Job Listings

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: Branch Services and Staff   Primary Functions: Responsible for the overall branch functions and delivery with an emphasis on employee engagement, coach and mentor staff for career pathing opportunities and achieve the business and financial objectives of the credit union. Foster a positive environment through empathetic and personalized service with every interaction to improve the employee and member experience that aligns with the Global Credit Union Management Philosophy. Report on branch activities, conduct community outreach, and consult with members to provide financial solutions and first-contact resolution. Duties and Responsibilities: - Develop, monitor, and manage the member experience and service levels within the branch. Provide leadership to the branch team to build meaningful conversations that deepen and retain member relationships. - Coach and mentor the assistant branch manager through consistent observational feedback and frequent one on ones. - Leverage problem-solving and strong communication skills to resolve personnel and member concerns. - Deliver effective member engagement strategies through community events, sponsorships, and financial literacy training. Participate in business networking, represent the credit union at professional events, and pursue leadership opportunities within the community. - Obtain state mandated insurance license to quote and bind Personal Lines Insurance products and develop an effective sales strategy to meet established quote and issue goals. - Maintain a thorough knowledge of market trends, research competitor product offerings, and make recommendations that will expand brand awareness and generate new business. - Responsible for the personnel functions within the branch to include evaluating performance, employee recruitment, and maintaining a high level of employee morale and job satisfaction. - Develop a strong partnership with Global Credit Union Insurance Brokers, Global Credit Union Home Loans, Business and Commercial Services, and Global Retirement and Investment Services to achieve credit union growth objectives. - Monitor the Member Service Center overflow call activities and ensure schedule adherence. - Ensure compliance of all financial policies, procedures, and regulatory requirements to include the security, physical control and maintenance of the facility and equipment, supply inventory, management of branch cash, negotiable items, and general ledger accounts. - Ensure a safe and inclusive work environment, solicit diverse ideas to challenge thinking, and build positive working relationships. - Perform other duties as assigned.

Reports to: Varies by location   Functions Supervised: Mortgage Loan Originators and Office Operations   Primary Functions: Originate mortgage loans and manage branch office operations   Duties and Responsibilities:   1. Sell mortgage loan services to the real estate community and promote the general business interests of the company. 2. Foster positive office interactions and model successful sales techniques to improve professional image and market visibility in the mortgage lending industry. 3. Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields. 4. Ensure all mortgage loan originators are originating, disclosing and/or re-disclosing accurately and timely within all established regulatory compliance requirements and timeframes. 5. Interview buyers/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. 6. Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting. 7. 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. 8. Manage the operations of the branch office including recruitment and supervision of staff. 9. Conduct sales presentations for real estate agents as necessary to enhance business relations. 10. Perform other duties as assigned.

Reports to: Loan Review Manager   Functions Supervised: None   Primary Functions: Assists Loan Review Manager in the preparation of annual loan reviews to include Due on Demand reviews and SBA loan reviews. This position will also assist loan officers in the preparation of loan and credit line renewals, extensions and modifications   Duties and Responsibilities: - Perform annual loan reviews to include global analysis of borrower and guarantors on non-complex relationships. - Responsible for processing the due on demand lines of credit annual reviews. - Responsible for processing remote deposit capture annual reviews. - Performs annual risk grading of all loans exceeding $1,000M. - Spreads financial statements and validates financial data used for underwriting purposes and performs industry comparisons when appropriate. - Back-up for underwriting and preparation of loan and credit line renewals, extensions and modifications ensuring compliance with lending policies. - Maintains in-depth knowledge of NCUA regulations, credit union policies and procedures as they relate to commercial lending. - Performs other duties as assigned.

Reports to: Loan Review Manager   Functions Supervised: None   Primary Functions: Assists Loan Review Manager in the preparation of annual loan reviews to include Due on Demand reviews and SBA loan reviews. This position will also assist loan officers in the preparation of loan and credit line renewals, extensions and modifications   Duties and Responsibilities: - Perform annual loan reviews to include global analysis of borrower and guarantors on non-complex relationships. - Responsible for processing the due on demand lines of credit annual reviews. - Responsible for processing remote deposit capture annual reviews. - Performs annual risk grading of all loans exceeding $1,000M. - Spreads financial statements and validates financial data used for underwriting purposes and performs industry comparisons when appropriate. - Back-up for underwriting and preparation of loan and credit line renewals, extensions and modifications ensuring compliance with lending policies. - Maintains in-depth knowledge of NCUA regulations, credit union policies and procedures as they relate to commercial lending. - 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: 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: Loan Review Manager   Functions Supervised: None   Primary Functions: Assists Loan Review Manager in the preparation of annual loan reviews to include Due on Demand reviews and SBA loan reviews. This position will also assist loan officers in the preparation of loan and credit line renewals, extensions and modifications   Duties and Responsibilities: - Perform annual loan reviews to include global analysis of borrower and guarantors on non-complex relationships. - Responsible for processing the due on demand lines of credit annual reviews. - Responsible for processing remote deposit capture annual reviews. - Performs annual risk grading of all loans exceeding $1,000M. - Spreads financial statements and validates financial data used for underwriting purposes and performs industry comparisons when appropriate. - Back-up for underwriting and preparation of loan and credit line renewals, extensions and modifications ensuring compliance with lending policies. - Maintains in-depth knowledge of NCUA regulations, credit union policies and procedures as they relate to commercial lending. - Performs 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: 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: 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: 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   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: 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: Manager, Investment Services.   Functions Supervised: None   Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.   Duties and Responsibilities: - Meet with existing and prospective clients to promote financial planning and investment services. - Conduct educational seminars and workshops. - Present client financial plan and investment proposals in a professional manner. - Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements. - Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services. - Track sales, marketing and referrals. - Provide referrals for other Global Credt Union services as appropriate. - Participate in the credit union’s business development activities, while seeking and recommending new opportunities. - Meet production goals. - Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements. - Maintain proficiency with organization and program partner systems. - Perform service calls and special projects when warranted. - Perform other duties as assigned.

Reports to: Domain Manager, Software Engineering   Functions Supervised: None   Primary Functions: Collaborates as a member of a Product Development Team in the engineering of software development user stories of product capabilities. An active collaborator with Product Development Team members in the development of products to achieve strategic business outcomes.  Duties and Responsibilities: - Takes initiative in feature and user story development, executing responsibilities, and collaborating with Product Development Team members - Develop fault-tolerant, scalable technology solutions to satisfy technical requirements - Utilizes technical knowledge to write and complete software tasks and product features - Tests, integrates, writes, troubleshoots, and debugs software applications - Adhere to company standards and apply design principles and patterns to develop robust product capabilities - Works closely with other engineers to collaborate in the areas of coding standards, and system related issues - Perform other duties as assigned in support of team efforts and results.

Reports To: Varies by location   Primary Functions: Responsible for the support and service of Global Credit Union Insurance Brokers 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   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.