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The Senior Human Resources Generalist plays a key role in driving HR strategy, ensuring compliance, and serving as a trusted resource to leadership and employees. This role requires a strong understanding of employment law, HR best practices, and organizational development. The Senior HR Generalist will lead initiatives related to compliance, policies and procedures, and oversee high-impact special projects. In addition, the role partners with management to provide consultative guidance on employee relations, performance management, and workforce planning.
Provide exceptional service at all times. Discuss account options, cross sell credit union products and
services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans.
Plays a vital role in delivering exceptional service to members while providing financial solutions tailored to their individual needs. This position requires advanced knowledge of credit union products and services, as well as the ability to handle complex transactions, resolve member inquiries, and cross-sell financial products. The Financial Service Representative III is expected to be a leader within the branch, offering guidance and training to less experienced staff while maintaining a high standard of member service.
The Senior Compliance & Risk Management Analyst serves as a subject matter expert regarding consumer financial institution laws, rules, and regulations. This position proactively identifies process improvements or control gaps and facilitates necessary associated changes to ensure the Credit Union is in compliance. Assists in obtaining changes related to new products & services and incorporates into Membership Guide (TISA) to ensure compliance. This position works closely with the Manager to mitigate losses related to potential fraud and ensure compliance with BSA, OFAC, AML, FINCEN and Know your Member policies. Updates policies & procedures when needed. Maintains strong working...
This position performs assigned Teller tasks associated with the processing of member transactions such as receiving and disbursing funds, posting deposits, loan payments and processing mail transactions as required. Reporting to the Assistant Branch Manager, the BSR position is accountable for meeting or exceeding pre-established Sales & Service Goals.
Develops, interprets and implements complex financial/accounting concepts and advanced techniques for financial analysis, planning, and control. Provides expert advisory capability and interpretation on all levels of financial activity. Provides specialized technical analysis to determine present and future financial performance; conducts and coordinates the gathering, analyzing, summarizing and the preparation of recommendations regarding financial plans, trended future requirements, operating forecasts and similar complex financial matters. Organizes information from a variety of sources to establish data banks for use in analyzing and creating future plans and forecasts. Performs complex economic research and studies on subjects...
The Financial Consultant provides financial planning and investment advice to members of the credit union. The main goal of the Financial Consultant is to help credit union members maintain a good balance of investment earnings, assets and an acceptable risk level. Financial advisory services is often sought when the client wants advice regarding financial investments such as stocks, bonds, mutual funds and other investment strategies. The service provided by a Financial Consultant usually makes strategizing for events, such as asset acquisition or retirement, easier for the clients.
Responsible for the administration and development of all branches and overseeing sales and service. Implement appropriate policies, procedures, and training to ensure efficient and effective Branch operations. Oversee Sales & Service including member experience. Supervise Branch budgets, business performance and promote optimal and cost-effective operations. Ensure that members are promptly and professionally served. Assist with the development and implementation of Branch marketing programs. Oversee provision of a full range of services to members and prospective members. Direct and appraise Regional Branch Managers, Branch Managers and Assistant...
This entry-level position performs assigned Teller tasks associated with the processing of member transactions such as receiving and disbursing funds, posting deposits, loan payments and processing mail transactions as required. Reporting to the Assistant Branch Manager, the BSR position is accountable for meeting or exceeding pre-established Sales & Service Goals.
Reporting directly to the financial advisors, the financial advisor assistant is responsible for providing administrative and operational support in a fast-paced financial planning environment. The ideal candidate is interested in earning their securities licenses and pursuing a career in financial services. This role allows you to grow in an environment where you can learn new skills, help people, and make a significant contribution to the team without the typical pressure from sales or prospecting activities.