Patelco Credit Union jobs

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

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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships 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

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.

Job Description The position of Receptionist is established to coordinate and direct lobby/phone traffic while providing prompt, professional and accurate assistance to members. Participate in the promotion of Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. 1 year of customer service experience or SDCCU member facing work experience may be considered. Knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs. Possess effective human relations and communication and organizational skills. Professional appearance and demeanor. Essential Duties and Responsibilities Greet members/potential members to establish rapport; probe to determine financial needs; direct to appropriate employees for assistance. Prepare members/potential members for interactions with credit union representatives by determining their eligibility, services needed, and providing any necessary documents. Answer phone calls within three rings; maintain positive demeanor, ensure phone coverage at all times; provide timely, complete and accurate messages. Maintain scheduling calendar in a clear, consistent, complete and accurate manner to include: appropriate timeframes for appointments, evenly distributing appointments, documenting days out of the branch and handling schedule changes. Have an awareness of staff and management activities to ensure accurate information is relayed to callers. Attend to member concerns, or refer member to appropriate employee for assistance. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Accurately track all referrals/sales. Meet established performance goals as assigned. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions 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 May serve as MSR or in other related capacities as directed by management. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. Physical Demands and Work Environment While performing the duties of this position, the employee is regularly required to talk and hear; to reach with hands and arms, use hands to finger, handle or feel objects, tools or controls. The employee is occasionally required to walk, stoop, kneel, crouch or crawl. The noise level in the work environment is usually moderate. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. The noise level in the work environment is usually moderate. Monday: 8:30-5:30pm Wednesday: 8:30-5:30pm Friday: 8:30-5:30pm Saturday: 8:30-2:30pm Part Time - 30 hours

Job Description The position of Technical Support Specialist II is established to provide second level PC and application support to both branches and administrative staff. In addition, the position is responsible for application installation and upgrades, remote PC management, VOIP handset configuration, and some network and server administration. This position works closely with the level 1 Help Desk staff as well as other IT departments for problem resolution. It is responsible for maintaining service level agreements set by the organization for IT problem resolution. Minimum Qualifications (Education, Experience, Skills): Associates degree or equivalent work experience. A+, MCP, Network+, Security+, or equivalent certification required. 3 years' experience in heterogeneous network environment. Proven experience with Windows desktops and servers, Active Directory Administration, Exchange, MS Office, and Visio. Prior experience with service desk ticketing systems required. 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. Zoom and MS Teams familiarity preferred. Essential Duties and Responsibilities Provide tier-two technical support to all departments and branch offices. Troubleshoot computer hardware and software. Setup and configure new PCs, printers, network hardware, etc. Install and configure software applications utilizing endpoint management solution. (Experience with KACE a plus). Active Directory administration, management and monitoring. Assist with installation of network equipment at branches and remote locations. Establish documentation of software installation and configuration. Work with vendors to obtain quotes and make purchases as requested. Routine inventory/license control. Telecom duties including 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 special projects as assigned. On Call duties as needed. Routine 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 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: 8:30am-5:30pm Saturday: OFF Sunday: OFF Full Time - 40 hours a week

Job Description The position of Assistant Branch Manager is established to provide managerial and administrative support to a full service branch office of the Credit Union and maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) Bachelor's Degree or one additional year of relevant work experience. Minimum three years of professional experience in operations in the financial industry, with increasing levels of responsibility and proven supervisory abilities. Demonstrated success in planning, organizing, leading and oversight of people and activities. Professional and effective interaction, verbal and written communication skills. Organization skills sufficient to successfully manage multiple projects, establish priorities and meet deadlines. Track record of applying critical thinking and emotional intelligence skills in a wide variety of situations. Essential Duties and Responsibilities Act as next in charge in the Vice President, Branch Manager's absence. Participate in the hiring, training, coaching, supervision and performance evaluations of all branch personnel; also responsible for employee counseling, documentation, and dismissal. Ensure staff is updated on changes in policy and procedures; ensure staff is thoroughly trained in all Credit Union products and services. Assist with coordination of ongoing cross-training of all branch personnel. Provide guidance and leadership to staff and assist staff with improving performance. Promote high morale and teamwork within the branch. Maintain good member relations; resolve problems/member complaints quickly and accurately; authorize exceptions to operating procedure when circumstances warrant and deviation is justified, alerting Branch Manager to all such exceptions. Assist members as necessary, serving as an FSR or MSR, as needed. Ensure quality member service standards are maintained within the branch. Act as loan officer, ensuring loan decisions are made in a timely manner based on credit scoring guidelines and prudent judgment. Interface with members on complex loan files. Assist in the performance of loan audits and the review of various loan reports. Have a general awareness of competitors' loan and deposit products. Contribute to overall branch performance. Support Management with branch service and production strategy, including coaching and development of employees to acquire and deepen member relationships. Support Branch Manager in the business development activities in the branch. Responsible for proper control and maintenance of negotiable items to ensure members' needs are met while safeguarding the Credit Union's assets. Supervise work flow and coordinate scheduling of branch personnel. Monitor daily branch balancing, general ledger accounts and branch reports/accounts for accuracy and audit conformity. Responsible for consistent compliance with operational policies and procedures; exceptions based on prudent judgment coupled with the needs of the member. Knowledgeable of all security and emergency procedures. Responsible for making recommendations to promote professional appearance of branch, building and grounds. Encourage ideas for improvements to Credit Union functions. Promote branch cooperation, respect and teamwork with other branches and departments. 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. Provide managerial oversight of the activities for areas of responsibility, including assigned staff and functional deliverables of the team. Demonstrate leadership in words and actions on a daily basis; act as role model for success and engagement. Create a positive work environment conducive to trust and transparency. Responsible for the performance management of staff, to include daily feedback, coaching and mentoring; administration of appraisals that are timely and meaningful. Identify and address deficiencies constructively. Continually support, encourage and motivate team members toward ongoing growth and development. Consult with Human Resources (HR) on issues outside of the normal scope of performance or behavior. Report all issues of safety or legal consequence immediately and surface undesirable patterns as they are discovered. Partner with HR on all employment decisions, and refer requests for changes in terms or scheduling to the HR department. Monitor approved schedules, review and approve timesheets of staff, and ensure all expenses are reported as per company policy. Schedule and provide staff the opportunity for meal and rest breaks, while ensuring operational coverage is maintained. Other Duties and Responsibilities May serve on ad hoc committees. Coordinate community room activities usage, if applicable. Coordinate staff scheduling. Perform other duties as assigned. 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/5:30pm Saturday - 8:30am/5:30pm (Rotating) Sunday - OFF Full Time - 40 hours a week

Job Description Responsible for moving the SDCCU brand forward through the creation of motion graphics, video, graphic design and production of credit union marketing and advertising materials. Maintain quality brand and service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) College degree in Graphic Design, Multimedia, Advertising, Marketing or five years' related work experience. 5+ years of graphic design experience including motion graphics. Working knowledge of Apple computers, including the following software Adobe Creative Suite (After Effects, InDesign, Illustrator, Photoshop), Video Editing Software (Premier and/or Final Cut Pro, Flash), and Rich Online Media. Knowledge of social media first style of video production content preferred. Have attention to detail and produce error-free work. Demonstrated creative video and graphic design abilities. Ability to organize and prioritize multiple projects in a fast-paced environment, turn projects around quickly to meet tight deadlines. Excellent written and verbal communication skills. Essential Duties and Responsibilities Drive the development of new marketing materials and/or optimization and redesign of existing materials. Proactively present innovative concepts, programs or projects to management regularly. Position SDCCU as a forward-thinking innovator through graphic and video design. Develop big idea strategy/concepts and copy headlines. Collaborate with other team members. Responsible for creative and graphic production of all creative assets including but not limited to: video, website, infographics, banner ads, electronic communications, branch materials, direct mail and email campaigns, social media advertising, outdoor billboards and internal communications. Work within existing and develop new ad layouts. Capture, create and edit high quality video and audio. Handle pre-production (conceptualizing/storyboarding), production (shooting, sound, interviews), post-production (editing, motion graphics animation) and posting of video. Act as the Credit Union liaison between advertising firms, printers, and other contractors for the credit union. Periodically evaluate our existing supplier relationships and ensure the credit union is paying a fair market price in exchange for high-quality, error-free work. Provides estimates for each production project in conjunction with Marketing Specialist. Provide quality member service consistent with credit union standards; respond to branch and other department requests quickly and accurately. Produce quality, error-free work consistent with the standards of the Marketing Department and credit union; actively participate in improving the quality process. Keep abreast of new multimedia, production, print, electronic, social media and general new creative technologies to enhance credit union marketing and advertising materials. Attend final production quality control checks at outside vendors as needed. Maintain approved company brand identity standards in all forms of marketing and advertising communications. Ensure all components live up to the SDCCU brand standards. Provide project updates to Marketing Management and Marketing Department as needed and participate in status meetings and company meetings. Participate in editing, proofing copy and ensuring compliance for all video, publications, communications and other advertising efforts. Other Duties and Responsibilities Assist in the coordination of marketing projects and special events as needed; communicate important details to all staff in a timely manner. Provide marketing support to branches and other credit union departments. Communicate with all company departments as needed. Perform other duties as assigned. 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 8:00am-5:00pm Full time - 40 hours

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Getting to Know the Opportunity: The Income and Growth Summer Student will conduct in-depth research to review and forecast stock performance and deliver actionable recommendations. Focus on multi-asset and equity investment products. The Contributions You'll Make: Monitor daily news flow and market developments Analyze companies using qualitative and quantitative tools Leverage internal/external research; accounting and financial analysis skills Generate investment ideas Collaborate effectively and communicate insights clearly Build and maintain industry relationships Participate in skill development programs Other duties as assigned Preferred Knowledge & Experience: Currently enrolled in a finance, economics, or business-related undergraduate degree Self-motivated with strong initiative Excellent communication skills Proficient in MS Word, Excel #LI-MN1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $23.00/hr. USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer Health, dental, vision and life insurance plans 401(k) Savings plan - with generous company matching contributions (up to 6%) Voya Retirement Plan - employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes

Job Description The position of Records Management Specialist I is established to guarantee the accurate and timely imaging, processing, filing and retrieval of Credit Union records. Minimum Qualifications (Education, Experience, Skills) High School diploma or equivalent. Preferred 6 months of experience in a records management or administrative setting. Preferred experience with Microsoft Office. Proficient in typing, data entry, spelling, and grammar. Ability to communicate with a variety of people in a professional manner. Demonstrated ability to work in a team-based environment Knowledge of document scanning/imaging and quality assurance controls, mitigating possible risks. Ability to work under pressure. Flexible with assigned duties. Accurate and detail oriented. Essential Duties and Responsibilities Receive and sort Credit Union data in paper and electronic format including, but not limited to records of transactions, correspondence and branch documentation. Accurately scan, validate, and verify data, including but not limited to credit union invoices. Process incoming scanned batches from the branches. Monitor processing of eReceipts, IDs, loan and real estate files, member records, wires, and rates in imaging system. Respond to service portal, email, and phone requests for statements, checks, and various member documents from branch and department personnel. Interface with different department representatives and assist as required in record maintenance, quality control, and document control. Research and produce requested records for deposition subpoenas, social security requests, and IRS summons and ensure responses are accurate and in the proper format. Review and update Records Management procedures on an annual basis as assigned. Ensure security and confidentiality of Credit Union documents, member documents, and personally identifiable information (PII), including but not limited to applications, contracts, invoices, and identification cards and government IDs. Assist with Mail Room sorting and bin tracking as needed. Maintain department averages in scanning, validation, and request processing. Other Duties and Responsibilities Perform other duties as assigned. 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: 8:00am-5:00pm Saturday/Sunday: OFF Full Time - 40 hours a week

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 Product Engineer with deep expertise in .NET, C#, SQL Server and Azure cloud technologies. This role is ideal for someone passionate about building scalable, cloud-native applications and driving Azure migration initiatives. You will lead engineering efforts in a dynamic, AI-enhanced development lifecycle (AIDLC), collaborating with cross-functional teams to deliver high-impact solutions. Key Responsibilities: Lead the design, development, and deployment of enterprise-grade applications using .NET, C#, and SQL Server. Architect and execute Azure migration strategies, including re-platforming and modernization of legacy systems. Build and optimize cloud-native solutions leveraging Azure services (e.g., AKS, Cosmos DB, App Services, Functions). Operate in an AI driven SDLC environment: Translate stakeholder conversations into structured specifications using AI copilots. Collaborate with generative AI to iterate on user flows, interfaces, and architectures. Pair program with AI tools (e.g., GitHub Copilot, Claude) to write, refactor, and test code in real-time. Write, test and produce production grade code in financial services without relying on testing by other groups Implement intelligent testing frameworks that auto-generate test cases, predict bugs, and enable self-healing. Leverage code assistants and go through large code bases, identify opportunities and make changes. Write automated tests concurrently with code development to ensure continuous integration and delivery, able to work API testing tool. Mentor junior engineers and promote best practices in cloud engineering and AI-assisted development. Required Qualifications: 8+ years of experience in software engineering with a focus on .NET and C#. Strong proficiency in SQL Server and database design. Proven experience with Azure migration and building cloud-native applications. Familiarity with AI code assistants like GitHub Copilot, Claude, or similar tools. Experience in automated testing, TDD, and CI/CD pipelines. Ability to work in a fast-paced, agile environment with AI-enhanced workflows. Preferred Skills: Experience with microservices architecture and containerization and container orchestration. Background in building production grade code, fully automated testing and continuous delivery practices Knowledge of Azure DevOps and related Azure tools. Exposure to AI/ML concepts and tools. Strong ownership mindset, communication skills Technical lead experience, working with offshore teams are a plus Familiarity with CNCF projects is a plus. POSITION TYPE Regular PAY RANGE The targeted base salary for this position is $139,900 to $199,300 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.

Human Resources Generalist REPORTS TO: Vice President, Human Resources and Administration JOB GRADE: N10 PAY RANGE: $28.74/hour - $43.11/hour, Non-Exempt, Dependent on experience Position Summary The Human Resources Generalist supports the day-to-day operations of the Human Resources Department and serves as a key partner to team members and leaders across the Credit Union. This role assists with recruiting, onboarding, benefits administration, leaves of absence, workers' compensation, HR compliance, team member relations, and HR reporting. The HR Generalist ensures an exceptional team member experience while upholding the Credit Union's policies, values, and regulatory obligations. This position plays an important role in supporting the team member life cycle, maintaining accurate records, contributing to culture and engagement initiatives, and assisting with organizational events such as onboarding programs, In-Service Day, and career development efforts. The Human Resources Generalist is expected to model the Credit Union's Core Values: Lead with Care, Be Bold, Cultivate Curiosity, and Build Community. Duties and Responsibilities Recruiting & Onboarding Coordinates full-cycle recruitment including job postings, applicant screening, interview scheduling, and candidate communication. Supports hiring managers throughout the recruitment process and ensures timely updates and a positive candidate experience. Prepares and sends offer letters, coordinates background checks, and oversees completion of new hire requirements. Supports New Hire Orientation, onboarding events, and cross-departmental setup for new team members. Represents the Credit Union professionally at job fairs, community events, and recruiting functions. Assists with updating and maintaining job descriptions. Benefits Administration Assists with the day-to-day administration of benefits including medical, dental, vision, life insurance, 401(k), Safe Harbor contributions, and other programs. Processes enrollments, changes, and terminations; responds to team member benefit questions. Supports benefits open enrollment and communication efforts. Leaves of Absence & Workers' Compensation Coordinates leaves of absence including FMLA, CFRA, PDL, ADA accommodations, and other statutory leaves. Acts as liaison between team members, managers, and insurance providers to ensure timely documentation and compliance. Supports workers' compensation claims, incident reporting, and return-to-work processes. HR Compliance & Records Management Maintains compliance with federal, state, and local employment laws and internal HR policies. Conducts routine HR audits including I-9s, personnel files, and required postings. Ensures adherence to confidentiality standards and secure record-keeping requirements. Supports regulatory, internal, and external audit requests. Employee Relations & Culture Provides professional, confidential support to team members regarding HR-related inquiries. Assists with team member relations concerns under the guidance of the VP of HR & Administration. Supports culture and engagement initiatives including recognition programs, events, and internal communications. Assists with In-Service Day activities, new hire check-ins, and career pathing initiatives. HRIS, Reporting & Administration Supports HRIS functions including data entry, change processing, reporting, and troubleshooting. Prepares HR reports such as headcount, turnover, recruiting metrics, and compliance tracking. Maintains accurate and up-to-date personnel, benefits, and recruiting records. Supports the administration of performance reviews and team member evaluations. General HR Support Assists with policy updates, communications, and the development of HR procedures. Provides support for training and development activities coordinated through HR. Maintains a high level of professionalism while modeling the Credit Union's Core Values. Performs other related duties as assigned. Education/Experience Requirements High school diploma or equivalent; Bachelor's degree preferred. 3-5 years of experience in human resources, with exposure to multiple HR functional areas. Knowledge of California employment laws including wage and hour, leave laws, and regulatory compliance. Strong organizational skills with the ability to manage multiple priorities and deadlines. Excellent customer service, communication, and interpersonal skills. Ability to maintain confidentiality and use sound judgment in handling sensitive matters. Proficiency in HRIS or payroll systems (ADP preferred), and Microsoft Office Suite. SHRM-CP or PHR certification preferred. Experience in a credit union or financial services environment preferred. Recruiting or talent acquisition experience in a fast-paced setting preferred. Working Conditions/Physical Demands Work is primarily performed in an office environment with routine use of a computer, phone, and standard office equipment. May require occasional travel to branches or events. Must be able to lift up to 25 pounds occasionally (e.g., supplies, event materials). ______________________________ ______________________________ Team Member Signature Date ______________________________ ______________________________ Manager Signature Date

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 location. Schwab's Workplace Services supports retirement, stock plans and designated brokerage services for corporations and their employees. EquiView is Charles Schwab's proprietary equity (stock plan) record keeping system used by corporate Stock Plan Services (SPS) clients. EquiView continues to be industry-leading and scalable solution that supports continued business growth. The WS Digital Product Management team is currently looking for a Sr. Manager, Digital Product Management with experience in equity compensation plan core record keeping leading development of digital products and experiences for our corporate B2b clients. The EquiView Senior Product Manager is responsible for leading complex, cross-functional initiatives that support the continued evolution of Schwab's enterprise equity compensation platform. This role oversees major product enhancements, large scale client projects, system migrations, regulatory-driven changes, and internal operational initiatives that required deep knowledge of equity compensation practices, platform behavior, and multi-team coordination. The ideal candidate brings strong project leadership experience paired with firsthand expertise in equity plan administration, stock plan systems, data conversions, and cross departmental collaboration. This individual will partner closely with Product Management, Engineering, QA, Reporting, Client Services, and Compliance to ensure precise execution, on-time delivery, and high-quality outcomes across all EquiView initiatives. What you'll do * Leadership & Execution - Lead end-to-end project management for complex product enhancements, multi-release initiatives, and regulatory and business driven platform updates. Manage timelines, scope, risk, dependencies, and resources needs. Drive UAT planning, test coordination, communication, and sign off for all initiatives under scope. Ensure alignment across technical and business stakeholders, clearly communicating impacts, requirements, timelines, and operational considerations. * Collaborate with our team of product owners, system analysts, developers, and business stakeholders in an Agile environment. You would manage the welfare of the core recordkeeping capabilities within Schwab EquiView at all stages of the product and release lifecycle including analyzing, defining strategy, and managing implementation of enhancements to existing and new capabilities. * Client Focus - Partner with the business and key stakeholders to define acceptance criteria, refine backlog items, and ensure requirements are fully executable. Work directly with Engineering and QA to support solution design, clarify functional behavior, and resolve complex platform issues. Collaborate with Client Services, Conversion, Product Support, and Operations teams to support client readiness, training, and post-launch adoption. * Strategy - Use your knowledge of equity plan recordkeeping and related to core recordkeeping to further the product vision for Workplace Services. * Execution - Own and drive all aspects required to bring new and enhanced stock plan capabilities to clients, including the definition, creation, development, and implementation of the solutions that help us achieve our mission. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: * Entrepreneurial passion, professional persistence, and a perpetually positive attitude * Exceptional stock plan and product management skills - ability to synthesize data and stakeholder feedback into insights and actions. * 7+ years equity compensation, stock plan administration, executive compensation, and/or equity systems operations. * Strong understanding of ASC 718, IFRS2, IRS regulations, SEC Section 16 filings, and ESPP requirements * Experience working with multiple equity platforms (e.g., EquiView, Equity Edge, Share works, Global Shares, Insightsoftware. * Superior business analysis skills, multi-tasking capabilities, and ability to troubleshoot issues. * High attention to detail and the ability to see things through concept to implementation. * Ability to provide on-time delivery of project deliverables. * Ability and desire to work in a collaborative team environment effectively and efficiently. * Experience participating in cross functional projects, with an emphasis on systems, technologies, business process redesign and/or impact to field and customer service. * Excellent written and oral communication skills * Experience working with Schwab technology Preferred Qualifications: * Agile/Scrum experience preferred. * BA/BS degree or equivalent experience required. * Certified Equity Professional (CEP) certification * Project Management certification (PMP, Agile, or equivalent) is preferred. * Experience in both issuer side equity administration, and recordkeeping/vendor side platforms operations is preferred. In addition to the salary range, this role is eligible for bonus or incentive opportunities

Job Description Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. 1 year of customer service experience. Willingness to train and to learn how to identify members' needs to effectively offer or refer credit union products and services. Cash handling experience preferred. Must possess effective human relations and communication skills. Professional appearance and demeanor. Essential Duties and Responsibilities Process routine member account transactions including: deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and VISA advances, lobby drop and closing accounts. Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions Answer basic member inquiries pertaining to their account. Conduct routine research on member accounts as necessary or requested. Assists members by accepting and/or completing applicable forms. 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 May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. 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/5:30pm Saturday/Sunday: OFF Full Time - 40 hours a week

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 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

Job Description The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered. Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures preferred. Demonstrated professional human relations, communication and organizational skills. College level math and financial calculation skills. Basic level computer skills, including MS Office applications (Word, Excel, Outlook) Professional appearance and demeanor. Essential Duties and Responsibilities Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions. Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions. Participate in business development activities including participating in orientations and offsites. Contribute to the overall branch performance by providing guidance to co-workers as directed by management. 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 and Responsibilities Act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. 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: 8:00am-5:30pm Saturday/Sunday: OFF Full Time - 40 hours a week

Job Description 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

Job Description The position of Systems Engineer will be responsible for the performance, availability, and reliability of SDCCU's information technology infrastructure serving both SDCCU's employees and customers. Maintain high quality service and production standards as set by the organization. Minimum Qualifications (Education, Experience, Skills): 6 years' experience supporting applications and systems in a production environment, preferably for a SaaS software or financial organization. Advanced and in-depth experience and concepts of Microsoft Windows Server administration and Active Directory environments Advanced and in-depth experience along with the fundamental understanding of at least one type of virtualization platform (ie. VMware, Hyper-V, KVM, etc). Advanced and in-depth experience along with the fundamental understanding of at least one type of Storage Operating System (ie. NetApp, Dell EMC, Pure Storage) Fundamental understanding of the OSI model and network communication layers. Ability to work independently to accomplish assigned tasks. Proven organizational and multi-tasking skills. Effective verbal and written communication skills. Project Management skills, process oriented with attention to detail. Comfortable performing in a process-oriented and change-controlled working atmosphere. Team player; he or she should be able to communicate, lead and coach other team members, present to non-technical audience including customers. Solution-oriented, constructive approach to problem-solving. Bachelor's degree in a technical discipline or at least 6 years of experience plus an engineer level certification, such as a MCSE, VCP, or other related IT certifications. Desired Qualifications (Education, Experience, Skills): Familiarity with VMware on HCI is a plus. Familiarity with AIX, Dell EMC, or Pure Storage solutions are a plus. Working knowledge of Linux system administration. Working knowledge of at least one scripting language, ie. PowerShell, Bash, Python, etc. Essential Duties and Responsibilities Systems Engineering: Design, configure, and assist in the advanced administration of servers, operating systems, and storage arrays. Configure and assist in the advanced administration of Active Directory environments Conduct compute, storage, and virtualization capacity planning and recommendations for growth. Perform virtual machine deployment and management of new and existing systems and solutions dependent upon that footprint. Installation and management of existing hyperconverged infrastructure environments supporting a mixture of Windows and Linux operating systems. Responsible for security and performance monitoring in addition to being able to troubleshoot systems, virtualization, or storage-related issues in a logical manner. Implement and operate server, storage, and backup infrastructure systems and related disaster recovery processes Responsible for vulnerability remediation and resolution efforts across various infrastructure systems. Develop and maintain compute and systems monitoring and observability strategies. Produce and draft the necessary documentation for engineered and maintained systems along with associated processes. Demonstrate a willingness to learn and work with unfamiliar network and machine operating systems with the desire to leverage automation tasks against repeatable tasks. Manage and facilitate the progress of assigned technical IT-related projects and taskings. Participate in and contribute to Agile methodologies and sound engineering principles. Research, recommend, and develop innovative solutions. Operations and Support: Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs such as backups. Provide Tier III and advanced-level support requested from the engineering and operational departments; investigate and troubleshoot system hardware, software, and application issues. Provide escalated support for operational issues possibly during and after normal business hours for systems and branch offices. Analyze, troubleshoot and resolve system hardware, software, and networking issues. Demonstrate the ability to train operational departments with documented processes and procedures. Maintenance: Assist with applying OS patches and upgrades on a regular basis, and upgrades of administrative tools and utilities. Upgrade and configure system software that supports the company's infrastructure and its application services per operational need Perform system maintenance to network devices, storage arrays, and servers during approved maintenance windows. Assist in performing ongoing performance tuning, hardware upgrades, and systems optimization as required. Maintain datacenter environmental and monitoring equipment Participate and assist in disaster recovery planning, testing, and execution to meet compliance requirements. Maintain and administer systems and software licensing as needed. Maintain and draft operational, configuration, and other procedures and documentation. 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 duties as assigned. Provide after-hours support within SLA's. 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: 8:00am/5:00pm Full Time - 40 hours a week

Job Description The Financial Accountant II position is responsible for assisting with month-end close, preparing regulatory and financial reporting schedules, lease accounting, fixed asset accounting, tax preparation and reporting, general ledger reconciliations, and special projects. Maintains quality service standards set by the organization. Monitors, adheres to and enforces internal controls. Minimum Qualifications (Education, Experience, Skills): Bachelor's degree in Accounting or related degree Three years of full cycle accounting experience with a demonstrated knowledge of advanced accounting principles. Advanced PC skills with emphasis in spreadsheet languages, such as Excel. Experience with automated general ledger or ERP systems. Effective oral and written communication skills. Essential Duties and Responsibilities Responsible for assigned month-end closing tasks for the Credit Union and wholly-owned CUSO(s). Responsible for preparation of the weekly FRB 2900 Report, quarterly NCUA 5300 Report, and other regulatory surveys and reports. Responsible for lease accounting entries and reconciliation of applicable general ledger accounts to sub-ledger systems. Responsible for all fixed asset accounting and reporting in the Credit Union and LLCs and reconciliation of applicable general ledger accounts to sub-ledger systems. Responsible for loan participation accounting and reporting in the Credit Union and reconciliation of applicable general ledger accounts to sub-ledger systems. Responsible for the reconciliation of assigned general ledger accounts including researching and determining the proper accounting treatment for aging items. Responsible for researching, gathering data and preparing various tax reporting schedules in accordance with state and federal regulations. Preparation of sales & use tax schedules Preparation of bad debt tax refund claims Preparation of unsecured property tax schedules Preparation of secured property tax schedules Create, update and maintain assigned Accounting policies and procedures. Responsible for accounts payable review to include proper application of GAAP, general ledger coding and authorizations. Assist independent auditors, state auditors and supervisory committee during audits and reviews. Open, close and update the general ledger system as requested. Lead and participate on assigned departmental and interdepartmental projects. 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: Cross-train with and backup other positions in the Accounting department. Perform other duties as assigned. Comply with all established safety and security guidelines set forth by the organization. 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: 8:00am/5:00pm Full Time - 40 hours a week

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. 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.