal employment opportunities, and a workplace that embraces diversity and inclusion for qualified individuals of all backgrounds.

• About the company

  Stanford Federal Credit Union is a federally chartered credit union located in Palo Alto, California.

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