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Reports to: Various   Functions Supervised: Enterprise Development Technology architecture, analysis, engineering, and practice technologists.   Primary Functions: Manage programs, policies, procedures, and technologists within a single Information Technology architecture, analysis, engineering, or practice domain.  Plan, support, and resource the domain members of Product Development Teams developing products to achieve strategic business outcomes.   Duties and Responsibilities: - Recruit, hire, develop, and support energetic, eager, agile, inquisitive, and learned technologists of the managed domain to resource exceptional product development - Design, manage, and evolve the credit union’s program, policy, and practice of the domain - Design, manage, and evolve the career development of each staff member within the domain - Plan, budget, and effectively manage to meet the evolving resource needs of the organization within the domain - Proactive involvement as a member of a dynamic Enterprise Technology Development leadership team driven to enable and maximize value delivery for the credit union - Proactive involvement as a member of a dynamic Information Management leadership team driven to minimize friction and maximize value delivery across Information Management departments and domains - Perform other duties as assigned.

Reports to: Various   Functions Supervised: Enterprise Development Technology architecture, analysis, engineering, and practice technologists.   Primary Functions: Manage programs, policies, procedures, and technologists within a single Information Technology architecture, analysis, engineering, or practice domain.  Plan, support, and resource the domain members of Product Development Teams developing products to achieve strategic business outcomes.   Duties and Responsibilities: - Recruit, hire, develop, and support energetic, eager, agile, inquisitive, and learned technologists of the managed domain to resource exceptional product development - Design, manage, and evolve the credit union’s program, policy, and practice of the domain - Design, manage, and evolve the career development of each staff member within the domain - Plan, budget, and effectively manage to meet the evolving resource needs of the organization within the domain - Proactive involvement as a member of a dynamic Enterprise Technology Development leadership team driven to enable and maximize value delivery for the credit union - Proactive involvement as a member of a dynamic Information Management leadership team driven to minimize friction and maximize value delivery across Information Management departments and domains - Perform other duties as assigned.

Reports to: Manager, Investment Services   Functions Supervised: None   Primary Functions: Responsible for providing administrative support to facilitate new business and service existing accounts in alignment with goals & industry requirements.   Duties and Responsibilities: - Provide administrative support to promote department sales and quality of service to prospective and existing clients. - Assist with coordination of department events and educational workshops. - Direct inquiries to appropriate individuals, and schedule and coordinate appointments. - Route and track referral sources and outcomes. - Provide accurate and timely reporting to financial advisors and management. - Collect required documentation, deposits, premiums, etc. in a timely and complete manner when directed, in accordance with regulatory requirements. - Coordinate with program partners to assist with account inquiries and servicing requests and help resolve any issues relating to products and services. - Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing, and training requirements. - Maintain proficiency with organization and program partner systems. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports To: Operations Support Officer   Functions Supervised: None   Primary Functions: Administer the credit union's specialty accounts to include IRA, HSA, business, trust and fiduciary accounts. Manage the Notary, Medallion Signature Guarantee, and Signature Validation programs. Process declaration of loss requests and replacement check orders. Coordinate and process all deceased member claims for the credit union including establishing Estate accounts. Assume increasing responsibilities as experience, tenure and training demonstrates.   Duties and Responsibilities:   - Provide support and administration of special account types such as IRA, HSA, trust, business, guardian/conservator and representative payee accounts. - Administer the Notary, Medallion Guarantee, and Signature Validation programs; provide support and answer questions. - Maintain and process declaration of loss requests, returned check orders, and safe deposit box leases. - Research, collect, and process information for deceased member claims. - Coordinate and communicate with designated representatives and family members of the decedents. - Coordinate and communicate with branch staff and appropriate business units and vendors regarding deceased claims. - Establish new account relationships, Estate accounts, and Fiduciary accounts and transfer assets as required. - Reconcile assigned department general ledgers. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Responsible for the support and service of GIB customers Duties and Responsibilities: - Perform customer service functions necessary to support clients to include policy changes, new business, claims and addressing billing issues. - Utilize multiple insurance carriers with a comprehensive understanding of their guidelines and products. - Educate customers on policy coverage to enable informed decisions. - Develop trusted relationships with clients through creative problem solving. - Perform review of customer accounts to address any coverage needs. - Cross-sell additional products offered by the Insurance Agency or the Credit Union. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service and loan activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports To: Executive Director, Retail Financial Services   This is a Supervisory Position   Functions Supervised: Member Service Center   Primary Functions: Oversee the operations of the Member Service Center focusing on service excellence, member advocacy and employee development. Lead the integration and strategic management of the contact center technology platform to enhance contact center operations. Champion a robust workforce management and quality assurance program to optimize staff efficiency and service quality.   Duties and Responsibilities: - Implement and refine the credit union’s business strategy within the Member Service Center, leveraging Genesys PureCloud capabilities to enhance operational efficiency and member satisfaction. - Participate in the strategic planning with the credit union’s leadership, contributing insights and strategies that leverage contact center technologies and processes for organizational growth and durability. - Direct the adoption and strategic use of Genesys PureCloud software, focusing on extensive analytics and workforce optimization tools to improve decision-making, forecast accuracy, and management of staff resources. - Develop and manage a comprehensive workforce management and quality assurance program, utilizing data insights to ensure a world-class member service experience. - Ensure the effective management of the Member Service Center’s operation, emphasizing service delivery, operational control, and compliance with financial regulations and credit union policies. - Maintain up-to-date knowledge of industry trends, technology advancements, and regulatory changes that impact contact centers and financial services, integrating better practices to drive continuous improvement. - Assist in the development of the credit union's goals, strategies, organization, and business plans. - Actively engage in and lead management committees. - Represent the credit union in the community and professional associations to enhance its reputation and service capabilities. - Perform other duties as assigned.

Reports To: Executive Director, Retail Financial Services   This is a Supervisory Position   Functions Supervised: Member Service Center   Primary Functions: Oversee the operations of the Member Service Center focusing on service excellence, member advocacy and employee development. Lead the integration and strategic management of the contact center technology platform to enhance contact center operations. Champion a robust workforce management and quality assurance program to optimize staff efficiency and service quality.   Duties and Responsibilities: - Implement and refine the credit union’s business strategy within the Member Service Center, leveraging Genesys PureCloud capabilities to enhance operational efficiency and member satisfaction. - Participate in the strategic planning with the credit union’s leadership, contributing insights and strategies that leverage contact center technologies and processes for organizational growth and durability. - Direct the adoption and strategic use of Genesys PureCloud software, focusing on extensive analytics and workforce optimization tools to improve decision-making, forecast accuracy, and management of staff resources. - Develop and manage a comprehensive workforce management and quality assurance program, utilizing data insights to ensure a world-class member service experience. - Ensure the effective management of the Member Service Center’s operation, emphasizing service delivery, operational control, and compliance with financial regulations and credit union policies. - Maintain up-to-date knowledge of industry trends, technology advancements, and regulatory changes that impact contact centers and financial services, integrating better practices to drive continuous improvement. - Assist in the development of the credit union's goals, strategies, organization, and business plans. - Actively engage in and lead management committees. - Represent the credit union in the community and professional associations to enhance its reputation and service capabilities. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None   Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: - Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. - Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. - Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. - Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. - Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. - Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. - Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. - Build meaningful relationships by participating in branch promotions and community events, as assigned. - Work effectively in a team environment across all organizational levels. - Perform other duties as assigned.

Reports To: Senior SC Collateral Control Officer   Primary Functions: Preparation of documents and control of accounts associated with credit union collateral   Duties and Responsibilities:   - Assist in timely preparation and administration of repossession assignments to third party agencies. - Assist in preparation and administration of documents to ensure timely liquidation of retaken personal property. - Assist in timely preparation and administration of documents involving impounded/forfeited collateral to reduce credit union losses. - Assist in timely preparation and administration of documents to and from insurance agencies involving hazard losses involving credit union collateral. - Assist in preparation of documents and administration of cross collateralization procedures. - Assist in the preparation and administration of real estate files involving actions associated with real property collateral. - Assist in the timely preparation and administration of department reports. - Perform other duties as assigned.

Reports To: Senior SC Collateral Control Officer   Primary Functions: Preparation of documents and control of accounts associated with credit union collateral   Duties and Responsibilities:   - Assist in timely preparation and administration of repossession assignments to third party agencies. - Assist in preparation and administration of documents to ensure timely liquidation of retaken personal property. - Assist in timely preparation and administration of documents involving impounded/forfeited collateral to reduce credit union losses. - Assist in timely preparation and administration of documents to and from insurance agencies involving hazard losses involving credit union collateral. - Assist in preparation of documents and administration of cross collateralization procedures. - Assist in the preparation and administration of real estate files involving actions associated with real property collateral. - Assist in the timely preparation and administration of department reports. - Perform other duties as assigned.