Desert Schools Federal Credit Union jobs in Phoenix, AZ

The Director Operations Systems is responsible to lead and oversee the Systems Operations Team. they manage daily operations, ensuring system reliability, optimal performance, availability, and data integrity. They drive continuous improvement across technical and operational functions. They provide strategic leader ship along with strong technical expertise and a passion for delivering exceptional service. The Director also leads, mentors, and supports a high-performing operations team in a fast-paced, time-sensitive environment.. What you will do here: Leadership, Management, & Collaboration Lead, mentor, and support a high-performing operations team in a fast-paced, time-sensitive environment. Collaborate with cross-functional teams and STS clients to align operational goals and deliver seamless service. Provide technical guidance and ensure ongoing training and development opportunities for team members. Set SMART goals for the team, conduct performance evaluations, and support career development. Uphold and promote SwitchThink's core values through collaborative leadership and example-setting. Oversee change management processes related to automation initiatives, ensuring proper documentation, testing, and communication. Client Service & Operations Develop and implement consistent, efficient processes to meet productivity targets and enhance service quality. Oversee data collection and metric tracking to identify trends, eliminate errors, and improve operational performance. Monitor and manage incident response and service request workflows to meet SLA requirements. Implement solutions in a timely manner. Serve as the escalation point for complex or high-impact system issues, ensuring timely resolution and communication. Lead and coordinate operational support for new client conversions and system migrations, ensuring smooth transitions and minimal disruption. Establish and maintain automation standards to streamline operations, reduce manual effort, and improve system reliability. Technical Operations: Perform routine maintenance, monitoring, and health checks on Linux and AIX servers. Manage DB2 databases to ensure optimal performance, availability, and data integrity. Troubleshoot and resolve system issues promptly, including escalated incidents. Plan, coordinate, and execute OS and software upgrades for Linux, AIX, and DB2. Apply security patches and system updates to ensure compliance with industry standards. Work with cross-functional teams to minimize downtime and disruption during upgrade processes. Ensure compliance with security standards through timely application of updates and patches. Participate in disaster recovery (DR) testing to validate system resilience and recovery strategies. Maintain up-to-date DR documentation. Support business continuity planning to ensure system resilience and readiness for potential failures. What you will need: Bachelor's degree in IT operations management,, Information Systems / Management Information Systems, business administration, or related field preferred. Equivalent combination of education and experience required. 5+ years experience in operations working in a Credit Union or Banking environment required. 5+ years leading a operations management team required. Demonstrated managing DB2 databases, ensuring optimal performance, availability, and data integrity required. Expertise in planning, coordinating, and executing OS and software upgrades for Linux, AIX, and DB2 required. Expertise in applying security patches and system updates to ensure compliance with industry standards required. Expertise in implementing new system software required. Able to translate tech speak into business terms required. Displays calm under pressure, recognizes emotional cues from users and team member and builds trust quickly during tense moments required. Quickly assess root causes and determine the most effective course of action required. Balances risk and resolution speed required. Excellent listening, interpersonal, written and oral communication skills required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Creative Director is responsible for driving and growing the brand by championing innovative concepts and ensuring all creative output consistently elevates and reinforces the organization's brand identity across every touchpoint. The Creative Director leads and collaborates on strategic plans and objectives for the Copy, Design, and Video functions ensuring that leadership successfully establishes operational objectives and delegates operational assignments to their teams. The Creative Director serves as a creative visionary behind all marketing projects and initiatives and will be both a conceptual and a strategic thinker. They will be able to nurture ideas into exceptional experiences while also understanding how those ideas solve business problems, including what it takes to implement them successfully. What you will do here: Strategic Direction: Direct the Copy, Design, and Video creative functions to align with Desert Financials' objectives. Spearhead the creation of all creative strategies, ensuring that all touchpoints-such as website experience, digital campaigns, print advertising, marketing collateral, video and content are cohesive, on brand, and coherent regarding style, quality, and tone of voice across all channels. Drive initiatives and continuous improvement that enhance of the creative department's quality, thinking, and capabilities. Leadership: Provide leadership and coaching to the Creative marketing teams with a focus on development and skill building ensuring that team possesses the necessary culture, capabilities, tools, and processes to succeed. Illustrate and communicate concepts by providing direction on video, layouts, copy arrangements, typography, and aesthetic concepts, guiding the creative team toward successful execution. Decision Making: Evaluate high-level creative work, providing final approvals and making critical decisions that shape the brand's visual and narrative identity. Ensure all output meets the highest standards of quality and effectiveness Vendor Relations: Oversee and manage creative-related vendor partnerships and agency management. Brand Vision: Cultivate a deep understanding of the credit union's brand ethos and cascade the insight to develop impactful concepts and strategies. Perform other job-related duties as assigned. What you will need: Bachelor's degree in Fine Arts, Graphic Arts, or Marketing required. 8+ years of video, digital and print advertising experience required. 5+ years of leadership experience with proven solid expertise in print, digital, video and content development required. Strategic and critical thinking skills required. Excellent attention to detail and extremely organized with the ability to handle multiple deadlines in a fast-paced, changing environment required. Expert knowledge in Photoshop, Illustrator and InDesign, understanding of HTML and Web browser capabilities, and strong typographical, motion graphic, and interaction design skills required. Proven ability to work across teams and synthesize input from marketing, product management, sales, market research, and internal and external partners required. Able to multi-task and excel under intense deadline pressure in a rapidly changing environment required. Strong communicator who can work easily with designers and marketing team members required. Creative problem-solver with the ability to foster and develop others' ideas as well as your own required. Self-driven, ability to manage timelines and drive for results required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Inbound Engagement Advocate contributes to the success of the credit union and its members by responding to member sales inquiries, primarily via phone channel. This position will also support the organization's objectives for growth and deepening member relationships through a heavy emphasis on making appropriate product and service recommendations and a consultative sales approach. Inbound Engagement Advocates work with a high volume of members, and non-members, and are responsible for delivering accurate, timely, and professional experiences. This advocate will positively represent the credit union and exemplify Desert Financials' Vision and Core Values. What you will do here: Provide exceptional experiences through in-depth knowledge of credit union products and services. Accurately assess consumer interactions to appropriately determine needs and recommend financial solutions to meet those needs and organization objectives Demonstrate exceptional personal drive and time management skills to effectively prioritize and manage workload, initiate self-development, and achieve the performance objectives and expectations of the role Demonstrate initiative by identifying and solving consumer challenges, identifying trends and escalating priority issues, and effectively utilizing credit union resources and services. Display exceptional verbal and written communication skills and attention to detail, modeling the credit union's mission, vision, and values Maintain knowledge of relative processes, procedures, and regulatory guidelines. Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. 2+ years of customer service experience in a contact center, or Financial Service industry experience required. 1+ years experience meeting sales objectives within the financial services industry or other types of retail businesses required. 1+ years experience handling member contacts in a Desert Financial Credit Union Contact Center preferred. Excellent organizational and written communication skills. Strong, problem solving and decision-making skills required. Detailed knowledge of Financial Services related products such as auto loans, home equity loans, mortgage, deposit, and checking accounts preferred. Extensive experience with member contact and ongoing relationship building through a consultative sales approach required. Contact Center knowledge including working with chat, digital and phone systems preferred. Demonstrated competency using Microsoft Office Suite(Outlook, Excel, Word) required. Working knowledge of Saleforce.com preferred. NMLS - Nationwide Multistate Licensing System required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

Job Details Tempe Branch - Tempe, AZ Part TimeDescription AZ CENTRAL TOP COMPANIES TO WORK FOR IN ARIZONA 2025! Do you have a passion for helping others? Do you enjoy making a difference? Do you want to work with awesome co-workers? If you answered yes we might be a good fit for you! We are proud of our history! Since 1929, we have been dedicated to delivering quality products and services that help our members achieve financial success. We've been committed to helping people do cool things like establish credit, finance their first car and even learn how to balance a checkbook for a really long time well, since 1929 anyway. How cool is that? Were proud that we are Arizona's FIRST credit union and were still as dedicated to delivering quality products and services to our members now as we were back then. Our commitment to creating a People Helping People culture is as strong as ever. We are looking for people who enjoy helping others, building relationships, crave a culture of mutual support and want to strengthen our team with their unique qualities. Become part of the First Credit Union team by applying for our Teller opportunity. Perform transactional duties to serve members by receiving or paying out funds with high accuracy. Maintain accurate transactional records. Provide cash receipt and payment services in accordance with credit union policies and procedures. Present and explain a basic number of credit union products and services to members. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive manner that supports our FIRST values. Summary/Objective Perform transactional duties to serve members by receiving or paying out funds with high accuracy. Ensure optimal member experience at all times. Maintain accurate transactional records. Provide cash receipt and payment services in accordance with credit union policies and procedures. Present and explain a basic number of credit union products and services to members. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive manner that supports our FIRST values. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions. Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records. Assist with mail or email transactions as needed. Cash share drafts/checks and process withdrawals; pay out money after verification of identification and member balances. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to date and comprehensive knowledge on all related policies, procedures, and rules and regulations, including robbery procedures. Promote, explain, cross-sell and refer other credit union services such as electronic services, credit and debit cards, gift cards and money orders, investments, mortgages and loans. Receive consumer loan, home loan and other payments, and ensure accuracy when posting to the computer. Generate member receipts. Place holds on accounts for uncollected funds. Count, check and package coin and currency. Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated balance sheet. Research and resolve discrepancies. Report any discrepancies to manager immediately. Check night depository bags and record proper information according to credit union procedures. Scan daily work and perform such other teller functions that might be needed from time to time, assist others to complete tasks and work assignments. Ensure teller station is properly stocked with forms, supplies, brochures, etc. Ensure compliance with all internal controls and established policies and procedures. Complete required training curriculum as identified by management and/or Organizational Development to attain Member Service Representative title within expected time frame. Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Competencies Superb member service orientation. Strong numeric ability. Accuracy and attention to detail. Computer proficiency. Stress management/composure. Good listening and communication skills. Honesty and integrity. Teamwork. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a branch setting. This role routinely uses standard office equipment such as computers, software, phones, photocopiers, recyclers, ATMs, filing cabinets, multi-function machines and video. Physical presence in the branch setting is required. Physical Demands This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary. Position Type/Expected Hours of Work Ability to work flexible schedule Monday through Friday, 7:45 a.m. to 6:30 p.m. Travel Periodic travel to other FCU locations may be required. Qualifications Required Education and Experience High school diploma or equivalent. Customer service experience. Preferred Education and Experience Previous cash handling experience. Previous experience with a credit union highly desirable. Additional Eligibility Qualifications Multi-lingual capabilities to include Spanish are a plus. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

The Senior Corporate Counsel functions under the direction of the General Counsel and serves as a member of the in-house legal team for the credit union and its subsidiaries. The Senior Corporate Counsel is responsible for providing advanced legal support and guidance across a wide range of operational, transactional, and regulatory matters and represents the company in complex contract negotiations, enterprise risk assessments, and dispute resolution matters. The Senior Corporate Counsel provides experienced legal advice on compliance, employment and labor matters, corporate governance, public records, contracting and procurement, ethics, and conflict of interest matters, while contributing to strategic decision-making and mentoring junior counsel. What you will do here: Provide legal, compliance, regulatory, and risk management advice and recommendations to the credit union and its subsidiaries on all areas of operations, including (a) reviewing, negotiating, and advising on moderate to high-risk vendor contracts, commercial real estate acquisitions and leases, construction agreements, marketing and sponsorship agreements, software and licensing agreements, and other complex transactions; (b) revising corporate formation and organization documents; (c) researching and drafting policies and procedures to ensure legal compliance and best practices; and (d) advising on legal, risk and compliance issues related to credit union products and operations. Provide cross-functional analysis of the legal, regulatory, compliance, and financial risks associated with vendor relationships and agreements; advise the credit union and its subsidiaries on risk mitigations for moderate to high-risk vendors. Serve as counsel for the credit union and its subsidiaries in contested or complex matters, including docketing deadlines, researching and drafting relevant documents and filings, managing discovery, and negotiating directly with opposing counsel to resolve matters efficiently. Conduct and oversee internal employment, ethics, and compliance investigations, including those involving sensitive or escalated employee complaints; interview witnesses; draft memoranda; and provide recommendations related to legal exposure, corrective action, and strategic risk. Review, draft, and approve communications and responses to regulatory agencies in connection with member complaints, inquiries, or enforcement actions, and assist with related internal reporting to ensure consistency and compliance. Provide training and guidance to other attorneys, paralegals, and staff on contract negotiation, legal risk assessment, and compliance issues, promoting a consistent and efficient approach across the department. Collaborate with attorneys to develop, update, and implement enterprise-wide legal and compliance policies and procedures; identify areas of potential improvement and risk mitigation in contracting, procurement, and operations. Oversee or coordinate work with external counsel in specialized areas such as litigation, intellectual property, regulatory compliance, and employment law; and evaluate outside counsel performance. Perform other duties as assigned. What you will need: Juris Doctorate (JD) degree from an ABA accredited law school required. 5+ years of experience as a practicing attorney with a focus in commercial transactions, financial institution, banking, or consumer protection law required. 1+ years of Banking, fintech, and financial institution experience required. 1+ years of Payments, lending, money movement experience preferred. Law firm experience preferred. Working knowledge of regulatory requirements of credit unions, retail banking, or other financial institutions or fintech companies required. Excellent organizational, communication and interpersonal skills. Ability to multitask, focus, and prioritize multiple projects under pressure to meet deadlines required. Strong research, writing and negotiation skills required. Seasoned business acumen with the ability to distill complex legal requirements into actionable advice to further business objectives required. Ability to identify, advise on, and mitigate legal an operational risk required. Working knowledge of the business requirements and risks associated with marketing, lending, retail banking, commercial banking, consumer banking, information technology, information management, privacy, non-profit foundations, corporate formation, corporate acquisition, credit reporting, loss mitigation, facilities operations, finance, insurance, property ownership, real estate transactions, and vendor management. required. Member of the Arizona Bar (in good standing) required. Admitted to practice in the Supreme Court of the State of Arizona, and all other Arizona State Courts required. Admitted to practice in the District of Arizona required. Eligible to be admitted to practice pro hac vice in the federal and state courts of other jurisdictions required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Integration Engineer II is responsible for orchestrating the seamless flow of data, ensuring efficient curation for ingestion into the Data Warehouse (DW), as well as extracting and transforming data from the DW to feed other systems. They demonstrate a strong understanding of data integration, ETL processes, and a proactive approach to problem-solving. They ensure new integrations and management of current integrations are managed accurately and in a timely fashion. This role also facilitates the creation of curated views for LOB consumption as part of the integrations. What you will do here: Data Integration: Design and implement data integration solutions to curate diverse data sources for ingestion into the Data Warehouse including scripting in Python. Collaborate with stakeholders to understand data requirements and ensure proper alignment with integration processes. Create and monitor performant refreshes on enterprise solutions such as Power BI and SSRS. ETL Development: Develop, maintain, and optimize ETL workflows to facilitate the extraction, transformation, and loading of data between systems. Ensure ETL processes adhere to best practices for data quality, integrity, and performance. Data Warehouse Management: Collaborate with Data Warehouse Analysts to optimize data storage, schema design, and indexing for efficient data retrieval. Support the maintenance and enhancement of Data Warehouse structures to accommodate evolving business needs. Develop and deploy data model changes in support of the above Data Extraction for External Systems: Create and maintain processes to extract and transform data from the Data Warehouse for consumption by external systems. Work closely with end-users and system owners to understand data requirements for downstream applications. Error Handling and Monitoring: Implement robust error handling mechanisms to identify and resolve issues in data integration processes. Monitor integration pipelines and proactively address performance bottlenecks or data inconsistencies. Technical Support Support DW Analysts interpreting relationship databases providing technical insight. Optimize queries on behalf of LOB stakeholders and other BI team members Documentation: Maintain comprehensive documentation of integration processes, data mappings, and system dependencies. Contribute to the development of integration standards and best practices.. What you will need: Bachelor's degree in Computer Science, Information Technology, or a related field required. Master's degree in Computer Science, Information Technology preferred. 6+ years technical experience in data integration, ETL development, and working with Data Warehouses required. 3+ years financial institution experience required. 3+ years information security experience related to data transfer and encryption related to handling sensitive data required. Proven experience in data integration, ETL development, and working with Data Warehouses required. Strong SQL skills and familiarity with database concepts required. Proficiency in ETL tools (e.g. Talend, Matillion, Alteryx) required. Proficiency in scripting languages (e.g., Python, SQL) required. Understanding of data modeling and schema design required. Excellent problem-solving and troubleshooting skills required. Strong communication and collaboration skills required. Knowledge of data governance and security best practices required. Certification: Microsoft Power BI Data Analyst Professional preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Information Security Engineer I is responsible for safeguarding our organization's computer networks and systems, ensuring the confidentiality, integrity, and availability of sensitive data. This role involves supporting the planning and implementation of our information security strategy, developing and enforcing security standards, and responding to security threats and incidents. The Information Security Engineer continuously monitors the security landscape, recommending and implementing security enhancements to protect against infiltration and cyber-attacks. What you will do here: Security Engineering and System Enhancements: Research and deploy advanced security technologies including identity and access management, email hygiene, vulnerability management, SIEM detection rules, or multi-factor authentication Design and implement security systems to detect and defend against modern attacks. Collaborate with architecture and operations teams to design network and application defenses. Develop security product roadmaps for advancing Information Security Program capabilities Identity and Access Management Engineering: Leveraging cloud and on-premise technologies such as MFA, Entra, and Active Directory, develop solutions for improving authentication security while reducing user impact. Threat and Vulnerability Engineering Evaluate current vulnerability management program and develop improvements in detection and analysis. Develop and maintain intrusion detection systems (IDS) and intrusion prevention systems (IPS). Scan and monitor networks to identify possible vulnerabilities and intrusions and build tools and strategies to resolve possible causes of security threats. Network Security Engineering Evaluate current network design and configuration standards and recommend architectural changes to reduce risk and increase visibility. Develop and maintain intrusion detection systems (IDS) and intrusion prevention systems (IPS). Scan and monitor networks to identify possible vulnerabilities and intrusions and build tools and strategies to resolve possible causes of security threats Endpoint Security Design, implement, and maintain endpoint security tools to control applications, manage firewall data flows, and log aggregation, and malware detection and defenses. Documentation and Reporting Maintain detailed documentation of security configurations, incidents, and actions taken. Prepare regular reports on security metrics, incidents, and compliance status for management review. Perform on-going security reviews and audits to validate, troubleshoot and improve applications' security. Partner with internal and external auditors as well as federal regulators and department management with information security governance and compliance activity investigations. What you will need: Bachelor's degree in Information Security, Computer Science, or a related field preferred. Equivalent combination of education and experience required. 4+ years of experience in information security or a related role required. 2+ years experience in a Financial Services preferred. Detailed knowledge of security protocols, cryptography, and security technologies required. Expertise with security tools such as firewalls, IDS/IPS, SIEM, and vulnerability scanners required. Demonstrate knowledge and expertise of risk assessment tools, techniques and methods including development of procedures and incident response plans required. Demonstrated knowledge of regulatory requirements and industry standards. Demonstrated competency securing technical systems and platforms required. Demonstrated effective collaboration across the organization and ability to effectively communicate network security issues to peers and management required. Strong problem-solving skills and the ability to work under pressure required. Security + preferred. Network + preferred. PCIP preferred. CISSP preferred. CEH- Certified Ethical Hacker preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Human Resource Business Partner II (HRBP II) plays a crucial role in driving organizational effectiveness and business success. The HRBP II will collaborate with stakeholders to implement HR strategies aligned with business goals, foster positive employee relations, create and champion change initiatives, coach leaders on talent management, integrate HR solutions, utilize data for decision-making, build strategic partnerships with executives and stakeholders, and identifies root causes of organizational challenges for targeted solutions. What you will do here: Employee Relations: * Manage and foster positive employee relations by promptly addressing employee concerns, grievances, and conflicts fairly and consistently. * Partner with lines of business leadership to promote a respectful and inclusive work environment, ensuring compliance with relevant employment laws, policies, and procedures. * Conduct effective investigations into employee relations issues, including claims, complaints, and conflicts, and provide recommendations and solutions to mitigate risks and enhance employee engagement HR Program Management: * Implement HR programs that align with business goals and enhance organizational effectiveness, such as performance management, talent development, succession planning, and employee engagement initiatives. * Support the implementation, and evaluation of HR programs and initiatives, ensuring they are aligned with best practices, compliance requirements, and organizational values. * Monitor and analyze program effectiveness through metrics, data analysis, and feedback mechanisms, making data-driven recommendations for continuous improvement for assigned areas. Talent Coaching: * Lead the deployment and execution of HR initiatives focused on employee engagement, retention, and career development pathways. * Provide coaching to leaders on effective people management, leadership capabilities, and performance enhancement strategies. * Develop leaders' skills in fostering employee growth, learning, performance management, and talent development. Solutions Integration: * Work with lines of business leadership to design and implement optimized organizational structures and operating processes, facilitating business alignment and resource allocation. * Collaborate with HRIS and HR Operations to integrate specialized knowledge, resources, and services into comprehensive HR solutions. * Design, develop, and implement end-to-end solutions that address root causes and achieve desired business outcomes effectively. Stakeholder/Cross-functional Partnerships: * Establish and nurture credible relationships with a diverse range of internal and external stakeholders, including employees, managers, HR teams, and external partners. * Foster collaboration and mutual understanding among stakeholders, ensuring alignment with organizational values, goals, and priorities. * Leverage strong communication and interpersonal skills to engage stakeholders in HR initiatives, drive consensus, and achieve collective goals for organizational success. Change Leadership: * Proactively identify areas for beneficial organizational change and champion positive transformation efforts. * Partner with executives to anticipate and manage change pressures, guiding effective change management through clear communication and actionable implementation plans. * Embody and promote the credit union's culture, values, and leadership principles, influencing stakeholders to embrace and drive meaningful change. Perform other job-related duties as assigned. What you will need: * 5+ years total HR experience required with 3+ years in financial services preferred. * Bachelor's degree (HR, Business, or related field) and/or equivalent combination of education and experience required. * Effective relationship building skills required. * Demonstrated expertise in integrating both qualitative and quantitative data sources to make recommendations, decisions and appropriately influence leaders required. * Sound decision-making skills required. * Strong internal and external customer service focus required. * Demonstrated ability to manage multiple priorities simultaneously - orientated on results required. * Excellent organizational and interpersonal skills required. * Demonstrated capability of working in a fast-moving high-workload environment required. * Demonstrated strong business acumen required. * PHR - Professional Human Resources Certificate preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Campus Financial Services Specialist employs innovative strategies to grow and retain student membership and expanding overall business growth for the credit union within the university community. Leveraging consultative sales techniques, the Campus Financial Services Specialist promotes relevant products and services to the student demographic to drive adoption and usage. This outward-facing role requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness as well as develop trusted advisor relationships with students. What you will do here: Membership Growth and Account Optimization Provide exceptional in-person service to new and existing members when they visit the on-campus branch. Address service inquiries and provide support regarding basic transactions, account management, and other advisory needs. Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile and campus affiliation status (student, faculty, staff), identifying solutions, and making recommendations that align to enhancing member's financial well-being, with special awareness of student and campus needs Conduct onboarding outreach for new accounts to provide financial education and recommendations to fully optimize their credit union membership and accounts. Meet or exceed targets for new membership growth, account openings and other key metrics. Track progress of goals using the CRM system. Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers while in compliance with university & credit union partnership agreements. Remain knowledgeable on industry trends, competitive campus offerings, economic landscape, and emerging student needs. Adhere to all credit union products, policies, and procedures and regulatory compliance. Campus and Community Involvement Develop and execute strategies for promoting the credit union and its products/services to students and staff on campus and affiliated locations. Conduct presentations, setup booths at campus events and employ other marketing tactics. Represent brand values and enhance on-campus visibility through participation in campus activities and sociocultural events Financial Wellness Education Build on-campus relationships and identify opportunities for credit union involvement to support financial well-being for students, faculty, staff, and surrounding community partners. Conduct educational workshops and events to advise students, faculty, staff, and community members on topics like financial planning, loans, credit, budgeting, and related services Branch operation and support Perform daily opening and closing tasks as scheduled Participate in audit and compliance tasks (such as cash orders, maintenance, and balancing). May be assigned compliance tasks on a rotation basis with other peers. Other duties as assigned. What you will need: High School Diploma or GED required. Currently enrolled in a undergraduate degree program, Finance or Business preferred preferred. At least 1 year of experience in customer service or sales; or, involvement in campus organizations/groups required. 1 year experience with a financial institution preferred. Demonstrated ability to connect and build rapport with university populations, especially students, faculty, parents, staff and community members required. Goal-oriented mindset and tenacity to fulfill performance objectives required. Strong presentation, communication, and interpersonal engagement competencies required. Professional acumen, ethical conduct and cultural awareness when engaging diverse student communities required. Demonstrated capability to accurately explain products and services and share their benefits required. Solid understanding of retail banking landscape and advisory capabilities required. Comfort with using customer relationship management tools and Microsoft Office suite required. Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required. Registered and serve as a Notary Public required. Certified Financial Counselor preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Branch Mortgage Loan Officer (BMLO) will originate loans primarily sourced from their designated branch territory. They are also expected to partner with branch and market managers to help drum up business. BMLOs are responsible for making the most out of each lead, by carefully assessing the needs of the client and offering solutions to meet those needs. BMLOs are expected to meet all state and federal regulatory compliance, as well as internal quality and service standards. What you will do here: Originate mortgage loan applications primarily in-person, but also via telephone, web. Engage with customers to recommend loan products and other services that are in the best interest of the customer. Understand and maintain a thorough knowledge of various mortgage loan programs (FNMA/FHLMC, FHA/VA) and company products to provide clients with most suitable options. · Obtain, validate, and secure pertinent financial and credit data to qualify clients Review all loan applications by verifying supporting documentation and credit-worthiness and prepare loan applications to meet quality standards for submission to processing Collaborate with market managers, branch managers, branch employees, and other business partners to develop and promote home buyer education seminars and drive mortgage business in the assigned branches Participate in external events to foster Relator, and other business, relationships within the community Accurately price loans and ensure timely preparation and delivery of all required loan disclosures. Provide timely follow-up on all originated mortgage applications. Attend and assist in branch meetings and in training of retail staff. Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. 3+ years proven success in a sales environment required. 1+ years previous mortgage origination, underwriting, or processing experience required. Excellent customer service skills required. Effective relationship building skills required. Excellent verbal and written communication skills required. Strong attention to detail and follow-up skills required. Demonstrated understanding of mortgage lending principles and practices preferred. Demonstrated competence using f Mortgage Loan Origination System preferred. NMLS Registration or NMLS License required. Mortgage Originator State License required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

Who you are… The Relationship Specialist maintains and deepens financial relationships with members by consulting and administering on new deposit accounts, consumer loan products, and home loan products by performing a consultative analysis for members, and identifying products and/or services that will strengthen a member's personal financial situation. The Relationship Specialist demonstrates a thorough understanding of the DFCU's products and services' features and benefits, procedures, policies and regulations that govern Credit Union products and services and fully comprehends the basic principles of loan structuring. As a Relationship Specialist, a typical week might include the following… Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile, identifying solutions, and making recommendations that include, but are not limited to; new accounts, consumer and business loans, home loans, and/or wealth management services. Deliver exceptional member experiences. Consistently achieve or exceed pre-determined monthly performance metrics by maintaining a thorough knowledge of the products and services available to members in effort to improve their personal financial well-being. Avidly promote and educate members on alternative ways to bank with DFCU - mobile, ATMs, etc. Manage individual performance by building and maintaining a strong referral base and pipeline of new and existing members through internal and external outreach programs, including community outreach strategies to increase overall performance. Proactively identify opportunities for self-development while appropriately managing time to meet member commitments and adapt to obstacles without compromising quality. Serve as a subject matter expert for members and Experience Specialists. Perform transactions, including, but not limited to; withdrawals, deposits, check cashing, loan payments, and account maintenance. Maintain a thorough knowledge of various federal regulations around account security, member confidentiality, and proper loan interview and documentation procedures and policies. Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers. Perform other job-related duties as assigned. This role might be for you if you have …. H.S. Diploma or GED required. 1+ years of experience in Sales and Service. Exemplary organizational, problem solving, and verbal and written communication skills. Excellent time management skills. Strong Mathematical and logic skills. Can demonstrate the ability to connect and build rapport quickly. Bonus points if you have…. Cash handling experience. Previous financial institution experience. Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS); and to be registered and serve as a Notary Public. About us: We are considered leaders in the local credit union space, and we are growing like crazy. We've got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at jobs.desertfinancial.com. We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. For additional information about our organization, careers, and benefits visit: *******************************

The OPS Systems Engineer I supports the maintenance, performance, and reliability of our Linux, AIX, and DB2 environments, primarily focused on the Keystone application. They leverage foundational knowledge in system administration and a passion for learning in a collaborative, fast-paced environment. Collaborating with senior engineers they perform routine system tasks, troubleshoot issues, and assist in system upgrades and automation initiatives that ensure the operational integrity for our CUSO client base. What you will do here: System Monitoring & Maintenance Assist in performing regular health checks and routine maintenance of Linux and AIX systems. Help monitor DB2 databases to ensure availability and performance. Support incident response by helping identify root causes and working on basic troubleshooting under supervision. Upgrades & Patch Support Learn and participate in the planning and execution of operating system and software patching/upgrades. Coordinate with senior engineers to apply security updates in line with organizational policies. Help document upgrade steps and post-upgrade verification procedures. Disaster Recovery & Business Continuity Participate in disaster recovery (DR) tests to support business continuity plans. Maintain and update DR process documentation as directed by senior team members. Automation & Documentation Leverage automation tools and scripts to develop and maintain efficiency and reliability of daily processing jobs and tasks Document systems configurations, troubleshooting steps, and standard operating procedures. Work closely with core operations, infrastructure engineers, and other technical teams to support system reliability. What you will need: Bachelor's degree in Computer Science or related field preferred. Equivalent combination of education and experience required. 3+ years related work experience required. 1+ years experience with system administration, maintenance, and upgrades for Linux/AIX environments required. 1+ years hands-on experience with DB2 database upgrades, troubleshooting, and backup strategies preferred. Proficiency in Linux (RHEL) and AIX administration tasks preferred. Expertise with DB2 database administration, tuning, and maintenance preferred. Expertise with cloud-based infrastructure and virtualization technologies preferred. Understanding of server security, networking, and storage management preferred. Familiarity with Keystone application and architecture and its dependencies preferred. Strong problem-solving and analytical abilities required. Excellent communication and documentation skills required. Ability to work collaboratively in a team environment required. RHCE preferred. IBM Certified Administrator preferred. AIX preferred. DBE preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Commercial Real Estate Portfolio Manager is responsible for managing and monitoring a portfolio of commercial real estate loans, typically exceeding $1,000,000, to ensure the overall health and profitability of the credit union's lending portfolio. This role partners closely with loan officers to support all portfolio management activities for an assigned credit portfolio, including covenant compliance, credit analysis, and risk monitoring. The Portfolio Manager conducts in-depth financial and collateral analyses, identifies potential credit or operational risks, and recommends appropriate actions to mitigate exposure. In addition, this position plays a key role in maintaining strong relationships with members and supporting the delivery of high-quality service to commercial clients. What you will do here: Portfolio Management: Actively manages a large diverse loan portfolio with borrowers located throughout the credit union's trade area. Duties include but are not limited to annual reviews, covenant testing, site visits, manage maturities and delinquencies, identify changes in loan grading, if needed develop loss mitigation or asset recovery plans, retain current relationships, and identify additional business and business owner relationship enhancement opportunities. Underwriting: Perform credit underwriting duties for existing/prospective member relationships, which may include but are not limited to the following perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (annual reviews/new business/renewals) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. Compliance: Continuously monitor covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Establish protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. Provide recurring customer service to existing members, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed, Perform other job-related duties as assigned. What you will need: Bachelor's degree in Business, Accounting, or Finance; or equivalent combination of education and experience required. 5+ years of Credit/Portfolio Management and Administration experience required. 5+ years of experience in Commercial Loan Underwriting, both Commercial Real Estate and Commercial & Industrial (C&I) loans required. Strong time management and organizational skills with the ability to multi-task, balance multiple priorities, and meet deadlines in a dynamic, high-pressure environment required. Demonstrates a strong member and customer focus, building collaborative relationships and demonstrating strong influence and negotiation skills with internal stakeholders, external partners, and vendors required. Excellent written, verbal, and presentation communication skills; able to convey complex information clearly and professionally across all levels required. Strong analytical, problem-solving, and critical thinking skills with the ability to assess financial data and identify risk and recommend sound solutions required. In-depth knowledge of applicable Federal, State, and Credit Union regulations, including commercial and real estate lending requirements required. Demonstrates adaptability, accountability, and the ability to apply critical thinking and sound judgment while contributing effectively in both independent and team settings required. Comprehensive understanding of credit and loan documentation policies and procedures required. Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and the ability to quickly learn lending and credit systems required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

Reporting to the Assistant Branch Manager, the Experience Specialist is responsible for creating exceptional member experiences through processing transactions, consumer loan applications or referrals, opening and maintaining accounts, as well as educating members on self-service options. Experience Specialists will provide a consultative experience to assist members with identifying products and/or services that would strengthen their financial situation while in the branch and during outbound sales calling. The Experience Specialist acts as a consultant to assist members in uncovering needs based on meeting their financial goals, making the determination if appropriate to fulfill product or service request themselves, or refer members to a Relationship Specialist and/or business partner who can assist with specialized products or services. What you will do here: Provide exceptional experiences with a high level of integrity, professionalism, and charisma while assisting members with account opening, account maintenance, consumer loan applications, ownership changes, wire requests, IRA transactions, automatic transfer requests, disputes, and notary services. Process consumer inquiries and financial transactions accurately, assist with operational responsibilities, and maintain flexibility between performing service and sales related transactions. Consistently achieve or exceed pre-determined monthly performance metrics by maintaining a thorough knowledge of the products and services available to members in effort to improve their personal financial well-being. Manage individual performance by building rapport with members and maintaining a strong referral base through the engagement of new and existing members, outbound sales calling initiatives, effectively communicating the value of being a Credit Union member and by offering, fulfilling and/or referring products and services to improve a member's financial situation. Partner with branch staff in community outreach and business development activities to increase overall individual and branch performance including educating/coaching members on digital self-service options. Proactively identify opportunities for self-development and cross-functional training with Relationship Specialists while appropriately managing time to meet member commitments and adapt to obstacles without compromising quality. Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile, identifying solutions, and making recommendations that include, but are not limited to; new accounts, consumer and/or wealth management services, insurance and will & trusts. Maintain a thorough knowledge of various federal regulations around account security, member confidentiality, and proper loan interview and documentation procedures and policies. Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers. Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. 1+ years of experience in Sales and Service required. Cash handling experience preferred. Previous financial institution experience preferred. Exemplary organizational, problem solving, and verbal and written communication skills required. Excellent time management skills required. Strong Mathematical and logic skills required. Can demonstrate the ability to connect and build rapport quickly required. Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required. Registered and serve as a Notary Public preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

The Technical Product Manager is responsible for the end-to-end product lifecycle of highly technical enterprise cloud and managed services products. They drive the business needs of the company while staying closely connected to the Voice of the Customer (VoC), collaborating with the technical team, maintaining industry and market expertise, defining the product strategy, creating the product roadmap and leading cross-functional teams in the value delivered by the Product Roadmap to our clients. They demonstrate strategic thinking, while also being able to leverage a high degree of technical expertise with both internal and external efforts. What you will do here: Leads the analysis, creation, ongoing management and communication of the assigned product roadmap(s) aligned with business objectives and supported by business cases, market and client research, all relevant data and competitive gap analysis by performing regular gap analysis to ensure our products and services exceed other marketplace options. Monitors channel performance to recommend improvements and new product offerings. Leads internal stakeholders including, but not limited to, the engineering, design, information security, sales and marketing teams as well as associated external vendor partners to help determine the best implementation, launch, ongoing sustainment methods/activity and other associated product lifecycle management considerations. Responsible for programs that support customer adoption of hosted products and services. Works with internal stakeholders to monitor and address product and client challenges. Translates customer needs and technology directions into new features and services. Understands, researches, and follows technical trends in the industry, collaborating closely with internal technical teams to ensure maximum effectiveness in the delivery on product requirements. Works as a product owner in an agile team, specifically documenting user stories, acceptance criteria and product capabilities. Gathers customer feedback to validate that the product works against stated metrics. Performs other job-related duties as assigned. What you will need: Trade or Technical School required. Bachelor's degree in business, IT, Computer Science, engineering or related field preferred. Cloud Certification: AWS, Microsoft Azure or Google Cloud required. 3+ years experience in hosting and/or managed services B2B product management required. 2+ years in a technical product management and/or managed services position with a provider of cloud, datacenter, utility, or critical environment services required. 2+ years of experience of strategic analysis related to system implementation in a B2B environment+ required. 2+ years working with cross-functional teams required. 1+ years Financial Industry (Credit Union) Experience preferred. Demonstrated combination of technical aptitude and high emotional intelligence required. Excellent product management skills required. Expert knowledge of data center processes and technology required. Excellent written, verbal and presentation communication skills appropriate to all levels of the organization as well as clients required. Proficiency in MS Word, Excel, Power Point, MS Project Visio, and MS Teams required. Project Management Professional (PMP) Certification preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

Job Details Gila Springs Branch - Chandler, AZDescription AZ CENTRAL TOP COMPANIES TO WORK FOR IN ARIZONA 2025! Do you have a passion for helping others? Do you enjoy making a difference? Do you want to work with awesome co-workers? If you answered yes - we might be a good fit for you! We are proud of our history! Since 1929, we have been dedicated to delivering quality products and services that help our members achieve financial success. We've been committed to helping people do cool things like establish credit, finance their first car and even learn how to balance a checkbook for a really long time - well, since 1929 anyway. How cool is that? We're proud that we are Arizona's FIRST credit union and we're still as dedicated to delivering quality products and services to our members now as we were back then. Our commitment to creating a “People Helping People” culture is as strong as ever. We are looking for people who enjoy helping others, building relationships, crave a culture of mutual support and want to strengthen our team with their unique qualities. Become part of the First Credit Union team by applying for our Call Center/Member Service Representative opportunity in Chandler. Summary/Objective Perform a wide range of transactional duties to serve members (in person, online, by phone). Build new and maintain existing member relationships that result in optimal member experience. Maintain accurate transactional records. Provide a variety of member savings, share draft/checking and credit account transactions in accordance with credit union policies and procedures. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive manner that supports our FIRST values. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Greet and welcome members to the credit union in a courteous, friendly, respectful, professional and timely manner, providing prompt, accurate and efficient member transactions. Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records. Assist with mail or email transactions as needed. Cash share drafts/checks and process withdrawals; pay out money after verification of Identification and member balances. Receive consumer loan, home loan and other payments, and ensure the payments match balances due and are accurate when posting to the computer. Generate member receipts. Post IRA contributions and withdrawals, open and/or close certificates of deposit. Opening IRA accounts, processing transfers and rollovers. May serve as Teller. Provide transactional member service, including but not limited to the following: accept and process deposits, withdrawals and payments and handle other over the counter transactions. Place holds on accounts for uncollected funds. Maintain an up-to-date and comprehensive knowledge on all credit union products and services along with comprehensive knowledge on all related policies, procedures, rules and regulations, including robbery procedures. Promote, explain, refer and cross-sell other credit union services such as electronic services, credit and debit cards, accounts and loans. Outbound contact with existing members for follow-up, cross sell opportunities, offers and campaigns. Opening membership accounts and additional shares. Correct processing of maintenance on existing accounts (name, address, beneficiary and any other ownership changes). Properly close accounts by member request or beneficiary purposes. Interview members for loan applications. Accurately collect information in order to process and fund all loan types (secured and unsecured). Comply with NMLS registry and training to offer home equity loan products. Knowledge to complete account and loan documentation. May include serving as Notary Public. Scan daily work, perform such other teller functions that might be needed from time to time, and assist others to complete tasks and work assignments. Assist tellers and newer staff members as a resource for member solutions. Troubleshoot and resolve member concerns. Ensure compliance with all internal controls and established policies and procedures. Complete required training curriculum as identified by management and/or Organizational Development. Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Occasionally, the representative will be asked to work at a different location, if a different branch needs coverage. Competencies Superb member service orientation. Strong numeric ability. Accuracy and attention to detail. Computer proficiency. Stress management/composure. Good listening and communication skills. Honesty and integrity. Teamwork. Work Environment This job operates in a branch or office setting. This role routinely uses standard office equipment such as computers, software, phones, photocopiers, recyclers, ATMs, filing cabinets, multi-function machines and video. Physical presence in the office and/or branch setting is required. Physical Demands This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary. Position Type/Expected Hours of Work Ability to work flexible schedule Monday through Friday, 7:45 a.m. to 6:30 p.m. Travel Periodic travel to other FCU locations may be required. Qualifications Required Education and Experience High school diploma or equivalent. One year related experience and/or training; or equivalent combination of education and experience. Preferred Education and Experience Previous cash handling experience. Previous experience with a credit union highly desirable. Additional Eligibility Qualifications Multi-lingual capabilities to include Spanish are a plus. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The Business Relationship Manager I, SBA specializes in developing and managing relationships with small business members to originate SBA, conventional small business loans, and business banking services. They serve as a trusted advisor to small business owners, understanding their financing needs, navigating the SBA lending process, and delivering comprehensive banking solutions that support business growth. They combine relationship development, credit analysis, loan structuring, and portfolio management to build a high-quality book of small business and SBA lending relationships. They are critical to ensure achievement of the credit union's strategic goals including significantly expanding SBA lending volume and establishing the organization as a preferred small business lender in the community. What you will do here: Business Development & Relationship Management Proactively identify and pursue small business lending opportunities through networking, community involvement, referral partnerships, and direct outreach Build and maintain portfolio of small business and SBA lending relationships with focus on quality, profitability, and risk management Conduct comprehensive financial and operational assessments of businesses to identify appropriate financing solutions Develop trusted advisor relationships with business owners, serving as single point of contact for their banking needs Participate in community business organizations, chambers of commerce, and industry groups to build brand awareness and generate referrals Achieve individual sales goals for loan origination volume, fee income, and deposit growth Cross-sell treasury management, business deposits, and other credit union products and services SBA Loan Origination & Structuring Understand business financial statements, tax returns, cash flow projections, and collateral to determine credit worthiness Understand SBA 7(a) and 504 loans in accordance with SBA guidelines, credit union policies, and sound lending practices Prepare comprehensive loan presentations including credit analysis, risk assessment, and loan structure recommendations Ensure accurate loan documentation and compliance with SBA requirements and credit union policies Work with underwriting team to address conditions and secure final loan approval Portfolio Management & Member Service Monitor performance of existing loan portfolio and maintain regular contact with borrowers Conduct annual business reviews with borrowers to assess financial performance and identify additional needs Identify and address early warning signs of credit deterioration and work proactively to mitigate risks Ensure compliance with loan covenants and ongoing documentation requirements Maintain accurate records of borrower interactions, financial updates, and portfolio changes in loan management system Partner with loan servicing and operations teams to resolve member service issues Credit Analysis & Risk Assessment Perform detailed financial analysis including ratio analysis, cash flow projections, and sensitivity analysis Evaluate business operations, management experience, industry trends, and competitive position Assess collateral value and loan-to-value ratios to ensure adequate security Identify and mitigate credit risks through appropriate loan structure, covenants, and guarantees Stay current on SBA lending guidelines, credit union lending policies, and industry best practices Internal Collaboration Collaborate with Treasury Management Sales Officers to deliver comprehensive banking solutions Work with Account Services team to ensure smooth account opening and onboarding for new business members Partner with business banking leadership on strategic initiatives and process improvements Share knowledge and best practices with other team members. What you will need: Bachelor's degree in Business, Finance, Accounting, or related field preferred. or equivalent combination of education and experience required. 3+ years of commercial lending experience with demonstrated SBA lending expertise required. Proven track record of originating small business loans and achieving production goals required. 2+ years experience with relationship management and business development within financial services required. Credit union or community bank experience strongly preferred preferred. Demonstrated expertise in analyzing business financial statements and assessing credit risk required. Demonstrated knowledge of BSA/AML, CIP, and commercial lending regulations required. Ability to build, nurture, and expand trusted relationships with small business clients required. Ability to builds partnerships with local chambers of commerce, business associations, accountants, and attorneys required. Deep understanding of small business operations, industry trends, and financial drivers. Capable of interpreting business plans, financial statements, and projections to assess creditworthiness and growth opportunities required. Strong grasp of credit principles and SBA lending requirements. Ability to evaluate collateral, repayment capacity, and financial performance metrics. Demonstrated knowledge of loan structures, guarantees, and compliance with SBA Standard Operating Procedures required. Excellent interpersonal, written, and presentation skills required. Comfort with change and managing multiple client relationships in dynamic conditions required. Familiarity with CRM systems, digital banking platforms, and financial modeling tools required. Works effectively with credit analysts, underwriters, and SBA specialists required. SBA Certified Lender preferred. AZDL - Driver License Valid driver's license and ability to meet with members at their business locations required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************

Desert Financial is considered a leader in the local credit union space and we are growing like crazy! We have two amazing opportunities in our branches! If you are a match our Talent team will follow up to discuss the opportunity that aligns best with your experience and your location. Why you'll love working here... * Award winning culture -Voted #2 Best Place to Work by Phoenix Business Journal * Amazing Medical, Dental, Vision, Life Insurance benefits along with 401K employer matching! * Competitive hourly pay, overtime potential and UNCAPPED incentive * 100% PAID tuition at ASU, and monthly contribution towards paying-off existing student loans * Time off for Parental/Elderly Care * Money for your kids' extracurricular activities * 16 paid volunteer hours per year * and a WHOLE LOT MORE!! As an Experience Specialist (Universal Banker/Teller) you will meet or exceed monthly performance metrics by proactively identifying and recommending products and services (Credit Cards, CD's IRA's, Loans) that will help members reach their financial goals. You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes and serve as notary public. As a Relationship Banker you will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products (personal/business accounts, wealth management services, personal/auto loans/HELOC, & IRA accounts). You will strategically build and optimize your referral network and pipeline in order to meet or exceed monthly performance metrics through outbound calls, community outreach, and networking. * Please ensure you are available during the branch Hours of Operation: Monday-Friday: 9am-7pm, Saturday: 9am-2pm This role might be for you if you have… * H.S. Diploma or GED * 1+ year(s) of demonstrated success in an incentive driven environment where you met or exceeded sales goals * Exemplary organizational, problem solving, and verbal and written communication skills * Excellent time management skills * Strong Mathematical and logic skills * Ability to influence and build rapport quickly * Nationwide Mortgage Lending System (NMLS) and Notary Public Certifications or must be obtained through training Bonus points if you have…. * Cash handling experience * Previous financial institution experience About us: We've got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at jobs.desertfinancial.com. We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. For additional information about our organization, careers, and benefits visit: ******************************* #IND123 #LI-Onsite

The Treasury Management Specialist works directly with business members to deliver tailored treasury solutions, provide product expertise, and ensure a seamless member experience. Partnering with internal teams as needed, the Specialist supports efficient implementation, ongoing maintenance, and resolution of business account inquiries; contributing to consistent, high-quality service across every stage of the treasury relationship. Acting as a trusted advisor, the Specialist delivers education, technical guidance, and operational excellence that help business members optimize cash flow, strengthen financial operations, and enhance their overall financial well-being while advancing Desert Financial's organizational strategy and growth objectives. What you will do here: Member Relationship & Experience Serve as the primary point of contact for business members, delivering treasury solutions that support cash flow, payments, and liquidity needs. Provide proactive, high-quality service and education that strengthen business members' financial operations and overall financial well-being. Maintain ongoing relationships through regular account reviews, follow-ups, and solution-based conversations to enhance engagement and satisfaction. Onboarding, Implementation & Support Facilitate the onboarding and implementation of Treasury Management products and services, ensuring accurate account setup, documentation, and compliance with established policies and procedures. Deliver timely and accurate service within defined departmental Service Level Agreements (SLAs) to maintain consistency and quality. Conduct training and product demonstrations for business members to ensure successful adoption of treasury tools. Partner with internal teams to troubleshoot and resolve complex business account inquiries or technical issues efficiently and accurately. Consultation, Optimization & Business Growth Provide consultative guidance to business members by identifying opportunities to improve cash management efficiency, streamline payment processes, and reduce risk. Support sales and retention efforts by coordinating required documentation, ensuring timely follow-up, and providing high-quality service to business members and internal partners. Recommend new or enhanced treasury solutions that align with business members' evolving needs and Desert Financial's strategic growth objectives. Operational Excellence & Process Improvement Prepare and maintain accurate exposure documentation, annual risk reviews, and production tracking reports related to Treasury Management services. Collaborate with leaders to identify process and technology improvements that enhance operational efficiency and member outcomes. Ensure adherence to all policies, procedures, and regulatory requirements while promoting continuous improvement in service delivery. Other duties as assigned. What you will need: High School Diploma or GED required. Bachelor's Degree in Business, Finance, or related field preferred. 3+ years of experience in Business Banking, Treasury Support, or related financial services, with experience supporting Treasury Management products (Analysis, ACH, Wires, Sweep Accounts, ZBAs) required. 2+ years of experience supporting high-value or complex business clients; may include senior executives, business clients/owners and/or high-impact client accounts required. Experience supporting onboarding, training, or troubleshooting treasury tools preferred. Strong communication skills; communicates clearly and professionally in verbal and written form required. Demonstrates strong understanding of Treasury Management products and services, including ACH, Wires, ZBAs, and Sweep Accounts, with the ability to analyze cash flow, liquidity, and financial trends to provide effective, compliant solutions for business members required. Builds and maintains trusted relationships with business members, peers, and partners to achieve objectives and deliver exceptional member experiences required. Strong attention to detail and accountability in all service interactions. Consistently delivers timely, accurate work in alignment with Service Level Agreements (SLAs), policies, and regulatory requirements required. Exercises sound judgment in balancing independent action with collaboration; knows when to escalate or seek guidance to ensure accuracy, compliance, and member satisfaction required. Anticipates and identifies member needs, applying analytical and critical thinking to resolve complex issues and recommend process improvements required. Proficient in Microsoft Office applications (Word, Excel, Outlook) and capable of navigating Treasury Management Systems (TMS), ERP integrations, and digital banking platforms to optimize processes and accuracy required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: ***************************************