Golden 1 Credit Union jobs - 218 jobs

TITLE: LEARNING DEVELOPMENT PROGRAM MANAGERSTATUS: EXEMPTREPORTS TO: MANAGER - LEADERSHIP AND DEVELOPMENT PROGRAM MANAGEMENT OFFICE (LED PMO) DEPARTMENT: LEADERSHIP AND ENTERPRISE DEVELOPMENTJOB CODE: 11545 PAY RANGE: $85,100.00 - $92,000.00 ANNUALLY GENERAL DESCRIPTION: The Learning Development Program Manager leads the design, development, and execution of our organization's learning and development initiatives. They play a key role in identifying training needs, creating engaging learning programs, and ensuring their effective delivery to enhance employee knowledge, skills, and performance. TASKS, DUTIES, FUNCTIONS: Conduct thorough needs assessments to identify gaps in knowledge, skills, and performance across the organization. Design and develop comprehensive learning programs that align with organizational goals and address identified needs. Apply instructional design principles to create engaging and effective learning materials, ensuring a variety of learning modalities are utilized. Develop and manage curriculum frameworks that guide the structure and content of learning programs. Create a variety of learning assets including interactive eLearning modules, videos, instructor-led courses, facilitator and participant materials, workshops, and job aids. Utilize learning management systems (LMS) and other educational technologies to facilitate program delivery, tracking, and evaluation. Manage all aspects of learning programs, including timelines, resources, and budgets, to ensure successful implementation. Collaborate with subject matter experts, instructors, and other stakeholders to ensure the effectiveness and relevance of learning programs. Analyze learning data and metrics to assess program effectiveness and make data-driven decisions for continuous improvement. Implement change management principles to facilitate the adoption of new learning initiatives within the organization. Develop and manage budgets associated with learning programs, ensuring cost-effectiveness and resource optimization. Commit to continuous improvement by incorporating feedback and adjusting learning programs based on results and changing organizational needs. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Strong written and verbal skills and the ability to present information positively, professionally, logically, and concisely. Must possess sufficient manual dexterity to skillfully operate a personal computer and other standard office equipment, such as multi-purpose copier and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Levels of Staff EXTERNAL: Partner and maintain positive relationships with external vendors and peers in financial institutions. QUALIFICATIONS: EDUCATION: Bachelor's degree in Education, Instructional Design, Human Resources, or a related field. Master's degree is a plus. EXPERIENCE: A minimum of 5 years' experience as a Learning Program Manager or in a similar role. Strong understanding of instructional design principles and adult learning theory. Experience with learning management systems (LMS) and other educational technologies. KNOWLEDGE / SKILLS: Excellent project management skills with the ability to manage multiple projects simultaneously. Expertise in using Articulate products, such as RISE and Storyline, for course creation. Proficient with rapid and/or AI video development tools such as Vyond or Powtoons. Experience with virtual and in-person facilitation. Strong data analysis skills and the ability to use data to inform decision-making. Excellent communication and interpersonal skills. Ability to collaborate effectively with cross-functional teams. Knowledge of relevant laws and regulations pertaining to learning and development. Commitment to staying updated on industry trends and best practices in learning and development. PHYSICAL REQUIREMENTS: Combined sitting, standing, and moving throughout the day performing work-related functions. Vision in the normal range to accomplish tasks. Hearing within the normal range required. A device to enhance hearing will be provided if needed. LICENSES / CERTIFICATIONS: #LI-Hybrid THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. REV. 4/21/2025

Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Navy Federal is seeking a highly skilled and experienced Business System Analyst III / Product/ Experience Owner to join our dynamic team. In this role, you will operate as a key partner within or supporting the Agile Release Train (ART), contributing directly to product strategy, roadmap execution, and continuous delivery of value for our Commercial Lending technology platforms. You will work closely with Product Owners, Release Train Engineers, business stakeholders, and technical teams to ensure business needs are clearly understood, documented, prioritized, and translated into business and technical user stories/use cases. This role blends systems expertise with product-oriented thinking, advancing platform capabilities, and driving outcomes that enhance our commercial lending and business membership experience. You will play a crucial role in translating business objectives into actionable technical solutions, ensuring that our systems effectively support and elevate our business operations. Responsibilities Support product vision and longterm roadmap development by identifying business needs, capability gaps, and enhancement opportunities. Partner with business product managers and technical resources to refine features, maintain a healthy backlog, and ensure alignment with ART and organizational priorities. Use elicitation and storytelling techniques to understand desired functional requirements from business leaders. Develop and/or identify use-cases (user-stories) to support technical work aligned to desired business outcomes. Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output. Conduct and/or facilitate user acceptance testing to include developing and executing test cases, communication with project teams, validating and documenting results. Execute a wide range of analysis [e.g. gap, root cause, cost savings, time savings (efficiency gains)] and others essential to support business and technical objectives. Collaborate with internal teams to plan, coordinate and execute product changes, updates and releases within time and resource constraints. Develop artifacts and/or deliverables to help facilitate common understanding of technically complex subjects. Develop high-level epics and/or features to identify key objectives aligned with desired business outcomes. Lead the development and refinement of features into product backlog items within Azure Dev Ops. Collaborate with project leaders to schedule and lead assigned tasks to support project progress. Communicate regularly with leaders on professional responsibilities, tasks, blockers, and risks. Provide formal/informal training maximizing opportunities for technical skill set development. Research emerging technologies and recommend solutions that align with business goals. Proactively identify gaps and corresponding solutions within team processes. Produce artifacts and/or deliverables as required to support project progress. Identify key metrics or data to support business and/or technical objectives. Demonstrate critical thinking and problem-solving abilities. Perform other duties as assigned. Qualifications Highly experienced as a Product /Experience Owner, operating within or supporting an Agile Release Train (ART). Highly experienced as a systems or business analysts' role, preferably within a financial institution. Experience in Azure Dev Ops (ADO) or similar platforms for documenting and communicating project responsibilities, assigning tasks, and managing backlogs. Experience in developing dashboards, queries and additional platform functionality to optimize workflow and reporting on platforms such as Jira, ADO or Power BI. Strong understanding of commercial lending processes (origination, servicing, compliance) at a financial institution. Experience in participating and/or leading agile ceremonies and additional project meetings to drive progress. Bachelor's Degree in a related field, or the equivalent combination of training, education and experience. Experience in Independently leading large projects/initiatives with minimal leadership oversight. Experience with Agile methodologies (Scrum, SAFe) and project management tools. Experience in leading, guiding and coaching professional staff. Experience with M365 environment and associated products. Hours: Monday - Friday, 8:00AM - 4:30PM EST Location: 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 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

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. Responsibilities 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 Qualifications 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 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

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. Responsibilities 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 Qualifications 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. About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Member Advisor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *This position is 100% onsite* Who you are: One to three years' experience in customer service or sales related field. High school diploma or general education degree (GED). Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. Strong customer service and interpersonal skills. Excellent communication skills, along with a demonstrated ability to meet set goals. Ability to accurately process various types of transactions for members. What you'll DO: Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX. Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts. Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established. Explain membership eligibility requirements and participate in SFCU sponsored activities. Assist with the testing of new functionality upon request. Use every member contact as an opportunity to advise members about additional services or programs that might benefit them. Managing the vault, cash, and audit functions for the assigned branch. Perform traditional teller work as needed. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

TITLE: SUP - CARD INVESTIGATIONSSTATUS: EXEMPTREPORTS TO: MGR - CARD INVESTIGATIONSDEPARTMENT: CARD INVESTIGATIONSJOB CODE: 5006 PAY RANGE: $70,400.00 - $90,000.00 ANNUALLY GENERAL DESCRIPTION: Directs and manages the Card Investigations team responsible for preventing, responding, and detecting fraudulent activity on the credit union's card and Zelle dispute portfolio. When fraud is identified, claims are filed to support and protect the member's financial assets. Quickly responds to mitigate and prevent any potential fraud losses or negative member impact. Communicates, interacts, and provides assistance to senior management, members, and branch/department personnel ensuring compliance to regulations, standards and procedures. Supervises staff performance and functions, to ensure accurate, timely, and efficient work flow, timely and accurate resolution of all claims and informational reporting to monitor trends and activity. Includes all Zelle, credit, debit and ATM card claims. TASKS, DUTIES, FUNCTIONS: Ensure the development of Card Investigations team members to maintain optimum performance of job duties. Train, supervise, and evaluate the Card Investigations staff. Assist the manager of Card Investigations in planning, organizing, and controlling the daily department operations. Identify and implement process improvements to increase efficiencies, reduce costs, and improve overall service levels based on established best practices, to identify and address risks. Document and distribute updated and new procedures. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including CFPB regulations Regulation E and Regulation Z. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision and core values. Analyze, maintain, and process investigative case load of complex fraud cases leading to the successful deterrence/avoidance of losses to the credit union and prosecution of perpetrators including field visits, surveillances or other investigative techniques as practiced in the industry. Monitor and maintain control of department work flow, including but not limited to: quality control, GL reconciliation, fraud control, dispute resolution, research, record retention, statistical and data reports for management, budget control, product, equipment, and inventory expense. Identify, investigate, resolve, and respond to cardholder/member concerns via phone, e-mail, and/or written correspondence. Maintain current working knowledge of established Zelle, credit/debit card and credit union rules, regulations, policies, and practices. Ensure departmental compliance with established security and internal audit controls. Serve as administrator for VISA and Mastercard systems. Assist the Card Investigations Program Administrator in managing and reporting system outages, tickets, UAT testing and updates. Administer the systems user training and system updates. Recommends enhancements to the software as needed. Perform liaison functions with external contacts, processors, vendors, and associated organizations. Work directly with the System Admin to provide the necessary requirements for data tracking of system performance, employee production and overall health of the Card Investigation program. Test and validate system enhancements. In the event of extreme volumes, the Supervisor supports departmental functions as an overflow resource. This includes processing claims and assisting with other supportive like functions to remain compliant and maintain acceptable levels of service. Other duties as assigned. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required for interaction with members, staff, and contacts Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Branch management and staff, Centralized Lending, Accounting, Member Services, Member Care, Records, Card Operations, Compliance, and Auditing. EXTERNAL: Members, Merchants, Acquirers, Issuers, Association, Vendors, and Processors. QUALIFICATIONS: EDUCATION: Successful completion of a high school curriculum is required. Associates degree in Criminal Justice, Business, or comparable discipline or equivalent work experience is preferred. EXPERIENCE: 5 years of financial institution experience with at least 3 years processing or investigating multiple types of fraud. 2 years of Real Time Payments or Credit/Debit card fraud claims and disputes. Previous Supervisory/Management experience preferred. KNOWLEDGE/SKILLS: Strong oral and written communication skills, including presenting to groups High level of dependability, self-motivation, and sense of urgency to meet deadlines Demonstrated ability to working a fast-paced, ambiguous environment while prioritizing and managing multiple responsibilities Knowledge of institution operations, policies, and procedures Ability to lead a team for projects Enthusiasm and interest in card fraud and related services Strong sense of ethics and professionalism Knowledge of automated data base programs, ten key, facsimile machine, personal computer and related software, electronic banking equipment, and member relation skills Ability to positively communicate suggested solutions and alternate outcomes Ability to multi-task effectively and meet established deadlines. Ability to work with a high degree of independence and use sound judgment Ability to keep and maintain confidential information PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with frequent mobility throughout the department to assist staff, attend meetings, and accomplish other responsibilities Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional travel (same day or overnight) by car or other public conveyance. Occasional long work hours may be required to accomplish tasks. Occasionally required changing work schedule to alternate shifts to cover staff shortages and/or high volume periods based on business needs. LICENSES/CERTIFICATIONS: THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/14/2026

TITLE: CARD OPERATIONS TECHNICIAN II STATUS: NON-EXEMPT REPORT TO: SUPERVISOR - CARD OPERATIONS DEPARTMENT: CARD OPERATIONS PAY RANGE: $20.07 - 21.50 HOURLY GENERAL DESCRIPTION: The Card Operations Technician II supports the Credit Union's vision, mission, and strategic goals by delivering efficient, courteous, and accurate support for credit and debit card programs. The role involves resolving member inquiries, processing transactions and adjustments, collaborating with internal teams and external vendors, and contributing to the development and execution of card-related policies and procedures. This position requires technical acumen, strong communication skills, and a proactive mindset to ensure compliance, member satisfaction, and operational efficiency. TASKS, DUTIES, FUNCTIONS: Perform general accounting, posting, reconciliation and ledger maintenance on various accounts to ensure timely balancing within guidelines. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Respond promptly and professionally to internal and external member inquiries concerning credit and debit card accounts, transactions, promotional campaigns, and services. Research and resolve issues such as card orders, balance transfers, stop payments, fee and payment reversals, ATM deposit adjustments, authorized user requests, and general ledger out-of-balance conditions. Manage daily settlements and post accurate transactions to member and general ledger accounts for both consumer and business cards. Facilitate check copy requests and returned check adjustments made through the Velera network. Proactively handle chargebacks and good faith adjustments with other financial institutions. Initiate payment requests to Accounts Payable for merchant credits related to closed accounts. Review and validate data change reports in alignment with internal security protocols. Educate members and staff on card features, decline codes, functionalities, benefits, and account management best practices. Collaborate across departments (e.g., Branch Support, Fraud, Member Services) and with vendors to resolve member issues and support operations. Assist in onboarding and training of new team members on tasks and system tools. Stay up to date on industry trends, regulations, and compliance related to card services. Participate in regulatory, compliance, and policy training; complete required online learning modules. Utilize systems such as Client Central, DataSafe, Verafin, LoansPQ, eSign+, CW3, and Microsoft Office Suite. Perform other duties as assigned. Alert management to high volume or suspicious activity within reconciliation accounts. Prepare and monitor correspondence to/from various financial institutions regarding outstanding reconciliation items. Maintain current procedure manuals for desk duty functions. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Hand-eye coordination required reading, posting, and settling numerous complex general ledger accounts. Makes sound decisions in the absence of detailed instructions. Plans and organizes with little or no assistance and requires minimum supervision. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Accounting, Collections, Loan Servicing, Branch Staff, Records, Checking, Item Processing, IT, Account Services and Member Services. EXTERNAL: Members, Financial Institutions, vendors. QUALIFICATIONS: EDUCATION: Certifications in finance or a related field are a plus. EXPERIENCE: Two or more years' experience in financial institutions required, with emphasis on credit and/or debit card operations, banking, or customer service. KNOWLEDGE/SKILLS: Technical proficiency with card processing platforms and Microsoft Office applications Strong verbal and written communication skills with the ability to interact effectively with members, team members, vendors, and external institutions.Strong attention to detail, critical thinking, and problem-solving abilities. Proven ability to work both independently and collaboratively in a fast-paced environment. Ability to manage confidential information with professionalism. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. REV. 05/16/2023

JOB TITLE: Card Investigations SpecialistDEPARTMENT: Card Investigations STATUS: Non-Exempt PAY SCALE: $23.09 - $28.50 Hourly GENERAL DESCRIPTION: Perform assigned duties and activities related to all plastic cards specific to fraud and disputes. Investigate, analyzes and responds to complex credit and debit card fraud cases, identifying points of compromise and potential loss to the credit union. Provides training and support to Card Investigation Technicians. Assist projects and tasks related to card investigations and claim processing. May act as administrator on systems related to card investigations and claims. Communicates and interacts with members, law enforcement, Loss Prevention, branch/department personnel, and merchants, to provide assistance on all card fraud and dispute matters. Prepares and processes credit card fraud and dispute related inquiries, responses, and claims. Develops and recommends strategies and rules to combat card fraud compromises once detected. Ensures quality control and security of the credit union credit and debit card portfolio by the proper use and understanding of the card processing. Adheres to the Visa Operating Rules & Regulations and federal/state regulations pertaining to credit and debit cards. TASKS, DUTIES, FUNCTIONS: Develop and recommend card fraud rules and analyze suggested rules from processor to decline fraudulent transactions and track fraud trends. Identify, investigate, and respond to cases of unauthorized plastic card usage, patterns, or trends that may suggest a card compromise is underway and take steps to mitigate losses to the credit union. Work with Card Investigation Technicians to develop loss prevention responses. Research and update member accounts in all systems related to account and transaction history and item research, as required, to effectively identify and react to potential fraud. Make recommendations to management for closure on deceptive member accounts. Work at uncovering various internet-based cybercrimes including skimming and phishing, and respond accordingly to minimize losses, with reports to management, law enforcement, and recommendation to notify members as necessary. Follow current fraud trends and gather information via industry events, forums, and publications. Work with other financial institutions, law enforcement, and processors to identify and mitigate fraud in the card industry with the goal to reduce losses to the credit union. Collect and review all documentation required to submit fraud claim or disputes to merchant or acquirer, including but not limited to affidavits, complete dispute forms and letters, receipts and transaction documents. Perform chargebacks to assist in the recovery of fraudulent or disputed transactions based on appropriate fraud or dispute codes as outlined by VISA regulation. Assist technicians with reviewing and making recommendations on how to process and complete pre-arbitration or pre-compliance based on expense and case at hand. Escalate all arbitrations or compliance issues that assume a risk for loss and expense to Card Investigation Senior and/or Supervisor. Process reimbursements to member accounts as appropriate with notification based on regulatory requirements. Keep informed of changes or updates related to credit card regulations or procedures through emails, publications, online resources, and procedures changes. Provides training to new technicians and provides support to existing technicians. May act as system administrator to enroll new employees, perform user maintenance, and update or change system parameters as needed. May provides support to the Supervisor on department projects. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to position. Comply with all established internal audit, security and credit union rules, regulations and departmental procedures. Additional duties may be assigned as necessary to maintain daily operations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to assist other staff, constructively follow-up on member inquiries, communicate clearly with management, and perform other related tasks. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of Card Investigations staff, branch and back office staff. EXTERNAL: Members, other financial institutions, vendors, processors and law enforcement. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum and /or equivalent work experience. Associate degree preferred. EXPERIENCE: Four years' experience processing fraud and dispute claims according to Visa Regulations or similar/comparable claims and regulations experience with two years of investigating fraud. KNOWLEDGE/SKILLS: Advanced knowledge of Visa Regulations and case preparations. Ability to analyze and communicate regulation updates to team. Ability to work independently on projects/tasks assigned. Good organizational skills, including the ability to prioritize daily activities and multi-task to complete assignments. High attention to detail in working and investigating files with an emphasis on deadlines. Strong oral and written communication skills, ten key, advanced PC knowledge of Windows environment, and filing logic; knowledge of Credit Union and Visa, products, services, policies, and procedures. Must be dependable and able to work independently exercising sound judgment. Must be highly detail oriented with advanced organizational skills. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/14/2026

TITLE: VP - Member Care and Credit Bureau Reporting Oversight STATUS: Exempt REPORT TO: EVP - Head of Operations DEPARTMENT: Member Care Admin PAY RANGE: $193,600.00 - $245,000.00 Annually GENERAL DESCRIPTION: The Vice President of Collections is responsible for all aspects of Collections (Member Care) which includes loss mitigation programs, third party collection agencies, bankruptcy, credit bureau reporting, litigation, repossessions, foreclosure and REO management. In addition, this role will oversee credit bureau reporting for the entire credit union, including consumer and business, member expulsion, third party oversight, Board of Directors reporting. This role will manage, mentor, and develop staff engaged in all aspects of functional responsibility in order to minimize net credit losses, service member needs, maximize member experience and increase employee engagement. PURPOSE STATEMENT: Assist Golden 1 to achieve its goals related to Financial Strength and Security by mitigating deposit and loan losses, while providing outstanding and compassionate service to our members during their time of financial distress. TASKS, DUTIES, FUNCTIONS: Oversight of the entire department with up to 200 FTEs. Define and build buy-in for the business unit's strategic vision; implement solutions that deliver the strategy, including financial plan. Lead changes necessary to support firm growth strategy while ensuring Golden level member service and creating a scalable operation within current cost structure. Collaborate with senior management, peers, and partners across the credit union on enterprise and departmental initiatives to accomplish strategic goals and remain within low-mod risk appetite. Leverage data and analytics to solve problems and articulate operational strengths, weaknesses, and ongoing performance. Implement and publish KPIs, KRIs, OKRs with appropriate targets and thresholds (RYG) across people, process, technology, risk, and strategy. Oversee business unit planning, risk, governance, quality, reporting, project management, monitoring, and finance. Stay current on collections, member service delivery and technology trends across operations. Improve Performance Across People, Process, and Technology Through Four Key Objectives: Elevate to a High-Performing Team: Manage, develop, coach, and hold talent accountable. Own the Risk: Manage the risk of the end-to-end process within the mandate. Execute Flawless and Efficient Processes: Lead the process owners and managers within the operation. Cultivate Peer Relationships: Foster relationships internally and externally. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. Lead Member Care and credit bureau reporting teams consistent with state and federal compliance standards and Golden 1 policies and procedures. Monitor delinquency and charge off trends for all products and lead teams to develop effective collection strategies for all functional areas: collections, loss mitigation, third party collection agencies, bankruptcy, litigation, repossessions, foreclosures, loss mitigation and REO management. Understand Golden 1's credit culture, underwriting, related lending policies, risk profile, portfolio and product concentration risks, including geographic, and industry, to understand delinquency and charge off trends. Develop effective multi-channel collections strategies that utilize autodialer, phone, text, email and outbound voice response unit. Develop ways to measure results. Ensure proper oversight and compliance for all vendors related to the collection process (PAR, collection agencies, attorneys etc.). Foster a positive and engaging work environment for each team member by promoting skill development, coaching, inspiring others through your words and actions, ensuring positive employee morale throughout the credit union, and embracing our mission. Develop action plans, and activities to help improve employee satisfaction to target levels. Direct the preparation of all collections of summary reports for Senior Management and the monthly Board Meeting. Responsible for the accuracy and timely delivery of all reporting owned by the Member Care department. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to train and evaluate staff and to perform constructive follow-up on member concerns and collection activities. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including financial calculators, personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Credit Union staff and members of Department and Senior Management. EXTERNAL: Members, legal counsel, vendors, peers in financial institutions, law enforcement agencies and judicial departments. QUALIFICATIONS: EDUCATION: Bachelor's degree or strong subject matter experience with excellent people leadership skills. EXPERIENCE: Minimum ten years of progressively responsible management or supervisory experience within a financial institution overseeing collections, loss mitigation and/or servicing for auto, unsecured and real estate secured products, including a minimum five years as a manager. KNOWLEDGE / SKILLS: Conversant with collection rules, regulations, and procedures. Excellent analytical and problem-solving abilities. Excellent verbal and written communications skills. Strong leadership, project and resource management, and Member Relationship skills. Experience with managing large groups. Sound knowledge of the methods and principles of business administration. Experience with financial accounting and departmental budgets. Ability to lead and manage multiple tasks concurrently and self-prioritize workload to meet deadlines as an individual and leader. Advanced knowledge of Microsoft Office programs such as Word, Excel, PowerPoint, and Outlook. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided, if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Minimal local and statewide travel by care or public conveyance to attend meetings. Unusually long work hours may be required to accomplish tasks. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/31/2025

Job Description At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. Why Work With Us? Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community. Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs. Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays. Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. Handle teller transactions and eventually learn to open new accounts with accuracy and a friendly demeanor. Cross-sell products and services, helping members discover solutions that meet their financial needs. Resolve any issues with a consultative approach that builds trust and long-term relationships. What We're Looking For: Experience: Within a banking or credit union environment, recent Teller experience experience is preferred. Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner. Technology: Ability to understand and use various systems and software. Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays. Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's branch job levels with their corresponding hourly pay: Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience) Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience) Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience) Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services) Perks & Benefits: Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day. Financial Security: Life insurance at no cost and a 401(k) plan with a 6% employer match, dollar for dollar. Work-Life Balance: 13 days of vacation and seven (7) sick days annually plus paid holidays. Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.

TITLE: IDENTITY AND ACCESS MANAGEMENT SPECIALIST STATUS: NON - EXEMPT DEPARTMENT: IT - SUPPORT REPORTS TO: SUP - HELP DESK SUPPORT PAY GRADE: 14H PAY SCALE: $28.93 - $31.00 HOURLY GENERAL DESCRIPTION: This position is primarily responsible for understanding the access and identity management functions of the credit union and data governance using best practices. Provides support by configuring, manipulating, and enforcing role-based access controls for all incoming, exiting and departing users to the Credit Union. Perform audits to maintain security policies outlined by corporate policies. Provides support to business areas regarding access management and permissions. The incumbent will be the key player in ensuring access is provided in a timely and accurate manner following the Credit Union policies and procedures. TASKS, DUTIES, FUNCTIONS: Onboarding and off boarding of all users by provisioning and deprovisioning access within all necessary applications. Provide operational support and act as a technical resource for the Active Directory infrastructure as well as various system, including incident, change, and problem management. Account lifecycle management, governance, and administration from inception to termination for all users. Managing access privileges of people both inside and outside the organization. Engage business leaders for approvals to update new roles and procedures using “least privileged” access methodology. Efficiently providing the right person, the right system access at the right time. Working with users to resolve issues conflicts with systems and services. Help users understand and apply identity security concepts, processes, and technologies. Interact with key client management to gather information, resolve problems and make recommendations for improvements. Help balance security needs and employee experience to craft seamless authentication and identity management experiences. Manage the day-to-day operations of IAM systems by monitoring system performance, configuration, maintenance and repair. Maintain best practices for implementing new technologies and decommissioning legacy systems.. Troubleshoot complex technical issues. Work to ensure audit tasks related to Identity Management are completed, with the participation of appropriate partners and in line with corporate policies. Communicate and/or prepare information for audit by extracting and presenting key metrics for reporting and analysis. Solve and manage the resolution of issues related to identities, systems, access, accounts, authentication, authorization, entitlements, and permissions. Create and populate additional fields within Active Directory and other systems. Modify and populate existing fields within Active Directory and other systems. Participate in project planning sessions. Perform user testing. A clear understanding of role-based access control and chooses the most appropriate option to maintain a "least privilege" level of access for all users. Deploying modern access management options, such as single sign-on (SSO), federated identities, multi-factor authentication (MFA) and privileged account management. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interpret, resolve, and document networking problems. Strong organizational and time management skills; ability to articulate system methodologies and concepts; communicate effectively in providing technical guidance and expertise to other staff Strong inter-personal skills and service focus. Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment. Occasionally required to change work hours including working on weekends to accomplish tasks. Occasionally required to work long hours to accomplish tasks. Participate in on-call rotation, and as such, work out of standard business hours will occasionally be required. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff and management EXTERNAL: Vendors QUALIFICATIONS: EDUCATION: Minimum two-year degree in Information Technology or Management Information Systems (MIS). Bachelor's degree in Information Technology and Management Information Systems (MIS) or related field preferred. Equivalent work experience may be considered in lieu of a degree. EXPERIENCE: One (1) or more years' experience with Systems Administration and Applications including Active Directory and AZURE AD. KNOWLEDGE/SKILLS: A strong understanding of user entitlement reviews, end to end provisioning processes and user lifecycle management. Knowledge of least privilege methodology, role- based access control, security regulations, support which includes ticket management, customer services, permissions and groups. Troubleshooting skills with networking and computer systems, can multitask, work in a fast- paced environment while providing excellent user experience. Prior experience with information security best practices is a plus. Advanced analytical problem-solving skills, including the ability to analyze datasets and present in a format that facilitates senior management decision making. Proven ability to work independently and in a multi-tasking environment. Strong communications skills & facilitation experience across all levels. Strong sense of ethics, integrity, and professionalism. Demonstrate Golden 1 core values. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/28/2022

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

TITLE: LEASE ADMINISTRATORSTATUS: EXEMPTREPORTS TO: DIRECTOR - FACILITIES AND CORPORATE SERVICESDEPARTMENT: CORPORATE SERVICESJOB CODE: 11502 PAY SCALE: $85,100.00 - $93,000.00 ANNUALLY GENERAL DESCRIPTION: The Lease Administrator is responsible for managing the lease process for Golden 1's property portfolio. The Lease Administrator will handle the entire lease process, from negotiating terms to reporting lease payments. The positions will complete quarterly and annual property reports and prepare property recommendations on lease renewals to executive leadership. The Lease Administrator requires excellent organizational and communication skills, as well as the ability to manage multiple tasks and projects. TASKS, DUTIES, FUNCTIONS: Leads in identification, analysis and negotiation of real estate terms. Direct the flow of real estate transactions by coordinating with brokers, attorneys, landlords. Develop and execute all lease documents, including drafting and reviewing lease agreements and amendments ensuring compliance with legal requirements. Independent management of the real estate portfolio. Monitor and maintain current and accurate records of all lease documents, including rent, common area maintenance (CAMs) and landlord contact information. Develop and maintain lease abstracts and monthly reports of current leases, upcoming renewals, and expirations. Enter Abstracted documents in Database. Tracks payables and receivables associated with the leases in the portfolio through a monthly spreadsheet. Monitor for accuracy and appropriateness. Code and submit payable information to the Accounting Department for processing. Monitor lease expiration dates and coordinate renewal process with landlords. Perform comprehensive review of data to provide recommendations to Retail executives on property openings, renewals or closures. Understand terms of the lease including termination terms. Audit account monthly to ensure lease terms are adhered to in lease CAM and rent charges. Provide annual budget and forecasting for all rental and facilities expenses. Provide monthly budget variance report analysis. Prepare quarterly and annual property reports for Executive review, ensuring accuracy and on-time delivery. Prepares periodic ad hoc reports. Develop and maintain relationships with landlords and vendors. All other duties as assigned by Management. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to interpret, resolve, and document security and related issues, train, and perform other related tasks. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Ensures data integrity and accuracy by performing quality control review or work completed. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff and management, including Senior Management. EXTERNAL: Landlords, vendors, brokers, and lawyers. QUALIFICATIONS: EDUCATION: Bachelor's degree (BA/BS) required. EXPERIENCE: A minimum of 5 years of experience in lease administration. Experience in Property Management or Real Estate law preferred. KNOWLEDGE / SKILLS: Must be able to handle multiple projects, changing priorities and a continually heavy workload. Advanced oral and written communication skills. Strong organization and time management skills. Exceptional customer service orientation. Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or common area maintenance. Conducts basic financial analysis. Strong attention to detail and ability to produce high-quality work with little to no errors. Advanced knowledge of Microsoft Tools. Ability to learn new and business specific software programs as needed. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Moderate travel by car and/or public conveyance. Minimal travel throughout the United States to increase knowledge and skills in security area by car or public conveyance. Minimal travel locally by car or public conveyance to resolve security issues and attend meetings. Occasionally long work hours may be required to accomplish tasks. LICENSES / CERTIFICATIONS: Certified Lease Administration (CLA) recommended. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/01/2025

TITLE: BUSINESS ACCOUNT AND LOAN SERVICING REPRESENTATIVESTATUS: NON-EXEMPTREPORTS TO: SUP - BUSINESS ACCOUNT AND LOAN SERVICINGDEPARTMENT: BUSINESS MEMBER SUPPORTJOB CODE: 11737 PAY RANGE: $25.02 - $26.50 HOURLY GENERAL DESCRIPTION: The role of a Business Account and Loan Servicing Representative requires a dynamic and driven individual with a strong commitment to service excellence. This individual excels in delivering outstanding service, employing effective call handling methods to ensure a positive and memorable member experience. As a Business Account and Loan Servicing Representative, they hold a vital position in strengthening the Business Member Support department. Their responsibilities are to be primary point of contact for business members, responding promptly to inquiries, resolving issues, and providing ongoing support and guidance. Additionally, collaborate with internal teams, including lending, treasury management, and other business partners, to deliver comprehensive solutions to business members. TASKS, DUTIES, FUNCTIONS: Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment. Resolve business member issues relating to online banking, business deposit products, business lending products and money movement services products. Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures. Engage in conversations centered around business member's needs, specifically focusing on credit, deposit, and servings process needs of the member assist in growing their business. Initiates contact with new members within 2 days of their membership initiation and conducts a follow-up after 2 weeks. Modifying or setting up ACH forms for Commercial Real Estate (CRE), loans, and credit cards. Assist with all requests submitted through the Business Account and Loan Servicing Phone Queues, email boxes, and faxes. Demonstrates advanced Credit Union knowledge, ability to resolve issues, digital support, and escalations with minimum guidance. Foster a positive and engaging work environment. Inspire others through words and actions; ensure positive employee morale throughout Golden 1, by embracing our mission, vision, and core values. Effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. Maintain a thorough understanding of the state and federal laws and regulations related to credit union compliance that are appropriate to the position. Handles general inquiries and questions from members by demonstrating understanding of member needs, concerns and/or frustrations. Responding by demonstrating care, concern, and an appropriate sense of urgency. Perform multiple internal queues and maintain service levels and regulatory requirements. Proactively conduct a comprehensive needs assessment for our business members, aiming to identify tailored financial products and services that align with their unique requirements and contribute to their success. Deliver exceptional member service while actively listening, efficiently gathering information, understanding member concerns, and resolving issues effectively. Empathize, clear communication, and provide tailored solutions to ensure member satisfaction and loyalty. Educates members about our products to foster loyalty and retention. Identifies opportunities to assist members with Golden 1 product or service offerings and diligently documents interactions in the internal ticketing system. Perform routine tasks such as handling inquiries, resolving problems, and maintaining a high-quality customer experience within the bounds of work guidelines, policies, and regulations. Identify and implement process efficiencies and escalate procedural updates to Sr. and above for approval. Identify and resolve issues that arise outside of the normal course of business. Organize, prioritize, and perform multiple tasks simultaneously while being detailed oriented. Productively works to improve the standard way of doing things, anticipating issues to prevent problems before they occur. Perform general account maintenance, which may include payment corrections. Perform post funding services, such as payoff requests and prepayment penalty calculations. Process loan payoffs, demands, and requests for reconveyance. Field inbound calls and member inquires. Must be able to perform amortizations of Commercial Loans. Meet production deadlines daily while cognizant with quality and quantity in a fast- paced environment. Must demonstrate functional knowledge of all compliance courses annually and must review and pass all regulatory tests and courses pertaining to their job functions including internal credit union policies. Maintain effective communication with all Credit Union employees to ensure coordination and exchange of information for accomplishing Credit Union goals. Participates and contributes to a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals. Perform additional duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to interact with staff and members to perform follow-up on research requests, inquiries, and concerns. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment such as a personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Regularly engage in verbal and written communication with various departments, including ACH departments, Wire Department, BMS department, Business Relationship Officer, Commercial Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, Learning and Development, and Digital Team. Internal discussions primarily revolve around research topics. EXTERNAL: Corresponds effectively and professionally in consultative conversations with Golden 1 business members and prospective business members via Business Online Platform, secured messaging, e-mail and telephone. QUALIFICATIONS: EDUCATION: Bachelor's degree or equivalent work or educational experience in servicing business and commercial loans preferred. EXPERIENCE: Minimum two years of experience with Business Account and Loan Products including Commercial Real Estate and Commercial and Industrial, Business Loan Servicing/Processing/Documentation and Business account servicing required. KNOWLEDGE / SKILLS: Excellent PC skills, with the ability to learn and train in new software. Excellent interpersonal skills with the ability to present a professional image to management, staff, and outside contacts. Solid understanding of Commercial Loan Products Familiarity of business products, services and compliance requirements required. Excellent organizational, time management and communication (verbal and written) skills. Shares knowledge freely to help others succeed. Fully participates in meetings, proactively bringing forward relevant information, ideas and potential solutions. Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving. Positively adapts to changes in Golden 1 and/or changes in own role and helps others to do the same. Ability to manage multiple tasks and demands, to work independently and as a team member, and to meet deadlines and effectively adjust to changing priorities. Reliable work attendance Full-time hours required, with additional hours as necessary including weekends. Basic knowledge of the following systems: Microsoft Office (Word, Excel and Outlook), eFunds, Verafin, Q2, DNA, OFAC, EnAct, ServiceNow, ECM, Fiserv, SpendTrack, Interaction Desktop, Quavo, Docusign, Datasafe, NitroPro, SharePoint PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within normal range. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 3/20/2025

TITLE: SENIOR NETWORK ENGINEERSTATUS: EXEMPTREPORTS TO: MANAGER - NETWORK SERVICESDEPARTMENT: IT - NETWORK AND UNIFIED COMMUNICATIONSJOB CODE: 4226 PAY GRADE: 22S PAY SCALE: $123,600.00 - $140,000.00 ANNUALLY GENERAL DESCRIPTION: The Senior Network Engineer is responsible for advanced level of administration, support, and design of all systems supporting the network and telephony communication operations of the credit union. The scope of responsibilities includes, but is not limited to, architecture, installation, maintenance, performance optimization, future-planning, documentation, and complex system design for the credit union's core networks, branch network, ATM network, VOIP network, wireless network, ISP connections, and vendor connections. This job requires extensive knowledge and experience dealing with implementation and issue resolution of Cisco, F5, Akamai, and other network systems and technologies. TASKS, DUTIES, FUNCTIONS: Design, recommend, implement, document, support, and troubleshoot networks providing wired and wireless connectivity at corporate headquarters, multiple data centers, branches, and ATMs Lead in the design, configuration, and maintenance of the Golden 1 network architecture Define and evaluate functional requirements and specifications of network systems Perform complex analysis of network software, hardware, and communication lines Advise and participate in the development of network design, architecture, and configurations and ongoing review of network configurations Implement system enhancements that will improve the reliability of the network, elevate security, and increase network performance Ensure network software and hardware versions, maintenance levels, registration, inventory, and upgrades are to appropriate security and patch levels; monitor, diagnose, configure, and enhance system performance within supported parameters to optimize effectiveness of hardware and software resources Responsible for monitoring, developing, and recommending solutions to network systems potential or occurring security events on servers/network devices Design, recommend, implement, document, support, and troubleshoot remote connectivity options for end-users with appropriate safeguards and AAA (Authentication, Authorization, and Accounting) Work with internal and external auditors to determine security posture and provide assistance in addressing audit recommendations Remain current in awareness of developing trends, security weaknesses/vulnerabilities, and innovations in networking systems and capabilities Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position Perform other job-related duties as necessary. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interpret, resolve, and document networking problems. Strong organizational and time management skills; ability to articulate system methodologies and concepts; communicate effectively in providing technical guidance and expertise to other staff Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Credit Union Staff EXTERNAL: Vendors. QUALIFICATIONS: EDUCATION: Bachelor's Degree in Computer Science, Management Information Systems, comparable discipline, or equivalent work experience. EXPERIENCE: Minimum seven years or more experience in Information Technology in the management, configuration, modification, installation, and evaluation of network systems hardware and software (Cisco and F5 technologies desired). Work experience with Network operating systems such as Cisco IOS, NX-OS, F5, and Linux. Subject matter expert with Cisco Firewalls, Routers, Switches, Voice Gateways, and Fabric Interconnects Subject matter expert with common networking technologies, including NAT, PAT, DHCP, RADIUS, RSTP, PVST, STP, VLANs, FTP, TFTP, NAC, EIGRP, RIP, DNS, CIDR, ARP, AAA, TACACS, fiber optics, DWDM, VPN, DMVPN, BGP, ACLs, packet capture/analysis, Netflow, WCCP, VoIP, encryption, network segmentation, tunneling, filtering, and other network technologies Subject matter expert with Cisco Data Center equipment, including Nexus 7K, 5K, 2K, and B22 platforms, NX-OS, Virtual Device Contexts, Overlay Transport Virtualization, Virtual Port Channels, Fabric Extender Technology, etc. Subject matter expert with multi-homed connections to multiple ISPs, redundant network connections, port-channels, GLBP, HSRP, LACP, Demonstrates strong knowledge with a broad spectrum of F5 technologies: Load Balancing, iRules, iApps, Local Traffic Manager, Access Policy Manager, SAML/SSO, Demonstrates strong knowledge with SolarWinds products, including Network Performance Manager, Network Configuration Manager, Alert Central, IP Address Manager, Application Performance Monitor, Web Performance Manager, and Web Help Desk Demonstrates strong knowledge with Cisco Wireless infrastructure, including Wireless LAN Controllers, client-based Wireless Access Points, Identity Services Engine, Prime LMS / Network Control System, Mobility Services Engine, CleanAir technology, 802.1x, rouge access point detection, etc. Demonstrates working knowledge of Working knowledge of VMWare - configuring, using, and troubleshooting virtualized network appliances Demonstrates strong knowledge of network security systems and technologies, including Ironport, ASA, Tipping Point, ACS, IPS, IDS, port security, AnyConnect, etc. Demonstrates the ability to work effectively and support others in an environment of continuous change. CERTIFICATIONS: Cisco CCNP, CCDP, or CCSP. F5 Certified Technology Specialist - LTM PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday to accomplish tasks. Occasional travel may be required. Lift and carry communications equipment and computer hardware weighing up to fifty pounds. Corrected vision in the normal range required to configure, test, and troubleshoot network server hardware and data. Hearing within normal range. Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment LICENSES/CERTIFICATIONS: None. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 9/11/2025

TITLE: DIRECTOR - EMPLOYEE BENEFITSSTATUS: EXEMPTREPORTS TO: VICE PRESIDENT - TOTAL REWARDS AND HR OPERATIONSDEPARTMENT: HUMAN RESOURCES - BENEFITSJOB CODE: 11768 PAY RANGE: $159,300.00 - $185,000.00 ANNUALLY GENERAL DESCRIPTION: Manages the effective administration of all employee benefits and wellness programs and leave of absence administration for Golden 1 Credit Union. Ensures compliance with Credit Union policies, and all external rules and regulations covering areas of responsibility. Provides leadership to department staff. Proactively participates in developing and achieving organizational and departmental strategic goals and objectives. This role is considered part of the Human Resources Leadership team. TASKS, DUTIES, FUNCTIONS: Lead the overall administration of employee benefits programs such as health, ancillary and retirement plans; time off and wellness programs. Spearhead benefits program planning and evaluation, relations, negotiations and managing contracts with brokers and vendors, benchmarking, and cost analysis as well as policy and strategy development and implementation. Create proposals and implement new plans and/or changes to existing plans by preparing and/or reviewing announcement materials, plan summary documents and other media for employee communications. Participate in employee benefit functions. Manage annual open enrollment, including renewals, negotiations, contracts, enrollment processing and preparation and delivery of all communications. Continue to enhance employee benefits communication strategies and messaging to ensure benefits are understood, utilized and valued. Ensure compliance with all regulatory requirements by maintaining a strict compliance schedule, documentation, policy management and continually progressing the company's benefit plans and processes. Oversee preparation of reports, filings and applications required by law to be filed with federal and state agencies. Oversee carrier bill reconciliation, internal and external audits, and cost control measures. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision and core values. Work with leadership strategy and participate in executive planning and oversight meetings. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. Perform other jobs as assigned by executive leadership. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to train and evaluate staff, interact with employees and outside vendors, prepare recommendations, company-wide memoranda and reports, make presentations and constructively follow up on employee concerns and inquiries. Must possess sufficient manual dexterity to skillfully operate the HR information system, personal computer and other standard office equipment, including a financial calculator, telephone and copier. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff. EXTERNAL: Actuaries, trustees, legal counsel, plan administrator, claims adjusters, benefit representatives and vendors, broker, vendors and peers in financial institutions. QUALIFICATIONS: EDUCATION: Bachelor's Degree in related field or equivalent work experience. SPHR, CPP and/or CEBS designation preferred. EXPERIENCE: Minimum 10 years of experience in the areas of health and welfare benefits administration, 401(k) administration for a workforce of 1,000+ employees. A minimum of seven years management experience is preferred. KNOWLEDGE/SKILLS: Knowledge and ability to use independent judgment in regards to benefit laws and regulations as well as company policies and procedures. Knowledge of HRIS/Benefit enrollment portal administration. Solid analytical skills, critical thinking/judgment skills, and attention to detail. Strong general math skills and strong oral and written communications skills. Ability to manage and lead staff to excellent performance. Proficient with Microsoft Office products, specifically Excel, at an intermediate to advanced level. Must be highly organized and a team player. Strong customer service focus. Ability to handle multiple projects, adjust to shifting priorities and meet deadlines. Exhibits sense of urgency to tasks, where and when required. Ability to work well and partner with all levels of the organization. Strong project management skills. Excellent interpersonal communications. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Minimal local and statewide travel by car or public conveyance to visit branches and other off-site locations as business needs arise. Overnight and evening schedules included. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Ability to work long hours as required to accomplish tasks. LICENSES/CERTIFICATIONS: PHR/SPHR, SHRM-CP, CCP and/or CEBS preferred. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/18/2025

JOB TITLE: Consumer Credit Analyst IIIDEPARTMENT: Consumer Direct Lending Ops STATUS: Non-Exempt GENERAL DESCRIPTION: Consumer Credit Analyst III is responsible for performing risk analysis for complex secured and unsecured consumer loans. The Credit Analyst reviews, analyzes, and evaluates consumer loan applications and based on their judgment approve, modify or deny consistent with credit union guidelines. Consumer Credit Analyst III must clearly document and communicate the reasoning for their decision. Maintain and strengthen relationships with members, and internal/ external originators. A Credit Analyst III will mentor less senior analysts and be prepared to assist in more complex credit decisions or approve transactions outside of other's lending authority. Maintain a thorough understanding of the credit union's underwriting standards, risk philosophy, credit culture and market conditions. Exhibits good leadership ability. TASKS, DUTIES, FUNCTIONS: Review, analyze, and evaluate loan applications based on established credit union policies and apply knowledge of underwriting procedures and risk mitigation techniques to approve, counter, or deny consumer loan applications by: Review and ensure the transaction is accurate, complete and compliant. Analyze credit history to determine propensity for repayment. Analyze income and financial statements to determine ability to repay. Evaluate required documentation for accuracy and truthfulness. Apply fraud detection and prevention techniques. Utilize the credit reports to calculate key lending ratios to determine capacity, credit utilization, and Loan to Value. Ensure application request are in line with credit union guidelines, identify mitigating factors and render judgmental decisions within their designated loan authority. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance- including bank secrecy, anti-money laundering, Fair Lending and Truth in lending laws appropriate to the position. Responsible for receiving and initiating escalated phone inquiries and must communicate and interact with originator and external business partners to provide information or reasoning regarding loan decision. Effectively address and resolve all complaints or issues raised by members, internal staff and business partners. Gather information, perform analysis, and prepare reports as directed by management. Assist with training originators regarding lending policies, process or procedures, administering lending promotional campaigns. Make recommendations and assist with updating product, policy and procedure materials pertaining to consumer lending. Assist in the preparation of training and/or lending presentations. Train personnel on lending policies and procedures. Provide work direction, feedback and training to less experienced staff. Mentor others in credit decision making and department procedures and policies. Perform upgrade validations pertaining to lending systems. Understand the use of the automated loan origination system and recommend efficiency improvements. May act as a team lead and provide performance feedback to less senior consumer credit analysts. May act as a backup in absence of Supervisor. Perform other Lending duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with staff, and members to perform constructive follow up on member loan requests, inquiries, and concerns. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Ability to work required hours which may include weekend shifts and work hours after 6:00 p.m. Some travel may be required. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Management group and all levels of staff. EXTERNAL: Members and external originators. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum is required. Associates degree is preferred. EXPERIENCE: : Minimum 7 year in consumer lending, in a judgmental lending environment where LOS is used as a guide to make decisions and 4 years of experience reviewing, analyzing, evaluating loan applications and rending judgmental decisions. KNOWLEDGE/SKILLS: Strong analytical, organizational skills and attention to detail. Ability to calculate figures and amounts. Ability to use logical reasoning when interpreting facts and make objective observations, examinations, evaluations and recommendations. Remain knowledgeable on key trends in the financial services industry that impact loan quality and underwriting. Solid interpersonal, oral and written communication skills to build and maintain professional relationships with originator and members. Good leadership abilities. Extensive knowledge of consumer loan underwriting, credit analysis and reporting. Possess a high degree of integrity to use judgment to make appropriate and fair lending decisions on behalf of the credit union. Comprehensive understanding of both branch and indirect credit union lending policies. Ability to sell and promote product lines, and back up lending decisions in a way that enhance originator relationships. Time and queue management skills to effectively prioritize multiple objectives. Intricate understanding of regional lending market conditions and collateral values. Understand the use of the automated loan origination system. Operate on standard Microsoft programs and other computer operations. Stay up to date on changes within the department, organization, industry and current market conditions. Must work well in a fast paced and flexible production-oriented department. Analytical skills to include reviewing and understanding complex paystub and personal and corporate tax return documents. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Must be flexible with scheduling, including evenings, weekends, and holidays. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

JOB TITLE: Home Loan Processing SpecialistDEPARTMENT: Home Loan OperationsSTATUS: Non-ExemptJOB CODE: 1837 PAY RANGE: $20.00 - $24.00 Hourly GENERAL DESCRIPTION: Organize and execute processes related to equity loans. Effective pipeline management. Partner with the internal and external Home Loan Advisors to ensure accurate, efficient and timely loan processing. TASKS, DUTIES, FUNCTIONS: Coordinate and communicate information with Member, Home Loan Advisors and vendors for loan transactions. Coordinate the ordering of all title reports and follow up on appraisal orders. Review all documentation received for accuracy and determine if additional research or documentation is required. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including BSA, RESPA, TILA, TRID and AML laws appropriate to the position.. Review and calculate income, including tax returns and funds verification (assets) from documentation received in accordance with Golden 1's policies/procedures and update the LOS (Loan Origination System) accordingly. Prepare and process equity loans and lines in accordance with internal policies and procedures as well as regulations related to Equity Lending. Review and evaluate credit documentation for compliance with Golden 1's policies. Acquire and maintain knowledge of rules and regulations regarding equity lending. Complete Home Mortgage Disclosure Act (HMDA) information to include auditing information on closed out files to ensure accuracy. Maintain and respond to quality control issues. Perform functions in accordance with Golden 1's performance competency standards. Perform other tasks as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with members and vendor company staff on the telephone, to produce monthly reports, and to perform other clerical functions. Must possess sufficient manual dexterity to skillfully operate standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Home Loan staff, Branch staff and various other staff at Corporate Headquarters. EXTERNAL: Title companies, appraisers, members, government agencies and various other vendors. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum is preferred. Additional work experience may be considered in lieu of a High School diploma. EXPERIENCE: Two years in a financial institution. Mortgage lending experience preferred. . KNOWLEDGE/SKILLS: Maintain knowledge of real estate industry and Golden 1's policies/procedures & guidelines. Strong oral and written communication skills Strong interpersonal skills Strong member relation skills Ability to manage high volume telephone contact Attend training provided through seminars, webinars and weekly coaching as compliance, policies/procedures, or work processes dictate. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Heavy telephone volume. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: SR BUSINESS SYSTEMS ANALYST - DIGITALSTATUS: EXEMPTREPORTS TO: MANAGER - DIGITAL DELIVERYDEPARTMENT: IT - DIGITAL PLATFORM DELIVERYJOB CODE: 11624 PAY RANGE: $102,000.00 - $110,000.00 ANNUALLY GENERAL DESCRIPTION: The Senior Business Systems Analyst role is responsible for engaging with various business units to translate complex business needs into quality software solutions and assists in the design, development, and implementation of identified solutions following Agile Software development practices. This also includes the operational support for all managed enterprise-wide software solutions. In partnership with the software vendors and business units, the senior analyst will work to maximize opportunities to use technology to improve products, services, and/or business processes. An advanced understanding of the Credit Union's enterprise-wide software solutions is required. TASKS, DUTIES, FUNCTIONS: Oversees all aspects of the Software Development Lifecycle for enterprise-wide software solutions by reviewing, analyzing, and creating detailed documentation of business unit needs, including workflow, program functions, and steps required to implement technical business processes. Drives efficient and effective joint business/IT requirements and solution discussions in addition to stakeholder review meetings. Provide high-quality analytical system solutions for key stakeholders. Proactively identifies software functional gaps and opportunities of improvement. Collaborates with product owners to create product backlog by using Agile practices. Creates user stories with relevant acceptance criteria. Leads or participates with the implementation of complex projects as technical subject matter expert from beginning to completion. Delivery Focus: 10% Training and mentoring BSA I 70% Project Support 20% Department process improvement Participate in scrum events such as daily scrums, sprint planning, backlog refinement, sprint retrospective and reviews. Supports Agile practices and leads the improvement of service. Designs, creates, and documents process flows, technical requirements list, specifications, diagrams, scenarios, mockups, and/or models for the development team using Visio, MS Word, Excel, PDF, SharePoint, and other like tools. Provide Tier 3 application support to uphold day-to-day business line operations, including the resolution of all internal tickets to a timely and successful resolution for all Enterprise-wide managed software solutions. Operations Focus: 10% Training and mentoring BSA I and BSA II 20% Tickets and operational support requests 70% Manage and support software upgrades Troubleshoots issues, assists in triage, and assesses risk and serves as escalation points for incident management. Manage administrative functions such as, but not limited to customizations of intricate forms, fields, reports and create saved searches, dashboards, workflows, role-based access management and reporting support. Effectively work to resolve complex business line application requests or reported issues through effective listening skills, positive action, information gathering and/or ticket escalation. Keep application users regularly informed on progress and resolution for all application issues reported and in alignment with internal service level agreements using clear and proactive communication. Collaborate and coordinate with third-party service providers or other internal technical teams to address software needs-based solutions and production issues with implemented resolutions and consistent follow-up. Establish and maintain strong working relationships with business line, other internal technical teams, and third-party service providers needed to improve Enterprise-wide software solutions. Participate in on-call support for critical response to after hour application impairments or major outages as needed. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Advanced oral and written communication skills required to interact or complete technical analysis with Credit Union staff, management, or vendor partners. Strong adaption skills contributing to an environment that promotes and enables change to facilitate improved ways of working. Understanding of Agile based development practices. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, printer, facsimile machine, and telephone. Makes sound decisions in the absence of detailed instructions. Ability to multitask, work under pressure and tight deadlines; may be required to work extended hours to complete tasks or respond to system production issues. Proven ability to develop, document and maintain operational policies and procedures, including the designing and documenting detailed technical process flows, and the development of operational performance and quality metric standards and reports. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Credit Union Staff EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions. QUALIFICATIONS: EDUCATION: Minimum four-year degree in Information Technology, Project Management or Business Administration required, or 6 years of experience. Bachelor's degree in Business Administration, Accounting, Information Technology, Engineering, Management, or related field preferred with 4+ years of experience. Equivalent work experience may be considered in lieu of a 4-year degree. Agile certifications preferred. EXPERIENCE: Seven years or more experience in financial or health services, including technical business analysis, product development and process improvement. Experience working in an Agile environment or Azure eco system (DevOps) strongly desired. KNOWLEDGE / SKILLS: Knowledge of commonly used financial industry concepts, practices, and guidelines. Knowledge of existing Credit Union products, services, and overall operational guidelines, especially as it relates to various delivery channels. Excellent oral communication, presentation, and technical writing skills. Strong research, technical analysis, planning and organizational skills. Ability to use logical reasoning when interpreting facts. Experience with small to medium enterprise software systems, as well as the ability to learn new systems quickly. Ability to analyze and document technical business processes. Ability to make observations, examinations, evaluations, and recommendations. Ability to participate on projects and assist team members to implement system upgrades and enhancements. Strong PC skills. PHYSICAL REQUIREMENTS: Carry and respond to a cell phone 7 days a week. May need to diagnose problems from home, occasionally may need to travel to site to correct problem either by car or public conveyance. Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 20 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. Occasionally required to change work hours or work long hours including working on weekends to accomplish tasks. LICENSES / CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 10/01/2025