Frontwave Credit Union jobs - 45 jobs

As a Consumer Loan Underwriter you are responsible for building a quality loan portfolio by examining, evaluating, decision making or recommending a decision on consumer loan applications Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology. What's In It For You: Competitive pay, 401k matching, mortgage and auto discounts. 9-27 days of PTO per year (based on tenure) and 10 paid holidays. Affordable medical, dental, vision health plans, and Flexible Spending Account. Employee Assistance Program with a variety of services. Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year. Culture of excellence and continuous improvement. We strive to be the best place you've ever worked! Responsibilities Essential Duties and Responsibilities: Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures. Assumes responsibility for effectively evaluating loan-related requests. Direct Lending Obtain and maintain loan authority of up to $65000. Reviews loan application and evaluates credit criteria to determine level of risk. Requests additional information as necessary to decision. Evaluate quality of collateral as compared with request. Effectively decisions loan based on qualifications and risk to member and credit union. Assist internal members over the phone with underwriting/policy/procedure inquiries Review unsecured revolving LOC and Visa accounts on a periodic basis to determine action Ensures that loan requests are properly documented. Indirect Lending Obtain and maintain loan authority of up to $65000. Reviews loan application and evaluates credit criteria to determine level of risk. Requests additional information as necessary to decision. Evaluate quality of collateral as compared with request. Effectively decisions loan based on contract requirements, qualifications and risk to member and credit union. Perform Dealer visits to build relationships and generate business Make outbound calls to dealer customers to generate indirect business Educate and Assist external dealer customers over the phone with underwriting/policy/procedure inquiries. Establishing and maintaining effective coordination and communication with management and credit union staff. Assists department Participates in various credit union sponsored car sales and other events outside of the department Effectively supports department and organizational goals and initiatives Keeps Management informed of activities and of any significant problems with regards to lending function. Completes reports, records promptly and accurately Assist in documenting and tracking multiple variables to determine and monitor trends Qualifications Education and/or Experience: High School Diploma or general education degree (GED). One year lending experience in a credit union or similar financial institution. Basic knowledge of consumer lending principles Salary Range: $27.36 - $41.03 Service Excellence Standards When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards: • We see it. We own it. We get it done. • We ignite positive experiences. • We do things right every time. • We are collaborators - united, cohesive and engaged • We innovate and evolve. • We create memorable experiences for life. • We starts with me.

Job Description Join SkyOne Federal Credit Union in Hawthorne, CA, as our Full-Time Director of Sales and take the lead in transforming the way we serve our members. In this onsite role, you will harness your expertise to drive innovative strategies that enhance member experiences and foster financial empowerment. Collaborate with a passionate team dedicated to performance and accountability, ensuring you make a tangible impact in the lives of our members. You will be at the forefront of our mission, crafting meaningful financial solutions tailored to diverse needs while embracing a culture of respect and integrity. This opportunity not only encourages professional growth but also allows you to shape the future of financial services. If you are ready to inspire change and elevate member satisfaction, your journey begins here. Your day to day as a Director of Sales The Director of Sales at SkyOne Federal Credit Union plays a pivotal role in driving revenue growth and enhancing member relationships across our retail branches, centralized sales teams, and contact center. This position blends strategic leadership with hands-on execution, ensuring a consultative, data-driven sales performance across all member interactions. The ideal candidate will have a strong background in financial services sales leadership and possess expertise in CRM-driven sales execution, digital, and omnichannel strategies. By aligning people, processes, and technology, the Director will transform member engagement into measurable growth while upholding our member-first values. In addition to managing retail locations and call center operations, this leader will coach the team in the SkyOne Service and Sales Model, ensuring that employee behaviors are aligned with delivering an effortless and rewarding experience for every member. What you need to be successful Success in the Director of Sales role at SkyOne Federal Credit Union requires a dynamic blend of strategic vision, leadership acumen, and a deep understanding of sales performance metrics. The ideal candidate should develop and execute a robust enterprise sales strategy that aligns with organizational growth goals, while also fostering a culture that prioritizes coaching and service excellence. Proficiency in managing retail branches and contact center operations is essential, ensuring consistent sales behaviors and member experiences across all channels. Strong skills in team management and coaching are critical, with an emphasis on structured routines for goal-setting and performance assessment. Candidates must excel in utilizing CRM platforms for effective lead management and sales tracking, as well as analyzing data to identify trends and opportunities for improvement. Additionally, expertise in digital and omnichannel sales enablement will be vital for driving engagement across various platforms and maximizing conversion rates through cross-functional collaboration. QUALIFICATIONS Bachelor's degree in Business, Finance, Marketing, or related field (or equivalent experience) 7+ years of progressive sales leadership experience in financial services (credit union, bank, or fintech) Demonstrated success leading multi-channel sales teams, including branches and contact centers Proven track record of meeting or exceeding sales and growth targets Strong experience with CRM platforms (e.g., Salesforce, Microsoft Dynamics, HubSpot, or financial-services CRMs) Deep understanding of consultative selling, pipeline management, and sales performance metrics Experience integrating digital and inbound sales with traditional retail sales models Knowledge of deposit growth, consumer lending, and relationship-based selling Experience designing or managing sales incentive and compensation programs Familiarity with call center sales optimization and outbound/inbound sales models Our team needs you! If you have these qualities and meet the basic job requirements, we'd love to have you on our team. Apply now using our online application! Job Posted by ApplicantPro

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: Efficient Teller Operations: Ensure all teller functions comply with policies and security standards. Maintain professional and effective teller operations, including balancing and securing funds. Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines Member Services: Provide exceptional member service by meeting Members' needs promptly and professionally. Resolve Members' requests, problems, and questions; offer Credit Union products and services. Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility. Process transactions, open new accounts, and handle consumer loans from start to finish. Leadership and Supervision: Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership. Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch. Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development. Handle any special projects delegated by leader. Problem-Solving and Support: Address complex transactions and sensitive Member relations issues. Investigate and correct teller out-of-balance conditions. Support personnel with day-to-day operations and Member interactions. Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly. Product Knowledge and Cross-Selling: Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services. Conduct outbound calls for Member Service and Sales, following the 2/2/2 program. Transaction Processing: Perform a wide range of financial transactions, ensuring accuracy and security. Responsible for overrides. Process deposits, withdrawals, transfers, payments, and check cashing. Balance daily transactions and verify cash totals. Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them. Member Relationship Building: Build a network of Member contacts through qualified leads and referrals. Promote Credit Union objectives and deepen business relationships. Quality Control and Compliance: Ensure all membership documents meet quality control standards. Maintain compliance with policies, including CIP, OFAC, and ChexSystems. Maintain and enhance financial business acumen through continual training and self-development. Communication and Coordination: Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management. Provide suggestions for improved service and streamline operations. Flexibility and Additional Duties: Maintain flexibility in support of branch needs. Complete projects and reports related to the department. Perform other related duties as assigned or requested. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: Excellent Member service and conflict resolution skills Effective sales skills Strong problem-solving and decision making skills Clear and open communication skills Flexible; easily adapts to change Strong time-management skills & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Performance Standards: Balancing Standards Balancing Percentage Member Satisfaction Transaction Quality Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) \ Partners Wealth Management (Total Referrals / Qualified Referrals) Review Membership Applications (Membership Officer) Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans) Autoland / Auto Advisor referrals (Total referrals/qualified referrals) Review and submit the monthly Teller Over / Short report to the Branch Service Manager Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager SCOPE OF JOB Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM - 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in California is $24.00 to $30.69 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Powered by JazzHR lnrl PbdcfE

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: Efficient Teller Operations: Ensure all teller functions comply with policies and security standards. Maintain professional and effective teller operations, including balancing and securing funds. Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines Member Services: Provide exceptional member service by meeting Members' needs promptly and professionally. Resolve Members' requests, problems, and questions; offer Credit Union products and services. Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility. Process transactions, open new accounts, and handle consumer loans from start to finish. Leadership and Supervision: Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership. Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch. Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development. Handle any special projects delegated by leader. Problem-Solving and Support: Address complex transactions and sensitive Member relations issues. Investigate and correct teller out-of-balance conditions. Support personnel with day-to-day operations and Member interactions. Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly. Product Knowledge and Cross-Selling: Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services. Conduct outbound calls for Member Service and Sales, following the 2/2/2 program. Transaction Processing: Perform a wide range of financial transactions, ensuring accuracy and security. Responsible for overrides. Process deposits, withdrawals, transfers, payments, and check cashing. Balance daily transactions and verify cash totals. Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them. Member Relationship Building: Build a network of Member contacts through qualified leads and referrals. Promote Credit Union objectives and deepen business relationships. Quality Control and Compliance: Ensure all membership documents meet quality control standards. Maintain compliance with policies, including CIP, OFAC, and ChexSystems. Maintain and enhance financial business acumen through continual training and self-development. Communication and Coordination: Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management. Provide suggestions for improved service and streamline operations. Flexibility and Additional Duties: Maintain flexibility in support of branch needs. Complete projects and reports related to the department. Perform other related duties as assigned or requested. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: Excellent Member service and conflict resolution skills Effective sales skills Strong problem-solving and decision making skills Clear and open communication skills Flexible; easily adapts to change Strong time-management skills & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Performance Standards: Balancing Standards Balancing Percentage Member Satisfaction Transaction Quality Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) \ Partners Wealth Management (Total Referrals / Qualified Referrals) Review Membership Applications (Membership Officer) Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans) Autoland / Auto Advisor referrals (Total referrals/qualified referrals) Review and submit the monthly Teller Over / Short report to the Branch Service Manager Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager SCOPE OF JOB Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM - 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in California is $24.00 to $30.69 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Powered by JazzHR E6IS4Ker3R

Job DescriptionThe Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities: Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment-related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification - Required CA Notary - Required State L&D Insurance License - Required SIE (if Series 6 acquired after October 1, 2018)- Required FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors: 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards: New Memberships: 5-8 per month Loan Originations: 12-17 funded applications per month ($300K-$425K) Insurance Units: 8-12 per month (PLP, GAP, MBI) Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR En2L7riFLe

To provide guidance to management and employees on performance concerns, conflict resolution, organizational changes, HR policies and procedures, employment/labor laws, EEO, and adverse employment actions to promote a fair and equitable work environment. Assess and address employee engagement, manager education, employee and manager counseling, performance improvement efforts, investigations, policy interpretation and resolution of employee grievances/charges. Significant knowledge in local, state and federal employment regulations Advanced knowledge of federal and state leave and disability laws related to benefits, HIPPA, FMLA, ADA and substance abuse Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals Ability to maintain confidentiality and demonstrate integrity Advanced skill applying local, state and federal employment regulations Advanced research, analytical and problem solving skills Advanced verbal and written communication skills Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely Advanced organizational, planning, and time management skills Advanced skill working with diverse internal and external contacts Advanced skill building effective relationships through rapport, trust, diplomacy and tact Advanced skill navigating multiple screens and PC applications and adapting to new technologies Bachelor's Degree in Human Resources, Business Administration, or the equivalent combination of training, education, and experience Desired Qualifications Basic knowledge of Navy Federal Human Resources policies, procedures, and programs Basic knowledge of Navy Federal's functions, philosophy, operations and organizational objectives PHR/SHRM-CP or SPHR/SHRM-SCP Certification Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 | 9999 Willow Creek Road, San Diego, CA 92131 Evaluate employee inquiries and problems to determine best course of action; provide advice and guidance Lead thorough and timely workplace investigations and make recommendations on appropriate course of action including formal levels of disciplinary action (e.g., reprimand, suspension, reassignment/reduction or termination) to minimize legal risk Create chronological history of relevant issues; ensure the accuracy of the content and that the document is legally defensible/sound Resolve issues involving discipline, performance, employee concerns, attendance, personnel actions, and employment policies/procedures and laws (e.g., EEO, AAP, FMLA, ADEA, ADA) Apply knowledge of theories, principles, and practices of human resource management; research and evaluate employment practices and make recommendations Analyze exit survey, turnover and other employee data to produce metrics outlining the current state and provide recommendations to internal customers Maintain working knowledge of regulatory requirements and practices including changes and new legislation Research Navy Federal policies, procedures and past practices to ensure consistency in all adverse employment actions Review performance appraisals as needed; evaluate the content of the appraisal to ensure fairness, consistency, accuracy and legal compliance Confer and consult with Office of the General Counsel (OGC) and external law offices on litigation cases; provides detailed case analysis and documentation as needed Apply knowledge of federal, international and state employment laws to provide advice, guidance, and counseling to employees and management Represent Navy Federal in unemployment hearings and appeals, as necessary Assist in composing internal and external communications Lead and/or provides support for projects and initiatives within the business unit and/or across the organization Research, compile, review and analyze reports Participate in training and mentor initiatives with new Employee Relations team members Perform other duties as assigned

Job Description Immerse yourself in an exciting opportunity where your financial expertise directly impacts the lives of our members. As a Controller based at our Hawthorne headquarters, you'll be part of a hybrid team, working three days onsite and collaborating remotely the rest of the week. In this role, you'll help shape financial strategies that support our member-focused solutions, ensuring every decision aligns with our vision of delivering effortless experiences. You'll work alongside a team that values performance, accountability, and integrity, while fostering a culture of respect, innovation, and continuous improvement. We're looking for a leader who thrives in a dynamic environment and is passionate about making a meaningful difference. If you're ready to take the next step in your career and contribute to a mission-driven organization that values your contributions and encourages your growth-this is your moment. Your day as a Controller As the Controller at SkyOne Federal Credit Union, you will play an integral role in driving the company's objectives by managing the accounting function comprehensively. Your responsibilities will encompass maintaining the general ledger and producing insightful financial reports, both recurring and ad hoc. You will collaborate closely with examiners and auditors, ensuring that the credit union adheres to GAAP standards and effectively develops and enforces robust internal controls. Reporting directly to the Chief Financial Officer, you will have a significant impact on the financial integrity of the organization, contributing to our mission of delivering tailored financial solutions that improve our members' lives. This position is an exceptional opportunity for a detail-oriented professional looking to make a meaningful difference in a dynamic credit union environment. What matters most To thrive as the Controller at SkyOne Federal Credit Union, a diverse skill set is essential. Effective management and development of the accounting staff is crucial, as you will provide direction, feedback, and performance evaluations regularly. Strong organizational skills are necessary for participating in department goal-setting and collaborating with management to align financial decisions with the credit union's objectives. Experience in budget preparation and financial reporting is vital, especially when preparing monthly reports for the Board of Directors. A solid understanding of GAAP, regulatory compliance, and internal controls is necessary to ensure accurate financial statements and safeguard assets. You should also possess analytical skills to monitor cost and revenue control, recommending improvements to optimize financial performance. Finally, interpersonal skills are key for interfacing with outside auditors, NCUA examiners, and vendors, ensuring smooth processes and maintaining the integrity of the credit union's financial operations. Qualifications Minimum five years experience managing an accounting department in a financial institution, credit union highly preferred. Minimum five years experience in budgeting, account and financial analysis and reporting. Four-year college degree in business with specialization in accounting preferred. Must have a CPA Strong strategic planning and organizational skills. Demonstrated leadership and management skills. Well-developed time management skills with the ability to manage multiple priorities. Excellent verbal and written communication skills. Ability to exercise discretion and independent judgment. Proficient knowledge of Microsoft Office applications (Word, Excel, PowerPoint). A high degree of confidentiality. A superior level of member service; be a positive role model for staff, and demonstrate a high level of commitment to the organization. Effective coaching and mentoring skills. Your next step So, what do you think? If this sounds like the right position for you, go ahead and apply today! We are proud to be an Equal Opportunity Employer. Job Posted by ApplicantPro

** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.** Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Education Program Specialist supports the successful execution of Partners' Path to Financial Stability program. This role manages the operational, tracking, and communication functions that ensure participants stay engaged, meet key milestones, and achieve their financial goals. The Specialist will oversee backend processes, maintain program data and platforms, coordinate participant communications, and partner closely with the Education & Development team to create a consistent, high-quality experience from enrollment to completion. Principal Responsibilities: Program Operations Manage the day-to-day operations of the Path to Financial Stability program from onboarding to completion. Own the program tracking process, ensuring accurate participant data, milestones, and financial goals are up to date. Maintain and update all program platforms, dashboards, tracking sheets, and reporting tools. Oversee scheduling and logistics for quarterly workshops, follow up sessions, and one-on-one counseling. Build and manage timelines, workflows, and checklists to ensure all program components stay on track. Participant Tracking & Progress Management Track participant progress toward savings goals, milestones, deliverables, and attendance. Send proactive follow-ups, reminders, and communications for upcoming appointments, milestones, or missing items. Serve as point of coordination between participants, counselors, and program facilitators to ensure participants stay on track. Ensure high-touch, high-consistency communication throughout the year. Data, Reporting & Compliance Compile weekly, monthly, and quarterly program reports for leadership. Analyze participation, attendance, and goal completion trends. Maintain documentation for audit-readiness and ensure data security and confidentiality. Support building insights and recommendations for program improvements. Cross-Functional Collaboration Work closely with Education & Development, Member Experience, and Marketing to support program execution. Coordinate with certified financial counselors to ensure consistency in follow-ups and member experience. Partner with IT, BI, and vendors to troubleshoot or enhance tracking tools and systems. Continuous Improvement Identify opportunities to streamline processes, automate tasks, or improve member touchpoints. Support the development of templates, workflows, and SOPs as the program grows Additional Responsibilities: Support onboarding of new cohorts each quarter, including enrollment, materials, and communications. Maintain all member-facing resources, ensuring content is updated and accurate. Coordinate incentives, completion certificates, or recognition moments. Assist with workshop setup, materials, technology, and vendor coordination for MEDA team. Partner with Manager, MEDA on monthly virtual workshops. Coordination and Implementation. Partner with Retail Marketing team on monthly educational themes, with focuses on amplification through digital channels. Update educational curriculum and supporting documents as needed. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 2 to 5 years Specific Experience Required: Experience in program coordination, project support, financial education, member experience, training and development or operations preferred Other Training, Technical Skills, or Knowledge Required: Strong organizational and project management skills Comfortable working with data, tracking tools, spreadsheets, and dashboards Excellent written and verbal communication skills Strong follow-through, attention to detail, and accountability Ability to manage sensitive financial information confidentially Shift Work: Employee is non-exempt, generally Mon-Fri day shifts but may be required to work evenings, weekends, and holidays as needed. Physical Demands & Environmental/Working Conditions: This position is performed primarily in a traditional office or bank/credit union setting, in a hybrid role that will require in-office workdays, frequent branch visits and ability to work effectively on remote days. May be required to work nights and weekends This position requires the ability to: Move self in different positions to accomplish tasks in various environments including tight and confined spaces Remain in a stationary position, often standing or sitting for prolonged periods Adjust, move, and carry objects up to 25 pounds in all directions, occasionally up to 50 pounds Stand for extended periods of times Perform repeat motions that may include the wrists, hands, and/or fingers. Use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly. Hear average or normal conversations and receive ordinary information. Prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Work may include outdoor activity Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in Florida is $62,800 to $94,200 per year and in California is $70,960 to $106,440. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. #li-hybrid Powered by JazzHR QPvEbK68c6

** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.** Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Retail Enablement Manager plays a critical role in activating, supporting, and optimizing the performance of our retail teams. This role is responsible for building the bridge between strategic initiatives and frontline execution-ensuring that retail employees are equipped with the right tools, training, messaging, and mindset to deliver exceptional member experiences and achieve key business objectives. By aligning people, processes, and promotions, the Retail Enablement Leader drives consistency, clarity, and confidence across all locations. This individual partners closely with Marketing, Learning & Development, Product, and Retail Leadership to streamline the flow of information, reduce friction in the field, and ensure every campaign, product rollout, or experience enhancement is successfully adopted and delivered with excellence. From in-branch playbooks and job aids to training support and performance insights, the Retail Enablement Leader ensures frontline teams are not just aware-but prepared, engaged, and energized to act. Ultimately, this role fuels member satisfaction, campaign conversion, employee effectiveness, and brand consistency at every touchpoint. Essential Responsibilities: Lead the end-to-end enablement of retail initiatives by coordinating communication, tools, and training that drive campaign execution and frontline readiness. Ensure retail employees are equipped with timely, accurate, and actionable information to support member interactions, product launches, and promotional offers. Serve as the strategic liaison between Retail, Marketing, Product, and Learning teams to align messaging, simplify execution, and drive operational consistency. Develop and maintain retail playbooks, job aids, and enablement materials to support day-to-day performance and in-branch excellence. Measure and report on campaign adoption and frontline engagement to identify gaps, optimize messaging, and improve enablement impact. Champion feedback loops from retail teams to inform continuous improvement of enablement •strategies, tools, and resources. Support onboarding and ongoing development efforts for retail staff by ensuring alignment of •learning content with enablement priorities. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: Bachelor's Degree Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 5 to 7 years Specific Experience Required: 5+ years of experience in retail operations, sales enablement, field communications, or frontline training, preferably in a multi-location or distributed environment. Proven track record of activating retail teams around new campaigns, product launches, or operational changes-with measurable impact on engagement or performance. Experience collaborating cross-functionally with Marketing, Learning & Development, Product, and Retail Leadership teams to align and implement enablement strategies. Strong background in content development and communication planning for field teams (e.g., job aids, playbooks, toolkits, or field briefs). Experience analyzing campaign performance, adoption metrics, or frontline feedback to inform future enablement approaches. Background in financial services, credit unions, or highly regulated industries is preferred but not required. Exposure to learning management systems (LMS), communication platforms (e.g., Teams, SharePoint), and performance dashboards or enablement tools is highly beneficial Other Training, Technical Skills, or Knowledge Required: Strong proficiency in Symitar, Xperience, Springboard, and AI-driven support systems like Eli. Advanced knowledge of contact center operations, workforce management, and call routing technologies. Working knowledge of federal regulations related to banking and lending services. Other Measurable Abilities Required: Exceptional leadership, communication, and problem-solving skills. Ability to manage multiple priorities in a fast-paced and dynamic environment. Demonstrated experience in coaching employees, driving performance, and handling escalated issues. Responsible; Flexible; detail- and goal- oriented Shift Work: Shift work including weekends consists of hours outside of an 8-5 schedule to cover the hours of operation. Discretion/Latitude: Operates with significant autonomy while aligning with executive leadership directives. Makes key business decisions impacting member service, employee performance, and operational effectiveness. Supervisory Scope: Direct Reports: 1-10 The Retail Enablement Leader may not have direct reports initially but is expected to lead through influence and cross-functional collaboration. This role provides indirect leadership to retail teams by driving alignment between corporate initiatives and frontline execution, and may oversee contract or project-based contributors (e.g., content developers, trainers, or field testers) as needed. The position collaborates closely with Retail Leadership, Learning & Development, Marketing, and Product teams, and is accountable for influencing how enablement strategies are adopted and sustained across all retail locations. As the program scales, the role may expand to include direct supervisory responsibility for Enablement Specialists or Coordinators. Physical Demands & Environmental/Working Conditions: This position is performed in a traditional office or contact center setting, with no expected adverse environmental conditions. Requires prolonged sitting and computer work. Ability to adjust or move objects up to 15 pounds. Strong verbal communication skills for coaching employees and handling escalated issues Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in Florida is $94,320 to $141,480 per year and in California is $106,560 to $159,840. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Powered by JazzHR e0doTy3eSf

The Consumer loan processor is responsible for the processing of all Consumer Loan product applications in compliance with applicable rules, regulations, laws and guidelines. Provide members applying for Consumer Loans with detailed guidance on product, pricing and the loan process from application to close. If you have experience in a financial institution processing consumer loan applications, this job may be for you! About Frontwave Credit Union: Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology. What's In It For You: Competitive pay, 401k matching, mortgage and auto discounts. 9-27 days of PTO per year (based on tenure) and 10 paid holidays. Affordable medical, dental, vision health plans, and Flexible Spending Account. Employee Assistance Program with a variety of services. Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year. Culture of excellence and continuous improvement. We strive to be the best place you've ever worked! Responsibilities Essential Duties and Responsibilities: Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations as well as Credit Union policies and procedures. Promptly respond to all digital loan applications, determine eligibility for memberships, process members' requests working with appropriate personnel in order to satisfactorily service the digital request and complete the loan process within established service level. Act as the main point of contact throughout the loan process, ensuring excellent levels of service by providing guidance on process, product and pricing in a detailed and comprehensive manner. Provide excellent service to members (external and internal) by completing the loan process timely, efficiently and with minimal errors. Update the LOS with loan status notes according to department KPIs. Ensures accuracy in loan application, verification of income and other documents or stipulations required for funding or as required by contract. May conduct follow up contact with member for additional information. Communicate underwriting recommendation to members according to established service level agreement and workflow process. Contribute with development, testing, documenting and training on new workflows and procedures. Assist team members and other departments with lending guidelines, process workflows and loan documentation questions. Qualifications Education and/or Experience: High School Diploma or equivalent. Minimum of two years of financial industry experience with one years of lending experience. Knowledge, Skills and Abilities: Basic computer skills with general knowledge of Microsoft Office applications. Knowledge of California and out of state DMV Policy and Procedures. Knowledge of basic consumer lending processes Knowledge of After Market Products and ability to cross sell other products and services offered by credit union Salary Range: $24.46/hr-$36.69/hr Service Excellence Standards When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards: • We see it. We own it. We get it done. • We ignite positive experiences. • We do things right every time. • We are collaborators - united, cohesive and engaged • We innovate and evolve. • We create memorable experiences for life. • We starts with me.

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Proven ability to prospect and grow and established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00 AM - 5:30 PM Hybrid Location: 2040 Harbison Drive Ste E, Vacaville, California 95687 Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement Conducts local seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures Establish, maintain, and develop business relationships with members and internal/external sources Execute customer and broker purchase/sales orders of securities for current/new clients Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies for leadership Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits Perform other duties as assigned or appropriate

The Fraud Manager oversees the comprehensive management of Frontwave Credit Union's fraud operations, which includes managing all fraud mitigation systems. This role is tasked with the prevention, detection, investigation, and recovery of fraud across all channels, excluding card-related activity. The Fraud Manager provides strategic leadership, vision, and guidance for an enterprise-wide fraud program that ensures effective fraud prevention and mitigation throughout all business lines. Additionally, the manager directs, organizes, and controls the operational functions of the Fraud department and its investigative staff to maintain high standards of quality service. This position is also responsible for consistently upholding Frontwave's core values and service standards. About Frontwave Credit Union: Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At CVB, a division of Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology. What's In It For You: Competitive pay, 401k matching, mortgage and auto discounts. 9-27 days of PTO per year (based on tenure) and 11 paid holidays. Affordable medical, dental, vision health plans, and Flexible Spending Account. Employee Assistance Program with a variety of services. Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year. Culture of excellence and continuous improvement. We strive to be the best place you've ever worked! Responsibilities Essential Duties and Responsibilities: Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations and Credit Union policies and procedures. Oversees and directs fraud prevention, mitigation, and investigative operations, including the identification of high-risk transactions and emerging threats, analysis and resolution of suspicious activity, execution of thorough investigations, implementation of effective controls, and facilitation of fund recovery. Manages the Fraud team, implements strategies to mitigate fraudulent activity, and ensures adherence to financial regulatory requirements. Maintains collaborative business partnerships with all business units to understand and improve core business activities, products, and transactions. Serves as a trusted advisor throughout the organization by supporting Frontwave's fraud prevention initiatives and advancing key business objectives. Prepares, reviews, and files SARs promptly with the required agencies. Maintains processes and reporting to ensure regulatory compliance for SAR review and filing. Maintains a current and in-depth knowledge of BSA, AML, OFAC, and all related regulations. Provides effective and considerate feedback to investigators while seeking to understand how to best assist operations in building and maintaining high quality investigations. Serves as a subject matter expert on fraud and optimizes Frontwave's approach to these areas across the organization. Delivers valuable insights and fraud mitigation recommendations in support of business goals. Advises on day-to-day fraud matters and serves as an expert resource for internal stakeholders, and provides risk-based advice, drives operational efficiency, manages, and thinks cross functionally. Evaluates data to determine efficiencies via technologies, tools, and/or process improvements. Works with internal and external auditors, consultants, and regulatory examiners in connection with their review of the fraud program. Ensures related Policies, Procedures, and practices are examined for compliance with law and regulation and are updated, as necessary. Serves as the business owner for all fraud-related systems, providing continual oversight and conducting risk assessments to ensure alignment with Frontwaves' fraud management strategy and risk tolerance. Builds and maintains fraud related systems such as Verafin and BioCatch to ensure system optimization, rule management, and configuration. Additional duties, as requested or assigned. Qualifications Education and/or Experience: Undergraduate degree or international equivalent Minimum of 5 years banking experience, with at least 3 years of leadership experience with proven expertise in direct fraud mitigation. Preferred qualifications include CRCM, CAMS, CFE, CUCO, BSACS, or an equivalent professional certification. To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Demonstrated experience with building or maintaining fraud related systems. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Knowledge, Skills, and Abilities: Strong process and problem-solving skills at both strategic and functional levels. Expertise in direct fraud prevention, BSA/OFAC regulations, and a broad understanding of concepts, principles, and procedures relevant to financial institutions. Highly organized and able to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency. Sufficient knowledge to resolve and answer complex fraud questions. Proficient at finding inconsistencies, detecting patterns, and communicating concerns. Excellent communication and diplomacy skills, both verbal and written. Collaborative and team-based approach. Strong decision making and investigative skills, analytical skills as well as problem-solving, and critical-thinking skills. Understanding of how fraud and business units collectively integrate within the AML/BSA/OFAC functions, with the objective to provide oversight and guidance to complex issues that may require analysis of alternative solutions, while considering the business impact to all areas involved. Adheres to all relevant regulations, laws, and company policies, especially those related to the Bank Secrecy Act, Anti-Money Laundering, and Suspicious Activity Report filing. Monitors transactions for suspicious activities, accurately documents and reports as required by law and by Policy. Ensures compliance through ongoing training and collaboration with the compliance team. Maintains thorough records and assists in audits to address any deficiencies. Salary Range: $ 92,699.77 - $139,049.66 Service Excellence Standards When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards: • We see it. We own it. We get it done. • We ignite positive experiences. • We do things right every time. • We are collaborators - united, cohesive and engaged • We innovate and evolve. • We create memorable experiences for life. • We starts with me.

The Collector is responsible for the timely collection of funds and/or resolution for all delinquent accounts. Responsible to uphold and abide by Frontwave's core values and service expectations. Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology. What's In It For You: Competitive pay, 401k matching, mortgage and auto discounts. 9-27 days of PTO per year (based on tenure) and 10 paid holidays. Affordable medical, dental, vision health plans, and Flexible Spending Account. Employee Assistance Program with a variety of services. Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year. Culture of excellence and continuous improvement. We strive to be the best place you've ever worked! Responsibilities Essential Duties and Responsibilities: Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures. Assists members, employees, and authorized parties with information regarding delinquent and/or negative accounts. Complies to The Fair Debt Collection Practices Act (FDCPA). Achieves department and individual production goals as set by Collections Management. Handles all communications with members via verbal or written. Generates and mails appropriate collection correspondence according to established timelines May negotiate and establish repayment arrangements within defined guidelines following review of terms of credit contract. Utilizes all methods for skip tracing of delinquent accounts. Updates account information and status Assigns vehicle loans for repossession according to policy and procedure Clearly documents all collection activity within the collections platform. Reviews records and transactions to resolve misapplied payments, research account transactions to ensure payments are properly credited Assists in the training of collection personnel. Keeps management apprised of collections status and efforts. Offers automated services such as ACH, Direct Deposit, and Allotment to assure recurring payments. Qualifications EDUCATION and/or EXPERIENCE: High School Diploma or general education degree (GED). Minimum 1 year collection experience in a collection environment, preferably a credit union or similar financial institution. Salary Range: $24.46/hr - $36.69/hr Service Excellence Standards When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards: • We see it. We own it. We get it done. • We ignite positive experiences. • We do things right every time. • We are collaborators - united, cohesive and engaged • We innovate and evolve. • We create memorable experiences for life. • We starts with me.

To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision. Self-motivated, results driven, team player with strong ability to collaborate with others Experience in an administrative support capacity, preferably in customer service or financial services Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities Familiarity with investment products, services, processes, requirements, and systems Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Advanced customer service and relationship management skills Ability to remain calm and courteous under pressure while dealing with internal and external members/customers Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact Ability to interpret and explain regulations, instructions, and procedures Effective skill exercising initiative and using good judgment to make sound decisions Effective organizational, planning and time management skills Effective research, analytical, and problem-solving skills Effective skill performing mathematical calculations and working accurately with numbers Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents Effective skill maintaining accuracy with attention to detail and meeting deadlines Experience with managing multiple priorities independently and/or in a team environment to achieve goals Effective verbal and written communication skills Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective word processing and spreadsheet software skills Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Working knowledge of Navy Federal/NFIS products and services Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License Hours: Monday - Friday, 8:30AM - 5PM Hybrid Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives Assist in training and onboarding n

Job Description Join SkyOne Federal Credit Union as our Chief Lending Officer in Hawthorne, CA, where your expertise will directly impact the lives of our members through innovative lending solutions. This onsite role offers a unique opportunity to lead a passionate team dedicated to delivering exceptional financial services tailored to personalize our members' experiences. You'll have the chance to drive strategic initiatives, fostering accountability and integrity while pushing the boundaries of traditional lending practices. This position allows you to shape the future trajectory of our lending operations, promoting respect and collaboration within our vibrant culture. If you thrive in a performance-driven environment and want to make a tangible difference in the community, this is the perfect opportunity for you. Your leadership could help us fulfill our vision of enriching members' lives through convenient, member-focused solutions. Your role as a Chief Lending Officer As the Chief Lending Officer at SkyOne Federal Credit Union, you will be at the helm of the Lending division, where your leadership will ensure the delivery of exceptional member service that aligns with our high-quality standards. You will play a critical role in implementing, monitoring, and evaluating the division's goals, while also tracking all incentive programs to motivate and enhance team performance. Your expertise will be essential in developing, reviewing, and administering policies and procedures to ensure compliance and that internal controls remain robust throughout the Lending Division. This position presents a unique opportunity to influence operational efficiency and member satisfaction while fostering an innovative and accountable culture dedicated to helping our members achieve their financial goals. Would you be a great Chief Lending Officer? To excel as the Chief Lending Officer at SkyOne Federal Credit Union, a comprehensive skill set is essential. Strong leadership abilities are critical for overseeing management staff, providing timely direction, and evaluating employee performance to bolster team effectiveness. Proficiency in financial analysis and budget management will allow you to monitor the cost efficiency of division activities and evaluate the impact of strategic initiatives on the overall Credit Union objectives. A deep understanding of regulatory compliance, including familiarity with Regulations B, Z, SCC, Fair Housing Act, and ECOA, is vital to ensure adherence to state and federal laws within the lending landscape. Your expertise in developing training programs and fostering a sales and service culture will enhance member service standards across the division. Additionally, strong communication skills will facilitate ongoing interdepartmental collaboration, ensuring the successful implementation of new programs and systems while maintaining high-quality service. Your ability to analyze loan requests accurately and manage internal controls will be instrumental in achieving the Credit Union's lending goals. QUALIFICATIONS Bachelor's degree in business related field preferred. Minimum of five years management experience. Must have knowledge and experience in sales management, including selling techniques, training, motivating and coaching. Strong strategic planning and organizational skills. Well-developed time management skills with the ability to manage multiple priorities. Excellent verbal and written communication skills. Ability to exercise discretion and independent judgment. Must have high level of interpersonal skills to handle sensitive and confidential situations. Position requires demonstrated poise, tact, and diplomacy. Proficient knowledge of Microsoft Office application (Word, Excel, PowerPoint). A superior level of member service, be a positive role model for staff, and demonstrate a high level of commitment to the organization. Thorough knowledge of mortgage lending policies, procedures, rules, and regulations. Must be able to be registered and obtain a unique identification number as a mortgage loan officer (MLO) on the NMLS list. Ready to join our team? If this sounds like the right job for you, don't wait - apply today to join our team. We look forward to hearing from you! Job Posted by ApplicantPro

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partners Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively. Job Responsibilities: Lead Generation and Networking • Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities. Outbound Member Service and Sales • Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales Transaction Processing • Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members. Member Needs and Financial Solutions • Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions. Cross-Selling and Promotion • Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability. Loan Processing and Mentorship • Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices. Product Knowledge and Member Education • Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility. Membership Account Management • Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates. Quality Control and Compliance • Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc. Branch Operations and Notary Responsibilities • Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED (required) Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Language Skills: Spanish (preferred) Certifications or Licenses Required: CA Notary NMLS Certification Medallion Signature Guarantee Certification - Preferred Other Training, Technical Skills, or Knowledge Required: Ability to use a personal computer and related software applications including Microsoft Outlook - Required Experience using Episys - Preferred Experience using Springboard - Preferred Experience using Verafin - Preferred Other Measurable Abilities Required: Excellent member service and conflict resolution skills Effective sales skills Strong problem-solving and decision making skills Clear and open communication skills Flexible; easily adapts to change Strong time-management skills & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Experience in sales is preferred. Previous supervisory experience preferred Business/Work Environment: Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation Other: Ability to travel from branch locations when required. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: ****************************************

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: Efficient Teller Operations: Ensure all teller functions comply with policies and security standards. Maintain professional and effective teller operations, including balancing and securing funds. Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines Member Services: Provide exceptional member service by meeting Members' needs promptly and professionally. Resolve Members' requests, problems, and questions; offer Credit Union products and services. Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility. Process transactions, open new accounts, and handle consumer loans from start to finish. Leadership and Supervision: Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership. Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch. Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development. Handle any special projects delegated by leader. Problem-Solving and Support: Address complex transactions and sensitive Member relations issues. Investigate and correct teller out-of-balance conditions. Support personnel with day-to-day operations and Member interactions. Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly. Product Knowledge and Cross-Selling: Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services. Conduct outbound calls for Member Service and Sales, following the 2/2/2 program. Transaction Processing: Perform a wide range of financial transactions, ensuring accuracy and security. Responsible for overrides. Process deposits, withdrawals, transfers, payments, and check cashing. Balance daily transactions and verify cash totals. Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them. Member Relationship Building: Build a network of Member contacts through qualified leads and referrals. Promote Credit Union objectives and deepen business relationships. Quality Control and Compliance: Ensure all membership documents meet quality control standards. Maintain compliance with policies, including CIP, OFAC, and ChexSystems. Maintain and enhance financial business acumen through continual training and self-development. Communication and Coordination: Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management. Provide suggestions for improved service and streamline operations. Flexibility and Additional Duties: Maintain flexibility in support of branch needs. Complete projects and reports related to the department. Perform other related duties as assigned or requested. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: Excellent Member service and conflict resolution skills Effective sales skills Strong problem-solving and decision making skills Clear and open communication skills Flexible; easily adapts to change Strong time-management skills & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Performance Standards: Balancing Standards Balancing Percentage Member Satisfaction Transaction Quality Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) Partners Wealth Management (Total Referrals / Qualified Referrals) Review Membership Applications (Membership Officer) Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans) Autoland / Auto Advisor referrals (Total referrals/qualified referrals) Review and submit the monthly Teller Over / Short report to the Branch Service Manager Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager SCOPE OF JOB Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM - 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in California is $24.00 to $30.69 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities: Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment-related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification - Required CA Notary - Required State L&D Insurance License - Required SIE (if Series 6 acquired after October 1, 2018)- Required FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors: 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards: New Memberships: 5-8 per month Loan Originations: 12-17 funded applications per month ($300K-$425K) Insurance Units: 8-12 per month (PLP, GAP, MBI) Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Job Description Join SkyOne Federal Credit Union as a Sales Manager in our Call Center and be at the forefront of transforming our members' financial journeys. This is your chance to lead a dynamic team committed to excellence and innovation, while fostering a culture rooted in respect and accountability. You'll have the opportunity to implement cutting-edge sales strategies that directly enhance our members' experience, making their financial goals more attainable than ever. Drive performance while collaborating with passionate individuals eager to make a difference. Here, your ideas will be valued, and your contributions could shape the future of our services. Embrace the challenge of creating meaningful connections, empowering your team, and leaving a lasting impact on the lives of our members. Your day as a Sales Manager (Call Center) As the Sales Manager for our California call center and digital chat teams at SkyOne Federal Credit Union, you will play a pivotal role in driving sales and performance growth. You will lead your teams in executing innovative sales strategies that align with our organizational goals, ensuring that they consistently meet or exceed targets. Your leadership will encompass coaching, training, and staff development, empowering team members to effectively sell our diverse range of credit union products and services. You will cultivate a culture that embodies our core values and adheres to the principles of our SOAR Sales and Service Model, enabling your team to provide smooth and friendly interactions that enhance member experiences. Ultimately, you will be instrumental in fostering a cohesive team environment that prioritizes member satisfaction and service excellence. What we're looking for in a Sales Manager (Call Center) To excel as the Sales Manager at SkyOne Federal Credit Union, applicants should possess a robust set of skills and competencies. Proficiency in sales performance analysis and the ability to monitor key metrics are crucial for driving results and implementing effective action plans. Strong leadership qualities are essential, as you will be responsible for engaging both remote and in-person teams while maintaining a daily presence to motivate staff. Familiarity with tools for campaign planning and execution, combined with collaboration skills to work alongside the Marketing department, will help connect members with suitable products. Excellent coaching abilities are necessary to ensure consistent application of the SOAR Sales and Service Model and to facilitate training sessions that build team capabilities. Additionally, an understanding of compliance requirements and credit union policies is vital for maintaining high standards in service and sales effectiveness. A commitment to continuous improvement will further enhance team performance and member satisfaction. QUALIFICATIONS Minimum 3 years' of experience in a financial institution call/contact center with a focus on managing sales. Proven track record of leading teams to exceed sales goals. Strong coaching, mentoring, and performance management skills. Effective coaching and mentoring skills. Training and team leadership experience and strong cross-selling and telemarketing skills. Excellent member service, interpersonal, written, telephone communication skills, and analytical skills. Experience in campaign development and execution, preferably in partnership with marketing teams. Strong strategic and organizational skills. Deep understanding of financial products, services, and member needs. Must have a high level of interpersonal skills to handle sensitive and confidential situations. Ability to exercise discretion and sound judgment. Must possess a superior level of member service, be a positive role model for staff, and demonstrate a high level of commitment to the organization. Proficiency in Microsoft Office (Word, Excel, PowerPoint), Copilot, and sales tracking tools. Ability to manage multiple priorities and drive results in a fast-paced environment. Join us! Applying for this position is a walk in the park if you feel it's a good fit for you. Best of luck! Job Posted by ApplicantPro