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Patelco Credit Union jobs

- 224 jobs
  • Payroll Supervisor

    Patelco Credit Union 4.8company rating

    Patelco Credit Union job in Dublin, CA or remote

    Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview The Payroll Supervisor is responsible for overseeing the organization's day-to-day payroll function, ensuring that payroll is processed on time, accurately, and in compliance with Federal, State and Local regulations. This Supervisor role exercises independent judgment on payroll-related matters with accountability and ongoing decision-making responsibilities associated with the work. This role is responsible for training, planning, organizing, reviewing, supervising, and evaluating the work and performance of assigned staff. Responsibilities * Supervisory Responsibilities: * Recruits, interviews, hires, and trains new staff in the department. * Oversees the daily workflow of the payroll function. * Provides constructive and timely performance evaluations. * Handles discipline and termination of employees in accordance with company policy. * Duties/Responsibilities: * Review, approve, and ensure accurate and timely semi-monthly payroll processing for 1,000+ employees, maintaining strict adherence to internal controls and regulatory requirements. * Audit payroll transactions for accuracy, including new hires, terminations, pay changes, benefits, garnishments, and tax deductions. * Manage and resolve payroll-related inquiries with a focus on accuracy, timeliness, and confidentiality, while maintaining detailed documentation to support audit readiness and risk mitigation. * Evaluate and enhance payroll processes to improve efficiency, reduce errors, and strengthen internal controls. * Ensure ongoing compliance with federal, state, and local wage and hour laws; monitor regulatory changes and implement necessary updates. * Oversee ongoing payroll reviews to ensure accuracy, compliance, and timely resolution of discrepancies. * Recommend and implement updates to payroll software, systems, and procedures to address findings, maintain compliance, and enhance operational accuracy and efficiency * Manages payroll system configurations by creating and maintaining earning and deduction codes, PTO plans, and tax accounts. * Analyze and reconcile various records, reports, earnings, and deductions. Identify discrepancies, investigate root causes, and implement corrective actions. * Manage semi-monthly calculation of Short-Term Disability benefit. * Facilitate and keep current Wage and Hour training for Management Team in coordination with Patelco's policies. * Partner with Accounting on general ledger administration and reconciliation. * Lead the planning and execution of year-end payroll activities, including the preparation, reconciliation, and distribution of W-2s and other required tax documents. * questions via email and telephone. * Perform other duties as assigned. Qualifications Minimum Qualifications * Have minimum 4+ years of current experience in Payroll field * BA/BS degree in Accounting, Human Resources or other related business degrees or commensurate experience required * Experience working with HRIS and payroll systems (UltiPro/UKG preferred) * Have 2 or more years in business intelligence report writing * Have advanced computer proficiency in MS Excel, Word, and Window Physical Activities/Requirements * Required to work onsite in an office environment at our Dublin Headquarters location to support essential payroll operations, including participation in in-person meetings, handling of physical mail, printing and distribution of payroll checks, and conducting offboarding procedures. Remote work flexibility is subject to business needs. * Prolonged periods of sitting at a desk and working on a computer. * Ability to use hands and fingers to operate a computer keyboard, mouse, and other office equipment. * Visual acuity to read and analyze data on a computer screen and printed documents. * Occasional lifting and carrying of files, documents, or office supplies up to 15 pounds. * Ability to communicate effectively in person, over the phone, and via email. * May require occasional walking, standing, or bending during office tasks or meetings. Target Base Pay $83,019 - $97,660 per year Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123
    $83k-97.7k yearly Auto-Apply 18d ago
  • Operational Risk Analyst

    Patelco Credit Union 4.8company rating

    Patelco Credit Union job in Dublin, CA

    Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview The Operational Risk Analyst is responsible for supporting the iteration, implementation, and maintenance credit union's operational risk management framework, inclusive of the Business Continuity Program. This role ensures that internal controls are effective and that the organization complies with regulatory standards while maintaining member trust and operational resilience. Responsibilities * Assist in the development and implementation of the credit union's Operational Risk Management (ORM) program, inclusive of business continuity. * Support the development of comprehensive methodology to effectively analyze operational risk events, identify root causes, and recommend targeted mitigated measures. * Investigate and document operational incidents and loss events and make recommendations for process and control improvements. * Assist in developing and maintaining risk management policies and procedures. * Contribute to risk and control assessments * Support risk awareness and training initiatives across the organization. * Provide risk input on new initiatives, vendor assessments, and system changes. * Prepare reports for executive leadership, risk committees, and regulators on program effectiveness. * Assist in the maturation, maintenance, and testing of the Business Continuity Program. * Support Business Continuity Program by participating in assessments, maintaining documentation, conducting Business Impact Analysis, and developing response and recovery strategies. * Coordinate and conduct business continuity exercises, analyze results, and recommend improvements. * Ensure the credit unions continued alignment with NCUA, FFIEC, and other regulatory guidelines. * Strong attention to detail, analytical and problem-solving skills, with the ability to assess risk and develop mitigations strategies. * Proficiency in operational risk tools, BCP/DR tools, and governance, risk, and compliance (GRC) platforms * Excellent written and verbal communication skills to prepare reports, policies, and training materials. * Ability to work collaboratively and build strong relationships across business units. * Self-motivated and ability to adhere to deadlines. * Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures. Qualifications * Bachelor's degree in Risk Management, Business Administration, Information Technology, or a related field. * 3+ years of experience in operational risk management, preferably in a financial institution. * Familiarity with fraud detection, risk modeling, and regulatory compliance (e.g., NCUA, FFIEC guidelines) * Knowledge of operational risk tools such as risk and control self-assessments (RCSAs), key risk indicators (KRIs), and incident tracking. * Preferred Certifications: * PRIMA Professional Risk Manager (PRM) * Certified Risk Management Professional (CRMP) * This role is located at Dublin HQ Target Base Pay $97,660 / yr Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123
    $97.7k yearly Auto-Apply 34d ago
  • Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)

    Charles Schwab 4.8company rating

    Campbell, CA job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Bilingual proficiency in English and Mandarin is required Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $51k-95k yearly est. 2d ago
  • VP, Financial Consultant- Mission Viejo, CA (Hiring Immediately)

    Charles Schwab 4.8company rating

    Mission Viejo, CA job

    Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Whats in it for you: At Schwab, were committed to empowering our employees personal and professional success. Our flexible work options, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Whats in it for you At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $103k-162k yearly est. 3d ago
  • Universal Membership Officer

    First U.S. Community Credit Union 3.8company rating

    Sacramento, CA job

    Universal Membership Officer REPORTS TO: Operations Support Supervisor JOB GRADE: N7 PAY RANGE: $21.44/hour - $32.15/hour, Non-Exempt Dependent on experience Position Summary This position is a higher-level position with experienced staff who understand the daily operations of the Credit Union. Team member is able to help with more complex issues and assist the branch in the absence of Assistant Branch Manager or Manager. Demonstrates a professional image of the credit union to members while performing a variety of member service functions. Under general supervision of the Branch Manager, and in conformance with established policies and regulations, matches credit union products and services to member needs. Maintains an acceptable degree of accuracy and maintains high quality member service. This position will also help with back-office support when possible. Travels to all branches needing additional coverage. Duties and Responsibilities Teller: · Receives and disburses funds · Cashes checks and savings bonds · Processes loan transactions · Accepts & discusses loan applications · Answers phone inquiries · Cross sells products & services · Maintains & secures a safe environment · Understands and follows the CU's BSA-AML compliance program including but not limited to: - Filing Currency Transaction Reports - Filing Suspicious Activity Reports - Conducting OFAC checks in accordance with the CU's OFAC screening procedures · Processes mail · Balances and is responsible for cash drawer · Cross trains in office operations · Backup to phone center · Understands IRAs and IRA transactions · Performs other duties as assigned New Accounts/Loan Interviewing: · Opens all new accounts in accordance with CU's Customer Identification Program · Qualifies members via proper ID (social security & driver license) Chexsystems & in regards to our field of membership · Opens new membership as a package of services (PHONE-24, Debit/ATM, savings, checking, OD Protection) · Cross sells & set up new service accounts (CDs, IRA, Premier Money Market, checking & loans). · Discusses all products and services with members · Accepts loan applications & processes them via system · Disburses completed loan packets · Familiar with DMV paperwork · Runs instant credit, automated approvals · Trouble shoots and problem solves · Cross trains in branch operations · Helps train other team members Vault Teller: · Performs teller duties & assists in teller training · Responsible for vault duties, RT and Travelers checks · Maintains proper cash limits & orders funds as needed · Disburses & receives cash from tellers · Understands and follows the CU's BSA-AML compliance program including but not limited to: - Filing Currency Transaction Reports - Filing Suspicious Activity Reports - Conducting OFAC checks in accordance with the CU's OFAC screening procedures · Assists in the security & accounting of negotiable items · Balances vault and branch summary · Completes deposit verifications & credit ratings · Administers levies and wage attachments · Cross sells products & services · Backup to phone center · Performs other duties as assigned Phone Center: · Provides member service, as outlined above, over the phone. Education/Experience Requirements · High School diploma or equivalent · 1-3 years financial institution experience preferred · Ability to operate computer terminal and general office equipment · Excellent member service and sales skills · Type 20 wpm · Interpersonal communication & problem solving skills · Balancing and transaction accuracy Working Conditions/Physical Demands Works in an office environment, requiring the use of office equipment, such as personal computers. Must have reliable transportation and a valid driver's license.
    $21.4-32.2 hourly Auto-Apply 58d ago
  • Teller Center Representative (Las Cruces - Remote)

    GECU 4.0company rating

    Remote or Las Cruces, NM job

    Are you passionate about making a positive impact in the community you live in? Do you want to be on the forefront of paving the way to financial freedom for the members we serve? At GECU, our Core Values drive our Culture: Advocate, Integrity, Accountable, Dedicated and Passionate. Come grow your career with an award- winning team! BASIC RESPONSIBILITIES Responsible for creating a positive experience and image of GECU through greeting members, evaluating and responding to members' requests, recommending products and services to create member loyalty, rendering friendly service, and performing member transactions in an efficient manner. TYPICAL DUTIES Completes all member service representative transactions utilizing GECU service standards consistently in a branch environment or through our interactive teller machines (ITMs); to include posting withdrawals, loan payments, deposits, line of credit advances, etc. Runs partial bank deposits, balance drawer and ITMs at the end of shift. Creates memorable member experience through exceptional member interactions which include enthusiastic greetings and closing phrases. Creates opportunities to cross sell all credit union products and services to assist members in determining their financial needs and to ensure individual and credit union goals are consistently met. Good understanding of check negotiation and placement of check holds in order to mitigate check fraud losses. Balance cash box assignment at the end of the day. Educates members in the use of our remote services to include and not limited to real time taking ATMs, ITMs, Mobile and the convenience our neighborhood branches bring to our community. Makes judgment decisions regarding tickler lockouts, warning information, altered items, and stale-dated checks, after sufficient experience is gained. Ensures that members' accounts are handled accurately. Acquires knowledge of audit items/questions to include security procedures in order to comply with Credit Union security and safety procedures. This includes participating in branch audit periodically. Exercises professionalism and good judgment with members and coworkers. Maintain and understand compliance to ensure that work complies with GECU's established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC). Other duties as may be assigned or required in connection with general operation of the credit union.
    $33k-39k yearly est. 1d ago
  • Technical Support Specialist I

    San Diego County Credit Union 4.4company rating

    San Diego, CA job

    Job Description What is the Pay Range? 2026 Pay Scale: 29.50-38.00 2025 Pay Scale: 28.75-37.00 Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above. Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions. Position Summary The position of Technical Support Specialist I is established to provide front line service desk support for credit union. Maintain service levels set by the department. Minimum Qualifications (Education, Experience, Skills): Associates degree or equivalent work experience. A+ certification or 2 additional years of relevant work experience; or 2 years of internal SDCCU member facing experience may be considered. 2 years of experience supporting PC systems, hardware and software, in a professional capacity. Enterprise level competency with Microsoft Windows, Office and Outlook. Basic knowledge of Networking, Desktop and/or Laptop imaging. Working knowledge of Active Directory. Professional and effective interaction, verbal and written communication skills. Demonstrated ability to coordinate concurrent projects and tasks, self-organize and prioritize meeting deadlines. Track record of applying critical thinking and effective problem-solving skills. Prior experience with service desk ticketing systems preferred. Win10, Win11, and virtual desktop familiarity preferred. Office 2016, 2019, O365 familiarity preferred. Zoom and MS Teams familiarity preferred. Essential Duties and Responsibilities Receive, process, and resolve IT service desk requests Provide technical support to all departments and branches Provide excellent Customer Service and support for trouble desk issues. Escalate service desk requests and provide status updates to users Install and Support PC's, phones, and other equipment Install and configure software applications Adds/moves/changes to user accounts in Active Directory and other applications Troubleshoot computer hardware and software Troubleshoot Email and Mobile Devices Basic printer configuration and support Assist with initial configuration of new equipment & software Install and configure software applications utilizing endpoint management solution. Active Directory triage/troubleshooting. Telecom duties include system administration tasks such as activating phones, setting up users and agents, configuring queues and extensions, and monitoring performance. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures Other Duties & Responsibilities Perform other duties as assigned. Occasional travel. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday - Friday 8:30am to 5:30pm Saturday (rotating) - 8:00am to 4:30pm Full time - 40 hours
    $45k-59k yearly est. 27d ago
  • Fraud Investigator

    Altura Credit Union 3.5company rating

    Riverside, CA job

    The Fraud Investigator is responsible for investigating suspected fraudulent activity impacting the Credit Union, its members, and its assets. This role involves conducting thorough and impartial investigations, gathering and analyzing evidence, preparing detailed reports, and collaborating with internal departments, law enforcement, and regulatory agencies. The Fraud Investigator plays a critical role in protecting the Credit Union and its members from financial losses and reputational damage. ESSENTIAL DUTIES AND RESPONSIBILITIES Conduct comprehensive investigations into alleged fraud incidents, including but not limited to member account fraud, internal fraud, check fraud, debit/credit card fraud, online/mobile banking fraud, loan fraud, and elder financial exploitation. Gather and analyze documentary evidence, electronic data, and physical evidence through various means, including account reviews, transaction analysis, surveillance footage, and interviews. Conduct interviews employees, Members, and/or persons of interest to obtain relevant information and statements as part of the fraud investigation process. Pursues criminal filings, prosecution, and restitution on fraudulent acts committed against the credit union and its Members as required. Collaborate with internal departments such as Member Services, Lending, Accounting, and Information Technology to gather information and implement preventative measures. Assist in the development and implementation of fraud prevention strategies, policies, and procedures. Serves as a resource and subject matter expert for the credit union and represents the credit union by participating in professional networks to stay current with risk, fraud, and security issues that may breach the credit union's internal controls. EDUCATION, EXPERIENCE, and/or QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent required Bachelor's degree in criminal justice, Finance, Business Administration, or a related field preferred. Equivalent work experience may be considered. Minimum of three (3) years of experience within a financial institution, and at least one (1) year working in a fraud investigation or similar role. Excellent investigative process, analytical, and decision-making skills. Demonstrated ability to produce documents, spreadsheets, databases, etc. with Windows-based software, as well as proficient Internet skills. Must be proficient with Word and Excel as well as various database or Why Altura? WORK-LIFE BALANCE Vacation (10+ or Minimum Days) Sick (8 Days) Holidays (11 Days & 1/2 Day Christmas Eve) Birthday & Anniversary Day Off Specialized Paid Time Off (Jury Duty, Bereavement, etc.) Community Volunteer Events12 Social Events & Outings Event & Venue Discounts WEALTH INCENTIVES Competitive Pay Stakeholders 401k Dollar-for-Dollar Match up to 6% (after one year of service) Business Attire Allowance Annual Performance Review & Increase Wellness Incentive Tuition Reimbursement Awards, Recognitions & Incentives Free Checking & Savings Accounts Discounted Employee Loan Rates HEALTH AND WELLNESS Kaiser and Cigna Medical & Prescription Plans Dental & Vision Fitness Challenges & Gym Access Onsite Wellness Programs Medical & Dependent Flex Spending Account Life & A&D Insurance Employee Assistance Program Pet Insurance
    $51k-70k yearly est. 16d ago
  • Financial Services Representative

    Primerica 4.6company rating

    Remote job

    Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
    $31k-39k yearly est. 60d+ ago
  • Director, Enterprise Affairs

    Charles Schwab Corporation 4.8company rating

    San Francisco, CA job

    Your Opportunity Director, Enterprise Affairs Our Opportunity: Schwab's Corporate Affairs team creates value by engaging stakeholders in Schwab's story, building trust and protecting and strengthening the firm's reputation. We are shapers and protectors of Schwab's communications, culture and reputation, building connections with stakeholders inside and outside of Schwab. We demonstrate our values and belief that our success in serving our employees, clients, stockholders and the communities in which we operate in the way in which we want to be served. We are highly skilled and experienced communicators, digital and citizenship professionals and community builders. The Director, Enterprise Affairs will serve as the lead communications partner and advisor to three product and solutions enterprises at Schwab - Banking & Trust Services, Schwab Asset Management, and Wealth & Advice Solutions - that serve the needs of our Retail, Advisor Services, and Workplace clients. This role provides critical support to supporting and enhancing Schwab's reputation with both internal and external stakeholders. The director works closely with members of the Executive Council and their leadership teams to develop and drive internal communications strategies that foster employee engagement and pride, and external communications strategies that span executive visibility, product public relations, issues management, and executive social media. In this capacity, this role requires close collaboration with colleagues across Corporate Affairs to ensure that each enterprise's communications activities are aligned with industry and company best practices, the strategic objectives of our client-facing enterprises, and in support of broader corporate communications and reputation-driving goals and initiatives. How You Will Contribute: * Lead a team of communications professionals with expertise in media relations and employee communications. Ensure continued growth, development and engagement. * Develop and maintain strong relationships with key stakeholders, including EC members and their leadership teams, peers and colleagues across Corporate Affairs, and partners in other organizations including Marketing and HR. * Serve as communications advisor and strategist to senior leaders on internal and external communications, particularly in areas that have potential to support or to protect Schwab's corporate reputation. * Communicate directly with members of the media, both to coordinate opportunities for executives and also to serve as a spokesperson for Schwab when needed. * Provide day-to-day counsel and execution support across internal and external communications activities and initiatives. * Ensure that each enterprise has a thoughtful strategic communications plan and support model, drawing upon both the dedicated team and broader Corporate Affairs resources. * Drive a data-driven approach to measuring communications results against objectives. What you have * A minimum of a bachelor's degree in communications, journalism, marketing or a related field. * A minimum of 15 years of experience in corporate internal and external communications. PR agency and/or corporate media relations experience preferred. * Exceptional written and oral communications skills. * Excellent stakeholder management skills, with the ability to build trust and influence across all levels of the organization and with external partners. * Experience creating detailed, integrated communications plans. * High level of agility, trouble shooting skills, and ability to respond quickly and thoughtfully to changing environment and demands. Ability to think through complex issues and to deliver recommendations to senior level executives. * Exceptionally high degree of integrity, professionalism and ethical standards.
    $109k-144k yearly est. Auto-Apply 6d ago
  • Senior Mortgage Underwriter

    First U.S. Community Credit Union 3.8company rating

    Sacramento, CA job

    Senior Mortgage Underwriter REPORTS TO: Vice President of Real Estate Lending and Servicing JOB GRADE: N10 PAY RANGE: $28.74/hour - $43.11/hour, Non-Exempt Dependent on experience Position Summary The Senior Mortgage Underwriter is responsible for underwriting first mortgage, second mortgages, HELOCs, and portfolio real estate loan products in accordance with agency, investor, regulatory, and internal credit union guidelines. This role ensures member-focused lending decisions that balance risk management with service excellence. The Senior Mortgage Underwriter handles complex loan scenarios, mentors and educates staff members, and supports the credit union's core values to improve the financial well-being of our members. Duties and Responsibilities Underwrites and decisions residential mortgage loans in accordance with FNMA and internal Credit Union guidelines to ensure compliance with Credit Union and investor standards within his/her authority. Evaluates income, assets, credit, collateral, and compliance documentation to ensure accuracy and completeness. Renders credit decisions (approval, counter offers, suspense loan files and denial) with strong risk assessment and alignment to credit union policies. Identifies and recommends alternative loan solutions. Maintains a commanding knowledge of regulatory compliance, trends, and methodologies affecting all loan products and services. Performs all income analysis for qualifying borrowers to include self-employed borrowers. Comprehensive understanding of income tax documentation including but not limited to sole proprietorships, S-corps, C-corps, partnerships, and Limited Liability Corporations is required. Review appraisals and collateral documentation for accuracy and acceptability. Issue clear, appropriate and consistent conditions to ensure high-quality loans with minimum rework. Possesses time management skills and the ability to organize, prioritize, perform multiple tasks simultaneously; handle multiple projects and meet deadlines. Shows an ability to adapt to market, regulatory, agency and investor requirement changes. Performs other duties assigned including, but not limited to, special projects requiring extensive knowledge of Credit Union and department operations, policies and procedures, and safety/compliance. Performs other duties as assigned. Education/Experience Requirements High School Diploma or equivalent is required. Either a minimum of 10 years' experience in mortgage loan underwriting in a financial institution, or a bachelor's degree in finance, business, or another related field required plus 5 years mortgage loan underwriting experience in a financial institution, is required. Must have current knowledge of state and federal regulations together with a strong working knowledge of FNMA, and FHLMC guidelines and standards. Proficiency in computer programs (e.g., Microsoft Office Word and Excel). Ability to analyze complex tax returns skills required. Ability to work effectively at a fast pace and adapt to change. Excellent written and oral communication. Proficiency with Ellie Mae or Meridian Link Mortgage required. Must be goal oriented. Working Conditions/Physical Demands Work in an office environment, requiring the use of office equipment, such as personal computers. Must be able to frequently move around the office to perform lending activities. ______________________________ ______________________________ Team Member Signature Date ______________________________ ______________________________ Manager Signature Date
    $28.7-43.1 hourly Auto-Apply 23d ago
  • Lead DBA

    Green Dot 4.6company rating

    Remote job

    We're looking for talented professionals, anywhere in the United States, to join us in bringing smart money management and payment solutions to everyone's fingertips. At Green Dot, we are evolving to a new and permanent “Work from Anywhere” model designed to maximize the benefits of remote work, promote and enable a strong culture of performance and connectedness, and attract the best and brightest talent who align with our entrepreneurial spirit and mission. <<>><<>><<>><<>><<>><<>><<>><<>><<>><<>> JOB DESCRIPTION Green Dot Corporation is seeking a Lead Database Administrator to join the DBA Team, focusing on the design, implementation, and maintenance of mission-critical database systems. This role will ensure high availability, performance, and security of data infrastructure supporting financial services platforms. Key Responsibilities: Administer and optimize relational and NoSQL databases across production and non-production environments. Design and implement backup, recovery, and disaster recovery strategies. Monitor database performance and proactively address bottlenecks and anomalies. Collaborate with engineering and DevOps teams to support CI/CD pipelines and infrastructure automation. Ensure compliance with data governance, security, and regulatory standards (e.g., PCI DSS, SOC 2). Perform capacity planning and support scalability initiatives for high-volume transaction systems. Develop and maintain documentation for database architecture, processes, and procedures. Participate in incident response and root cause analysis for database-related issues. Qualifications: 7+ years of experience in database administration Expertise in SQL Server; experience with NoSQL databases such as CosmosDB. Strong proficiency in SQL, PL/pg SQL, and performance tuning techniques. Experience with cloud platforms (AWS preferred), including RDS, Aurora, and Redshift. Familiarity with infrastructure-as-code tools (Terraform, CloudFormation) and monitoring solutions (Datadog, Prometheus and Redgate). Knowledge of data replication, partitioning, and high-availability configurations. Experience implementing security controls and auditing mechanisms for sensitive data. Scripting skills in Python, Bash, or PowerShell. Preferred Qualifications: Experience in fintech or regulated financial services environments. Familiarity with data warehouse integrations and analytics platforms. Contributions to database performance optimization or open-source DBA tools. Strong communication and documentation skills for cross-team collaboration. POSITION TYPE Regular PAY RANGE The targeted base salary for this position is $105,600 to $158,400 per year. The final compensation will be determined by a number of factors such as qualifications, expertise, and the candidate's geographical location. <<>><<>><<>><<>><<>><<>><<>><<>><<>><<>> We're Here to Support You-Accommodations Upon Request Green Dot is committed to providing an inclusive and accessible hiring experience for all candidates. If you require a reasonable accommodation during any part of the application or interview process, we encourage you to let us know. We will work with you to meet your needs in a way that respects your privacy and ensures equal opportunity. Our goal is to support every applicant in showcasing their talents and potential. Work Authorization Requirement At Green Dot Corporation, we value diversity and strive for fair and inclusive hiring practices. However, we are currently unable to offer visa sponsorship. All applicants must be legally authorized to work in the United States at the time of application and throughout the duration of employment, without the need for current or future sponsorship. Important Notice on Application Accuracy We value integrity in our hiring process. Please ensure that all information provided in your resume and application is accurate and authentic. Submissions found to be fraudulent or misleading will result in disqualification from consideration, and any offers extended may be rescinded.
    $105.6k-158.4k yearly Auto-Apply 19d ago
  • Branch Team Lead

    Patelco Credit Union 4.8company rating

    Patelco Credit Union job in Roseville, CA

    Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview The Branch Team Lead is responsible for delivering high quality member service while focusing on complex issues and using their knowledge of our multiple products to maximize member participation. This role will serve as a trusted advisor to our membership and will leverage their expertise to deliver a vision of financial well-being to our members while providing outstanding member service. As a Branch Team Lead in our branches you will have the opportunity to support branch leadership on day to day operations. Responsibilities * Offer best in class service to our members through prompt, efficient, courteous, and professional interactions. * Focus on member financial well-being, acting in the best interest of the membership. * Collaborates effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships. * Identifies solutions for new and existing members based on their short- term and long-term needs. * Conduct transactions such as opening new accounts, loan processing, funding, assisting with deposits and withdrawals, cashier's checks, money orders, and other complex transactions. * Learn and adapt to new information, procedures, processes, and technology platforms. * Identifies coaching and training opportunities to help develop, motivate, and support team members. * Help, support and enforce branch specific strategies to grow branch initiatives. * Ensure adherence to policies and procedures and that regulatory compliance standards are met by all team members. * Complete required branch internal audits as needed. * Review and maintain knowledge of product guides, fees, and policies to stay current on offerings for product suggestions. * Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures. * Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance. * Perform other duties as assigned. Qualifications * Must have HS Diploma/GED * One year minimum of excellent cash handling experience * Minimum 2-3 years of prior experience in financial services or sales-oriented environment required * Experience in financial services and knowledge of financial services industry, products, and solutions * Possession of strong customer service and sales skills, especially in a banking or retail environment preferred * Excellent computer skills MS Windows and MS Office (Word & Excel) * Ability to be well organized, team-player, motivated and flexible with working hours * Outstanding oral and written communication skills * Ability to perform multi-task and detail oriented * Demonstrated ability and desire to thrive in a challenging fast paced work environment * Is an enthusiastic, passionate, highly motivated self-starter with a strong work ethic. * Communicates effectively and confidently while engaging all members and team members. * Applies strong critical thinking and problem-solving skills to meet member and team member needs. Target Base Pay $26 /hr Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123
    $42k-66k yearly est. Auto-Apply 44d ago
  • Mail Room Specialist I

    San Diego County Credit Union 4.4company rating

    San Diego, CA job

    Job Description What is the Pay Range? 2026 Pay Scale: $19.00-$22.25 2025 Pay Scale: $19.00-$21.75 Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above. Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions. Position Summary: The position of Mail Room Specialist is established to ensure the accurate and timely handling of all incoming and outgoing letters and packages. This position will maintain quality and service standards set by the credit union and ensure the smooth functioning of the mail room. Minimum Qualifications (Education, Experience, Skills) High School diploma or equivalent. 6 months of working knowledge of mail room equipment and compliance with postage regulations preferred. Excellent attention to detail. Ability to meet deadlines. Ability to communicate with a variety of people in a professional manner. Ability to work under pressure and flexible with assigned duties. Moderate computer literacy. Essential Duties and Responsibilities Receive, sort, and distribute all incoming branch and departmental mail, including interoffice documents. Assist with mailing outgoing packages. Ensure that packages are labeled properly. Assist with daily pickup and delivery services as required. Assure security of member data and employee data by monitoring external and internal pickups and deliveries for physical security. Accurately apply postage using dynamic postage meter. Maintain logs for tracking outgoing and incoming mail. Monitor mail room activity; ensure that all machine supplies are fully stocked. Maintain daily branch bin tracking logs and ensure all bags are received as noted. Review and update any applicable changes to mail room procedures. Other Duties and Responsibilities Assist with Records Management tasks: Receive and sort Credit Union data in paper and electronic format including, but not limited to records of transactions, correspondence and branch documentation. Accurately validate and verify data, including but not limited to credit union invoices, loan and real estate files, member records, wires, and reports. Retrieve member statement information from Document Archival System to fulfill SSA and AVS asset verification requests. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:00am - 5:00pm; Saturday/Sunday: OFF Full Time - 40 hours a week
    $19-22.3 hourly 7d ago
  • Senior Business & Product Strategist- Workplace Services Education

    Charles Schwab Corporation 4.8company rating

    San Francisco, CA job

    Your Opportunity The Senior Business & Product Strategist for Insights and Education is responsible for shaping the strategic direction of Schwab's digital education experiences for Workplace Services. This role drives strategies that enhance financial literacy, improve engagement with Schwab's workplace offerings, and deliver cohesive, customer-centered education across digital channels. This strategist defines what education experiences we should build, why they matter, and how they create value for participants and plan sponsors-while partnering with execution teams to bring the strategy to life. What You'll Do Strategic Planning & Alignment * Develop education strategies that align participant needs, market insights, and Schwab's workplace services goals. * Partner with Workplace Services, Marketing, UX, and Technology to shape digital education experiences (e.g., retirement planning tools, learning modules, content strategy). * Translate complex retirement and financial concepts into clear strategic frameworks for digital engagement. * Define target audiences, value propositions, and participant journeys for education initiatives. Market & Competitive Insight * Conduct competitive assessments and trend analyses in financial education and workplace benefits. * Identify gaps in Schwab's current education offerings and recommend strategic enhancements. * Provide leadership with insights that guide investment decisions and prioritization. Cross-Functional Leadership * Serve as the strategic connector between Workplace Services, Marketing, UX, and Technology. * Lead strategic workshops and alignment sessions focused on participant education. * Develop strategic briefs and customer insights that guide execution teams (content creators, designers, engineers). Strategic Roadmapping & Go-to-Market * Create integrated go-to-market strategies for new education tools and experiences. * Recommend high-level product requirements, experience opportunities, and success metrics for education initiatives. * Ensure Schwab's digital channels reflect a coherent and consistent education strategy. Measurement & Optimization * Partner with analytics teams to define KPIs for education engagement and learning outcomes. * Evaluate performance to uncover insights and iterate on strategy. * Communicate findings and recommendations to leadership to influence future direction. Who You Are * A strategic thinker passionate about financial education and digital engagement. * Skilled at influencing without authority and aligning diverse stakeholders. * Comfortable navigating ambiguity and turning it into structured, actionable plans. * Deeply curious about participant behavior, workplace benefits, and how education drives outcomes. * Strong communicator able to translate complex ideas for technical and non-technical audiences. What you have * 10+ years in product strategy, business strategy, or education strategy roles. * Experience working within cross-functional environments (product, engineering, UX, marketing, compliance). * Proven ability to lead strategic planning and opportunity analysis for education or engagement initiatives. * Familiarity with digital ecosystems (web, app, content platforms) and product development processes. * Strong analytical skills; comfortable with data, competitive intelligence, and business cases. * Excellent communication, storytelling, and stakeholder management abilities.
    $64k-84k yearly est. Auto-Apply 6d ago
  • AI Policy Researcher, AI.x

    Charles Schwab 4.8company rating

    San Francisco, CA job

    **Your opportunity** At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. Schwab's AI Strategy & Transformation team, known as AI.x, is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the research platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients. As an AI Policy Researcher, you'll be at the forefront of Schwab's commitment to responsible innovation, turning bold ideas into real-world impact. In this dynamic role, you'll interpret the latest trends in AI regulations and collaborate closely with compliance and risk to transform regulatory requirements into clear, actionable policies and guidance. You will also work closely with change management to create role specific risk-based training experiences. Your work will ensure that Schwab's AI initiatives remain not only compliant and ethical, but also lead the industry. As a subject matter expert for first-line risk on AI rollouts, you'll support risk assessments and compliance reviews, helping to foster a culture of responsible innovation and continuous learning. Additionally, you'll work alongside research and engineering teams to stay ahead of industry trends and technical breakthroughs, actively scanning for emerging technologies and proactively developing governance and policies before challenges arise. By synthesizing insights from regulatory priorities, news, and technical advancements, you will enable Schwab to anticipate, shape, and lead the future of AI regulation-ensuring we remain proactive, prepared, and at the forefront of responsible AI integration. **What You'll Do** + **Shape Policy:** Translate complex AI regulations into clear organizational policies and training materials. + **Drive Education:** Partner with change management to design role-specific training on responsible AI use. + **Stay Ahead:** Monitor regulatory trends and technical advancements to anticipate future AI governance needs. + **Risk Expertise:** Serve as a first-line risk SME for AI rollouts, supporting risk assessments and compliance reviews. + **Champion Ethics:** Promote continuous learning and ethical decision-making across AI initiatives. **What you have** **Required Qualifications** + Advanced degree (Master's, JD) in Law, Public Policy, or related field **OR** 6+ years of relevant experience. + 4+ years in AI policy or technology policy. + Familiarity with AI governance frameworks and risk management practices. + Strong communication skills for technical and non-technical audiences. + Proven ability to collaborate across legal, compliance, risk, and technical teams. + Experience creating and delivering training materials. **Preferred Qualifications** + Technical background or hands-on experience with AI or data science. + 7+ years in regulatory analysis, policy research, or compliance. + Experience in change management and capacity building for new regulations. + External engagement (publications, presentations, policy forums). + Financial services or other highly regulated industry experience. We welcome applicants from diverse backgrounds and encourage you to apply even if you don't meet every requirement. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
    $78k-107k yearly est. 2d ago
  • Teller (Senior Member Service Representative)

    Patelco Credit Union 4.8company rating

    Patelco Credit Union job in San Francisco, CA

    Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview As a Teller (Senior Member Service Representative) in our branches, you will have the chance to make a difference in the lives of every member you serve. You will be responsible for delivering high-quality service by assessing the Members' needs while processing their transactions efficiently. Responsibilities * Provide excellent service to our diverse members through prompt, efficient, courteous, and professional interactions. * Analyze members' needs while processing transactions, including cash handling, and provide education and recommendations on products and services that improve their financial health. * Build relationships with members through effective listening, interviewing, and communication skills to determine products and services that benefit their financial well-being. * Open accounts and submit simple loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom * Engage with new and existing members via follow-up activities, including outbound calls and community engagement events when appropriate. * Partner with branch leadership to maintain operational integrity while mitigating risk, following the standards of the organization. * Work cross-functionally across the organization to assess, handle, and follow through with complex account inquiries, transactions, or member concerns. * Adopt new and existing tools that will enhance the member experience and consultation process. * Exercise informed judgment as appropriate to accommodate members. * Serve as a resource to train new and existing team members as appropriate. * Advocate member adoption of new technology, campaigns, promotions, and digital products. * Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures. * Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance. * Other duties as assigned. Qualifications * Minimum 1-2 years of prior customer service experience within the financial services, food industry, hospitality or retail environment required * Excellent verbal, written, and social communication skills * Ability to be professional and understanding in all interactions * Willingness and ability to be flexible and adapt to changing job requirements * Passion for providing exceptional service, integrity, and resourcefulness * Eagerness to learn and a drive for continuous improvement. * Savvy with PCs, email, and proficient in all Microsoft Office suite of products * Some evenings and Saturdays are required * Minimum of a High School Diploma/GED * Must be willing to travel Target Base Pay $29 / hr Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123
    $27k-30k yearly est. Auto-Apply 14d ago
  • Senior Security Engineer

    Patelco Credit Union 4.8company rating

    Patelco Credit Union job in Dublin, CA

    Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview Patelco's Sr. Security Engineer (Detection Engineering) will be leading the design, tuning and optimization of the Credit Union's detection stack, helpful for safeguarding our networks and member data. This role is deeply technical and cross-functional, responsible for designing, implementing, and ensuring control effectiveness of system security, information security controls, and processes to protect Patelco data, infrastructure and applications. The role is responsible for care and feeding of detection platforms (e.g. EDR, NDR), SIEM engineering, and SOAR automation and will apply Threat Intelligence, Security Architecture, and adversary simulation knowledge to mature our detection capabilities in alignment with the NIST CSF. Responsibilities Essential Duties * Own the engineering and tuning of endpoint detection & response, network detection & response platforms * Drive advancement and growth of detection and automation initiatives * Build, test, and deploy behavioral detections solutions aligned to MITRE ATT&CK TTPs * Continuously improve detection efficacy using business context and real-world feedback * Engineer and optimize detection pipelines in SIEM * Author comprehensive runbooks, write automation scripts, and build SOAR capabilities to improve response times * Build and maintain enrichment workflows and automated response playbooks using SOAR * Create, maintain and manage a library of automated playbooks to address new threats and tactics employed by attackers * Ensure telemetry normalization, parsing and alert fidelity across data sources * Operationalize threat intelligence into actionable detection rules, dashboards, and response workflows. * Lead red/blue teaming efforts to test detections against real-world scenarios. * Integrate external and internal threat feeds to strengthen signal correlation * Apply STRIDE & DREAD methodologies to model risks associated with applications, systems and emerging threats * Recommend and document compensating controls for identified risks * Partner closely with Security Operations, Governance Risk & Compliance (GRC), and wider Engineering teams to enhance detection coverage * Document information security design and architecture * Mentor and cross-train staff members in the areas of subject matter expertise * Provide engineering support to Technology Operations implementing industry standard benchmarks and evaluation activities * Other duties as assigned Functional Competencies * Strong knowledge of the Cyber Threat landscape and ability to articulate and incorporate understanding of major threat categories, motivations and intent of adversaries * Demonstrated knowledge and practical application of MITRE ATT&CK * Experience in at least one programming language (Python, Go, C, C++) or deep expertise using low-code automation tools or SOAR Platforms * Experience building and scaling observability solutions * Experience with Adversary emulation, continuous detection improvement and operational excellence * Must be able to collaborate with other teams * Clear verbal and written communication will be required Qualifications Minimum Qualifications * 5+ years Information Security with 3+ years focused on Detection Engineering, including EDR, NDR, SIEM, SOAR tooling * Demonstrated knowledge and practical application of MITRE ATT&CK, STRIDE & DREAD models * Strong scripting skills (Python, YAML etc.) and experience with data parsing and log normalization * Industry certifications such as CISSP, GCTI, GCIA, GDSA or equivalent preferred Physical Activities/Requirements * This is a hybrid role based out of our Dublin HQ Target Base Pay $115,548 - $144,435/year Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123
    $115.5k-144.4k yearly Auto-Apply 46d ago
  • Asst Branch Manager

    Patelco Credit Union 4.8company rating

    Patelco Credit Union job in Dublin, CA

    Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview The Assistant Branch Manager will co-lead the development of team members, strategic planning, executing Retail initiatives to enhance member experience through identified opportunities and strategies. In this role, responsibilities will include managing and providing vision and leadership to the branch team members. As an Assistant Branch Manager, you must display passion for member's financial well-being, as well as be able to showcase and coach to. Responsibilities * Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlight the features and benefits of our products and services, support overall credit union member services, promotions and member service objectives and expectations. * Support Branch Manager in developing a culture within the branch in which quality and continuous improvement on all performance accountabilities and member interactions. * Develops and inspires a highly efficient and productive branch team focused on delivering exceptional member service and offering solutions to improve members' financial well-being by tailoring recommendations with Patelco's products, services, and digital solutions. * Ensure all team members are trained on all functions within the branch through effective communication and implementation of new/revised policies and procedures. * Proactively identify any potential issues keeping the branch and team members from providing exceptional member service and collaborate on solutions with the Branch Manager. * Respond and monitor branch's Financial Wellbeing Survey feedback from members, and provide coaching, training and feedback to team members and departments as necessary. * Identify any potential issues keeping the branch and team members from providing exceptional member service and collaborate on solutions with the Retail Performance Manager and Regional Director. * Ensures delivery of exceptional member experience and handles member escalations with a sense of urgency. * Supports the career development of team members through consistent coaching, professional development, and purposeful career pathing steps. * Collaborates with business partners to proactively acquire new business relationships and expand existing business relationships. * Understands and models the Mission, Vision, and Core Values with both team members and members. * Ensures the daily branch operations are conducted in accordance with established credit union policies to include legal and regulatory requirements. * Manages and leads team members through a changing environment and resolves stressful situations with tact and diplomacy. * Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and bank products and services. * Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures. * Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance. * All other duties as assigned. Qualifications * Bachelor's degree (B.A./B.S.) or AA in business related discipline or equivalent (preferred) * Three to four years' prior branch supervisory or team lead experience in a credit union or banking environment * Excellent computer skills MS Windows and MS Office (Word & Excel) * Excellent organization and time management skills. * Demonstrated proficiency in supervising and motivating team members. * Ability to manage all priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. * Ability to organize and prioritize information, job tasks and workload to consistently complete all branch work in a time sensitive manner. * Ability to work independently and as a team member while using discretion in decision making and good judgment problem solving * Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills. Target Base Pay $30.85 - $36.29 / hr Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123
    $30.9-36.3 hourly Auto-Apply 2d ago
  • Client Relationship Specialist - Carmel Valley, CA

    Charles Schwab Corporation 4.8company rating

    Carmel Valley Village, CA job

    Your Opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: * 1+ years of Client/Customer Service experience Preferred Qualifications: * Previous experience in Financial Services/Wealth Management and/or closely related industry. * While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses * Ability to handle client needs with tact and diplomacy * Outstanding written and oral communication skills * Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously * Ability to build and maintain good cross-enterprise working relationships * Basic understanding of brokerage regulations and rules that govern client accounts * May be asked to become a Notary * In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
    $48k-60k yearly est. Auto-Apply 5d ago

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Patelco Credit Union may also be known as or be related to PATELCO CREDIT UNION and Patelco Credit Union.