Patelco Credit Union jobs in Dublin, CA - 66 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 We seek to hire a Regional Home Loan Consultant. In this role, responsibilities will include originating home loans and lines of credit though direct contacts with members or by other referral sources. Responsibilities * Meets with members to discuss loan programs and recommends appropriate product(s) to meet the member's needs. * Develop referral sources through assigned branches, local realtors, and in the community. * Must meet with assigned branches weekly. * Responsible for obtaining and submitting a complete loan application with the required supporting documentation. * Responsible to notify the borrower of decline and refer to PCS for an alternative solution. * Responsible to meet minimum production goals assigned. * Responsible to meet disclosure requirements for all real estate loans. * Maintain accurate status in origination systems for all loans assigned. * Make presentations and represent Patelco Credit Union at functions as directed. * Recognize Cross sell opportunities and refer to appropriate team. * Keep members personal information safe and secure per Patelco's Security Policy. * 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. * Other duties as assigned. Qualifications * 2 years of experience of external real estate or mortgage loan sales * Knowledge of FNMA and FHLMC guidelines preferred * Excellent oral and written communication skills. * Good public relations ability * Demonstrate skill in planning, organizing and controlling work: * Ability to work in a team environment. * Must have ability to use personal computer with emphasis on Word and Excel. * This role is 100% travel. Ability to travel is required. Must have valid CA driver's license. Target Base Pay $22.00/hr This role offers a competitive compensation plan that includes a base salary combined with a variable compensation plan with on-target earnings. Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

Your opportunity DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor‑advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $44 billion in grants to more than 280,000 charities. DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day‑to‑day activities. Our Opportunity DAFgiving360 Charitable Consulting is responsible for long‑term sustainable growth, relationship management, a premium client experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of Charitable Consulting, this role will source new opportunities for growth and manage relationships with advisors, family offices, and their clients by serving as a trusted resource in partnership with other business units at DAFgiving360 and business partners at Charles Schwab & Co. What you are good at Consultative client and colleague relations that inspire trust. A confident presentation style that makes an impact or influences audiences-large and small-of various disciplines via several mediums and platforms Listening to our clients and extrapolating the detail that will help you assist them in finding the right solution, sometimes on short notice. Solving complex problems in collaboration with advisors and other experts, internal and external Providing constructive feedback internally that will fuel innovation, growth, and advocate for client priorities. Cross‑enterprise account planning that prioritizes for areas of greatest opportunity and drives intended key growth results. Annual account plan implementation in alignment with DAFgiving360 strategic objectives and priorities, pivoting when necessary. What you have 10+ years of professional experience inclusive of people leadership, postgraduate degree and/or industry designation preferred. 5+ years of financial services industry experience Relationship management experience in the private wealth and/or investment management industries Experience serving advisors to multi‑generational households that have complex, urgent needs, especially where there is competitive risk. Basic understanding of investments (publicly and non‑publicly traded), common ultra‑high net worth tax planning concerns and planned giving alternatives. Existing network of registered investment advisors, attorneys, CPAs, and family offices in the Shelby‑preferred territory. Strong communication skills and presentation skills required. A passion for serving the community and making a difference. Outline desired experience and qualities here. What's in it for you At Schwab, you're empowered to shape your future. WeỂ champion your growth through meaningful work, alcuni 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 #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

A financial services firm in San Francisco is seeking a skilled professional to manage client relationships and source growth opportunities within charitable consulting. The ideal candidate will have over 10 years of experience in financial services and a strong network of advisors. Responsibilities include providing educational resources and implementing strategic plans to drive growth. Strong communication skills and problem-solving abilities are essential for this role. #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 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 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

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

JOB TITLE: Branch Manager IV DEPARTMENT: Branch Channel Delivery STATUS: Exempt PAY SCALE: $93,700.00 - $100,000.00 Annually GENERAL DESCRIPTION: The Branch Manager IV is responsible for fostering a professional and friendly environment that provides an exceptional service experience to Golden 1 members, resulting in expansion of Golden 1 market share, wallet share, and increased revenue. Builds, trains, coaches, and leads an engaged team through employee development. Leads overall performance and member service objectives that align with Golden 1's mission, vision, and core values. Plans, organizes, directs, implements and controls all aspects of branch operations, including the achievement of compliance for all regulations, policies, and procedures. Creates a positive branch service culture and partners with other departments to achieve shared company objectives. Identifies community event opportunities and potential Select Employee Groups and actively participates in related events. Branch Managers job levels I - IV are differentiated by considering the typical annual volume of the following day-to-day operations within a branch: Transactions, Loan Applications, Loans Granted and New Accounts Opened. These criteria are weighted to reflect the relative impact these operations have on the success of a branch. Volume ranges and weightings are evaluated at the beginning of each calendar year to determine if there are any necessary changes that need to be made to reflect new internal/external conditions. TASKS, DUTIES, FUNCTIONS: Fosters a professional and friendly environment that provides exceptional service to Golden 1 members, resulting in expansion of Golden 1 market share, wallet share, and increased revenue. Build, train, coach and lead an engaged team through employee development. Leads overall performance and member service objectives that align with Golden 1's mission, vision, and core values. Plans, organizes, directs, implements and controls all aspects of branch operations, including the achievement of compliance for all regulations, policies, and procedures. Creates a positive branch service culture and partners with other departments to achieve shared company objectives. Identifies community event opportunities and potential select employee groups and actively participates in related events. Coach, develop and manage staff performance to meet or exceed all service objectives and expectations. Identify, target, and market the Credit Union to potential fields of membership within the branch's demographic and local communities. Develop and implement branch business and marketing plans. Plans, organizes and participates in branch outbound call efforts. Ensures all team members follow-up on active member outreach (i.e. phone calls, e-mails, etc…). Conduct employment interviews as necessary. Hire, train, develop, direct, schedule, and evaluate the performance for all branch employees. Maintain a thorough understanding of all state and federal laws and regulations related to credit union compliance. Complete activities associated with human resource processes of direct reports, including appraisals, disciplinary actions, individual development plans, career development, training, interviews, etc… Identify, investigate and respond to members' concerns. Distribute all pertinent information to management and staff through preparing, conducting, and attending meetings. Monitor all internal policy and procedural controls to safeguard the funds and assets of Golden 1. Oversee, assist, and partner with the Associate Branch Manager (and/or Member Service Specialist IV) to ensure internal processes and controls are well established. Participate on special and standing committees. Provide recommendations on all branch employees' promotions and placement. Assure that the physical maintenance and appearances of the facilities are maintained. Travel to meetings by car or public conveyance. When an insufficient number of authorized Notary Publics are on staff, the Branch Manager is required to perform those duties. Prepare and submit budget justifications Oversee and control applicable budgetary expenses. May occasionally be requested to fill in at another branch location. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Must be able to effectively communicate both orally and in writing to discuss Golden 1 products and services with members and potential members and to resolve member concerns and conflicts. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL:Members, vendors, peers in financial institutions, community associations and credit union associations. QUALIFICATIONS: EDUCATION: Bachelor's Degree in related field or equivalent work experience. EXPERIENCE: Minimum of three years of progressively responsible management experience within a retail or financial institution. BEHAVIORS: Flexible employee coaching skills to meet individual employee needs. Professional verbal/written communication and presence. Demonstrated positive demeanor and outgoing attitude. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision and core values. " KNOWLEDGE/SKILLS: Knowledge of California Credit Union Law and Regulations. Knowledge of the sound practice of business administration. Knowledgeable of electronic banking equipment, video security systems, electronic fund transfer technology, office automation equipment. Proven ability to inspire and motivate employees to meet and/or exceed service and performance objectives. Solid knowledge of financial concepts, products, and services in a financial services environment. PHYSICAL REQUIREMENTS: Must be able to frequently move about the branch. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 30 lbs. as may be required. Ability to travel for business as needed. Out-of-area managers are required to travel to the Sacramento areaas required. Out-of-area managers have more travel required than local managers. Extended or long work hours may be required to accomplish tasks. LICENSES/CERTIFICATIONS: THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV 01/01/2025

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. Corporate Real Estate leads the design, planning, construction and maintenance of equipment, machinery, buildings, and other facilities. Creates and executes real estate strategic plans to enable business growth and flexibility. Plans, budgets, and schedules facility modifications, including estimates on equipment, labor, materials and other related costs. Designs and develops organizational policies relevant to the facilities department. Oversees the coordination of building space allocation and layout, communication services and facilities expansion. The Technology Project Manager partners with Technology and Real Estate Teams to handle real estate construction projects with an emphasis on technology and associated disciplines. The project manager develops and documents project plans, budgets and schedules and handles scope and risk throughout the life of the project. The project manager will translate business requirements into functional and cost-effective technology requirements that meet the needs of Schwab's business and technology groups. The project manager will work with technology and security partners to identify, interpret, and communicate structured cabling and hardware requirements to internal/external partners and stakeholders. The project manager is also accountable for maintaining compliance with Schwab as well as industry standards and guidelines. Collaborate with General Contractor, MEP Engineering and Architectural firms as needed to ensure structured cabling and hardware environmental requirements are clearly understood. What you'll do * Manage Corporate Real Estate (CRE) projects requiring technical project management, defining scope, work plans, milestones, and resource allocation * Create project budgets, procure bids/proposals, manage purchase orders and invoice reconciliation * Follow CRE audit guidelines related to record keeping and project close-out documentation * Create technology project schedules and engage necessary resources * Manage risk by controlling costs, setting timelines, and mitigating technical challenges * Provide timely and regular updates to project stakeholders and management * Facilitate regular project meetings and publish meeting minutes promptly * Work closely with Design and Construction on project plan development including red-line reviews and pro-type drawings * Communicate business needs/requirements to technology resources and bridge any gaps between project team and stakeholders * Travel to retail or service center locations as the project requires - up to 50% travel * Adhere to and promote Corporate Real Estate methodologies, objectives, and requirements * Complete required department and company training * Perform Remedy work order management ensuring timely response, resolution, and close-out * Interact with team members, project resources, and vendors with professionalism * Complete special projects individually or as part of a work group as needed * Any other duties as directed by the Team Manager and Director We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. 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: * 5+ years of project management experience managing large, complex, and cross-functional projects with emphasis on IT infrastructure systems and technologies * Strong interpersonal skills * Ability to troubleshoot problems, meet partners' needs and manage their expectations through effective communication * Experience meeting with and presenting to all levels of leadership * Able to travel up to 50% Preferred Qualifications: * BA/BS degree * Background experience in construction management * Conversant with relevant industry standards including TIA and BICSI structured cabling standards, and a working familiarity with how these standards are implemented * Knowledge of Microsoft Project, Excel, Visio, Word, Office365, and Bluebeam with background in AutoCAD strongly preferred * PMP certification

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

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

JOB TITLE: Member Service Specialist DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $21.50 - $23.00 Hourly GENERAL DESCRIPTION: Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day's transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct members to appropriate department for specialized services. TASKS, DUTIES, FUNCTIONS: Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer. Provides Golden 1 services to member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Assesses members needs while processing transactions. Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system. Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. Activates alarm. Verifies signature cards in ECM (Enterprise Content Management). Check acceptance approval within assigned limits. Ensures confidentiality of all member and credit union information. Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions. Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members' financial service needs to ensure members are provided with meaningful financial solutions. Mentors and advises MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system. Enroll members in the different channels that Golden 1 uses: online, mobile, etc. Refer member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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. COMMUNICATION & INTERACTIONS: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1. Communicates the ""why"", not just the ""how"" or ""what". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. BEHAVIORS: Fosters a positive and engaging work environment. Treating others with courtesy and respect. Inspires others through words and actions and embracing G1's mission, vision and core values. Displays positive, outgoing, and empathetic attitude. Punctual and reliable. Results-orientated. Takes on any task required to meet or exceed all team objectives. Takes the initiative to identify, investigate and resolve member issues, including operational and support situations.\ Willingness and flexibility in taking on new responsibilities as business requires. Willingness to learn and master new and emerging banking technology. Presents Golden Services (Internal/External). Assumes Positive Intent in all communication. 4. KNOWLEDGE/SKILLS: Functional: Excellent oral and written communication skills. Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and customer service. Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager. Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ. PHYSICAL REQUIREMENTS: Prolonged standing throughout the workday. A teller stool is provided as may be needed. Ability to lift up to thirty pounds. Ability to frequently move about the branch to accomplish tasks. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed. LICENSES/CERTIFICATIONS: Certified Notary Public, if required for specific branch. REV. 1/22/2024

EXCELLENT PAY AND BENEFITS! Be a part of one of the most successful financial institutions in the country!! Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row, Star One has been ranked #1 by America's Credit Unions for providing the highest direct financial benefit to the members we serve. We offer AMAZING BENEFITS that help keep our employees healthy and shining bright!!! 401(k) Plan, Match, and Profit Sharing Annual Wellness Benefit Education Assistance Employee Loan Discounts Medical, Dental, and Vision (Effective date of hire) Paid Holidays Paid Time Off Program Staff Incentive Variable Pay (Bonus) Job Title: BSA Analyst Hours: 8:30 a.m. - 5:15 p.m. Monday through Friday (employees working the Friday evening rotation are scheduled to 6:00 p.m.) and rotating Saturdays 7:30 a.m. - 4:00 p.m. with a day off during the week. Salary Range: $72,100 - $99,100, which is base pay. Compensation will be based on candidate qualifications. Job Scope/Duties: Works independently and as part of a team to complete the daily review and execution of processes and investigations related to Bank Secrecy Act (BSA) and Anti-Money Laundering (AML). Supports the daily processing, monitoring, and analysis of dormancy reports, close monitoring, BSA/AML reports and alerts. Prepares all necessary FinCEN and government filings, including SARs and CTRs, as required and within established timeframes. Monitor member accounts in the BSA/AML platform and perform reviews of high-risk customers. Alert the BSA-Fraud Prevention Manager of any accounts that pose a high risk to the credit union and take appropriate action. Completes OFAC and FinCEN database scanning as applicable. Obtains and researches required documentation and other information pertinent to individual cases. Adheres to legal requirements and responsibilities in accordance with the law. Works with Support Services to respond to law enforcement agency inquiries regarding fraudulent or criminal matters and prepares and responds to incoming subpoenas and search warrants from law enforcement agencies. Acts as a liaison with law enforcement (federal, state and local) and social service agencies by providing detailed information and pursue prosecution/restitution as appropriate. Supports fraud prevention, processing, and mitigation efforts, as needed. Interacts with members, staff, and related vendors, and employs collection efforts to ensure repayment and mitigation of losses to the Credit Union. Performs other job-related duties as assigned. Experience/Minimum Education Requirements: Requires four to six (4-6) years of relevant and progressive financial services experience. Bachelor's degree in business administration, Accounting, Finance, or the equivalent level of education and experience in BSA, AML and fraud. ACAMS - Certified Know Your Customer Associate (CKYCA) - Preferred. Knowledge/Skills/Abilities Requires strong knowledge of BSA/AML requirements, check regulations and strong research/problem solving skills. Understanding of complex financial institution practices, policies, procedures and regulations. Strong written and verbal communication skills required. Must be analytical, detail oriented and organized. Ability to effectively address multiple tasks/priorities and work independently with limited supervision. Must be a strong team player with the ability to provide courteous, friendly, and excellent member service in a fast-paced environment. Requires proficiency with Microsoft Office to include Excel, Outlook, PowerPoint, Teams and Word. MUST HAVE GOOD CREDIT. We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled

**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 either our San Francisco, CA. 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 core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients. As a Director, AI Partnership & Business Development, you will serve as a principal individual contributor, driving the analysis, execution, and expansion of innovative AI partnerships and business solutions. This role is pivotal in shaping Schwab's future with AI and advancing transformative initiatives that serve millions of clients. **Key Responsibilities** + AI Business Development: Engage with the AI business ecosystem, from startups to enterprises, to identify emerging capabilities and communicate their potential to Schwab executives. Partner with cross-functional teams to ensure responsible and scalable AI adoption and integration. + Competitive Analysis: Stay current on emerging AI technologies, trends, and best practices to inform Schwab's AI roadmap. Evaluate and recommend new AI capabilities for enterprise adoption, including partnerships with startups and vendors. + AI Strategy & Implementation: Support the development and execution of GenAI-driven solutions across business units. Translate business needs into AI opportunities by collaborating with stakeholders across products, operations, and technology. + Executive Communication: Manage executive-level communications, including presentations, briefings, and strategic updates. Craft compelling narratives that articulate the value and impact of AI initiatives to senior leadership. + Strategic Influence: Serve as a thought leader and trusted advisor on AI partnership strategy. Drive experimentation from concept to implementation and support business standards. **What you have** **Required Qualifications** + Bachelor's degree required. + 7-10+ years of proven experience within AI Business Development or Partnership teams, with a track record of engaging with the wider AI ecosystem to identify and leverage opportunities for collaboration. + Deep understanding of AI technologies and trends, enabling informed discussions and strategic decision-making. + Extensive experience in professional analytical and problem-solving, assessing market opportunities and developing strategies to capitalize on them. + Demonstrated senior-level communication skills and ability to craft compelling narratives and deliver effective presentations tailored to executive audiences. + Experience influencing cross-functional stakeholders and championing initiatives across departments. + Experience enabling effective engagements with executives and key stakeholders in the AI industry. **Preferred Qualifications** + MBA or equivalent post-MBA level experience. + Excellent written and verbal communication skills, with the ability to deliver effective presentations to executive audiences. + Strong relationship-building and collaboration skills; a team player with experience influencing cross-functional stakeholders and championing initiatives. + Strategic mindset with the ability to identify and leverage opportunities for collaboration between Schwab and other AI companies. + Exceptional communication and interpersonal skills. In addition to the salary range, this role is eligible for bonus or incentive opportunities. Note: This position is an Individual Contributor role and does not include people management or direct reports at this time. **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 ************.

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

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 Senior Accountant is responsible for operational accounting and controls and General Ledger (GL) account reconciliations supporting the Finance team at Patelco Credit Union. In this role, responsibilities for the Senior Accountant include, but are not limited to being a subject matter expert for GL account reconciliations and recording of day-to-day operational transactions, preparing specialized reports and analyses; developing accounting procedures and controls; business process re-engineering and providing leadership and assistance to less experienced accounting staff. This Senior Accountant in this role performs complex tasks requiring advanced professional experience, knowledge and competency in accounting principles and practices. This position requires an organized, technically proficient accountant with an analytical mind and learning agility. They will possess the ability to utilize critical thinking, discretion and judgment on assignments that are varied, diverse and difficult in nature. Success in the role requires embracing, and meeting, the changing needs of the department, along with building effective relationships and credibility across the organization. Responsibilities * Ensure appropriate technical accounting is applied to recording Patelco's products and services under accounting standards codification and/or regulatory requirements. * Perform varying month-end close tasks, such as operational entries as well as perform variance analysis and interact with business partners to resolve and document variances, and validation of transactions and balances in accordance with audit and internal control techniques. * Effectively describe accounting processes and controls with external and internal auditors, and provide supporting documentation as requested * Prepare financial analysis and schedules in response to management requests, including summary schedules appropriate for senior level audience * Assist in the preparation of technical accounting memos providing documentation of the company's application of accounting principles to specific transactions. * Analyze daily and monthly general ledger transactions * Create and update standard of procedures, process flowcharts and documentation of significant processes. * Interact and partner with other Patelco teams and provide strong consultation feedback as it relates to accounting matters * Prepare high-volume/complex GL account reconciliations ensuring appropriate support and resolve out of proof conditions. * Perform review and approval on GL account reconciliations, * Ensures appropriate reserves and write-offs are completed for aged reconciling items in accordance with policy * Identify, communicate, and assist in implementing opportunities for process improvements and efficiency gains * Contribute to automation efforts of reconciliations processes through implementation of technology solutions (ex: BlackLine) and project management * Assess and make internal control recommendations to reduce financial statement risk * Multi-task priorities in a fast-paced work environment and meet deadlines * Identify inefficiencies, opportunities to streamline business processes, and implement change * Lead and collaborate to execute with a results-orientation * 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. * Perform other duties as assigned Qualifications Minimum Qualifications * Bachelor's Degree in Accounting or Finance (Master's degree preferred) * 7+ years' accounting in one or a combination of internal/external audit, operational accounting, or internal controls experience * Strong understanding and hands-on experience applying Generally Accepted Accounting Principles (GAAP), and Accounting Codification Standards and internal controls. * Financial institution experience preferred * Public accounting or audit experience is a plus * Ability to execute in a fast-paced, high-demand, environment while balancing multiple priorities Physical Activities/Requirements * Located at Dublin, CA headquarters * Hybrid - 3 on-site days per week Target Base Pay $88,488 - $110,607 per year Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123

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.

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 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