Job Listings

Reports to: Branch Manager Functions Supervised: Branch Activities and Staff   Primary Functions:Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences.  Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Global Credit Union Management Philosophy.  Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales activities. Assume responsibility for the branch as assigned. Duties and Responsibilities:   1. Responsible for actively engaging with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. 2. Coach, lead and motivate branch employees through consistent observational feedback, conduct required documented monthly one on ones, and facilitate training and skill practice sessions. 3. Mentor branch staff through employee development and engagement strategies that advance employees for promotional opportunities. 4. Deepen and retain member relationships through the execution of member engagement strategies through in-person conversations, relationship calling, and referrals to other business lines. 5. Ensure that meaningful relationships are being built through in-branch promotions and community events to increase brand awareness and generate new business. 6. Supervise daily operational duties to include compliance, security, branch balancing, control of branch cash and negotiable items, outage recovery, and as assigned general ledger accounts. Recognize operational and compliance deficiencies and recommend and implement corrective action. 7. Manage employee and branch schedules to ensure optimal staffing levels and to uphold member service expectations. Review employee time sheets for accuracy and completion and correct errors in a timely manner to meet payroll deadlines. 8. Obtain state mandated insurance license to quote and bind Personal Lines insurance products and assist in developing an effective strategy to meet established quote and issue goals. 9. Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise. 10. Ensure a safe and inclusive work environment, solicit diverse ideas to challenge thinking, and build positive working relationships. 11. Perform other duties as assigned.

Reports to: Branch Manager Functions Supervised: Branch Activities and Staff   Primary Functions:Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences.  Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Global Credit Union Management Philosophy.  Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales activities. Assume responsibility for the branch as assigned. Duties and Responsibilities:   1. Responsible for actively engaging with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. 2. Coach, lead and motivate branch employees through consistent observational feedback, conduct required documented monthly one on ones, and facilitate training and skill practice sessions. 3. Mentor branch staff through employee development and engagement strategies that advance employees for promotional opportunities. 4. Deepen and retain member relationships through the execution of member engagement strategies through in-person conversations, relationship calling, and referrals to other business lines. 5. Ensure that meaningful relationships are being built through in-branch promotions and community events to increase brand awareness and generate new business. 6. Supervise daily operational duties to include compliance, security, branch balancing, control of branch cash and negotiable items, outage recovery, and as assigned general ledger accounts. Recognize operational and compliance deficiencies and recommend and implement corrective action. 7. Manage employee and branch schedules to ensure optimal staffing levels and to uphold member service expectations. Review employee time sheets for accuracy and completion and correct errors in a timely manner to meet payroll deadlines. 8. Obtain state mandated insurance license to quote and bind Personal Lines insurance products and assist in developing an effective strategy to meet established quote and issue goals. 9. Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise. 10. Ensure a safe and inclusive work environment, solicit diverse ideas to challenge thinking, and build positive working relationships. 11. Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: None    Primary Functions: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable, and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products, services, technology, and new programs and processes to encourage change. Contribute to the growth of the credit union by achieving individual, branch, and business line goals through leadership 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. - 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. - Coach, lead and motivate branch employees, and assist with training of products and services and updates on policies and procedures for area branches. - Build meaningful relationships by participating in branch promotions and community events. - Obtain state mandated insurance license to quote and bind Personal Lines insurance products. - Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise. - Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience. - Assume supervision and responsibility for area branches as assigned. - 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 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: 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: Facilities Manager - PNW   Functions Supervised: Maintenance systems, staff and services.   Primary Functions: Supervise and direct credit union maintenance services.   Duties and Responsibilities: - Coordinate, schedule and ensure proper maintenance of buildings, grounds, systems and parking lots. - Inventory, order and stock supplies required for facility maintenance and custodial services. - Responsible for supervision and training of Maintenance Department staff. - Coordinate, schedule, assign and monitor the maintenance work order program. - Participate in the construction, installation, servicing and relocation of facilities and building systems. - Participate in development of building maintenance and custodial contracts. - Perform other duties as assigned.

Reports To: Employment Manager   Primary Functions: Responsible for administrative functions related to staff recruitment and onboarding.   Duties and Responsibilities: - Conduct background reviews including verification of previous employment, bondability, social security verification and criminal records review as required and/or directed. - Coordinate the completion of all new employee onboarding to include providing remote support to managers. Ensure completion of necessary paperwork and accurate data entry into the HRMS System. - Ensures compliance with USCIS Form I-9 Employment Eligibility Verifications; periodically conduct Form I-9 audit. - Monitor employees with temporary work authorization and follow up as required. - Respond to candidate and manager inquiries related to the Recruitment and Onboarding system. - Responsible for the reporting of new employee information to CSSD. - Conduct weekly advertising audit and coordinate placement of advertising. - Draft/revise job descriptions and organizational charts as required and/or directed. - Ensure timely processing of invoices related to recruitment and staffing activities. - Maintain a variety of departmental control and documentation logs and records. - Periodically review and make recommendations for procedure and form updates. - Maintain the integrity and confidentiality of personnel information and records. - Maintains compliance with federal, state and local employment laws and regulations. - Provide research and other assistance as needed and perform 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 Retail branch partners, the real estate sales industry and to personal contacts. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, financial planning fields, and Retail branch partners. - 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 Retail branch partners and Realtors as necessary to enhance business relations. - Attend Retail branch meetings regularly and make in person visits weekly at the main source for Mortgage referrals. - Provide on-going coaching and training to retail partners as a way to gain quality mortgage referrals. - Participate in quarterly branch lobby days in conjunction with Retail branch partners. - Participate in community events as directed to further enhance and grow business and market share. - 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 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: Dispute Resolution Manager   Functions Supervised: Electronic Fraud and Disputes   Primary Functions: Responsible for supervising the daily operation of the Dispute Resolution Department. Ensure accurate and timely resolution of member issues as allowed by federal guidelines and Credit Union policies and procedures.   Duties and Responsibilities: - Ensure accurate and timely resolution of member issues as allowed by Regulation E, VISA, NACHA, federal guidelines and Credit Union policies and procedures. - Maintain a thorough working knowledge of Regulation E as well as Visa and NACHA dispute guidelines and an in-depth knowledge of best practices. Develop familiarity with applicable state and federal regulations, as they relate to disputed transactions. - Provide leadership and direct staff in research, analysis, recommendation, and implementation of the resolution of any member dispute to avoid charge-backs. - Review, resolve and analyze fraud/dispute cases, disclosure notification and any dispute related materials to ensure adherence to Regulation E, VISA and NACHA regulations while striving towards the highest recovery and member satisfaction. - Develop policy, procedure manuals, and training materials for Dispute Resolution to ensure consistent service quality. - Responsible for the development of all Dispute Resolution staff in order to maximize productivity and quality of the resolution effort and limit charge-backs. - Review daily reports and complete miscellaneous fraud monitoring tasks. - Remain up-to-date on industry information, new products, enhancements, system changes and compliance issues. - Handle escalated disputes to ensure prompt resolution. - Monitor logs and CAMs alerts to direct the Dispute Resolution department. - 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: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable, and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products, services, technology, and new programs and processes to encourage change. Contribute to the growth of the credit union by achieving individual, branch, and business line goals through leadership 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. - 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. - Coach, lead and motivate branch employees, and assist with training of products and services and updates on policies and procedures for area branches. - Build meaningful relationships by participating in branch promotions and community events. - Obtain state mandated insurance license to quote and bind Personal Lines insurance products. - Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise. - Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience. - Assume supervision and responsibility for area branches as assigned. - Perform other duties as assigned.

Reports to: Credit Administration Manager   Functions Supervised: None   Primary Functions: Responsible for providing an independent comprehensive written evaluation of commercial loans and relationships. This position will also assist in the preparation of annual reviews.   Duties and Responsibilities:   - Evaluates financial statements and prepares independent written credit evaluations. Reports will include a comprehensive evaluation of businesses and commercial real estate and will be used by management in approving credit requests. Reports should adequately summarize the important aspects of the business including a detailed financial analysis, management competencies, collateral evaluation, and guarantor support. Analyses will identify the key strengths and weaknesses for that particular credit request. Analyses may also include an evaluation of the borrowers industry and the borrowers position within the industry. - Makes recommendations to Commercial Loan Officers and Credit Approvers regarding credit structure and policy compliance. - Makes recommendations regarding credit risk rating of commercial accounts and assesses collateral quality and values. - Completes corporate and personal financial statement spreading in the designated system. Completes global cash flows when appropriate. - Effectively partners with Credit Administration to improve efficiencies of operation, minimize risk, and expand sales opportunities. - Work collaboratively with sales team to achieve commercial credit objectives, goals and provide outstanding member service. - Conduct annual credit reviews on relationships analyzing and documenting risks, strengths and weaknesses. - Develop a solid understanding of the Statement Spreading software. - Maintain in-depth knowledge of NCUA regulations and credit union policies and procedures as they relate to commercial lending. - Provides underwriting support for the SBA loan program as needed. - Perform other duties as assigned.

Reports to: Vice President, Payment Technologies   Functions Supervised: None Primary Functions: Product development and lifecycle management for payment products and affiliated services to include channels such as credit, debit, commercial card, App-based funds transfers, person-to-person and Bill Pay; experience design for end-users and support-users. Duties and Responsibilities:   - Experience design – work collaboratively across multiple business lines to create, deliver and improve experience requirements for member and employee needs. - Product lifecycle management – Develop, maintain and execute upon product roadmaps. - Research and analysis - responsible for researching product and industry trends, preparing data to support business decision making about products, capturing various department needs, and providing recommendations based on analysis. - Product launch support – responsible for working with vendors and project teams to successfully launch new or enhanced products through testing, communication strategy preparation, training and overall support of the launch. - Collaboration - responsible for working with multiple business departments to understand and document their needs, pain points, and priorities, assist in maintaining a feedback loop throughout product launch and analysis of product success - Organizational knowledge - maintain a working knowledge of credit union operations and an awareness of strategic initiatives, current and emerging technologies and best practices. - Provide after-hours support, as needed, for system outages.

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.

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.