Job Listings

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: Enterprise Content Manager   Functions Supervised: Provide leadership for the development, implementation, and management of technologies, tools, and business processes used for corporate communication and collaboration. Primary Functions: Duties and Responsibilities: - Develop and maintain internal communication and collaboration platforms, to meet the strategic initiatives and objectives of the organization. - Collaborate with internal stakeholders for identification and implementation of communication and collaboration tools to improve employee productivity and engagement, including many of the Microsoft 365 suite of applications. - Provide leadership, supervisory guidance, and staff development for all assigned staff. - Identify and coordinate resource allocation of assigned team for all projects and support functions. - Develop strategies to encourage adoption of collaboration and content management applications throughout the organization. - Fulfill the role of Product Manager for collaboration and communication processes and tools for the organization. - Oversee the efforts to monitor and evolve the SharePoint Online intranet to meet the communications needs of the organization. - Oversee the development and implementation of policies, procedures, governance and other supporting documentation to ensure compliance with regulatory and security requirements. - Maintain in-depth knowledge of credit union operations and knowledge of current industry trends as well as current methods and technologies which relate to Content Management and collaboration practices and operations. - Perform other duties as assigned.

Reports to: Enterprise Content Manager   Functions Supervised: Provide leadership for the development, implementation, and management of technologies, tools, and business processes used for corporate communication and collaboration. Primary Functions: Duties and Responsibilities: - Develop and maintain internal communication and collaboration platforms, to meet the strategic initiatives and objectives of the organization. - Collaborate with internal stakeholders for identification and implementation of communication and collaboration tools to improve employee productivity and engagement, including many of the Microsoft 365 suite of applications. - Provide leadership, supervisory guidance, and staff development for all assigned staff. - Identify and coordinate resource allocation of assigned team for all projects and support functions. - Develop strategies to encourage adoption of collaboration and content management applications throughout the organization. - Fulfill the role of Product Manager for collaboration and communication processes and tools for the organization. - Oversee the efforts to monitor and evolve the SharePoint Online intranet to meet the communications needs of the organization. - Oversee the development and implementation of policies, procedures, governance and other supporting documentation to ensure compliance with regulatory and security requirements. - Maintain in-depth knowledge of credit union operations and knowledge of current industry trends as well as current methods and technologies which relate to Content Management and collaboration practices and operations. - Perform other duties as assigned.

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: Fraud Operations Manager   Functions Supervised: Fraud prevention, investigation, and claims resolution.   Primary Functions: Responsible for the daily supervision of the Fraud Operations department including the completion of daily work distribution, investigation and claims resolution. Responsible for the development and coaching of Fraud Operations team members. Maintain effective processes, standards, reporting, and recommendations to balance mitigation efforts against acceptable service levels.   Duties and Responsibilities:   - Supervise staff to ensure the distribution and timely completion of fraud claims, daily tasks, queues and reports to reduce losses where possible. - Assist with escalated fraud claims involving ACH, Pre-authorized drafts, altered check, forged endorsements, unauthorized third party transfers, elder fraud, identity theft or other operations fraud issues. - Maintain case files and work with law enforcement, adult protection agencies, and financial institution contacts for fraud related investigations. - Ensure timely and accurate reporting of suspicious activity as required by the Bank Secrecy Act. - Assist in the preparation of monthly miscellaneous, bonded and un-bonded claims charge off recommendations. - Assist with the preparation and filing of insurance claims and the coordination of reimbursements from the bonding companies and other parties. - Communicate with members and internal departments to relay crucial information relating to fraud trends and escalated situations. - Assist with the development of strong processes and procedures; ensure accurate and up to date documentation as changes occur. - Assist with the personnel function within the department including staffing, training, evaluating performance, employee morale, and policy compliance. - 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 Credit 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: 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 Credit 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: 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   Primary Functions: Provide assistance to originator in the origination and processing of mortgage loans.   Duties and Responsibilities: - Accept telephone calls for the originator, coordinate appointments, respond to inquiries, and provide updated loan status to real estate agents and borrowers. - Input the loan application, print out applicable origination documentation and required disclosures, obtain borrowers' signatures as required and review documentation for accuracy and completeness. - Photocopy documentation supplied by the borrower; income tax returns, paycheck stubs, bank statements, etc. - Set up mortgage application files and request verification of all information received in the mortgage loan application via letters to employers, banks, creditors or by alternative documentation acceptable to the secondary market. Perform necessary follow up order credit reports, appraisals, and prelims as needed in files. - Provide support to originator by maintaining ongoing communication with client base and real estate agents. Perform tasks directly or indirectly related to marketing and advertising. - Maintain a basic knowledge of computer programs; i.e., Mortgage Ware, Microsoft Office, Desktop Underwriter, particularly Word, Excel, and Access, Microsoft Publisher, and new software as it becomes available or needed. - Arrange for the pick up and delivery of documents, brochures, loan packages, and other miscellaneous items as needed. - 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   Primary Functions: Originate mortgage loans and assist with originator training.   Duties and Responsibilities:   - Market mortgage loan programs to the real estate sales industry and promote the general business interests of the company. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, and financial planning fields. - 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. - Ensure all loans are originated, disclosed and/or re-disclosed 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. - Answer origination questions for mortgage loan originators as required and assist with their training. - Conduct sales presentations for Realtors as necessary to enhance business relations. - 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   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   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: Manager, Business Intelligence Functions Supervised: None   Primary Functions: Design, build and support analytics that fulfill business requirements. Provide industry and market context in the interpretation of analytical results. Formulate recommendations that will be used to advise and drive decision making by executive management and other teams within the organization. Create and maintain reports and dashboards to deliver business intelligence to the organization. Duties and Responsibilities: - Provide assistance and support the development and publication of reports and dashboards. -  Assist in gathering, analyzing, and interpreting data sets to identify patterns and trends. -  Formulate recommendations to executive management and other teams in defining business goals and needs. -  Research new data gathering and analysis techniques. - Study business / economic trends, political situations, policies and regulations; and understand how they may impact financial institutions and associated lines of business. -  Develop knowledge of credit union operations and knowledge of current industry trends as well as current methods and technologies that relate to analytics, statistics, and reporting. - Perform other duties as assigned.

Reports To: Varies by location   Primary Functions: Originate mortgage loans and assist with originator training.   Duties and Responsibilities:   - Market mortgage loan programs to the real estate sales industry and promote the general business interests of the company. - Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, and financial planning fields. - 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. - Ensure all loans are originated, disclosed and/or re-disclosed 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. - Answer origination questions for mortgage loan originators as required and assist with their training. - 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 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.