Job Listings

Reports To: Varies by location   This is a Supervisory Position   Functions Supervised: Maintenance Systems, Staff and Services   Primary Functions: Oversee and perform tasks needed to execute corrective and preventative maintenance for credit union facilities, provide support for facilities projects, and provide mail and distribution support services as regional needs dictate.   Duties and Responsibilities:   - Schedule and direct the day to day activities of assigned department personnel. - Responsible for the supervision, safety, development and training of assigned personnel. - Inspect and maintain credit union facilities by performing building inspections, scheduling maintenance, performing repairs, preparing reports, developing Statements of Work and gathering proposals for larger repairs. - Ensure that contracted work is performed as described in the contract, and coordinate access per the vendor access policies. - Schedule and ensure that work orders are completed timely and accurately using Maximo. - Ensure and coordinate the proper maintenance of Facilities department equipment and vehicles. - Maintain a working knowledge of building mechanical systems. - Provide furniture, equipment, supplies, mail and distribution support services for the region. - Maintain stock levels of commonly needed items necessary to complete recurring maintenance tasks. - Review invoices from vendors for accuracy. - Act as the region's spokesperson for safety by being knowledgeable of safe working practices and ensuring that safe working practices are strictly followed. - 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: 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: 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: 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: 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: 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: 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: Senior Special Credits Control Officer   Primary Functions: Perform collection activity on assigned accounts.   Duties and Responsibilities: - Contact members regarding delinquent financial obligations and make arrangements for repayment. - Respond to member inquiries regarding financial obligations owed to the credit union. - Perform "skip-traces" as required. - Analyze and initiate documentation necessary for refinancing loans and loan extension requests. - Analyze and recommend to supervisors, when appropriate, adverse actions on accounts to include, but not limited to, repossessions, closure of credit limits, blocks on credit and debit cards, legal actions and account codes to alert other credit union departments of potential losses. - 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: Procurement and Supply Supervisor   Functions Supervised: None   Primary Functions: Maintain consolidated warehouse inventory and assist in submitting all combined warehouse orders for the credit union and CUSOs.   Duties and Responsibilities:  - Execute the comprehensive supply chain strategies to meet organizational goals and objectives across the credit union network. - Receive, inspect, inventory, store, and prepare supplies/materials for distribution in support of the credit union's supply chain lifecycle. - Direct, perform and oversee warehouse operations, layout and utilization to ensure materials and equipment are stored in the most optimal and safest configuration. - Organize and maintain up to date records of inventory, lead times, demand history and reorder points to ensure efficient and uninterrupted flow to the credit union and CUSOs. - Maintain and review inventory records to track the flow of materials through the supply chain process; maintain accurate accountability of all warehoused materials; execute the receipt and proper storage of supplies and materials. - Dispose of excess and outdated equipment/supplies in an ethical and economical manner; maintain all pertinent documentation of destruction, sale or recycle of materials for compliance. - Develop, implement and enforce inventory control policies based on credit union's supply chain solutions. - Issue, receive, store, and maintain all tradeshow and event equipment; schedule the issue and return of materials with key stakeholders; report scheduling conflicts and recommend solutions. - Ensure the warehouse area is maintained in a safe, clean, orderly, and secure manner. - Report any damaged or missing supplies/materials to supervisor immediately. - Perform other duties as assigned.

Reports To: Payroll Manager   Functions Supervised: None   Primary Functions: Balance and reconcile payroll related general ledger reconciliations for all companies. Ensure integrity of custodial accounts. Prepare monthly and ad hoc Personnel reporting. Reconcile bi-weekly and monthly payroll and prepare related journal entries.   Duties and Responsibilities:   - Ensure designated custodial accounts are reconciled monthly and corrections are made promptly. Communicate problems to Payroll Manager. - Assist the Payroll Manager with implementation of new systems/enhancements. - Assist Departments with compiling information for incentives. - Provide accurate and timely account balances, transaction information and reconciliations as requested verifying reasonableness and ensuring conformance with established procedures. - Prepare payroll related internal and compliance reporting. - Prepare payroll journals and balance to payroll reporting. - Prepare 401(k) wires and related detail reporting sent to benefit administrator. - Prepare FSA report for vendor upload. - Act as a backup for the Payroll Specialist. - Perform other duties as assigned.

Reports to: Information Security Architect Supervisor   Functions Supervised: None   Primary Functions: Provide security engineering support via network security implementation, analysis, testing and monitoring. Duties and Responsibilities: - Manage implementing, testing, managing, monitoring, and upgrading security solutions for the protection of the organization's data, systems, and networks. - Develop best practices, policies, programs, procedures and security standards for the organization - Serve as escalation point for Information Security Analysts - An understanding of best practices and how to implement them at an Enterprise level - Analyze and correlate security events and implement countermeasures to mitigate against intrusion attacks. - Provide information security support in the design, integration, deployment, and troubleshooting of enterprise information solutions. - Collaborate with organizations engineering teams and product development teams to analyze security needs/requirements and assist develop/implement security standards/technical solutions. - Research and identify ethical hacking, intrusion detection/prevention technologies, secure coding practices and threat modeling. - Implement secure network architectures, virtualization technologies, identity and access management principles, application security, encryption technologies, DNS, SOA, and web applications - Provide security engineering recommendations and assist with planning and implementation of long-term projects. - Troubleshoot complex multi-network firewall policy issues. - Responsible for understanding of incident response methodologies and assist with coordinating security incident. - Maintain a strong knowledge of Offensive Security, TCP/IP, HTTP, FTP, cookies, authentication, virus scanning, web servers, and encryption. - Decode and understand traffic flow using packet level traces (skilled with TCPDUMP, PCAPs, traffic generators, etc.). - Identify and reproduce common network and web site attacks such as SQL injection, cross site scripting, remote file inclusion and cookie manipulation. - Maintain a working knowledge of authentication, session management, requests, and form submission processes. - Maintain a working knowledge with server grade applications to include Exchange, DNS, SMTP, IIS, Apache, SharePoint, Active Directory, Identity Management, Patch Management, LDAP, and SQL. - Perform IDS / IPS real-time monitoring analysis and/or network forensics. - Maintain a working knowledge of regulatory and audit mandates to ensure environments meet PCI, FFIEC, NCUA and industry standards. - Serve on-call as scheduled. - Other duties as assigned.

Reports To: Varies by location   Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.   Duties and Responsibilities: - Market mortgage loan programs to the real estate sales industry and to personal contacts. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields. - Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans. - Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes. - Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting. - If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit. - Conduct sales presentations for Realtors as necessary to enhance business relations. - Perform other duties as assigned.