Patelco Credit Union jobs - 283 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 $27 /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

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 This role may require occasional travel between two nearby branch locations as need. 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. 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

A leading financial services firm is seeking an experienced Charitable Consultant to manage relationships and source new opportunities at DAFgiving360. The ideal candidate has over 10 years of professional experience and extensive knowledge of the financial services industry. Responsibilities include providing education on charitable planning and collaborating with advisors. This position offers a competitive benefits package, including a 401(k) plan and a hybrid work environment. #J-18808-Ljbffr

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. The Treasury Capital Analytics & Reporting team is situated in the Treasury department. The team is responsible for both Capital Stress Testing (CST) and HISTORY monthly benchmark capital forecast as well as the on‑time comprehensive submission of the listed annual CCAR FRY‑14A form. The team also builds and maintains the Treasury ALM/Capital forecast data repository infrastructure, develops the end‑to‑end analytical/reporting platform, and implements forecast automation to support the capital forecast. This position is primarily responsible for supporting the CCAR data repository, the CCAR filing production, developing and enhancing the automated comprehensive data flow and quality‑check processes, implementing data standards and procedures, overseeing data governance, and building analytic solutions and reporting intelligence for regulatory filing. Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client's goal with passion and integrity, we're committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves by being a premier financial service provider through best‑in‑class service, technology, products, people and advice. What you have B #J-18808-Ljbffr

A leading financial services firm is seeking a Senior AI Site Reliability Engineer responsible for designing and managing the reliability of AI-driven applications. In this role, you'll work on innovative projects and mentor junior engineers while collaborating with cross-functional teams. Candidates should have extensive experience in software development and reliability engineering, with a particular focus on AI systems. This on-site position is located in San Francisco and offers opportunities for professional growth and development. #J-18808-Ljbffr

Your Opportunity At Schwab, you'll shape a meaningful career while making a profound impact on the lives of millions of clients. Here, innovative thinking flourishes alongside a culture of collaboration, as we work collectively to redefine the future of financial services. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in either our San Francisco, CA, Austin, TX, Southlake, TX and for internal candidates at any of our other Schwab corporate locations nationwide. 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, serves as the nerve center for all things Artificial Intelligence at Schwab. This dynamic group integrates product, engineering, strategy, and risk, all from our San Francisco headquarters. We set the enterprise vision for AI, invest in transformative opportunities, and accelerate company-wide adoption. We architect and scale the AI core platform that enables innovation at speed and explore next-generation GenAI capabilities that are reimagining client experiences. We are seeking an experienced and visionary Director, AI Strategy & Business Enablement - People Leadership, to champion the evolution and scaling of AI capabilities and adoption across Schwab. This leader will serve as the guiding force for cross-functional teams, focusing on empowering talent, nurturing a culture of AI fluency, and fostering sustainable adoption and impact at enterprise scale. You will act as a bridge between technical experts, business stakeholders, and organizational leaders, ensuring the translation of strategic vision into actionable AI-driven outcomes. The ideal candidate has a strong technical background, excels in people leadership, and brings deep expertise in AI transformation, product enablement, and driving adoption at scale. This position reports to the Managing Director, Head of AI Strategy & Transformation, and is a critical partner in shaping Schwab's AI journey-leading people, strategies, and structures that ensure AI innovation and adoption are embedded throughout the organization. Your leadership will extend to a diverse, cross-functional team dedicated to evolving and scaling AI capabilities, governance, and best practices. You'll be responsible for enabling growth, managing risk, and catalyzing new business opportunities powered by artificial intelligence. What You'll Do AI People Leadership & Enablement Lead and empower cross-functional teams to foster a culture of AI innovation, learning, and adoption across the enterprise. Create and drive frameworks that ensure the evolution, scaling, and transparency of AI initiatives organization-wide. Design and implement strategies that support sustainable AI adoption while aligning and prioritizing with business objectives and cultural transformation. Drive ongoing education, upskilling, and internal communications to boost AI fluency and readiness at all levels of the organization. Coach and mentor teams, supporting best practices for scaling AI capabilities from concept to enterprise deployment. Engage with senior leadership to advocate for resources, champion strategic efforts, and report on adoption progress and key outcomes. Strategic AI Business Adoption & Analytics Collaborate with analytics and business teams to identify, prioritize, and execute on high-impact AI adoption initiatives. Lead the measurement and continual improvement of AI-driven business outcomes, focusing on scalability and alignment with corporate goals. Champion the use of data-driven insights to shape and evolve the enterprise AI strategy. Spearhead transformation programs aimed at embedding AI across business processes and driving organizational changes. What you have Required Qualifications Bachelor's degree in computer science, engineering, AI/ML, business, or a related field, or equivalent industry experience. 10+ years of experience in technology strategy, enablement, and people leadership, including at least 5 years in a senior leadership role. 3+ years leading AI transformation or adoption initiatives, with a proven record in scaling AI capabilities and talent development. Experience guiding and motivating cross-functional teams within a large enterprise. Demonstrated expertise in translating business needs into scalable AI strategy and enablement programs. Outstanding communication, leadership, and organizational skills, with the ability to influence and align diverse teams. Passion for AI-driven innovation and cultivating a learning-oriented, experimental culture. Preferred Qualifications Experience leading business transformation for Generative AI adoption and enablement. Graduate degree in Computer Science, MBA, Information Systems, or related discipline. 3+ years working on GenAI initiatives within client-facing enterprise or financial services environments. In addition to the base salary, this role is eligible for bonus and incentive opportunities. #J-18808-Ljbffr

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 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. To read more about our client offerings visit: Charles Schwab - Investor Services 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 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. 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

A major financial services firm in San Francisco seeks a Director, AI Strategy & Business Enablement to lead AI capabilities and adoption. The ideal candidate will have over 10 years of experience in technology strategy and a deep understanding of AI transformation. Responsibilities include fostering a culture of AI innovation, collaborating with business teams, and driving measurable business outcomes. Strong leadership, communication skills, and a passion for AI-driven innovation are essential for success in this role. #J-18808-Ljbffr

Job Description 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

TITLE: INVESTIGATOR IISTATUS: NON-EXEMPTREPORTS TO: FRAUD PREVENTION AND RISK INVESTIGATIONS MANAGERDEPARTMENT: FRAUD PREVENTION AND RISK INVESTIGATIONSJOB CODE: 11452 PAY RANGE: $33.86 - $37.00 HOURLY GENERAL DESCRIPTION: The Investigator II is an experienced level position within the Fraud department. Responsible for detecting, reviewing, and reporting potential suspicious activities filtered by various AML systems. As an Investigator II, you will investigate external inquiries via law enforcement request, internal investigations for other groups (fraudulent instruments and inquiries), and other related transactional activity. Supports leadership and the investigations team in maintaining compliance with Golden 1 Credit Union's fraud prevention program. Assist with training and coaching of new and existing employees across various business lines and execute special investigations. TASKS, DUTIES, FUNCTIONS: Utilizes knowledge of credit union systems, processes, and contacts as resources for conducting investigations. Develops a plan of action and gathers, analyzes, and compiles evidence for multiple case assignments. Prepares case documentation and writes a complete final summary report of investigation. Investigate and respond to check fraud claims as received by members and/or other financial institutions. Investigate suspicious activity cases generated by the internal automated AML/BSA monitoring system or Unusual Activity Referrals reported by branch personnel and other lines of business. Review cases assigned for closure to ensure Verafin case has proper coding, and all steps are taken prior to closing account in DSUI. Assesses internal controls and procedures associated with assigned cases, identifying control breakdowns and makes recommendations to prevent future losses. Assists with determining new procedures to prevent, detect, and investigate fraudulent activity. Reviews fraud data to ensure accuracy for reporting and audit purposes. Assist with computer crime investigations and investigate breaches of information security policies as requested. Prepares recommendations as to whether a member's transactional activity is fraudulent and thereby requiring a BSA UAR referral. The recommendation will be based on an analytical assessment of internal and external data sources, internet, and other sources to provide the rationale for recommended courses of action. Reviews individuals' and entities' accounts reported in a police report utilizing different management systems to determine if other suspicious activity noted in the accounts should be reported. Prepares police report and/or BSA UAR referral if necessary. Performs red flag alert reviews on account activity for submitted fraud closures, determines if the previously reported fraudulent activity has continued or ceased. Files supplemental police report if additional suspicious activity is identified and works with BSA SAR Investigator on continued 90-day fraud referrals. Assist with auditing Investigator I BSA narratives prior to submitting to BSA department. Maintains current information on various systems as well as required files and documentation. Ensures records are complete and available for review and audit as needed. Complies with regulatory requirements, security, and applicable policies and identifies control and procedural issues. Serves as resource to branches/departments inquiries related to financial investigations questions to provide best information possible regarding fraud to better serve the members and the Credit Union's interest. Assists with the timely completion and investigation of assigned 314(b) requests. Completes annual BSA/AML/OFAC training requirements and keeps current with Money Laundering and Terrorist Financing trends. Provides support, guidance, and training of new staff and serves as the quality control reviewer for alerts, cases, and BSA UAR referrals. Assists in collecting documentation for examiners, auditors, law enforcement, and governmental agencies regarding fraudulent activity and BSA/AML monitoring records. Participates in moderate to complex project initiatives as the primary subject matter expert. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Assists and identifies other investigative efforts within the department, including creating and working moderately complex cases. Understand CTR filing requirements and be able to answer basic questions. Assists with the training of new staff and acts as a resource for all team members regarding a variety of loss prevention and fraud scenarios. Assists in development and facilitation of fraud prevention and awareness for all branch and HQ staff as applicable. Maintain accurate tracking of work performed, which will be used in department performance measurements. Prepare police reports for all losses over the established thresholds or established behaviors outlined in department procedures. Work with law enforcement as required, providing updates or additional information as needed. Responds to law enforcement agencies and financial institutions requesting documentation and/or images to support investigations involving credit union losses. Perform other duties as assigned. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to assist other staff, constructively follow-up on member inquiries, communicate clearly with management, and perform other related tasks. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All business units and departments as needed. EXTERNAL: Federal, state, and local law enforcement, vendors and business partners, and industry peers as needed. QUALIFICATIONS: EDUCATION: Bachelor's degree or combination of experience and education. EXPERIENCE: Minimum of 5-6 years of financial institution or law enforcement experience and Fraud, AML, or card fraud experience. KNOWLEDGE / SKILLS: Ability to effectively communicate with internal and external contacts. Knowledge of Credit Union products, services, policies & procedures. Operating knowledge of Visa regulations, AML/BSA, OFAC and Federal/State Regulations. Good organizational skills, including the ability to prioritize daily activities and multi-task to complete assignments. Strong attention to detail in working and investigating files with emphasis on deadlines. Effective oral and written communication skills. Basic Excel skills Knowledge to operate facsimile machine, ten key, microfiche, electronic banking equipment, basic PC knowledge of Windows environment, and office filing logic. Must be self-motivated and capable of working both independently as well as in a team environment. Must be aware of high-risk activities to ensure regulatory compliance with check fraud regulations and Reg. E, Customer Identification Program (CIP), Customer Due Diligence/Enhanced Due Diligence, 314(b) Information Sharing requests, OFAC, and all investigations pertaining to potential fraud schemes or cybercrime. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES / CERTIFICATIONS: None required with a goal of attaining at least one of the following certifications or equivalent: Professional Certified Investigator (PCI), Certified Fraud Investigator (CFI), Certified Financial Crimes Investigator (CFCI), Certified Credit Union Compliance Expert (CUCE), Certified Fraud Examiner (CFE), Bank Secrecy Act Compliance Specialist (BSACS) as well as, or Certified Anti-Money Laundering Specialist (CAMS). REV. 1/24/2025

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

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

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.

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 Are you ready to make a difference as a Personal Banker (Member Solutions Specialist) and elevate our members' experience by delivering exceptional service? This exciting opportunity empowers you to maximize member engagement by providing a range of product options. You will directly assist members in opening new accounts, offering credit card products, Money Market/CD accounts, consumer loans, and mortgage loans. We're united in our mission to help uplift each other, our members, and the communities we serve. Responsibilities * Offer best-in-class service to our members through prompt, efficient, courteous, and professional interactions. * Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes. * Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow-up and resolution. * Build our members' financial health through conducting thorough consumer loans, home loans, and new account interviews using available tools to uncover financial needs and submit applications as needed. * Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being. * Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services. * Support community relationships on an as-needed basis * Adopt new and existing tools that will enhance the member experience and consultation process. * Advocate member adoption of new technology, campaigns, promotions, and digital products. * Partner with our internal experts to recommend products and services to our members so they can achieve financial freedom. * Be a resource to train new and existing team members as needed * 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 3-5 years of prior experience as a teller and personal banker * Maintain eligibility for NMLS, Medallion, and Notary certifications. * Excellent verbal, written, and social communication skills * Ability to be professional and understanding in all interactions. * Willing and able to be flexible and adapt to changing job requirements * Ability to operate as a self-starter with strong organizational skills * 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 * Must be willing to travel * Bachelor's degree in business, Finance, or associated field preferred Target Base Pay $29.50 / 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

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

**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 ************.

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.

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

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 $30/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