Freedom Credit Union jobs - 26 jobs

To establish, implement, and maintain the Credit Union's information security program, including developing security policies and procedures, managing security controls, ensuring regulatory compliance and leading incident response efforts institution wide. The ISO collaborates with leadership across departments to promote a culture of security awareness and ensure that risks are properly managed throughout all project and system life cycles. The ISO is responsible for managing the vendor management program for the credit union. Essential Functions/Position Responsibilities: * Responsible for the design, performance, planning, budgeting, securing, monitoring, and integration of Cybersecurity initiatives throughout the credit union. Develop, implement and maintain the credit union's information security strategy, standards and policies. * Consult with all levels of management to determine information security requirements to establish boundaries and priorities for new projects and to discuss system capacity and equipment acquisitions. * Establish, adhere to and enforce system security policy and standards; develop, maintain and update appropriate policies and procedures. Maintain an awareness of all laws, regulations, developments and trends that may affect Information Systems, vendor management and information security. * Conduct regular risk assessments; vulnerability assessments and scans; and penetration tests on technology infrastructure, applications and networks to identify and address potential risks. Develop risk mitigation plans to safeguard against cyber threats and vulnerabilities. * Conducts annual and periodic information security training for staff. * Conduct Incident Response table-top exercises to meet Incident Response Plan policy requirements. * In coordination with the Information Technology Officer (ITO), conduct an independent 3rd party IT/Information Security Audit annually - to include External and Internal PEN testing. * Manage the Vendor management program and maintain ongoing vendor due diligence, and the Watch List management matrix and provide monthly Vendor Management Report to the Board and Senior Management. * Co-chair Disaster Recovery and Business Continuity planning. Periodically test the emergency restoration plan for the company and other applications as deemed appropriate. * Develops, maintain all information security policies and procedures. * Maintain the Business Network of Emergency Resources (BNET) Corporate Emergency Access System (CEAS) for badge holders. Maintain subscriptions and memberships with FS-ISAC, US-CERT, and FBI InfraGard. * Provide monthly Information Security report, annual NCUA 748 Information Security Program status report to the Board and Senior Management. Responsible for tracking and reporting information security updates, vulnerabilities remediation, information and physical security incidents, CATO incidents, Red-Flag Identity Theft incidents, GLBA unauthorized disclosure incidents and Information Security threats. * Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, the Gramm-Leach-Bliley Act (GLBA), and the Office of Foreign Assets Control. Requirements Experience A minimum of ten years of experience is required, including time spent in preparatory positions. Education/Certifications/Licenses Bachelor's degree in Information Technology, Computer Science or related field. Relevant certifications (e.g. CISSP, CISM, CISA) strongly preferred. CRVPM ( Certified Regulatory Vendor Program Manager) strongly preferred. Project management experience and certifications strongly preferred. Interpersonal Skills This position requires a significant level of expertise, credibility, influence and trust. Proficiency in developing and delivering material presentations on complex topics can be important to fulfilling the responsibilities of the position. Other Skills Will be required to work outside of scheduled hours to respond to pertinent position issues.

Salary Grade: 13C The Customer Service Specialist I (“Specialist”) provides superior customer service by answering customer questions and assisting with issue resolution. The Specialist will assist in establishing and maintaining electronic banking relationships and provide ongoing support to drive digital adoption for our customers across all platforms. The Specialist will also proactively look for opportunities to provide additional information about banking-related products and services in order to deepen existing banking relationships. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Responds to customer and prospect phone calls, email, and digital inquiries regarding their accounts and all Bank products, including financial transactions. Documents all interactions with customers in CRM database by entering or updating information accurately to reflect the customer interaction and resolution. Authenticates customers adhering to Bank guidelines in order to properly identify customers and protect customer information. Identifies fraudulent activity to protect the Bank and the Bank's customers Assists in customer support for online and mobile banking as well as automated telephone banking including set-up, navigation, and maintenance. Provides support for other Bank departments. Advises customers regarding the Bank's products and to ensure that the highest level of customer service is provided. Solicit higher-level approval for all situations exceeding experience/training, department scope or assigned level of authority. Actively recommends Bank products and services using a customer needs-based assessment. Consistently meets service level deadlines and other performance targets or requirements Outbound calls to customers as required. Complies with all customer confidentiality and privacy policies, as well as all Bank policies. Performs duties and assignments in compliance with Bank policies as well as all state and Federal banking regulations. QUALIFICATIONS: EDUCATION & CERTIFICATIONS: High School degree or GED and willingness to pursue higher education required. Associate's Degree strongly preferred KNOWLEDGE, SKILLS & ABILITIES: 6 months customer service experience Experience providing digital support preferred Banking experience preferred Ability to quickly learn the Bank's products and services Excellent problem-solving skills with a commitment to customer service a must Ability to speak in a clear and pleasant manner Ability to use excellent listening comprehension skills to understand callers and determine their needs/question Excellent oral and written communication skills Ability to handle multiple tasks and interruptions Ability to work independently, as well as contribute to the team environment Working knowledge of the use of PCs, current Windows operating systems, Microsoft Office, the Internet, and other software systems. Knowledge of mobile device platforms including Android and Apple iOS systems. Must have cyber security awareness to protect the digital environment, the Bank, and customers. COMPETENCIES: Superior Focus on Customer Service Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability, Flexibility, and a Nimble Learner Problem Resolution Focused Solid Decisions Making/Judgement #ZR

Salary Grade: 12 The Reception & Security Associate plays a critical role in delivering a consistent high-quality experience to all colleagues and guests at Cape Cod 5's headquarters, while maintaining a secure environment. The primary role of the Reception & Security Assistant is to provide coverage for the Welcome Desk and greet all visitors who enter the building with professionalism and courtesy, assisting as needed and following building access policies. The Reception & Security Assistant will provide clerical support for the Corporate Security Department, including confidential administrative and operational tasks and event support as needed. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Provides excellent customer service to all employees and visitors to Cape Cod 5's headquarters by serving as first point of contact at the Welcome Desk. Follows policies, procedures and protocols that safeguard the Bank's employees and premises. Greets all visitors to the facility and maintain visitor registration which visitors are required to sign in to upon entering the building. Issues ID badges and access control fobs. Responsible for ensuring that all employees, suppliers, and visitors on company property have proper company issued identification. Accepts or redirects incoming mail or deliveries as needed Contacts the appropriate department or employees for visitors and deliveries. Answers and redirects incoming calls as necessary. Assists with any public safety incidents, including medical, fires, evacuations, or other facility related events. Participate in emergency drills and maintain knowledge of evacuation procedures. Maintains department calendars and schedules of appointments and events. Assists with data entry, reports, and file management tasks. Manages and schedules maintenance of company vehicles. Appropriately escalates issues as required. Assists with rotating after hours on-call (24/7) assignment for the Corporate Security Department. Performs minor housekeeping at the reception desk and lobby area, to maintain a tidy appearance. Performs other related duties as required. QUALIFICATIONS: EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position) Minimum of HS diploma or equivalent Valid Massachusetts Driver's License required KNOWLEDGE, SKILLS & ABILITIES: Minimum of six-month customer service or administrative support experience in a professional setting. Ability to multi-task on competing priorities and tracking assignments, while maintaining attention to detail and meeting established deadlines. Ability to respond to emergency situations calmly and effectively, following established priorities. Ability to be flexible and poised in a work environment of changing priorities. Must demonstrate initiative, good problem-solving abilities, and excellent communication and organizational skills. Must be able to manage confidential/sensitive information and/or circumstances in an appropriate and professional manner. Proficiency in using Microsoft Office software suite, including Word, Excel, PowerPoint, Outlook, Access etc. Demonstrated proficiency utilizing technology and interest in continuously expanding this knowledge and adapting to new technological advances. COMPETENCIES: Must have cyber security awareness to protect the digital environment, the Bank, and customers. Technology savvy Customer service #ZR

Salary Grade : 13 The Process Excellence Business Process Automation Analyst I applies newly learned skills and techniques to solve various Bank operations automation needs. Works closely with BPA team members to learn the technical requirements of the position and evolve their approach to independently applying technical skills to create Business Process Automation (BPA) solutions using a variety of industry standard tools and processes. Analyst activities include BPA development and lifecycle management, technical support, and all phases of change management. This also entails collaborating with Business Analysts to work closely with users to understand business process and automation requirements. ESSENTIAL JOB FUNCTIONS / RESPONSIBILITIES: Business Process Automation Development Develop basic-level BPA solutions and maintenance with support of BPA team members. Works closely with BPA team members to adhere to Bank's Application Lifecycle Management (ALM) standards and guidelines Works closely with BPA team members to assist Business Analysts with the translation of operational needs into technical requirements Develop testing plans and coordinate the testing of new solutions Develop and maintain technical and procedural documentation Participate in committee meetings/presentations Learn new programming languages and technical concepts for future development initiatives Participate in Digital team planning and development methodology activities System Support & Administration Assist in the design, delivery, and improvement of in-house and third-party software Participate in User Access Management Activities Participate in the implementation of new software releases, following the Bank's IT policies Collaborate to identify and implement solutions to recurring problems Serve as an application resource for all Bank departments Help monitor and complete tasks in the department automated workflow queue (EWF) Development Platforms: Core integrated automated workflow system Cloud-based, low code application and workflow development platform. Managed File Transfer Solution Relational database QUALIFICATIONS: Bachelor's degree required Banking experience, with an understanding of Banking Operations preferred Solid written and verbal communication skills Strong organizational skills required Automated Workflow Development experience preferred 1 year collaborative tools experience required M365 experience preferred Strong technical and computer skills required Familiarity with relational databases and database concepts preferred Required to be available for support off-hours, as needed Must have cybersecurity awareness

Salary Grade: 14R In this customer-facing role, the Relationship Banker III will provide exceptional customer care to the Bank's customers assisting them with daily transactions, inquiries, problem resolution and banking transactions at a full-service Cape Cod 5 Retail Banking Center location. The Relationship Banker III will also serve as a mentor to the staff in the RB I and II roles. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy) Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures Performs banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption Safeguards customer trust by upholding duty of customer confidentiality Must comply with all required laws, regulations, policies and procedures Timely completion of all assigned learning activities Actively participate in Banking Center meetings and one-on-one coaching sessions Fulfills all Banking Center opening and closing activities Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner Proficient in determining customers' financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc. Works to develop and maintain a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc. Assists customers in preparing loan applications for home equity products and other consumer loans Participation/volunteerism in community groups and events Additional duties as assigned Responsible for providing overrides and mentoring for RB I and II staff EDUCATION, CERTIFICATIONS: Bachelor's degree preferred Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission KNOWLEDGE, SKILLS & ABILITIES: Minimum two years banking experience Ability to mentor RB I and RB II team members Ability to independently complete transactions and all platform services, including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc. Ability to execute more complex account openings and transactions independently, e.g., business accounts, Demonstrated high level of judgement Demonstrated ability to fulfill the Banking Center opening and closing activities Proven customer relationship building experience Ability to act as Banking Center vault custodian Strong verbal and written communication skills Critical thinking, decision making and problem solving skills Must have cyber security awareness to protect the digital environment, the Bank, and customers Ability to demonstrate core competencies for Relationship Banker III level COMPETENCIES: Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner

Salary Grade: 15 The Assistant Banking Center Manager (ABCM Float) supervises the staff at a Fidelity Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values. Monitors and decisions management reports. Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution; all while displaying a caring attitude. Provides backup to the Banking Center Manager. Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures. Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption. Fulfills all Banking Center opening and closing activities. Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs. Proficient in determining customers' existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc. Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans. Safeguards customer trust by upholding the duty of customer confidentiality. Complies with all required laws, regulations, policies, and procedures. Timely completion of all assigned learning activities. Proficient in vault custodian duties. Actively participate in Banking Center meetings and one-on-one coaching sessions. Participates/volunteers in community groups and events. Additional duties as assigned. EDUCATION & CERTIFICATIONS: Bachelor's degree preferred, or combination of secondary education and four years of progressive retail banking experience Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission Completion of Medallion signature guarantee training required KNOWLEDGE, SKILLS & ABILITIES: Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience. Conversant in all Bank business lines Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc. Ability to execute more complex account openings and transactions independently Ability to supervise staff at all levels Critical thinking, decision making and problem solving skills Demonstrated high level of judgement and decision making ability Demonstrated ability to fulfill the opening/closing activities of the Banking Center Prior customer relationship building experience Must have a supervisory aptitude Demonstrated management and leadership skills Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Managerial Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner

Responsible for performing network administrative duties including setting up new users, assisting users with network access, and resolving connection problems. Responsible for ensuring high quality HelpDesk support to all users. Responsible for repairing, maintaining, upgrading, and installing computers and related peripheral equipment including server administration. Monitors network utilization and security systems. Provides technical support to end users, answers questions, and prepares network training sessions as needed. Performs diagnostic troubleshooting to determine source of problems and makes necessary repairs. Maintains activity/service logs and makes recommendations for new network products. Loads and verifies software, tracks and resolves equipment problems, and completes licensing and inventory control functions. Notifies supervisor of significant problems and recurring errors in operating systems. Works on a team responsible for providing bandwidth and dial tone that is required to deliver voice, internet, office and applications to the company's internal and external customers. Essential Functions/Position Responsibilities: · Assumes responsibility for performing timely and effective user support services. Assists users in accessing network resources. Provides phone, e-mail, and in-person support to end users. Provides training for end users on installed and network software. Installs and maintains network and user software. Troubleshoots problems with hardware and software. Maintains an activity log of problems, analyzes data, and makes recommendations for action. Responsible for documenting procedures for deploying products in area of responsibility. · Assumes responsibility for the effective performance of network administration duties. Grants network rights to users, manages user network and e-mail accounts, adds and deletes user accounts. Configures software for network installation and company-wide implementation. Completes hardware and software licensing functions and inventory management duties. Ensures company compliance with software licensing agreements. · Assumes responsibility for the effective and efficient maintenance of computers and peripheral equipment. Performs preventative maintenance, installs updates on computer and server equipment. Analyzes problems and provides technical assistance to solve them. Contacts vendors and arranges for upgrades, updates, patches and replacements on software and hardware products. · Analyzes problems and provides technical assistance to solve them. · Responsible for installation, product upgrades and ongoing support for applications including but not limited to: Windows Active Directory across multiple sites, Microsoft Entra Integration, WSUS, Microsoft Exchange SE (OnPrem), Microsoft SQL, Windows Certificate Authority, Windows Server 2016 - 2025, Cisco Meraki Switches, Port Authentication, Meraki Wi-Fi access Points, Veeam Backup & Replication, VMWare infrastructure, Dell VxRail, Dell Data Domain, Credit Union Core system, Syncovery FTP, Duo MFA, IBM MaaS 360, third-party integrations and desktop operating systems and applications. · Some after normal operational hours work and on-call rotation are required. · Responsible for maintaining and weekly testing of the daily backup and replication of business-critical servers including a quarterly disaster recovery test of the systems · Assumes responsibility for maintaining effective business relations with end users and outside vendors. Maintains supportive relationships with users to ensure that their needs are met. Preserves professional relationships with outside vendors when requesting upgrades, replacement parts and assistance. · Assumes responsibility for establishing and maintaining effective communication and coordination with Company personnel and with management. Maintains regular contact with all departments to obtain information and to correct errors in network operations. Distributes materials on updated projects. Assists area personnel with computer operations. Trains and supports users. Keeps users informed of the status of their requests. · Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Requirements Experience Experience with Windows server management, VMWare, Dell VxRail, Dell Data Domain, Veeam Backup & Replication is preferred. Minimum of five years (preferably more) of experience in maintaining and supporting a Microsoft Active Directory Domain and network environment is required. Minimum of 5 years plus years' experience in system and data networking. College degree preferred but experience may substitute. Education/Certifications/Licenses Microsoft certification is required but experience may substitute. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Other A working knowledge of Firewall, Intrusion Detections and other security best practices is imperative. Will be required to work outside of scheduled hours to respond to positions issues. Salary Description Market Value is $85553

Salary Grade: COMM The Home Loan Specialist plays a key role in helping our valued clients get where they want to be. The Home Loan Specialist will consult with each client, and using Fidelity Bank's C.A.R.E. Process, the Home Loan Specialist will design lending solutions that meet each client's home financing needs. The Home Loan Specialist will originate first and second mortgage loans and secure mortgage and home equity lines/loan applications for the Bank, using the LifeDesign Banking approach to provide Clarity so each client can move forward with Confidence. We are currently seeking Home Loan Specialist candidates with proven capabilities connecting with, and supporting, the diverse array of clients in our local communities. ESSENTIAL JOB FUNCTIONS / RESPONSIBILITIES: Provides the highest level of client service in a positive, courteous and enthusiastic manner to colleagues, clients and the community. Develops and implements a broad-based business development program including realtors, CPAs, attorneys, brokers, personal referrals, etc. Visits realtors regularly and acts as liaison between vendors and the Bank. Maintains a thorough knowledge of all Bank loan products, services, policies and procedures. Ensures compliance with all applicable laws and regulations including, but not limited to, the Equal Credit Opportunity Act, Truth in Lending, Real Estate Settlement Procedures act, Massachusetts Adjustable-Rate Mortgage regulations and The Home Value Code of Conduct. Interviews applicants and takes mortgage applications. Maintains availability for meetings at assigned Banking Centers. Obtains all documentation and fees necessary for efficient processing including utilization of all systems needed for processing the applicant information. Communicates with vendors and applicants regarding the status of applications in process. Maintains and submits weekly log of activities, including real estate offices visited, broker meetings, applications taken and other relevant information. Represents the Bank at Board of Realtor meetings. Participates in mortgage programs and seminars and performs other functions designed to enhance the Bank's visibility and image in the real estate community. Collaboratively serves as a backup contact for other Home Loan Specialists when they are unavailable or on vacation. Other duties as may be required. QUALIFICATIONS: Four years related mortgage lending or origination experience preferred. Excellent sales, business development, organizational and communication skills. Able to learn and effectively use required technology and applications. Able to work outside of typical business hours and travel extensively within the Bank's business (lending) community. Must have cyber security awareness to protect the digital environment, the Bank, and customers Commission-based role

This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties Essential Functions/Position Responsibilities: * Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary. * Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc. * Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity. * Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary. * Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union. * Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Requirements Experience A minimum of 6 months to one-year previous financial institution experience required, including time spent in preparatory position. Bilingual highly preferred Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.

Salary Grade: 12 The Facilities Generalist I is to support the upkeep and general maintenance of our facilities. This role is well-suited for individuals with foundational experience in property maintenance who possess a strong work ethic and a willingness to learn. The successful candidate will contribute to the overall functionality and appearance of our banking locations by assisting with a variety of tasks related to repairs, upkeep, and facility organization. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Assist with painting, surface patching, and minor drywall repairs as needed throughout the facility Conduct routine inspections to identify maintenance needs and report findings appropriately Support basic troubleshooting and upkeep of mechanical systems, including HVAC, plumbing, and electrical components Replace damaged ceiling tiles and install emergency lighting equipment as directed Cut and install various flooring materials and ceiling tiles with precision Perform light electrical tasks such as replacing batteries in devices and button panels Participate in general facility turnover efforts, preparing interior spaces for use Maintain cleanliness and organization of supply closets, maintenance areas, and storage rooms Ensure all work is performed in accordance with safety regulations and organizational standards QUALIFICATIONS: EDUCATION & CERTIFICATIONS: High school diploma or GED required Valid driver's license KNOWLEDGE, SKILLS & ABILITIES: 1+ year of general maintenance, facilities support, or related experience preferred Basic knowledge of mechanical and building systems Ability to safely operate hand and power tools Strong attention to detail with the ability to follow instructions and complete tasks efficiently Physical capability to lift and carry up to 50 lbs, use ladders, and perform tasks involving bending, kneeling, and standing for extended periods Strong interpersonal and communication skills COMPETENCIES: Must have cyber security awareness to protect the digital environment, the Bank, and customers #ZR

Salary Grade: 17 The Training Specialist/Instructional Designer III designs, develops, and/or delivers/facilitates complete learning interventions (e.g., eLearning, instructor-led courseware, print and online performance support tools, job aids) using the ADDIE (Analysis, Design, Development, Implementation, and Evaluation) process, as well as current learning theory and best practices, for customer service and sales skills, new system rollouts, system enhancements, new bank products, new rules & regulations, and compliance. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Conduct analysis, design, develop, implement, evaluate, and maintain web-based (WBT), instructor-led (ILT), and hybrid training, as well as job aids (print based job aids, as well as online performance support tools). Lead, support, or be a one-person team on training projects ranging from building singular “just-in-time” modules to overhauling complete curricula. Conduct various analyses (e.g., root cause analyses, needs assessments, best practices or benchmarking studies) to determine if training is needed and, if so, to define the target audience, learning objectives, and measurements required for a successful learning intervention. Design and develop high quality, interactive, and engaging courseware (WBT, ILT, & hybrid learning approaches). Design and develop clear and concise procedures and basic knowledge management assets. Lead lessons learned sessions, and apply learnings to process improvement designed to increase quality or efficiency of the Learning & Development Team and its members. 1b. Deliver/facilitate instructor-led courseware and workshops, serving as the primary or backup facilitator for new hires, as well as lead on targeted special assignments for specific audiences (e.g., new product or system training). Time in 1a, 1b, or some combination of the two: 50-75% Perform specialized support duties. Time: 10-25% All Training Specialists share ongoing support to bank employees and the Learning & Development Team. Specialized support duties may include, but are not limited to: Provide basic day-to-day LMS support to bank employees (e.g., resolve completion status issues, reset passwords) and Learning & Development Team (e.g., building, assigning, and scheduling courses). Design, develop, and maintain questions and scenarios to support ongoing assessment and coaching of bank staff. Provide individual and / or specialized coaching for employees experiencing specific performance problems relating to the Training Specialist's main area of focus or to employees who underperform in on-boarding or on the job. Maintain and contribute to the Learning & Development Team intranet web site. Professional Development. Time: 10% Research and study various components of Instructional Design, including learning theory, graphic design and development, web design and development (HTML, CSS, JavaScript), production software (e.g., Photoshop, Illustrator, Premiere, Audition), and any area of the ADDIE model (Analysis, Design, Development, Implementation, & Evaluation). Research and study various components of Human Performance Improvement, including Six Sigma, process improvement, organizational communication and development, performance support systems, knowledge management, procedural documentation, and change management. Research and study various components of Instruction and Facilitation, including lecture, presentation and delivery strategies & techniques, small group facilitation, instructional activity debrief, discovery-based instruction, problem-based instruction, project-based instruction, ad hoc instructional activity development, common ice breakers, and energizers. Share knowledge and skills with other team members (e.g., leading “brown-bag” sessions or presenting “teach-backs”). Assist the Director of Learning & Development in the mentoring and professional development of other team members. Lead and/or participate in project brainstorming sessions with team members assigned to different projects. Administrative time. Time: 5% Attend corporate and/or team meetings. Generate standard reports. QUALIFICATIONS: EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position) BA/BS required, ideally in Business, Finance, Training, English, Communications, Instructional Design, or Education. Master's degree preferred. KNOWLEDGE, SKILLS & ABILITIES: Minimum of four years of relevant work experience; or equivalent combination of education and experience to include at least six years in sales, customer service, consumer lending, computer systems, and coaching others in a financial services organization. The Training Specialist / Instructional Designer III should be able to do the following with light coaching and/or supervision & guidance: Apply best practices in adult learning theory in the design of web-based and instructor-led training. Conduct analyses using multiple data collection methodologies (e.g., observation, survey, interview, focus group). Design and create well-structured and engaging instructional materials. Write print materials (facilitator guides, learner guides, workbooks, job aids, etc.). Write online materials (screen text, online procedures, interactive job aids and knowledge support tools). Create well-designed online training screens and interactions. Collaborate with other designers to create engaging training interventions. Apply best practices in the facilitation of classroom instruction (e.g., lecture, presentation, leading discussion, steering problem-based learning, brainstorming, reflecting, redirecting, leveraging open and closed-ended questions, resolving classroom conflict, coaching). o Manage time effectively across one or two projects and tasks. Build effective relationships with subject matter experts, top performers, and managers across multiple levels within the bank. Quickly come up to speed with knowledge of the financial industry, if needed. Use a Windows-based PC at an expert-level. Mid-level or higher mastery of Microsoft Word and PowerPoint preferred, but not required. Mid-level or higher mastery of Adobe Photoshop preferred, but not required. Familiarity with Articulate Storyline preferred, but not required. Mid-level or higher mastery of SharePoint preferred but not required. COMPETENCIES: Must have cyber security awareness to protect the digital environment, the Bank, and customers. Problem Solving Dealing with Ambiguity Written and Verbal Communication (clear, concise, and engaging) Time Management Demonstrate Courage Drive for Results Interpersonal Savvy Customer Focus Integrity and Trust Self-Development Creativity Technology Savvy

Responsible for accurately processing financial transactions and being an effective source of information for our customers: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers and company associates assuring a positive experience and minimizing wait time. Accountable for all cash on premises. Responsible for the training and supervision of tellers and coordination of their duties. Maintains prescribed records and summaries of transactions. Essential Functions/Position Responsibilities: · In the absence of the head teller, oversee training and supervise duties of tellers, coordinating their work flow and schedules. Ensure that all tellers handle themselves in a businesslike/professional manner in handling member needs. · Operate a teller cashbox daily, performing all teller transaction functions. Balance own teller cashbox daily. · In the absence of the head teller, report all shortages and overages to Branch Officer for review and maintain documentation of these outages. Assist in teller error research and resolution. · In support of or in the absence of the head teller, order the appropriate amounts and types of cash for the credit union and supply tellers with daily cash, money orders, travelers checks, and other necessary supplies. Maintain proper documentation of all currency received and disbursed. · Assist in maintaining overall control and accountability for all vault reconcilement including ATM, coin machine, TCR and Main vault. May assist in periodically auditing individual cash drawers of each teller as required by policy. · Responsible for assisting branch staff in meeting sales and service goals set by management. · Ensure security policies and procedures for cash control and employee/member safety are followed. Open and close building in accordance with set hours and tests security equipment monthly. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Requirements Experience 1 - 2 years previous financial institution experience preferred. Bilingual highly preferred Education/Certifications/Licenses GED preferred. Interpersonal Skills Must have excellent interpersonal skills in both dealing with members and colleagues. Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions. Salary Description Market Value $23.83

Receives incoming calls and determines the products, services or resources that the caller requires (or could benefit from). Provides direct support services to members; or, connects them with the appropriate staff representative. Essential Functions/Position Responsibilities: · Answer incoming calls, determines the needs of the caller and verify the caller's identity, minimizing the caller's time and effort in resolving their concern. · Identify products/services that might be beneficial to customers and provides information about their value and benefit. · Perform teller functions for members (i.e. transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and last five transactions, reissue and reset pin numbers, process loan or credit card payments, etc.) to assure member's needs are addressed in a polite and friendly manner. · Cross-sell Virtual Branch and bill pay services and assist members in setting up Virtual Branch enrollment and understanding the e-statement process and mobile banking systems. · Regularly interfaces with other departments to research and resolve complex member issues and disputes in a timely and effective manner. · Performs member maintenance functions as time allows. · Assists with the monitoring and daily maintenance of the IBanking system, Mobile banking system and Remote Deposit Capture Services. · Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Requirements Experience Two years of similar or related experience, including time spent in preparatory positions. Computer experience necessary with knowledge of credit union systems (insight, etc.). Bilingual highly preferred. Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions. Salary Description Market Value $23.83

Accountable for the configuration, maintenance, and operation of the credit union's credit card program including overseeing the underwriting of card applications, managing the card system (PSCU), online application interface program, the enterprise wide rewards program and integration with core systems, such as Insight, VISA and PSCU. Recommends and researches enhancements to the systems key components including coordinating program upgrades and periodic system enhancements. Insures that the card program and rewards program are monitored and managed to meet organizational needs and financial projections. Essential Functions/Position Responsibilities: Manages all aspects of the in-house credit card program and enterprise wide rewards program, including rate and reward recommendations, fraud oversight, collections oversight, compliance oversight and working with marketing on program collateral and promotion materials. Performs scheduled third party system upgrades. Performs routine system monitoring to ensure service standards are maintained. Adheres to IT policy standards for use, operations and data for all credit card systems and third party interfaces with the core operating system - Insight. Assists the company and staff personnel with credit card programs and systems. Responds to member and staff personnel request for technical assistance by phone and in person resulting in quality service for the member. Modifies software as needed and works with tech support vendors and IT staff on software installations. Diagnoses hardware, software, and operator problems, takes remedial actions and recommends changes for all credit card interface systems. Develops, recommends, and implements new card and reward features, enhancements and updates for member service delivery channels: website, home banking, mobile, card systems and telephone banking including future enhancements to member facing systems. Maintain system upgrade records for audit and compliance reviews. Works with Training Officer to train staff accordingly on the credit card program and rewards programs. Works with other departments to make sure procedures and documentation is accurate. Underwrites card applications that are outside the scope of the auto decisioning model, prepares reports for upper management on program profitability, risk profile, rewards program usage and member engagement. Special Projects may be required and other duties assigned. Requirements Experience Five to ten years of similar or related experience, including time spent in preparatory positions. Typically requires 10+ years' experience in Deposit/Loan Operations and Core System experience (COCC experience preferred) and 5 years' experience with Card Systems required. Education/Certifications/Licenses A college degree preferred but experience may substitute. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Other Skills Will be required to work outside of scheduled hours to respond to technology issues. Competencies: Member / Stakeholder Focus: Builds and maintains effective relationships with credit staff, lenders and members. Identifies member/stakeholder's needs and expectations. Listens carefully in order to see issue from their point of view. Offers practical solutions or recommendations focused on achieving the member/stakeholder's expectations. Adaptability: Learns and adapts quickly in new situations. Possesses a flexible style, the ability to change and adapt to fit circumstances. Adjusts with ease, resulting in successful performance. Personal Accountability: Accepts responsibility for own actions, including failure. Embraces experiences as learning opportunities and does not blame others. Collaboration: Values others and different perspectives. Actively seeks and enlists participation of other departments, functional areas and individuals in order to achieve goals. Promotes the common good, extends self beyond personal self-interest; engages in appreciative inquiry and a spirit of caring, not finger-pointing or blaming. Effective Communication: Puts others at ease by listening. Allows adequate time for interactions, gives undivided attention to speaker, demonstrates non-verbal cues that show interest, keeps an open mind and concentrates on the speaker's message. Responds with information or questions, as appropriate. Remains calm, focused and polite, even during stressful conversations. Professionalism: Consistently conducts self in a manner that is business appropriate. Manner of speech, attire and interaction with others conveys competency, confidence, credibility, respect and efficiency to others. Is polite, courteous, tactful, responsible, and well-groomed. Establishes and maintains professional boundaries in all work related relationships. Problem Solving: Gathers and analyzes information, identifies goals, explores and selects solutions, implements an action plan and evaluates results to ensure identified goals have been achieved. Process & Time Management: Uses the necessary or established steps to ensure successful execution of tasks. Allocates time efficiently to the most important task. Completes work in a timely manner and looks for opportunities to improve existing processes, procedures and systems. Physical Demands: Ability to sit and/or stand for long periods of time; reach with hands and arms. Sustains repetitive motions while using computer keyboard. Close vision for the computer screen is also required. Bends, stoops, kneels, pushes and pulls while filing or moving supplies. Occasionally lift and/or move up to 30 lbs. Salary Description Market Value $65696

The Consumer Loan Processor is responsible for processing and booking consumer loans within the Loan Origination System to INSIGHT. The Loan Processor is also responsible for reviewing and verifying supporting documents submitted by branch personnel and loan applicants to ensure accuracy. Essential Functions/Position Responsibilities: · Review applications received, contact the applicant(s) for any missing information on the application such as purpose of the request and terms of the loan. · Utilizes Meridianlink Loan Origination System by using features such as ordering credit reports, obtaining NADA collateral values, IQQ GAP, Mechanical Breakdown Protection, Debt Protection and Docusign. · Maintain clear, professional communication with branch personnel, Underwriters and loan applicants regarding loan status, documentation required, and loan closing instructions. · Contact branch personnel to reach out to applicant(s) to schedule closings once loan is clear to close if the applicant(s) would like to close in a branch. Loan Processor is responsible for completion of the funding information such as dates, GAP, MBP, Debt Protection and autopay. If the applicant(s) elects to close electronically, the Loan Processor would prepare the closing documents and send them to the applicant(s) to sign electronically through Docusign. Once electronically signed documents are received, the Loan Processor is responsible for booking the loan to INSIGHT, prepare check to print in branch if applicable and combine statement. · LSI Fulfillment - Review personal loan closing package prepared by LSI to ensure accuracy prior to LSI sending out to applicant(s) for signatures. Once the loan is booked by LSI, review rate, term and combine statement in INSIGHT. · Ancillary Products - must be familiar with all types as the Loan Processor will be required to cross sell GAP, Mechanical Breakdown Protection and Debt Protection. · Cross selling other consumer loan product(s) - Meridianlink Loan Origination System prequalifies applicants for other consumer loan products. Loan Processor is responsible to cross sell whatever products they may prequalify for such as VISA Platinum/VISA Rewards Credit Cards, personal loans and/or vehicle loans. · Provide routine information concerning the credit union, its services, and its policies. · Monitor pipeline weekly, following up with applicants on existing loan application in process. Requirements Experience Two to three years' consumer lending experience preferred. Education/Certifications/Licenses High School Diploma or equivalent required. Interpersonal Skills Knowledge of Windows applications, i.e. MS Word, Excel. Knowledge of Credit Union specific applications (current origination and core processing software) Salary Description Market Value $26.80

Full-time Description This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties Essential Functions/Position Responsibilities: · Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary. · Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc. · Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity. · Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary. · Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union. · Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Requirements Experience A minimum of 6 months to one-year previous financial institution experience required, including time spent in preparatory position. Bilingual highly preferred Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Salary Description Market Value $23.83

Full-time Description This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties Essential Functions/Position Responsibilities: · Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans, assist in closing both consumer and home equity loans. Review all documentation for completeness and accuracy according to the organization's compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary. · Order the appropriate amounts and types of cash for the branch and maintain proper documentation of all currency received and disbursed. · Maintain overall control and accountability for all vault reconcilement including ATM, coin machine, TCR and Main vault. Periodically audit branch vaults/safes as required by policy. Maintain documentation of audit for monthly reporting to senior management. · Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc. · Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity. · Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary. · Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union. · Open and close the building in accordance with set hours and tests security equipment monthly. · Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Requirements Experience A minimum of 1 - 2 years previous financial institution experience required. Bilingual highly preferred. Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Salary Description Market Value $26.80

To establish, implement, and maintain the Credit Union's information security program, including developing security policies and procedures, managing security controls, ensuring regulatory compliance and leading incident response efforts institution wide. The ISO collaborates with leadership across departments to promote a culture of security awareness and ensure that risks are properly managed throughout all project and system life cycles. The ISO is responsible for managing the vendor management program for the credit union. Essential Functions/Position Responsibilities: Responsible for the design, performance, planning, budgeting, securing, monitoring, and integration of Cybersecurity initiatives throughout the credit union. Develop, implement and maintain the credit union's information security strategy, standards and policies. Consult with all levels of management to determine information security requirements to establish boundaries and priorities for new projects and to discuss system capacity and equipment acquisitions. Establish, adhere to and enforce system security policy and standards; develop, maintain and update appropriate policies and procedures. Maintain an awareness of all laws, regulations, developments and trends that may affect Information Systems, vendor management and information security. Conduct regular risk assessments; vulnerability assessments and scans; and penetration tests on technology infrastructure, applications and networks to identify and address potential risks. Develop risk mitigation plans to safeguard against cyber threats and vulnerabilities. Conducts annual and periodic information security training for staff. Conduct Incident Response table-top exercises to meet Incident Response Plan policy requirements. In coordination with the Information Technology Officer (ITO), conduct an independent 3rd party IT/Information Security Audit annually - to include External and Internal PEN testing. Manage the Vendor management program and maintain ongoing vendor due diligence, and the Watch List management matrix and provide monthly Vendor Management Report to the Board and Senior Management. Co-chair Disaster Recovery and Business Continuity planning. Periodically test the emergency restoration plan for the company and other applications as deemed appropriate. Develops, maintain all information security policies and procedures. Maintain the Business Network of Emergency Resources (BNET) Corporate Emergency Access System (CEAS) for badge holders. Maintain subscriptions and memberships with FS-ISAC, US-CERT, and FBI InfraGard. Provide monthly Information Security report, annual NCUA 748 Information Security Program status report to the Board and Senior Management. Responsible for tracking and reporting information security updates, vulnerabilities remediation, information and physical security incidents, CATO incidents, Red-Flag Identity Theft incidents, GLBA unauthorized disclosure incidents and Information Security threats. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, the Gramm-Leach-Bliley Act (GLBA), and the Office of Foreign Assets Control. Requirements Experience A minimum of ten years of experience is required, including time spent in preparatory positions. Education/Certifications/Licenses Bachelor's degree in Information Technology, Computer Science or related field. Relevant certifications (e.g. CISSP, CISM, CISA) strongly preferred. CRVPM ( Certified Regulatory Vendor Program Manager) strongly preferred. Project management experience and certifications strongly preferred. Interpersonal Skills This position requires a significant level of expertise, credibility, influence and trust. Proficiency in developing and delivering material presentations on complex topics can be important to fulfilling the responsibilities of the position. Other Skills Will be required to work outside of scheduled hours to respond to pertinent position issues. Salary Description Market Value $142298

Salary Grade: 12R Plus Retail Island Pay Differential In this customer-facing role, the Relationship Banker I will provide exceptional customer care to the Bank's customers assisting them with banking transactions, addressing inquiries and assisting with problem resolution at a full-service Cape Cod 5 Retail Banking Center location. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy) Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures Performs basic banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption Safeguards customer trust by upholding duty of customer confidentiality Works to develop a comprehensive knowledge of the Bank's products and services offered, taking responsibility to request assistance for further development needs Must comply with all required laws, regulations, policies, and procedures Timely completion of all assigned learning activities Actively participate in Banking Center meetings and one-on-one coaching sessions Participation/volunteerism in community groups and events Additional duties as assigned EDUCATION, CERTIFICATIONS: Bachelor's degree preferred Eligible for Nationwide Mortgage Licensing System (NMLS) registration Eligible for Notary Public commission KNOWLEDGE, SKILLS & ABILITIES: Minimum six months' cash handling experience preferred Minimum six months' customer service experience Prior customer relationship building experience Cyber security awareness Strong verbal and written communication skills Critical thinking, decision making and problem-solving skills Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner #ZR