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: 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 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   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: Assistant General Counsel - Vendor Management   Functions Supervised: None   Primary Functions: Review, draft, negotiate and provide legal advice pertaining to a wide variety of credit union contracts and third-party engagements. Partner with members of the vendor management team and other subject matter experts to incorporate areas of compliance, privacy and security, risk management, and ongoing relationship management into all stages of the contract lifecycle. Be a key contributor in all aspects of the vendor management process and program success Duties and Responsibilities: - Review, interpret, draft, revise, strategize, and negotiate credit union contracts consistent with credit union policies and objectives. - Provide timely, concise, competent, and strategic legal advice to business units in all aspects of contracting related risks simultaneously working to facilitate long-term relationships with third parties. Continuously work to incorporate business unit feedback and contractual requirements in all assigned contract reviews. - Maintain accurate and updated reports on negotiation and contracting status. - Support the Assistant General Counsel – Vendor Management with credit union contract template and form creation and maintenance. - Support the Assistant General Counsel – Vendor Management with the evolution of vendor management tools, databases, and other technological platforms to drive toward efficiencies and productivity. - Utilize the vendor management core system to ensure transparency of process, data integrity, risk mitigation and continuous monitoring, and maintain an organized record. - Manage numerous projects and complex matters simultaneously under strict deadline pressure while maintaining consistent and clear status updates to vendor management leadership and business lines. - Other duties, both legal and non-legal in nature, as requested by the Assistant General Counsel – Vendor Management. - Prioritize and maintain active participation in applicable continuing legal education classes with a willingness to continue to advance competencies in other areas of contracting including third party risk management and global data privacy. - Aids other members of the vendor management team. - Actively bring a positive attitude and wide degree of creativity and latitude to each task as assigned.

Reports to: Assistant General Counsel - Vendor Management   Functions Supervised: None   Primary Functions: Review, draft, negotiate and provide legal advice pertaining to a wide variety of credit union contracts and third-party engagements. Partner with members of the vendor management team and other subject matter experts to incorporate areas of compliance, privacy and security, risk management, and ongoing relationship management into all stages of the contract lifecycle. Be a key contributor in all aspects of the vendor management process and program success Duties and Responsibilities: - Review, interpret, draft, revise, strategize, and negotiate credit union contracts consistent with credit union policies and objectives. - Provide timely, concise, competent, and strategic legal advice to business units in all aspects of contracting related risks simultaneously working to facilitate long-term relationships with third parties. Continuously work to incorporate business unit feedback and contractual requirements in all assigned contract reviews. - Maintain accurate and updated reports on negotiation and contracting status. - Support the Assistant General Counsel – Vendor Management with credit union contract template and form creation and maintenance. - Support the Assistant General Counsel – Vendor Management with the evolution of vendor management tools, databases, and other technological platforms to drive toward efficiencies and productivity. - Utilize the vendor management core system to ensure transparency of process, data integrity, risk mitigation and continuous monitoring, and maintain an organized record. - Manage numerous projects and complex matters simultaneously under strict deadline pressure while maintaining consistent and clear status updates to vendor management leadership and business lines. - Other duties, both legal and non-legal in nature, as requested by the Assistant General Counsel – Vendor Management. - Prioritize and maintain active participation in applicable continuing legal education classes with a willingness to continue to advance competencies in other areas of contracting including third party risk management and global data privacy. - Aids other members of the vendor management team. - Actively bring a positive attitude and wide degree of creativity and latitude to each task as assigned.

Reports to: Assistant General Counsel - Vendor Management   Functions Supervised: None   Primary Functions: Review, draft, negotiate and provide legal advice pertaining to a wide variety of credit union contracts and third-party engagements. Partner with members of the vendor management team and other subject matter experts to incorporate areas of compliance, privacy and security, risk management, and ongoing relationship management into all stages of the contract lifecycle. Be a key contributor in all aspects of the vendor management process and program success Duties and Responsibilities: - Review, interpret, draft, revise, strategize, and negotiate credit union contracts consistent with credit union policies and objectives. - Provide timely, concise, competent, and strategic legal advice to business units in all aspects of contracting related risks simultaneously working to facilitate long-term relationships with third parties. Continuously work to incorporate business unit feedback and contractual requirements in all assigned contract reviews. - Maintain accurate and updated reports on negotiation and contracting status. - Support the Assistant General Counsel – Vendor Management with credit union contract template and form creation and maintenance. - Support the Assistant General Counsel – Vendor Management with the evolution of vendor management tools, databases, and other technological platforms to drive toward efficiencies and productivity. - Utilize the vendor management core system to ensure transparency of process, data integrity, risk mitigation and continuous monitoring, and maintain an organized record. - Manage numerous projects and complex matters simultaneously under strict deadline pressure while maintaining consistent and clear status updates to vendor management leadership and business lines. - Other duties, both legal and non-legal in nature, as requested by the Assistant General Counsel – Vendor Management. - Prioritize and maintain active participation in applicable continuing legal education classes with a willingness to continue to advance competencies in other areas of contracting including third party risk management and global data privacy. - Aids other members of the vendor management team. - Actively bring a positive attitude and wide degree of creativity and latitude to each task 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:IM Ops Agile Support Manager Functions Supervised: None Primary Functions: Responsible for ensuring the successful delivery of technical change management and Transition initiatives. Accountable for supporting change management governance and initiatives, as well as making recommendations for release and deployment. The role at times is technical and requires the communications skills to identify and collaborate with the correct system SMEs to review impact, testing, and rollback procedures as well as vet transition documentation. Duties and Responsibilities: 1. Acts as the primary interface regarding Transition from Product Development teams to operational support teams. 2. Chairs the regularly scheduled CAB (Change Advisory Board) and Daily Change Review meetings. 3. Coordinates efforts between Development and Operations and/or other IM Teams to move items into the production environment. 4. Assists in the development of roll-out plans that enable the alignment of business activities. This includes development of clear and comprehensive transition plans, coordination of transition tasks, transition signoff and post-transition warranty period support with stakeholders. 5. Analyzes and communicates release and deployment risks and business impact to stakeholders. 6. Manages changes to existing services (e.g. expansion, reduction, supplier changes, acquisition, decommissioning of services, applications or other service components), including any related change management initiatives. 7. Acts as an escalation point for all change management issues. 8. Ensures Requests for Changes (RFCs) are properly documented. 9. Validates RFCs and reviews all implemented changes to ensure objectives/requirements have been successfully met before transitioning the change to post-warranty. 10. Considers previous delivery failures or postponements and identifies any related trends. 11. Ensures all organizational policies and procedures are followed throughout all change phases and transition program phases. 12. Performs change evaluations, monitors for violations, and assists with the improvement of the change process. 13. Conduct meetings such as “Acceptance into Service” planning and review meetings, change evaluation, knowledge transfer and warranty period meetings. 14. Actively participate in Product Development team meetings providing insight and expertise to influence decisions and next steps for service transition. 15. Manages and updates the Change Management Dashboard to include the Restricted Change Management calendar as needed. 16. Prepares and distributes the Monthly Change Summary Report to the CAB members. 17. Manages Transition Checklist sheets, ensuring accurate and complete assembly for delivery to the Sr. VP Information Management Operations for final signing indicating acceptance. 18. Other duties as assigned.

Reports to:IM Ops Agile Support Manager Functions Supervised: None Primary Functions: Responsible for ensuring the successful delivery of technical change management and Transition initiatives. Accountable for supporting change management governance and initiatives, as well as making recommendations for release and deployment. The role at times is technical and requires the communications skills to identify and collaborate with the correct system SMEs to review impact, testing, and rollback procedures as well as vet transition documentation. Duties and Responsibilities: 1. Acts as the primary interface regarding Transition from Product Development teams to operational support teams. 2. Chairs the regularly scheduled CAB (Change Advisory Board) and Daily Change Review meetings. 3. Coordinates efforts between Development and Operations and/or other IM Teams to move items into the production environment. 4. Assists in the development of roll-out plans that enable the alignment of business activities. This includes development of clear and comprehensive transition plans, coordination of transition tasks, transition signoff and post-transition warranty period support with stakeholders. 5. Analyzes and communicates release and deployment risks and business impact to stakeholders. 6. Manages changes to existing services (e.g. expansion, reduction, supplier changes, acquisition, decommissioning of services, applications or other service components), including any related change management initiatives. 7. Acts as an escalation point for all change management issues. 8. Ensures Requests for Changes (RFCs) are properly documented. 9. Validates RFCs and reviews all implemented changes to ensure objectives/requirements have been successfully met before transitioning the change to post-warranty. 10. Considers previous delivery failures or postponements and identifies any related trends. 11. Ensures all organizational policies and procedures are followed throughout all change phases and transition program phases. 12. Performs change evaluations, monitors for violations, and assists with the improvement of the change process. 13. Conduct meetings such as “Acceptance into Service” planning and review meetings, change evaluation, knowledge transfer and warranty period meetings. 14. Actively participate in Product Development team meetings providing insight and expertise to influence decisions and next steps for service transition. 15. Manages and updates the Change Management Dashboard to include the Restricted Change Management calendar as needed. 16. Prepares and distributes the Monthly Change Summary Report to the CAB members. 17. Manages Transition Checklist sheets, ensuring accurate and complete assembly for delivery to the Sr. VP Information Management Operations for final signing indicating acceptance. 18. Other duties as assigned.

Reports to:IM Ops Agile Support Manager Functions Supervised: None Primary Functions: Responsible for ensuring the successful delivery of technical change management and Transition initiatives. Accountable for supporting change management governance and initiatives, as well as making recommendations for release and deployment. The role at times is technical and requires the communications skills to identify and collaborate with the correct system SMEs to review impact, testing, and rollback procedures as well as vet transition documentation. Duties and Responsibilities: 1. Acts as the primary interface regarding Transition from Product Development teams to operational support teams. 2. Chairs the regularly scheduled CAB (Change Advisory Board) and Daily Change Review meetings. 3. Coordinates efforts between Development and Operations and/or other IM Teams to move items into the production environment. 4. Assists in the development of roll-out plans that enable the alignment of business activities. This includes development of clear and comprehensive transition plans, coordination of transition tasks, transition signoff and post-transition warranty period support with stakeholders. 5. Analyzes and communicates release and deployment risks and business impact to stakeholders. 6. Manages changes to existing services (e.g. expansion, reduction, supplier changes, acquisition, decommissioning of services, applications or other service components), including any related change management initiatives. 7. Acts as an escalation point for all change management issues. 8. Ensures Requests for Changes (RFCs) are properly documented. 9. Validates RFCs and reviews all implemented changes to ensure objectives/requirements have been successfully met before transitioning the change to post-warranty. 10. Considers previous delivery failures or postponements and identifies any related trends. 11. Ensures all organizational policies and procedures are followed throughout all change phases and transition program phases. 12. Performs change evaluations, monitors for violations, and assists with the improvement of the change process. 13. Conduct meetings such as “Acceptance into Service” planning and review meetings, change evaluation, knowledge transfer and warranty period meetings. 14. Actively participate in Product Development team meetings providing insight and expertise to influence decisions and next steps for service transition. 15. Manages and updates the Change Management Dashboard to include the Restricted Change Management calendar as needed. 16. Prepares and distributes the Monthly Change Summary Report to the CAB members. 17. Manages Transition Checklist sheets, ensuring accurate and complete assembly for delivery to the Sr. VP Information Management Operations for final signing indicating acceptance. 18. Other duties as assigned.

Reports to: Fraud Analytics Manager   Functions Supervised: None   Primary Functions: Perform qualitative and quantitative analysis of fraud-related data, systems, and processes. Develop fraud detection and decisioning strategies to mitigate the impact of fraud and implement in code. Balance fraud loss prevention, member experience, and operational efficiency in line with product strategies, enterprise financial plans, and the capacity of operational departments. Develop operational and performance reporting for fraud-related processes and systems. Execute the development, creation and implementation of fraud detection and prevention systems utilizing a proprietary programming/scripting language. Duties and Responsibilities: - Identify fraud-relevant data; collaborate with team members, vendors, and other departments to ensure collection, effective organization, and quality - Analyze fraud-related datasets ranging from tens of thousands to hundreds of millions of records - Perform deep dives into large or randomly-sampled fraud cases to determine what happened, perform annotation, and identify opportunities to improve systems or processes - Develop a deep understanding of fraud detection, decision, and investigation systems in use by the Credit Union - Maintain awareness of fraud-related best practices, methods, and technologies; present recommendations to promote optimal use and adoption - Collaborate with team members, vendors, and other departments to identify fraud vulnerabilities, methods, and trends, and to coordinate fraud-related processes and strategies - Develop, test, implement, and analyze strategies, models, and systems to detect, prevent, investigate, and mitigate the effects of fraud - Research discrepancies, accumulate all necessary information and take appropriate action to stop and prevent fraud losses to the Credit Union - Compile, and deliver operational and performance reports and key performance indicators - Engage in and implement processes for the reissuance of compromised cards in large data breaches - Report suspicious activity as required by the Bank Secrecy Act. - Monitor activity, analyze data and implement changes for safe practice in online account opening - Perform other duties as assigned

Reports to: Fraud Analytics Manager   Functions Supervised: None   Primary Functions: Perform qualitative and quantitative analysis of fraud-related data, systems, and processes. Develop fraud detection and decisioning strategies to mitigate the impact of fraud and implement in code. Balance fraud loss prevention, member experience, and operational efficiency in line with product strategies, enterprise financial plans, and the capacity of operational departments. Develop operational and performance reporting for fraud-related processes and systems. Execute the development, creation and implementation of fraud detection and prevention systems utilizing a proprietary programming/scripting language. Duties and Responsibilities: - Identify fraud-relevant data; collaborate with team members, vendors, and other departments to ensure collection, effective organization, and quality - Analyze fraud-related datasets ranging from tens of thousands to hundreds of millions of records - Perform deep dives into large or randomly-sampled fraud cases to determine what happened, perform annotation, and identify opportunities to improve systems or processes - Develop a deep understanding of fraud detection, decision, and investigation systems in use by the Credit Union - Maintain awareness of fraud-related best practices, methods, and technologies; present recommendations to promote optimal use and adoption - Collaborate with team members, vendors, and other departments to identify fraud vulnerabilities, methods, and trends, and to coordinate fraud-related processes and strategies - Develop, test, implement, and analyze strategies, models, and systems to detect, prevent, investigate, and mitigate the effects of fraud - Research discrepancies, accumulate all necessary information and take appropriate action to stop and prevent fraud losses to the Credit Union - Compile, and deliver operational and performance reports and key performance indicators - Engage in and implement processes for the reissuance of compromised cards in large data breaches - Report suspicious activity as required by the Bank Secrecy Act. - Monitor activity, analyze data and implement changes for safe practice in online account opening - 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: 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: 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.