Click column header to sort
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.
Would you like to continue your career with a progressive, fun filled, family oriented organization? Come join our team! We are looking for a professional who has a passion for their work and a desire to be a contributer to the success of a great organization!
Under the general supervision of the Service Center Manager, delivers exceptional members service by providing assistance to members...
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.
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.
The Member Service Representative helps build positive Member relations by providing prompt, efficient, accurate, courteous and personalized service to Members, potential Members, vendors, and guests of the Credit Union. Greets, helps determine needs, and directs visitors appropriately. Responsible for performing a wide variety of receptionist and clerical duties. Performs Member service tasks associated with processing Member transactions. Supports all branch roles in the interest of providing exceptional Member service. Represents the Credit Union in a professional manner, supporting sales and service goals. Individuals with direct credit union or banking...
Would you like to continue your career with a progressive, fun filled, family oriented organization? Come join our team! We are looking for a professional who has a passion for their work and a desire to be a contributer to the success of a great organization!
The Member Service Representative helps build positive Member relations by providing prompt, efficient, accurate, courteous and personalized service to Members, potential Members, vendors, and guests of the Credit Union. Greets, helps determine needs, and directs visitors appropriately. Responsible for performing a wide variety of receptionist and clerical...
Responsible for ensuring that the policies and procedures of the Credit Union comply with appropriate laws and regulations, and internal policies. This position leads the development, implementation and maintenance of enterprise-wide risk management functions to assist the credit union to identify, assess and mitigate risk across all operations. Analyzes new and pending laws that could directly affect the Credit Union's current practices. The Director works closely with executive leadership, department management and regulators to foster a strong risk awareness culture and ensure compliance with applicable laws and regulations. Oversees the vendor management program to ensure compliance with regulatory...
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.
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.