Heritage Bank jobs - 96 jobs

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.

About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Capital Bank Home Loans, a division of Capital Bank N.A., is a premier nationwide mortgage lender. We deliver over $1BLN in new mortgage originations annually with a 50 state platform, in house underwriting and closing, and excellent pricing and products. We invested in digitizing our online mortgage application process to help expedite home buying or refinancing for our customers. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Many top ranked mortgage lenders have joined Capital Bank Home Loans and we are looking to grow the business further by bringing in branches or independent originators. Position Purpose We are currently hiring experienced Mortgage Loan Originators (MLO) or Teams who proactively identify, develop and maintain a quality network of external relationships and COI's that serve as a source of referrals for new mortgage lending opportunities. The Mortgage Loan Originator performs a wide range of duties related to the origination of residential mortgage loans while providing excellent customer service and effectively managing the pipeline. Position Responsibilities Market residential mortgage loan products to real estate agents, prospective homebuyers and/or builder sales representative. Spend 25% or more of the workday conducting marketing activities and closing business outside of the work-site (including home office). Originate loan applications ensuring correct pricing, fulfillment of investor guidelines, compliance with federal and state banking credit, and non-discrimination regulations. Assist the processor in securing needed documentation as required for loan approval. Constantly review investor guidelines, in order to remain current with agency (FNMA, FHLMC, GNMA, MHF) and individual investor guidelines. Maintain high levels of customer service while managing each applicant's and support staffs expectations. Minimum Education & Experience A minimum of 3 years' work experience originating residential mortgages. Experience in originating loans for sale to FNMA, FHLMC, GNMA and/or CDA preferred. Experience using a mortgage loan management system is required; Encompass experience highly preferred. Technical Knowledge and Skills Strong interpersonal, communication and customer service skills. Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook. Working Arrangements 100% remote role We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC). Compensation This is a 100% commission-based role. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: The Control Testing Specialist is responsible for executing detailed risk-based compliance tests to assess the design and effectiveness of internal controls related to the Credit Union's mortgage, commercial and consumer lending products and services as well as pertinent regulations that affect day-to-day transactions of members. Education and/or Experience: * Associates degree required or a minimum of four years directly related experience required * Minimum three years experience in a compliance, audit, quality control or other risk management role with a focus on reviews, testing or general quality assurance tasks * Knowledge of Lending regulations is required * Attention to detail, strong written communication skills for documenting findings and the ability to work independently and work teams is required * Proficient in Microsoft suite applications. * General understanding of Compliance, Risk or Audit testing. Job Responsibilities: * Execute risk-based compliance testing for key lending and other regulations such as, but may not be limited to: Truth in Lending Act (TILA/RegZ), RESPA, Equal Credit Opportunity Act, HMDA, Flood, SAFE Act, Consumer Leasing, FDCPA, TRID, FCRA etc. * Perform detailed transactional testing of loan files from application to closing, member disclosures, billing statements & disputes, error resolution protocols, advertisements, Mortgage Loan Officer performance, call monitoring, etc. * Document test steps, evidence and results in formal workpapers to create a clear and auditable trail. * Identify control weaknesses and assist in documenting the underlining root cause as well as validation of corrective actions taken by the business lines. * Performs other duties as needed upon request by immediate supervisor. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $28.00 - 33.50/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CB1

Thank you for your interest in joining our team. If you're looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you've come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Title Insurance Clerk. The Title Insurance Clerk helps Southern Illinois Title fulfill its vision by providing quality service and creating profitable trusted relationships. Duties and Responsibilities Answers telephone calls, answers inquiries and follows up on requests for information. Travels to closings and county courthouses. Processes quotes. Researches the proper legal description of properties. Researches and obtains records at courthouse. Examines documentation such as mortgages, liens, judgments, easements, plat books, maps, contracts, and agreements to verify factors such as properties' legal descriptions, ownership, or restrictions. Evaluates information related to legal matters in public or personal records. Researches relevant legal materials to aid decision making. Prepares reports describing any title encumbrances encountered during searching activities, and outlining actions needed to clear titles. Prepares and issues Title Commitments and Title Insurance Policies based on information compiled from title search. Confers with realtors, lending institution personnel, buyers, sellers, contractors, surveyors, and courthouse personnel to exchange title-related information, resolve problems and schedule appointments. Accurately calculates and collects for closing costs. Prepares and reviews closing documents and settlement statement for loan or cash closings. Obtains funding approval, verification and disbursement of funds. Conducts insured closings with clients, realtors, and loan officers. Maintains a streamline approach to meet deadlines. Records all recordable documents. Conducts 1099 reporting. Helps scan files into System. Protects the company and clients by following company policies and procedures. Performs other duties as assigned. Qualifications Skill Requirements: Analytical skills Interpreting Researching Reporting Problem solving Computer usage Verbal and written communication Detail orientation Critical thinking Complaint resolution Knowledge: Title Insurance Work experience: 5 years of banking or title insurance Certifications: None required Management experience: None required Education: High school diploma Motivations: Desire to grow in career Work Environment Work Hours: Monday through Friday, 8:00-5:00 (Additional hours may be required for company meetings or training.) Job Arrangement: Full-time, permanent Travel Requirement: Frequent travel is required for closings and research. Additional travel may be required from time to time for client meetings, training, or other work-related duties. Remote Work: The job role is primarily in-person. A personal or work crisis could prompt the role to become temporarily remote. Physical Effort: May require sitting for prolonged periods. May occasionally require moving objects up to 30 pounds. Environmental Conditions: No adverse environmental conditions expected. Client Facing Role: Yes The position offers a competitive salary, medical insurance coverage, 401K-retirement plan, and other benefits. EO / M /F/ Vet / Disability. First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status. Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources. This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period. Replies to all questions will be held in strictest confidence. In order to be considered for employment, this application must be completed in full. APPLICANT'S STATEMENT By submitting an application I agree to the following statement: (A) In consideration for the Bank's review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation. (B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank's human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information. (C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice. (D) If hired, I will comply with all rules and regulations as set forth in the Bank's policy manual and other communications distributed to employees. (E) If hired, I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination. (F) The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered. (G) I hereby acknowledge that I have read the above statement and understand the same.

Full-time Description Join a Purpose-Driven Team at Heritage Financial Credit Union where Integrity, Excellence, Teamwork, and Community Matter! We are seeking a Security and Facility Technician that will be responsible for ensuring everything goes smoothly at a construction site and oversee the quality of the site. In this role, you will be the main point of contact between vendors and HFCU Management team and be expected to maintain and inspect property, buildings, equipment, utilities, furnishings, and grounds. This role has direct responsibility with maintenance (repair, supervise and assist outside service personnel and vendors) of assigned areas and security and report major repair and maintenance needs to the Director of Security and Facility. Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, and generous PTO policy. SALARY $25.00 to $36.00/hour (based on experience) ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective performance of assigned facility and security functions. Completes operational checks of equipment and/or systems to maintain proper heat, cooling, power, water, plumbing, etc. at all times. Assists outside service representatives in checking, maintaining, and repairing building equipment. Changes and Maintains door locks as needed. Performs building and furniture modifications or repairs involving carpentry, painting, wiring, and overhauling. Provides assistance and direction on outside service and repair work. Follows up on work reviews and ensures that outside services are efficiently completed. Checks landscaping needs and sprinkling system needs as necessary. Maintains grounds, parking lots, and driveways. Provides emergency, 24-hour on-call service as needed after business hours. Completes assigned maintenance functions in accordance with established policies and procedures and ADA and OSHA regulations. Performs blueprint and schematic reading and measuring. Excellent organizational and leadership skills. Review and record camera footage as needed. Contact security vendor and place service calls as needed. Assumes responsibility for maintaining related maintenance records. Tracks and records preventative maintenance procedures. Completes work orders and files paperwork appropriately. Documents scheduled cleaning of systems, equipment, buildings, and grounds. Updates Maintenance spreadsheet as needed with new locations, equipment and repair needs. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relationships with Company personnel, management, vendors, and service providers. Assists Company personnel as needed. Ensure manpower and resources are adequate. Acts as a go-between for vendors and management. Keeps management informed of area activities and any significant problems or maintenance concerns. Attends and participates in meetings as required. Completes required records and reports. Assists vendors and service providers as needed. Overcomes difficult situations on job sites. Obtains quotes for projects, repairs and budget items as needed and provides to Director. Assumes responsibility for related duties as required or assigned. Performs miscellaneous and specially requested tasks. Orders all materials needed for minor construction projects. Performs routine check of all facilities lighting and replaces bulbs as needed. Electrical work as needed. Reports progress to Director. Liaison between construction worker and Director. Completes assigned training. PERFORMANCE MEASUREMENTS Buildings and equipment are clean, in good repair, and well maintained. Preventative maintenance and repairs are effectively performed in accordance with established standards and procedures. Maintenance needs and problems are promptly identified and resolved or reported. Maintenance functions are well coordinated with individual department operations. Assistance is provided as needed. Management is appropriately informed of area activities. Outside service personnel are optimally utilized and assisted as needed. Excellent communication skills Requirements EDUCATION/CERTIFICATION: High school graduate or equivalent. Driver's License. KNOWLEDGE: Knowledge of janitorial equipment and maintenance procedures. Basic understanding of blueprints and the operation of electrical, mechanical, heating, cooling, and plumbing equipment. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. EXPERIENCE: Previous maintenance experience. SKILLS/ABILITIES: Good mechanical and problem-solving abilities. Well organized and able to work independently. Able to coordinate with others and professionally assist as needed. Attentive to detail. Deep knowledge of the construction industry and processes. Able to operate drills, electrical tools, meters, timers, hand tools, and all related machinery. PHYSICAL STRENGTH: Medium work; exerting up to 50 lbs. occasionally, and/or up to 20 lbs. frequently, and 10 lb. constantly. WORKING CONDITIONS: Work is subject to changing inside and/or outside temperatures which may include extreme heat (Temperatures above 100 degrees) or extreme cold (temperatures below 32 degrees). Must be able to work under hazardous conditions including high places, chemical exposures, electrical current, moving machinery, etc. Frequent local travel required. Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.

and can be located anywhere in the U.S.A.*** The Bancorp's Small Business Lending team is a leader in helping businesses across the country secure the impactful SBA loans that drive growth. Deliver tailored financial solutions and contribute to the success of small businesses nationwide as a part of this dynamic team. Originate business for the bank suitable for loan generation of Small Business Administration 7a, Express, 504 and USDA loans. Gather applications, perform financial analysis of required cash flow, and present the package within credit policy requirements. Directly interact with and manage client relationships. Responsibilities Essential Functions Generates new Small Business Administration (SBA), Express, 504, and USDA loans from small business clients in accordance with established annual goals and objectives. Originates new paid and non-paid referrals and face-to-face contacts. Identifies main client groups and audiences, determine the best way to communicate information to them, and develop and implement a communication plan. Manages client relationship on originated loans through closing. Makes periodic site visits to clients, within defined market region, to assist Portfolio Management Group and to provide compliance with Annual Review Documentation from borrowers. Cross-sells bank services to existing loan relationships and manage relationships. Pre-screens loans with knowledge of SBA and USDA for proper structure, conformity, and eligibility with respect to the applicable loan program. Follows up on any exceptions or account matters. Gathers complete underwriting packages, and present for acceptance Commitment Letter with clients. Assists team with obtaining from clients the documentation required to close the transaction. Works with Small Business Lending division on all loan submissions, presentations and qualification matters. Manages client relationship and expectations of new accounts by taking loan applications, attending closings and providing customer service. Works with borrower/applicant to facilitate convert loan opportunities. Acts as primary liaison with the client and handle any issues/problems. Participates Loan Committee presentations. Participates in community and business functions/groups to provide a positive image for the bank within the region's marketplace. Establish referral contacts within the community. Maintains strong working relationships with referral contacts. Educates clients of advantages and create brand recognition in the market. Attends local SBA functions to establish Banks presence and cultivate CDC relationships. Perform other duties as assigned. Qualifications Education/Experience Requirements Undergraduate degree in a related field or an equivalent combination of training and experience. Five years Marketing, sales, and business development experience, including two years Finance/Lending background. Preferred Requirements Demonstrated prior business success in Small Business Administration Lending/Sales. Excellent verbal, written, and interpersonal communication skills. A team player able to work effectively in a team fostered, multi-tasking environment. Proficient in Microsoft Office suite, e.g. Excel, Word, Outlook. Strong working knowledge of financial analysis including: cash flow, balance sheet, financial ratios, industry analysis, audit, etc. No travel required. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Salary Range: $95,000 - $115,000 Plus Incentive This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-CB1 #LI-Remote #BancorpRemote

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: The Investment Services Support Specialist supports investment advisors in servicing accounts and responding to customer requests. Education and/or Experience: * High School required * Bachelor's degree preferred * Minimum three years of investment services industry experience required * Intermediate CRM knowledge required * Notary Public preferred * Document Processing * Inquiry Research/Response * Order Processing * Tax Compliance Reporting * Trust Administration * Beneficiary Communications * Banking Software * Customer Relationship Management (CRM) software Job Responsibilities: * Processes sales and purchases of securities and other investment-related transactions * Maintains accurate records and prepares required documentation to ensure compliance with tax and investment-related reporting. * Reviews and interprets investment agreements and documents key decisions and rationale. * Responds to routine customer inquiries, schedules appointments, and delivers standard account documentation. * Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients * Coordinates referrals, sales appointments, and requests for information * Coordinates and attends special events, meetings, and seminars * Assists in preparation and review of marketing collateral by proofing for content, disclosures, and accuracy * Attends and leads investment meetings and branch huddles to provide coaching and support * Complies with SEC and FINRA requirements * Manages office supplies * Orders promotional items, display, and program marketing materials (via LPL MOD), ensuring they are up-to-date * Performs other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives. * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $23.00 - $26.50/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-KM

Bilingual Spanish, Contact Center Rep Our Bilingual Spanish, Contact Center Representatives are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from our phone channel. What You Will Be Doing * Serve as the first point of contact for Tier 1 support issues and service requests for our clients and make sound decisions quickly * Be a friendly voice/representative of First Bank, analyzing client requests, setting appropriate expectations and forwarding clients to specialized Service Representative experts (Tier-2 and above) if needed * Be resourceful in searching for answers through documentation, knowledge base, communities and provide informational request resolutions * Contributing to the accomplishment of individual, team and First Bank performance goals * Learn internal systems, processes and master quality service standards * Make connections with First Bank team members with whom you will be interacting most frequently * Hours for this position are: Monday, Tuesday, Thursday, Friday and Saturday 9:00 AM - 5:30 PM CST. Note: This position is a remote role, however only applicants in the following states will be considered: MO and IL * High school diploma or general education degree (GED) required * Must be able to communicate verbally and in writing in both Spanish and English. * A minimum of one year client service experience and/or training; or equivalent combination of education and experience * Previous contact call center experience strongly preferred * Intermediate to advanced comprehensive knowledge and experience with Microsoft Office and business-related software required Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. This is a fully remote position. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is $18.00 - $22.00.

Full-time Description Join Heritage Financial Credit Union as Learning & Development Trainer Are you ready to continue utilizing your financial services, credit union or banking L&D experience and design and facilitate learning moments that inspire growth and unlock potential? Are you excited about guiding employees to develop new skills, deliver exceptional service, and foster a culture of excellence? If so, we have the perfect opportunity for you to make a real difference and transform our credit union's L&D programs! Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. POSITION PURPOSE The Learning & Development Trainer assists in the design, delivery, and support of learning experiences that strengthen employee capability across our Credit Union. This role facilitates engaging training programs that equip employees, especially in retail and member-facing roles, to provide outstanding service, adhere to compliance and operational standards, and embody our culture and values. Working closely with the Director of Learning & Development and subject matter experts across departments, this trainer ensures that learning is accurate, relevant, and practical. The role blends facilitation, coaching, and elements of content development to create learning that sticks helping employees translate knowledge into confident, consistent performance. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Learning Delivery & Facilitation Facilitate engaging, learner-centered training sessions for employees at all levels including onboarding, product knowledge, systems training, compliance, sales, and service excellence. Deliver both in-person and virtual training, using a variety of methods (in-person interactive workshops, microlearning, e-learning, blended sessions, etc.). Adapt training delivery to diverse learning styles, roles, and experience levels to maximize impact and retention. Program Development & Content Design Collaborate with the L&D Director, HR team, and business leaders to support the design or updates to learning content that aligns with credit union goals, policies, and compliance requirements. Develop clear, visually appealing materials, job aids, and reference guides that support on-the-job performance. Incorporate adult learning theory, practical application, and storytelling into all design work. Design and package engaging e-learning modules or external training content for seamless upload into the LMS, aligned with curriculum frameworks and learning library standards. Continuously assess learning effectiveness, measuring skill acquisition, application on the job, and overall learner engagement to ensure programs achieve meaningful outcomes Operational & Compliance Readiness Partner with Retail, Operations, Risk/Compliance teams to ensure all training programs meet regulatory, audit, and policy standards. Maintain a strong understanding of credit union products, systems, and procedures to ensure content accuracy. Reinforce adherence to the Bank Secrecy Act (BSA), security, and privacy requirements through training and coaching. Coaching & Support Provide one-on-one or small-group coaching to employees or managers to reinforce learning and performance improvement. Support leaders in conducting effective onboarding and ongoing development within their teams. Serve as a role model of service excellence and continuous learning. Measurement & Continuous Improvement Support the Director of Learning & Development with gathering feedback to assess learning effectiveness and recommend program enhancements. Track attendance, participation, and performance outcomes to measure learning impact. Stay current on learning trends, technology, and industry best practices to continuously improve delivery. What's in it for you? Salary: $70,000 - $85,000 per year (depending on experience) Benefits: Incentives and Merit Increases Paid Time Off & Paid Federal Holidays Medical, Dental, Vision & Life Insurance Employee Assistance Program Flexible Spending Accounts/HSA 401(k) with Employer Match Educational Assistance Paid Time to Volunteer Requirements QUALIFICATIONS Education/Certification: Bachelor's degree in Education, Organizational Development, Communication, Business, Finance or related field (or equivalent experience). Minimum of 3-5 years of experience in training delivery, facilitation, or instructional design, ideally within financial services, credit union, or banking environments. Experience facilitating in both classroom and virtual environments required. Experience designing or updating training materials and learning tools preferred. Skills & Competencies: Exceptional facilitation and presentation skills with the ability to engage and motivate adult learners. Strong interpersonal and communication skills; able to build rapport across diverse employee groups and departments. Demonstrated ability to assess and analyze learning impact by tracking skill development, performance improvement, and learner engagement through feedback loops. Solid understanding of retail banking operations, products, compliance, and risk practices preferred. Highly organized and detail-oriented, with the ability to manage multiple training initiatives simultaneously. Creative problem-solver who can adapt content and style to meet learner needs and organizational priorities. Ensure all learning content supports adherence to internal controls, policies, and risk management standards. Proficiency with Microsoft Office 365, virtual learning tools (Zoom, Menti, etc.) and LMS platform. Must obtain and maintain a working knowledge of Bank Secrecy Act (BSA) requirements and related compliance obligations. Salary Description $70,000 - $85,000 (depending on experience)

Full-time Description Join us in shaping the future of Banking Operations… Are you currently a leader in a deposit operations role in financial services or banking looking to bring your experience and expertise to truly shape how our Credit Union runs? If so, consider applying for our newly created role. As the Manager of Banking Operations & Administration, you'll have the opportunity to sit at the center of operational strategy and strengthen core processes, improve workflows, and ensure the systems and teams behind the scenes operate seamlessly to support both branch and digital banking. This is an ideal next step for a deposit operations leader who thrives on problem-solving, process optimization, and continuous improvement. You'll lead and develop a high-performing team, partner across departments, manage vendor relationships, and drive efficiencies that make banking easier for employees and members alike. Your deep understanding of financial institution operations will directly influence how we scale, modernize, and deliver exceptional service every day. Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. POSITION PURPOSE The Manager of Banking Operations and Administration is responsible for leading a high-performing team dedicated to the efficient delivery of operational support and administrative excellence across the credit union. This role provides strategic oversight of Retail Banking operations and serves as a key advocate for process improvement and operational innovation throughout the organization. By maintaining a deep understanding of industry trends, regulatory requirements, and emerging technologies, the Manager ensures the continued evolution of the credit union's operational framework. The position oversees products and vendor relationships for deposit operations, online banking, mobile banking, ATM services, and card services, ensuring optimal functionality and member satisfaction. In addition, this role supports cross-departmental collaboration, advises on strategic operational initiatives, and leads projects that advance the efficiency, compliance, and overall member experience of the credit union. What's in it for you? Salary: $73,000 - $91,000 per year (depending on experience) Benefits: Incentives and Merit Increases Paid Time Off & Paid Federal Holidays Medical, Dental, Vision & Life Insurance Employee Assistance Program Flexible Spending Accounts/HSA 401(k) with Employer Match Educational Assistance Paid Time to Volunteer ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 1. Provide strategic and operational leadership to the Banking Operations and Administration team, ensuring full utilization of credit union systems and a strong working knowledge of all supporting technologies. 2. Oversee daily balancing and reconciliation of ATM and debit card dispute general ledgers. 3. Oversee collaboration with the Application Administrator to ensure successful delivery of core and digital banking upgrades, including vendor coordination, change management, and cross-functional user acceptance testing. 4. Partner closely with the Training Department to identify knowledge gaps through departmental interactions and support ongoing staff development initiatives that enhance organizational expertise. 5. Manage workflows for all departmental functions, including those within the core and ancillary application environments. 6. Build and maintain strong relationships with internal stakeholders and external vendors to optimize the performance and support of technology systems serving members. 7. Continuously assess and enhance departmental processes to improve efficiency, accuracy, and member service delivery. 8. Provide leadership in the development, implementation, and ongoing refinement of departmental policies and procedures to ensure consistency, compliance, and operational excellence. 9. Contribute to the development and implementation of credit union-wide goals and strategic objectives. 10. Foster a culture of open communication and engagement by ensuring team members are informed, aligned, and motivated around organizational priorities. 11. Serve as the primary resource for resolving complex member issues, ensuring timely, accurate, and empathetic resolution that strengthens member trust and satisfaction. 12. Monitor card portfolio performance, including usage and growth, in collaboration with Retail Banking and Product Development, and report portfolio results to senior leadership. 13. Lead departmental initiatives and manage related resources, ensuring project completion within established timelines and budgets. 14. Recruit, develop, evaluate, and lead direct reports, ensuring the cultivation of a knowledgeable, empowered, and high-performing team. 15. Conduct regular performance reviews, providing coaching and feedback aligned with professional development and organizational objectives. 16. Allocate resources effectively to meet operational and member service demands. 17. Encourage team-driven innovation by soliciting, evaluating, and implementing process, and efficiency enhancements. 18. Ensure compliance and timely administration of IRA accounts, abandoned property, and IRS submissions. 19. Oversee the accurate and compliant administration of product maintenance and member support functions, including the VISA debit program, wire transfers, IRA servicing, and account document retention. 20. Maintain compliance with all federal and state regulations, credit union policies, and applicable governing standards. 21. Promote credit union products and services where appropriate, supporting overall member engagement and growth. 22. Demonstrate and model behaviors aligned with the organization's Core Competencies. 23. Perform other related duties and responsibilities as assigned. Requirements Required Knowledge: Thorough knowledge of banking and regulation principles. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Working knowledge of end to end payment workflows (ACH, wires, debit/ATM real time payments, and Faster Payments) Education/Certification: Bachelor's degree in Business preferred plus three to five years experience of deposit operations management within a financial operations department with a credit union or bank; or a comparable combination of education and experience in a financial services role. Experience Required: Intermediate to advanced level Microsoft Excel/Word Experience coordinating technology initiatives across digital and core banking systems, including UAT planning, release validation, and stakeholder engagement. Experience with COCC operating system preferred not required Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Excellent project management, leadership, written and verbal communication and analytical skills. Salary Description $73,000 - $91,000 per year depending on experience

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Processes a variety of routine financial transactions, prepares daily settlements, delivers prompt and efficient service, and provides information about credit union products and services. Education and/or Experience: * A high school education or GED required * Cash handling experience required * Communication, interpersonal, customer service, mathematical, problem solving, multitasking and computer skills, and detail orientation required Job Responsibilities: * Build/strengthen member relationships, greet members in a courteous/professional manner, and provide superior member service * Process deposits, withdrawals, loan payments and other transactions * Verify member identity/signatures, receive approval for transactions when appropriate and ensure the accuracy of amounts handled * Sell negotiable items (e.g., money orders and official checks) and assist in daily proof * Cross-sell products and services by advising members of rates, benefits and features * Ensure the security of the workstation including cash and negotiable items, inform the supervisor when cash on hand exceeds prescribed limit and when additional cash is needed * Balance Teller drawer daily by counting currency/coin/checks received, prepare Federal Reserve deposits, inventory negotiable items and resolve discrepancies * Comply with company policies, procedures, guidelines * Work in other branches as assigned * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $19.50 to $22.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-PC1

Full-time Description Come join Heritage Financial Credit Union's Risk & Compliance team as the Senior Lending Compliance Analyst Do you specialize in lending compliance and thrive on driving meaningful change in risk oversight, CMS effectiveness, and overall regulatory performance? Are you ready to use your experience and knowledge to take the lead on high-impact compliance initiatives at a company that values integrity and innovation? Are you certified in CRCM, CCBO, and/or CUCE? Join a collaborative team where compliance isn't siloed - it's integrated into every decision we make. We are seeking a Senior Lending Compliance Analyst who brings a sharp eye for detail, a spirit of partnership, and a commitment to doing what's right. In this role, you'll work cross-functionally with teams across the organization, helping to support our culture of integrity, transparency, and risk management. Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. POSITION PURPOSE Regulatory Compliance is responsible for developing and maintaining a Compliance Management Program for the Credit Union (CU) that reasonably ensures compliance with consumer protection laws and regulations, addresses associated risks of harm to consumers and members, and integrates consumer compliance into the day-to-day responsibilities of its management and employees. The Senior Lending Compliance Analyst role works with CU leadership to support the Compliance and Risk Management Program with a primary focus on the CMS and Regulatory Lending Compliance. The Analyst will maintain broad and deep knowledge of consumer protection laws and regulations that pertain to the CU, serve as a subject matter expert on consumer protection matters, and assist department leadership in the assurance of compliance with the applicable consumer protection laws and regulations. This position will serve a vital role in the Compliance Department and will be an integral part of the company's overall risk management strategy. What's in it for you? Salary: $75,000 - $100,000 per year (depending on experience) Benefits: Incentives and Merit Increases Paid Time Off & Paid Federal Holidays Medical, Dental, Vision & Life Insurance Employee Assistance Program Flexible Spending Accounts/HSA 401(k) with Employer Match Educational Assistance Paid Time to Volunteer QUALIFICATIONS Education/Certification: Bachelor's Degree with a field of study in Business Administration, Finance, Accounting, or Law or related field preferred or comparable work experience. Compliance certifications such as CRCM, CCBCO, or CUCE are a plus Experience: 5 or more years' relevant experience in a financial institution, auditing firm, or consulting firm with regulatory compliance focus Bank operations experience in mortgage originations, mortgage servicing, community banking, etc. Required Knowledge: Familiarity with the laws and regulations governing financial institutions. This position requires that the employee have a working knowledge of the regulations governing traditional financial institution activities including but not limited to the Bank Secrecy Act, TILA, RESPA, TRID, HMDA, ECOA, TILA, UDAAP, TIS, and Funds Availability. Ability to independently read, interpret, and provide guidance on regulatory matters with minimal supervision. Effective interpersonal skills. Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and sometimes tight deadlines. Strong ability to analyze and report relevant data. Ability to handle highly confidential information. Excellent written and verbal communication skills. Must maintain current industry knowledge and keep pace with regulatory changes. Commitment to continuing education, attends related conferences and obtains/maintains related certifications. This position requires that the employee gain a working knowledge of Bank Secrecy ACA (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. ESSENTIAL FUNCTIONS AND RESPONSIBIITIES Using independent and sound judgment, provide subject matter expert advice regarding applicable servicing consumer compliance regulations while collaborating, advising, and coordinating with Compliance leadership, with a strong focus on Lending Compliance. Applicable regulations include but are not limited to CFPB, EFTA, ESIGN, Reg CC, HMDA, Overdraft, Guidance, RESPA, TISA, TILA, FCRA, SCRA, FDCPA, FDPA, and applicable State requirements. Maintain close contact with leadership across all departments to keep apprised of objectives, strategy, new initiatives, emerging issues/risks with a strong focus on Lending Compliance and Risk Management. Stay abreast of Credit Union processes and applicable consumer compliance laws and regulations Provide advice, counsel and recommendations to departmental leadership on consumer compliance questions/issues with a strong focus on Lending Compliance. Maintain documentation of compliance activities, such as complaints or investigation outcomes. More advanced duties may include designation of subject matter expert for certain consumer compliance laws/regulations with a strong focus on Lending Compliance. Evaluate the credit union's policies, procedures, products and programs to ensure compliance with applicable laws and regulations. Make recommendations for change where appropriate. Coordinate and/or conduct compliance training for all new employees. Identifies specific training needs for current staff and develops and conducts training to keep staff current on regulatory and compliance issues. Assist in the revision and/or design of forms, products, web site, programs, or promotions to ensure compliance with ALL State and Federal rules, regulations and laws. Periodically review policies and procedures (especially changes) to ensure they meet regulatory requirements Assist in developing and implementing action plans to comply with any new/revised consumer compliance laws and regulations. Facilitate completion of Consumer Compliance Risk Assessment Work with department leaders and Human Resources to develop the annual training plan Work with department leaders and the AVP of Risk and Compliance to develop the Credit Union's annual departmental testing and review plan with a strong focus on Lending Compliance. Monitor various indicators of risk - QC results, Compliance Testing results, complaints, risk assessment results, etc. to identify weaknesses and assist in remediating Review new products/services for potential compliance concerns; prepare risk assessments Review marketing materials and other external-facing communications for potential compliance issues (as applicable) with strong focus on Deposit Compliance. Monitor for emerging risks and industry fines/penalties Complete all required compliance training Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures Maintain Regulatory Compliance department procedures as assigned Maintain knowledge of changing consumer compliance regulations Ensure compliance with applicable federal, state and local laws and regulations Perform other duties and special projects as assigned Requirements Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Strong project management skills. Strong written/verbal communication, collaboration, analytical and project management skills. Flexible, adaptable, and solid problem-solving skills. Detail-oriented with excellent organizational skills to perform multiple tasks simultaneously within strict timeframes. Ability to work effectively with others at all levels across the organization and provide authoritative guidance to credit union management and staff. Ability to work independently with limited supervision. Proficiency in the use of MS Word, Excel, Power Point, and Outlook Equal Opportunity Statement Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status Salary Description $75,000 - $100,000 Annually

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary The Compliance Program Manager manages Teachers regulatory compliance programs, policies, reporting, and practices. Qualifications & Education * Bachelor's Degree or minimum of eight years directly related experience required * Minimum five years of compliance program experience required * Minimum five years in an audit, financial service or related industry in a compliance role required * Requires a thorough knowledge Corporate Communications | Internal Audit | Internal Controls | Regulatory Environment | Regulatory Reporting | Training Program Administration | Organizational Policy Development | Compliance Documentation | Compliance Risk Assessment | Governance, Risk & Compliance Software * Client Administration | Customer Care | Customer Communications | Customer Complaint Escalation | Customer Complaint Resolution | Customer Interaction | Customer Lifecycle Management | Customer Relations | Customer Relationship Management (CRM) | Customer Retention | Customer Satisfaction | Customer Service Metrics | Customer Support | Escalation Management | Issue Resolution | Customer Service Monitoring Software * Excellent strategic, problem solving, and analytical skills * Exceptional verbal and written communication skills. * Ability to maintain confidentiality * Proficient with Microsoft Office Job Duties * Ensures that all activities follow regulatory requirements related to the governance of the organization as well as any industry-specific or location-specific laws * Oversees internal controls and auditing systems that monitor and report on regulated activities and processes * Implements risk-based compliance testing of existing procedures and controls to identify, detect, and correct noncompliance * Evaluates and implements changes to compliance processes due to new or amended regulations * Delivers communication and training initiatives that inform stakeholders about compliance requirements * Oversees the resolution of customer complaints that have escalated to the highest level within the organization * Acts as a liaison with product/service suppliers to determine validity of complaints and design and implement product or process change to reduce the number of complaints * Performs other duties upon request of immediate manager Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $93,000 - $116,250 annually. This range is an estimate based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-KM

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Assists with the operation of core and ancillary systems and troubleshoots problems as they arise. Works with Supervisor to install and test pertinent software releases for the core system and the data management systems, ensures effective database management, and coordinates disaster recovery activities. Education and/or Experience: * Bachelor's degree required, preferably I.T. related degree * Minimum of one year related experience preferred * Banking or CU experience preferred * Intermediate proficiency with Fiserv DNA, Oracle Relational Database Management System and experience with database queries using Structured Query Language (SQL) preferred * Knowledge of Batch Job Scheduler system and Document Management System preferred Job Responsibilities: * Assist with monitoring the daily core systems, incident and problem tracking, and reporting * Assist in routine system maintenance, including help perform core system updates and help ensure proper system processing (Systems include but are not limited to the core processing systems, document imaging system and ATM processor) * SQL will be used to generate system queries or modify existing queries based on business needs * Research problems as they arise and assist in implementing resolutions when necessary * Participate in disaster recovery testing * Participates in special projects and performs other duties as assigned * Keeps the Manager informed of activities, conditions and issues of department * Performs other duties as needed upon request from immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives. * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $25.00 - $30.50/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-KM

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Leads, coaches and develops Contact Center representatives to help them best serve our members and deliver exceptional experiences. Responsible for the daily activity of Contact Center operations, including reinforcing policies and procedures Assists in effective staff training, evaluating staff performance, developing staff skills and competencies, interviewing candidates for employment, recommending hirings, salary actions, promotions, and appropriate disciplinary actions. Education and/or Experience: * Associate's degree or four years of directly related experience required * Minimum three years banking or related contact center experience, including one year in a senior or supervisory role required * Strong oral/written communication, interpersonal, analytical, multitasking, internet, and problem-solving skills and excellent telephone etiquette required * Knowledge of applicable laws/regulations, contact center policies, practices, protocols, systems and programs, and Microsoft Office products required Job Responsibilities: * Lead a team of Representatives to help them achieve their established sales, service and performance goals. Coach and performance manage as necessary. * Monitor interactions to assess staff performance against established sales, service and performance goals, evaluates results and reviews them with staff. Recommend/provide additional training/coaching as needed. * Ensure effective Contact Center coverage and service levels are maintained by monitoring call/chat/email volumes recommending staffing changes, and, as needed, recommending overtime. * Answer telephone calls/chats/emails received from members/potential members, ensure they are properly identified and, as appropriate, complete transactions and provide requested information. Cross sell by advising callers of other products and services that are available and will help the member. Perform system maintenance activities, such as (but not limited to) add/remove account restrictions, increase limits, set up/change passwords and user IDs, and unlock users according to established guidelines * Work collaboratively with the other leaders in the Contact Center to support all of the team members in the department with questions, concerns, and member-related issues. * Ensure that staff follow all required actions necessary to ensure members information is properly collected, verified, and documented to provide the best experience possible for our members. * Ensure that issues are appropriately addressed by researching and troubleshooting them. * Ensure that staff are informed of and adhere to all company policies, processes and procedures. Represent the Contact Center in various projects to provide insights to the operations and handling of inbound member questions. * Perform other duties as needed upon request Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $31.40-$38.00 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CB1

Full-time Description Join Heritage Financial Credit Union's Accounting Team as a Senior Financial Accountant Are you an experienced accounting professional with a strong background in financial reporting and regulatory compliance? Do you thrive in managing detailed financial operations, ensuring accuracy, and maintaining compliance with GAAP and industry regulations? We're looking for a Senior Financial Accountant to join our dynamic team. In this key role, you'll take ownership of preparing financial statements, managing general ledger functions, and ensuring compliance with regulatory reporting standards. You'll be a critical partner in ensuring the integrity of our financial operations while supporting the Credit Union's strategic goals and growth. If you're ready to bring your expertise to an organization that values accuracy, transparency, and member-focused service, we want to hear from you! Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. POSITION PURPOSE Responsible for preparation of the Credit Union's financial statements (including income statements and balance sheets) and regulatory reporting functions (including NCUA 5300 Call Reports). Conducts financial research, monitors financial conditions, prepares reports and recommendations. Perform daily, weekly and month-end processes, such as journal entries and account reconciliations. Ensure that reports, accounts, systems, policies and practices adhere to generally accepted accounting principles (GAAP) and are in legal and regulatory compliance. ESSENTIAL FUNCTIONS AND BASIC DUTIES Financial statement preparation, general ledger, financial and regulatory reporting and reconciliations, compliance to GAAP, related regulations and Credit Union policies and procedures. Perform tasks to assist with period end closing such as accruals, and be able to develop internal partnerships within the CU to ensure that Accounting is proactive in recording entries. Assist the Assistant Controller with internal and external audit document preparation. Attend meetings as required and participate on assigned committees. Adhere to all reporting and other deadlines, both internal and external. Prepare GL reconciliations and journal entries with attention to detail, completeness and accuracy, as assigned. Monitor cash accounts and prepare daily entries as needed / investigate variances and initiate cash transfers. Assist with annual budgeting and monthly budget variance processes. Assist with and provide support for the department's Accounts Payable functions, as assigned. Completes and presents required financial reports, records, projections, and recommendations. Work with other accounting staff on high transaction volume GL accounts such as ATM and coin machines and other reconciliations, researching and resolving differences. Ad Hoc Accounting projects as needed, implement process improvements, increase efficiency of work flow. Ensure transactions are properly authorized and in accordance with company policies. Perform responsibilities of position in accordance with federal and state regulations. Meet core competency requirements. Perform additional duties as assigned. What's in it for you? Salary: $64,504 - $80,630 (depending on experience) Benefits: Incentives and Merit Increases Paid Time Off & Paid Federal Holidays Medical, Dental, Vision & Life Insurance Employee Assistance Program Flexible Spending Accounts/HSA 401(k) with Employer Match Educational Assistance Paid Time to Volunteer Requirements Education/Certification: 4-year college degree preferred, plus five to eight years of related Accounting experience, preferably in a banking environment or a comparable combination of education and experience. Required Knowledge: Practical knowledge of accounting principles. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Experience Required: General Ledger/Reporting experience Intermediate level Excel/Word Knowledge of finance, financial research, and reporting Understanding of economic market and industry conditions Familiarity with related laws and regulations Understanding of asset liability management, cash flow modeling and budget preparations/reviews Excellent verbal and written communication skills Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Must be open to challenge and risk taking within prudent constraints. Excellent written, verbal communication and analytical skills, and vision of accounting as an integral service provider for the entire Credit Union. Salary Description $64,504 - $80,630 (depending on experience)

Thank you for your interest in joining First Bank. If you're looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you've come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Loan Processor. The Loan Processor helps the bank to fulfill its vision by by maximizing the client experience and expanding client relationships Duties and Responsibilities Takes ownership of loan processing responsibilities within 10 minutes of receipt. Processes loan documentation with 100% accuracy. Ensures all tracking items are input into the collateral tracking system (exceptions and covenants). Organizes files according to filing procedures immediately after scanning. Performs account maintenance, research, and any additional responsibilities as needed to support Loan Operations functions. Prepares extension agreements, addendums, or collateral substitutions as needed. Performs daily, weekly, and monthly departmental tasks as assigned. Books loans to core system within 24 hours of receipt or rescission. Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses. Qualifications Work experience: 2 years of banking, accounting, or finance experience Education: Bachelor's degree in business or related field preferred Skills Interpreting Researching Reporting Problem solving Computer usage Verbal and written communication Detail orientation Work Environment Work Hours: Monday through Friday, 8:00-5:00 (Additional hours may be required for company meetings or training.) Job Arrangement: Full-time, permanent Travel Requirement: The job may require travel on rare occasions for training or other work-related duties. Remote Work: The job role is primarily in-person. A personal or work crisis could prompt the role to become temporarily remote. Physical Effort: May require sitting for prolonged periods. Requires standing for periods of time for filing. Environmental Conditions: No adverse environmental conditions expected. The position offers a competitive salary, 401K-retirement plan, and other benefits. EO / M /F/ Vet / Disability. First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status. Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources. This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period. Replies to all questions will be held in strictest confidence. In order to be considered for employment, this application must be completed in full. APPLICANT'S STATEMENT By submitting an application I agree to the following statement: (A) In consideration for the Bank's review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation. (B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank's human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information. (C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice. (D) If hired, I will comply with all rules and regulations as set forth in the Bank's policy manual and other communications distributed to employees. (E) If hired, I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination. (F) The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered. (G) I hereby acknowledge that I have read the above statement and understand the same.

Full-time Description Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour

Full-time Description Join Heritage Financial Credit Union as Financial Development Counselor Are you passionate about helping others achieve their financial goals? Do you thrive in a dynamic, people-centered environment where you can make a real difference? We're looking for a Financial Development Counselor to play a key role in our mission, building meaningful connections with community members and helping them take charge of their financial future. Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. POSITION PURPOSE The Financial Development Counselor is responsible for cultivating trusted relationships with the community and community-based organizations by delivering a high-impact service culture through meaningful financial conversations, active listening, and exceptional interpersonal skills. This role provides personalized banking services at the FDC, ensures accurate transaction processing, and develops, documents, and supports member action plans while serving as an advocate for members' financial growth and achievement of their goals. The Financial Development Counselor facilitates financial counseling sessions and education workshops both virtually and in person across multiple sites, actively participates in community outreach initiatives and represents the organization at community events. The Financial Development Counselor will be trained on banking skills, including Credit Union products and services, opening and closing accounts, processing loan applications, conducting ATM audits, performing basic retail member transactions, and supporting daily branch operations. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Serve as an ambassador of the Credit Union and its vision to promote financial well-being so people may reach their fullest potential in life, to provide the necessary tools, resources and opportunities for learning to make possible the achievement of people's hopes and dreams. Conduct and support daily branch operations as mentioned in the purpose. Make it easy for members to do business with the Credit Union. Maximize member experience by creating a warm, courteous and welcoming location for community members and their children. Facilitate financial education workshops, participate in community outreach initiatives and attend community events. Ensure financial education software and core system is accurate and up to date to allow all staff to step in and assist members at any juncture of their journey to full resolution as needed as soon as possible whenever possible. Recommend changes to workflow, processes and quality. Provide assistance on financial education and basic finance questions in person, virtually over the phone or Zoom. Track and report key FDC performance indicators such as walk ins, workshops conducted, referrals to and from other Credit Union departments and other community service organizations. Actively participating in ongoing training as needed in order to meet all certification standards and credentialing requirements of the department. Work effectively as a team member, participating actively and constructively. Ensure client and member issues are addressed timely and are fully resolved. Assist FDC Manager as necessary in balancing, maintaining, and auditing ATM and cash vault, training new employees, opening/closing procedures, etc. Represent HFCU at events as deemed necessary. Possess in depth knowledge of HFCU financial products and services. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. Perform other duties as necessary or assigned. What's in it for you? Salary: $23.00 $29.00 per hour (based on experience) Benefits: · Paid Time Off & Paid Federal Holidays · Medical, Dental, Vision & Life Insurance · Employee Assistance Program · Flexible Spending Accounts / HSA · 401K Employer Match · Educational Assistance · Incentives and Merit Increases · Paid Time to Volunteer Requirements QUALIFICATIONS EDUCATION/CERTIFICATION: A high school diploma or its equivalent. Notary designation or ability to attain within 6 months. Financial education certification or ability to attain within 6 months. REQUIRED KNOWLEDGE: Proven knowledge of operational structure and workings of a bank or credit union as well as the products and services offered by these financial institutions is a plus. This position requires that the employee gain a working knowledge of Bank Secrecy ACA (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. EXPERIENCE REQUIRED: Two years of customer service, financial or social services experience. SKILLS/ABILITIES: Ability to effectively communicate the organization's mission and specific program-related objectives. Ability to project a professional appearance and positive attitude at all times. Ability to manage daily tasks as assigned and work with community members. Availability for outside meetings and events. Fluency in both Spanish and English, with strong written and verbal communication skills, is highly preferred to better serve our members and the communities we support. Ability to use initiative and independent judgment. Ability to effectively relate to co-workers, members, and partner sites using excellent active listening, interpersonal, verbal and written communication skills. Ability to prioritize assignments, manage and perform multiple tasks presented by more than one person. Conducting initial assessments of potential members' situation to determine needs and goals. Be detail oriented and able to meet deadlines. Demonstrate technical competence, including proficiency with banking systems and digital tools. Ability and willingness to discreetly manage personal information. Ability to perform basic math, spelling, and grammar, for accurate transaction processing and recordkeeping. Must complete financial education coursework and have completed, or be able to complete, financial education certification and other relevant training as assigned by management. Must be willing to occasionally work flexible hours including evenings and Saturdays. Ability to communicate proficiently in Spanish and English highly desirable. Must have reliable transportation to be present at the workplace and at community events. Salary Description $22.55- $28.19 per hour, depending on experience