Job Listings

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: 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: 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: 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 Insurance Control Officer   Primary Functions: Controlling adverse actions associated with credit union collateral.   Duties and responsibilities:   - Comply with federal, state and local laws and credit union procedures and practices regarding adverse actions involving credit union collateral. - Responsible for maintaining records and adherence to department procedures and practices for secretions claims for collateralized loans. - Responsible for maintaining records and adherence to department procedures and practices for protection of credit union collateral when impounded by private or public agencies. - Responsible for maintaining records and adherence with department procedures and practices for member and insurance company contact during total loss claims involving credit union collateral. - Responsible for maintaining records and adherence with department procedures and practices for refund of After Market Products for repossessed collateralized loans. - Responsible for maintaining records and adherence with department procedures and practices for Collateral Protection Insurance damage and reimbursement claims for repossessed collateral. - Responsible for administrative functions necessary to support Collateral Protection Insurance program to include, but not limited to processing claims, premiums, refunds, billings, file maintenance and posting. - Responsible for maintaining records and adherence with department procedures and practices for proof of insurance or insurance cancellations letters received by member(s) and applicable refunds amounts within Special Credits. - Perform other duties as assigned.

Reports to: Manager, Data Analytics   Functions Supervised: None   Primary Functions: As a Data Analyst I, individuals possess a basic understanding of data analytical concepts, are familiar with SQL syntax and can utilize out-of-the-box SSRS and Tableau features.  They can write straightforward queries, perform simple data shaping, and provide insight from analysis.  With this foundation, they create simple reports, lists, and extracts and work with the business on end user acceptance. Reporting requirements are usually well defined for the Data Analyst I, with development following pre-determined specifications.   Duties and Responsibilities: - Works with Business users and domain SMEs to understand requirements. - Focuses on processing and preparing data to uncover patternsusing tools such as Snowflake, Tableau, and Python for data manipulation and analysis  - Assists Data Warehouse Operations in data mapping activities by specifying logic and business rules for transforming and preparing data. - Supports the development, automation and publication of reports and dashboards. - Assists with Data Quality (DQ) and Master Data Management (MDM) initiatives. - Assists in developing governance processes around data management and the warehouse development. - Develops knowledge of credit union operations and knowledge of current industry trends as well as current methods and technologies that relate to Data Warehousing, data preparation, data presentation practices and operations. - Performs 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: RE Loan Center Supervisor   Primary Functions: Answer real estate and mortgage loan related telephone inquires and complete credit applications.   Duties and Responsibilities:   - Answer all in-coming calls as necessary pertaining to real estate and mortgage lending issues. - Maintain current in-depth knowledge of real estate and mortgage lending policies and guidelines. - Obtain the information necessary to complete credit applications and related documentation. - Direct members to appropriate individuals and schedule appointments for originators as necessary. - Set up real estate and mortgage applications files and input into the mortgage loan origination system. - Assist with loan processing and posting tasks when directed by management. - Perform progressively responsible duties to include: a. Maintain logs and files as necessary regarding mortgage loan applications received and/or processed. b. Order credit reports, appraisals, and surveys as directed by the originator or manager. c. Perform routine record keeping as required, including posting. - Cross-sell credit union services - Perform other duties as assigned.

Reports To: Assistant Member Service Center Team Manager   Primary Functions: Answer member telephone inquiries and provide excellent member service. Post or record and forward transactions to appropriate departments for processing.   Duties and Responsibilities: - Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. - In compliance with credit union marketing image and service delivery goals, answer inquiries and provide information on all types of accounts, loans and other credit union services. - Develop and maintain a current in-depth knowledge of credit union services and policies. - Receive and post, or accurately record and forward for processing, member account transactions and research requests. - Perform assigned authority level responsibilities. - Identify and offer products and services that would be beneficial to the member. - Perform other duties as assigned.

Reports To: Assistant Member Service Center Team Manager   Primary Functions: Answer member telephone inquiries and provide excellent member service. Post or record and forward transactions to appropriate departments for processing.   Duties and Responsibilities: - Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. - In compliance with credit union marketing image and service delivery goals, answer inquiries and provide information on all types of accounts, loans and other credit union services. - Develop and maintain a current in-depth knowledge of credit union services and policies. - Receive and post, or accurately record and forward for processing, member account transactions and research requests. - Perform assigned authority level responsibilities. - Identify and offer products and services that would be beneficial to the member. - 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: Mortgage Servicing Administration Officer   Primary Functions: Provide customer service to mortgage and real estate loan borrowers by responding to various requests and providing accurate information in a timely manner.   Duties and Responsibilities:   - Prepares reconveyances on paid off real estate loans in a timely manner. - Maintains tracking of paid in full real estate loans on PC and prepares reconveyance package for filming. - Prepares subordination requests and documents for management review. - Responds courteous, timely and accurately to borrower's inquiries or complaints related to real estate or mortgage loans. Assists and/or resolves those complaints. - Coordinates with the mortgage servicing center to insure mortgage borrowers' issues are handled and resolved, when attempts by the borrower to resolve the matter directly with the mortgage servicing center have failed. - Process MRMS requests to timely conclusion. - Provides MSA switchboard relief as required. - Provides a variety of support to MSA to include researching film, microfiche (Alltel) and copying required documents for responses to requests for subpoena's or other inquiries. - Performs other duties as assigned.