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 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 Officer
Functions Supervised: None
Primary Functions: Assist members with fraudulent and merchant dispute transactions on Debit Card, Credit Card and ACH according to federal regulations, VISA and NACHA operating rules, and Credit Union policies and procedures.
Duties and Responsibilities:
- Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service.
- Develop a working knowledge of card and ACH dispute processes and systems.
- Develop and maintain a current working knowledge of Regulations E, Z and CC as well as Visa and NACHA operating rules and Credit Union policies and procedures.
- Create, research, and resolve card and ACH dispute cases in accordance with federal regulations, VISA and NACHA operating rules, and Credit Union policies and procedures.
- Evaluate cases for and provide provisional credit within established limits, as applicable.
- Research and provide evidence to members to validate unrecognized transactions.
- Conduct merchant conference calls to resolve product and service problems.
- Effectively communicate with members to validate information, research cases, and obtain documentation.
- Respond to inbound and place outbound calls for case creation and member follow-up.
- Report disputed transactions for possible fraudulent activity and/or trends.
- Document research findings and actions on cases and conduct referrals for suspicious activity reporting and high dollar case review.
- Adhere to all designated timeframes, manage workflows to the specified deadlines and complete responsibilities effectively, accurately, and timely.
- Assist with completing daily reports and MRMS requests.
- Perform other duties as assigned.
Reports to: Marketing Operations Manager
Functions Supervised: None
Primary Functions: The Marketing Technology Specialist will assist the department in developing and utilizing technology to better serve members and prospective members, serving as super-user and product evangelist for a variety of digital tools.
Duties and Responsibilities:
- Participate as a stakeholder in organization-wide technology implementations and integrations to marketing systems and proactively inform the Marketing Operations Manager on project progress.
- Manage all administrative responsibilities for the marketing technology stack, eg. new staff onboarding and training, basic configuration, troubleshooting, and maintaining required documentation.
- Lead the search for new MarTech tools and platforms to meet busines needs, including collecting requirements, vendor documentation, evaluations, implementation, roll-out and adoption planning.
- Promote current MarTech capabilities, evangelize use cases that empower marketing to achieve more with existing tools. Evaluate new product iterations and communicate benefits of adopting new features or enhancements to existing technologies.
- Perform data privacy and compliance reviews of marketing technology products.
- Collaborate as a member of working teams assigned to the creation and implementation of marketing campaigns.
- Maintain a thorough working knowledge of Alaska USA's products, markets, and compliance requirements.
- Initiate and participate in efforts to further Alaska USA's marketing and business objectives.
- Perform other duties as assigned.
Reports to: Any Research Officer
Functions Supervised: None
Primary Functions: Research inquiries and resolve account problems.
Duties and Responsibilities:
- Process account verifications while ensuring proper member authorization.
- Process research requests and retrieve credit union records in support of credit union operations or in compliance with authorized requests.
- Provide account status letters and documents as required.
- Provide Quickshot reports to lending departments upon request.
- Provide support and technical assistance to branches and other departments.
- Perform progressively responsible duties to include, Research specific transactions on accounts using resources available from all credit union departments to resolve problems and communicate results to the member or other department personnel. Research accounts with incorrect addresses and accounts classified as abandoned. Contact members to obtain the correct address or communicate special instructions regarding the account in question. Be familiar with credit union policies and operational procedures of other credit union departments as they apply to the situation under review. Perform transaction adjustments and complete file maintenance as appropriate to each situation.
- Performs other duties as assigned.
Reports To: SC Control Manager
Functions Supervised: Control
Primary Functions: Perform collection activity on assigned accounts.
Duties and Responsibilities:
- Perform all duties of a Special Credits Control Officer III.
- Responsible for review of Control collection and associated work and for making recommendations regarding the need for adjustment in work routines.
- Responsible for the daily management and workflow for assigned accounts.
- Responsible for authorizing closure of credit limits consistent with credit union policy and procedures.
- Responsible for negotiating and recommending refinances for members experiencing financial difficulties according to credit union policies, to include use of real and personal property liens, extended terms, special interest rates and extended periods for first payment due dates.
- Responsible for recommending, preparation and administration of financial obligation in accordance with the Charge Off Policy.
- Develop and train staff to understand and comply with all policies, laws and procedures as they relate to collections.
- Perform other duties as assigned.
Reports to: Any Research Officer
Functions Supervised: None
Primary Functions: Research inquiries and resolve account problems.
Duties and Responsibilities:
- Process account verifications while ensuring proper member authorization.
- Process research requests and retrieve credit union records in support of credit union operations or in compliance with authorized requests.
- Provide account status letters and documents as required.
- Provide Quickshot reports to lending departments upon request.
- Provide support and technical assistance to branches and other departments.
- Perform progressively responsible duties to include, Research specific transactions on accounts using resources available from all credit union departments to resolve problems and communicate results to the member or other department personnel. Research accounts with incorrect addresses and accounts classified as abandoned. Contact members to obtain the correct address or communicate special instructions regarding the account in question. Be familiar with credit union policies and operational procedures of other credit union departments as they apply to the situation under review. Perform transaction adjustments and complete file maintenance as appropriate to each situation.
- Performs 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 Alaska USA 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.
*AKUSA*
Reports to: Loan Review Manager
Functions Supervised: None
Primary Functions: Monitor, collect and track financial information on new and existing borrowing relationships. Also responsible for managing and maintaining database relating to financial reporting requirements, annual loan reviews, collateral inspections and financial covenant testing
Duties and Responsibilities:
- Responsible for monitoring, collecting and tracking financial information from borrowers and guarantors for lending relationships with financial reporting requirements.
- Responsible for creating and sending correspondence to members requesting required financial information and follows up with loan officers and members directly.
- Orders, manages and tracks the receipt of annual collateral inspections on both real estate and equipment when required by policy.
- Responsible for the tracking, monitoring and management of borrower due on demand, commercial lending, and remote deposit capture annual reviews and covenant compliance.
- Assists tracking of legal fees related to the management of criticized and classified loans.
- Responsible for management and maintenance of monthly and quarterly reports to include: new loans booked, change in terms, maturing loans, past due financial information and aggregate exposure.
- Orders and tracks appraisals requested by loan officers.
- Performs ongoing imaging of all financial information including quality review, participations and special credits documents.
- Maintains a solid understanding of lending software and loan policy as they relate to business and commercial lending.
- Performs other duties as assigned.
*AKUSA*
Reports to: Loan Review Manager
Functions Supervised: None
Primary Functions: Monitor, collect and track financial information on new and existing borrowing relationships. Also responsible for managing and maintaining database relating to financial reporting requirements, annual loan reviews, collateral inspections and financial covenant testing
Duties and Responsibilities:
- Responsible for monitoring, collecting and tracking financial information from borrowers and guarantors for lending relationships with financial reporting requirements.
- Responsible for creating and sending correspondence to members requesting required financial information and follows up with loan officers and members directly.
- Orders, manages and tracks the receipt of annual collateral inspections on both real estate and equipment when required by policy.
- Responsible for the tracking, monitoring and management of borrower due on demand, commercial lending, and remote deposit capture annual reviews and covenant compliance.
- Assists tracking of legal fees related to the management of criticized and classified loans.
- Responsible for management and maintenance of monthly and quarterly reports to include: new loans booked, change in terms, maturing loans, past due financial information and aggregate exposure.
- Orders and tracks appraisals requested by loan officers.
- Performs ongoing imaging of all financial information including quality review, participations and special credits documents.
- Maintains a solid understanding of lending software and loan policy as they relate to business and commercial lending.
- Performs other duties as assigned.
*AKUSA*
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: 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: 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: 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: Dispute Resolution Officer
Functions Supervised: None
Primary Functions: Assist members with fraudulent and merchant dispute transactions on Debit Card, Credit Card and ACH according to federal regulations, VISA and NACHA operating rules, and Credit Union policies and procedures.
Duties and Responsibilities:
- Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service.
- Develop a working knowledge of card and ACH dispute processes and systems.
- Develop and maintain a current working knowledge of Regulations E, Z and CC as well as Visa and NACHA operating rules and Credit Union policies and procedures.
- Create, research, and resolve card and ACH dispute cases in accordance with federal regulations, VISA and NACHA operating rules, and Credit Union policies and procedures.
- Evaluate cases for and provide provisional credit within established limits, as applicable.
- Research and provide evidence to members to validate unrecognized transactions.
- Conduct merchant conference calls to resolve product and service problems.
- Effectively communicate with members to validate information, research cases, and obtain documentation.
- Respond to inbound and place outbound calls for case creation and member follow-up.
- Report disputed transactions for possible fraudulent activity and/or trends.
- Document research findings and actions on cases and conduct referrals for suspicious activity reporting and high dollar case review.
- Adhere to all designated timeframes, manage workflows to the specified deadlines and complete responsibilities effectively, accurately, and timely.
- Assist with completing daily reports and MRMS requests.
- 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: SVP, Enterprise Product Management
Functions Supervised: None
Primary Functions: Teach, facilitate, promote collaboration, and mentor Product Development Team members and Product (Business) partners in Agile values and principles. Facilitate and guide Product Development Teams as well as, Product (Business) partners, through best practices to create and implement autonomous and self-directed teams to maximize business value through strategic product delivery.
Duties and Responsibilities:
- Catalyze Product Development Teams' continuous improvement through teaching and leadership in transparency, balance, flow, respect, customer focus, collaboration, value delivery, and empowerment
- Facilitate training workshops for Product Development Teams and Product (business) partners on topics such as Agile mindset and principles, best practices, frameworks (Kanban, Scrum), and roles
- Collaborate with Product Development Teams to design and implement agile development coaching engagements
- Guide Product Development Team members through, and facilitate the support of, process and discipline practices for product delivery
- Facilitate a variety of ceremonies, such as retrospectives, lessons learned, and team stand-up activities, as an objective third party
- Sit and pair with teams or individual team members to teach skills
- Lead by example with personal discipline, collaboration, and continuous improvement practices
- Mentor new Product Managers and Product Owners in their roles, by assisting with the creation and management of Product Roadmaps, coach stakeholder management, and provide tactics and techniques in Agile Product Management
- Perform other duties as assigned
Reports to: SVP, Enterprise Product Management
Functions Supervised: None
Primary Functions: Teach, facilitate, promote collaboration, and mentor Product Development Team members and Product (Business) partners in Agile values and principles. Facilitate and guide Product Development Teams as well as, Product (Business) partners, through best practices to create and implement autonomous and self-directed teams to maximize business value through strategic product delivery.
Duties and Responsibilities:
- Catalyze Product Development Teams' continuous improvement through teaching and leadership in transparency, balance, flow, respect, customer focus, collaboration, value delivery, and empowerment
- Facilitate training workshops for Product Development Teams and Product (business) partners on topics such as Agile mindset and principles, best practices, frameworks (Kanban, Scrum), and roles
- Collaborate with Product Development Teams to design and implement agile development coaching engagements
- Guide Product Development Team members through, and facilitate the support of, process and discipline practices for product delivery
- Facilitate a variety of ceremonies, such as retrospectives, lessons learned, and team stand-up activities, as an objective third party
- Sit and pair with teams or individual team members to teach skills
- Lead by example with personal discipline, collaboration, and continuous improvement practices
- Mentor new Product Managers and Product Owners in their roles, by assisting with the creation and management of Product Roadmaps, coach stakeholder management, and provide tactics and techniques in Agile Product Management
- Perform other duties as assigned