Pima Federal Credit Union jobs - 56 jobs

Job Description Pima Federal Credit Union of Tucson, AZ is looking to hire a full-time Member Service Representative. Do you have a strong work ethic, a positive outlook, and share in the credit union philosophy of "people helping people"? Do you have financial industry experience and are interested in starting a career with a stable, growing, and respected financial institution that offers opportunities for professional growth and advancement? Do you love finding the best solutions for your members and want do so in a culture of teamwork and integrity? If so, please read on! MEMBER SERVICE REPRESENTATIVE POSITION Our Member Service Representatives are enthusiastic about providing exceptional customer service to our members. This position has a universal role in our branches, working seamlessly to assist our members' needs from start to finish. Our Member Service Representatives promote financial products and services to improve our members' well-being, they always take the time to establish rapport with members and listen carefully so that the absolute best financial products and services can be recommended to meet our members' needs. Our Member Service Representatives are the face of our credit union and the reason our members love banking with us! This position processes teller transactions, opens and closes accounts, solves problems, updates member information, conducts loan application interviews, processes loan applications, funds loans, and presents loan disclosures. This role also steps into the teller line to process banking transactions accurately and efficiently while maintaining a balanced cash drawer. Member Service Representatives are expected to achieve individual and team sales goals and keep up-to-date on all credit union products and services. Being passionate about the value that credit unions offer is critical to this role so that you can enthusiastically promote our financial services to members. QUALIFICATIONS FOR A MEMBER SERVICE REPRESENTATIVE High school diploma or equivalent One year of current financial institution experience as Teller or Member Service Representative OR two years of current sales, retail, or customer service experience with cash handling responsibilities Intermediate-level proficiency with computers and software applications, including Microsoft Office, Word, and Excel Exceptional customer service skills Ability to offer solutions that meet our members' needs Flexibility to travel to other branches on occasion Working knowledge of Symitar (Episys) is preferred. Bilingual English/Spanish skills are also preferred. Are you looking to build on your financial industry experience? Would you be comfortable with transitioning between multiple roles in a branch environment? Do you have excellent communication skills? Are you detail-oriented? Are you honest and trustworthy? If so, then you might just be perfect for our Member Service Representative position! ABOUT PIMA FEDERAL CREDIT UNION In 1951, sixteen teachers pooled together $84 in deposits and founded our credit union with the common purpose of helping people. To this day, our common purpose still exists. We're here for our members and we thrive by delivering on our value promise of smart, simple, personal. We have stayed true to our roots as a not-for-profit financial cooperative whose main focus is providing the highest possible value to our membership in the simplest way. We are about relationships and not transactions. We are proud to be an Arizona Daily Star Reader's Choice winner. As a full-time employee, you are eligible for Pima Federal's robust benefits package including: Insurance: Medical, dental, and vision - each benefit has a generous contribution from the credit union 100% company-paid life insurance, short-term disability, long-term disability, and employee assistance program (EAP) Access to other products such as two flexible spending account (FSA) options, critical illness insurance, accident coverage, and buy-up options on life insurance Retirement: 401(k) plan with company match 100% company-funded pension plan Generous paid time off policies, including 11 paid holidays Tuition Reimbursement Access to on-demand pay and one-on-one financial planning An award-winning wellness program Access to an on-site car repair service In addition, you'll be part of Pima Federal's engaging culture, which includes employee appreciation events, paid volunteer time, and a healthy work-life balance. We are proud to have been recognized as a finalist in the Tucson Metro Chamber's Copper Cactus Awards for Best Place to Work in 2023! If this sounds like the next step in your financial industry career that you've been looking for, apply now! If you feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. Job Posted by ApplicantPro

The Web Marketing Specialist supports the development, execution, and optimization of digital marketing initiatives to drive member engagement, brand awareness, and business growth. This role is responsible for creating, publishing, and maintaining digital content across the Vantage West public website and blog, implementing SEO and AEO best practices, and supporting campaign execution. The specialist collaborates closely with design, advertising, and marketing teams to ensure cohesive messaging and effective digital experiences. Salary range is $55,011.12 - $72,202.10/annually. Job Grade, EX 12. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: Bachelor's degree in Marketing, Communications, Digital Media, or related field, or equivalent experience. One (1) year of experience in digital marketing, web content management, or related roles. Minimum Knowledge & Skill Requirements: Proficiency with web content management systems (CMS), basic HTML/CSS, and web analytics tools. Familiarity with SEO and AEO best practices for digital channels. Strong writing, editing, and proofreading skills. Ability to analyze content engagement metrics and suggest improvements. Excellent organizational and time management skills. Ability to work independently and collaboratively in a fast-paced environment. COMPETENCIES: * Functional/Technical Skills * Written and Verbal Communication * Attention to Detail * Creativity * Collaboration * Time Management WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit a majority of the time. Infrequent lifting of up to 25 lbs. may be required. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act. MAJOR ACCOUNTABILITIES AND TASKS: Create, edit, and publish digital content for the website and blog, ensuring alignment with brand voice and campaign goals. Implement SEO and AEO best practices in all digital content, including keyword research and on-page optimization. Utilize SEO tools (e.g., Yoast, SEMRush, HubSpot) to monitor and improve search performance. Create and maintain webforms and related workflows as needed for campaigns and member engagement. Update website content and landing pages for campaigns, products, and promotions, ensuring accuracy and timeliness. Produce and manage campaign landing pages, pop-ups, and banners to support digital marketing efforts. Monitor and report on content engagement metrics, providing insights and recommendations for improvement. Conduct regular quality assurance audits of web content for accuracy, broken links, and compliance with brand and regulatory standards. Ensure all web content meets accessibility standards (e.g., WCAG) for usability by all members. Participate in A/B testing of landing pages and campaigns to optimize performance and member engagement. Collaborate with design, advertising, and marketing teams to ensure cohesive messaging and effective campaign execution. Stay current on digital marketing trends, tools, and best practices, applying new knowledge to improve results. Perform other duties as assigned to support the marketing team and organizational goals. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Commercial Relationship Manager (RM) is responsible for business development and relationship management for business members primarily in the commercial middle market ($1MM - $5MM). The RM will grow and manage a portfolio of complex business relationships. Responsibilities include the acquisition of new business through active calling on centers of influence to solicit referrals, calling on targeted prospects and effectively managing and growing existing complex relationships. Salary range is $109,000.00 - $144,016.95/annually. Job Grade, EX 16(B). Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: * A Bachelor's Degree in Business Administration, finance or related field, or equivalent work experience * Five (5) years of direct business relationship management experience with emphasis on commercial real estate, complex credit and middle market business lending Additional Preferred Education & Experience: * Credit analysis or financial statement analysis experience related to business lending i.e. In-house commercial training program or formal credit training program, such as RMA, Omega, or Pacific Coast Banking School Minimum Knowledge and Skill Requirements: * Excellent communication skills, both written and verbal * Strong knowledge of loan products and processes with emphasis on Commercial Real Estate, i.e. Business Term Loans, and SBA guaranty loans, and Lines of Credit, etc. * Ability to cross-sell products, along with proven sales and product expertise with business clients * Possess advanced relationship management, new business development and sales prospecting skills * Possess a good understanding of which types of businesses are a good fit for the loan products and deposit services that our Credit Union offers * Strong organizational time management skills with ability to grasp concepts and processes quickly * Strong teamwork skills, both within Business Dept. and all Credit Union departments * Strong problem solving skills; understanding when to elevate situations to supervisor for assistance * Member focused with excellent interpersonal skills and communication skills COMPETENCIES: * Customer Focus * Negotiating * Integrity and Trust * Written Communications * Self-Development * Time Management WORKING CONDITIONS/ENVIRONMENT: The job requires the employee to sit and stand a majority of the time. Infrequent lifting of up to 25 pounds may be required. The incumbent must have their own transportation and a valid driver's license and insurance. The position will require frequent travel to branches and business locations. Some travel will include our Maricopa and Pinal Counties. The employee must be able to work a minimum of five-day workweek (40 hours) with availability for nights and/or weekends as required. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act. MAJOR ACCOUNTABILITIES AND TASKS: 1. Acquires business loans and deposit accounts - Prospect in an assigned territory to bring in new business members, and develop a referral network; i.e. [Branch and/or Corporate employee referrals; CPAs, Commercial Real Estate Brokers; Chamber of Commerce and other community contacts] to expand the business member base of loans and deposits. 2. Develops, services, and retains relationships with small business members. Retention of the member base through value added and exceptional service is required. 3. Expands and retain relationships - Profile new and existing business members to ensure cross-sell of deposits, cash management, loans, and other credit union products. Follow up on all business accounts to ensure the full opportunity has been captured. 4. Works with other departments to uncover sales opportunities both current and potential business members. Make referrals to branches and other departments; i.e. Investments, consumer loans, etc. 5. Consistently provides a high level of member service to business members. 6. Manages profit and loss risk associated with portfolio, including loan grading, loan pricing. Makes decisions on NSF/Overdraft business checking accounts for pay or return directive. 7. Works directly with Business Loan Processor to insure the timely, accurate delivery of documentation as it pertains to loan closings and audits. 8. Serves as a resource for less experienced RMs and branch employees. 9. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The Business Banker is responsible for developing and managing existing business banking relationships. Business Bankers will actively prospect for new credit union small business members, working to fully understand their businesses, goals, strategies, and challenges while providing solutions to their needs. This role will spend majority of their time traveling to meet with potential members to initiate account enrollment. The Business Bankers will reach out into the community by visiting businesses, attending networking events, making outbound calls to members and may conduct educational seminars in the community. Salary range is $51,145.09 - $67,127.93/annually. Job Grade, PHX EX 11. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent Four (4) years sales and/or customer service experience To include 2 years financial institution experience Additional Preferred Education & Experience: Experience in outside sales generating new business Experience working in local community, such as working with small businesses One (1) year business banking experience Minimum Knowledge & Skill Requirements: Knowledge of credit union business products and services Strong sales and cross-selling skills; ability to identify additional opportunities to upsell products and services to meet member needs Excellent communication skills both verbal & written Ability and drive to solicit new business proactively Ability to build relationships with the community, our members, and colleagues Detail oriented with strong time management skills Ability to work independently without supervision Must be proficient in Microsoft, i.e. Word, Excel, Outlook, etc. COMPETENCIES: Interpersonal Savvy Business Acumen Customer Focus Action Oriented Priority Setting Perseverance WORKING CONDITIONS/ENVIRONMENT: This job requires they stand or sit for the majority of time and be able to lift up to 25 lbs. Must be able to travel independently to branch and office locations. OTHER REQUIREMENTS: Must comply with all policies and procedures, including the Bank Secrecy Act and SAFE Act. Must be able to obtain license through Nationwide Mortgage Licensing System & Registry (NMLS). MAJOR ACCOUNTABILITIES AND TASKS: Creates and expands new and existing business banking relationships. Analyzes business member's needs and maximizes relationships through business banking products and services. Majority of time spent will be in an outside sales environment. Actively seek additional resources (i.e. networking events, COI's) outside of the branch to help increase sales opportunities for the Business Banking team within their assigned region. Partners with Business Relationship Managers and Branch Management to build, develop and maintain relationships with business members and ensure a positive member experience. Opens new business accounts including checking, savings, etc. Processes small business loans such as credit cards, auto loans, etc. Takes advantage of opportunities to sell and cross-sell products and services. Successfully completes full sales cycle from generation of prospective member to the creation of business accounts, loans or other credit union products. Works to successfully achieve credit union business lending and deposit goals, through individual contribution and teamwork. Partners with branch network and acts a resource with regard to business banking solutions. Provides guidance on proper behaviors, sales techniques, and service level expectations. Works with Marketing department and Business Development Officer to represent Business Banking at community events and develop relationships with prospective members. Responds and resolves business member requests, problems and complaints. Maintains up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

WHAT IS THE OPPORTUNITY? The role of the Project Manager is to plan, execute, and finalize Bank projects according to timelines, milestone events and within budget. This includes acquiring resources, capacity planning and coordinating and motivating all project team members, contractors and or consultants to flawlessly complete project deliverables. Project Managers help define project objectives, scope and requirements; and ensure high levels of development and project execution throughout its life cycle. City National Bank Project Managers must adhere to the CNB Project Management Lifecycle Methodology. WHAT WILL YOU DO? * Assembles project team, assigns individual responsibilities, identifies appropriate resources needed, and develops schedule to ensure timely completion of project and meeting deadlines of project. * Participates in meeting activities to identify project goals and gain consensus on project steps, schedule and implementation procedures; fosters cooperation and involvement of support team. * Interviews colleagues/client to identify and analyze needs; develops project plan and provides input to recommendations for request/problem resolution. * Identifies internal and/or external resources to ensure successful project completion. * Monitors development activities relating to meeting project objectives, budget, quality standards and schedule. * Manages several projects of varying size concurrently and consults with all levels of management which may require coordinating activities across multiple departments and/or divisions. * Prepares project status reports; makes alterations in project plan as needed. * Fosters and maintains good relationships with colleagues/clients to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice throughout project duration. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. FFIEC, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all required training. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years experience managing complex projects involving a large team. * Minimum 5 years banking or financial industry experience. * Minimum 5 years experience in Treasury Services/Cash Management * Minimum 7 years project manager or equivalent consulting experience with strong strategic management and planning expertise -CLC *Additional Qualifications* * Bachelor's degree preferred * Must be extremely knowledgeable in all aspects of project methodology, management tools and techniques across all project activities. * Solid understanding and planning skills in all aspects of a system/business project lifecycle, i.e. enhancements, user requirements, application configuration * Ability to identify excessive cycle time and/or costs and develop alternative courses of action associated with the project's life-cycle * Demonstrated tract record of delivering positive results in project work, including high quality implementations, cost savings, revenue enhancements and within time and budgetary constraints * Ability to manage resources directly and through cross functional teams * Full conversant on issues and current trends as they relate to the banking industry's continuity and operational resilience requirements * Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? In support of CNB's strategic goal of becoming an Artificial Intelligence (AI) enabled bank, this role provides AI risk governance expertise that enables efficient and effective execution of AI risk strategy and initiatives while maintaining RBC's desired risk profile through robust risk oversight. This role also supports the design and implementation of CNB's AI risk governance framework aligned with related frameworks and policies and oversights the portfolio of internal policies and external regulations in relation to AI. WHAT WILL YOU DO? * Support adoption / adaptation of RBC's AI risk management framework and governance processes across the first and second line at City National Bank aligned with related frameworks and policies. * In collaboration with Enterprise, develop, implement, and monitor effectiveness of the Group Risk Management (GRM) AI initiative strategy to deliver efficiencies in GRM operational processes. Identify and support implementation of relevant use cases for GRM. * Works with various regulatory support functions for continuous monitoring and exam management, business unit/corporate and enterprise-wide business support groups to manage with cross-functional level issues associated with risk measurement. * Work closely with enterprise stakeholders to ensure full adherence to responsible AI principles across the organization and establish and maintain ethical standards for our growing AI capabilities including assessment of GRM use cases inclusive of RBC existing capabilities. * Aid in development and enhancement of CNB AI governance, policies and procedures including second line oversight of AI strategy. * Act as a trusted advisor and an effective challenger to business leaders on AI strategy, initiatives and risks. * Define clear ownership, roles, responsibilities, and accountability across business lines/functions in relation to AI. * Drives day-to-day Core Team activities to meet project milestones and keep functions on track. * Develops effective communication and training materials. * Provide thought leadership in developing and executing processes with strategic importance and high visibility with CNB leadership. * Regularly prepares status reports, performance metrics, presentations and guidance in accordance with the GRM program and financial industry regulations, ad-hoc and as requested by management. * Assess AI-related risks, provide oversight and challenge, and monitor compliance with internal policies and external regulations while establishing the guidelines for the implementation of 2nd line of defense on AI requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Code of Conduct, etc.). * Successfully completes all required training and special projects as requested. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 15+ years of progressive experience managing cross function initiatives to drive policy, regulatory, and business change in complex organizations. * A strong understanding of AI concepts, technologies, and associated risks. Practical experience with AI model development or deployment would be a significant advantage. * Extensive knowledge of data management including front-to-back data flows and processing, usage, and reporting. * Extensive experience in developing Data Management/Governance solution for major financial institution. * Expert collaboration and relationship management skills with the ability to manage ambiguity to drive impactful outcomes. * Expert oral communication and presentation skills with extensive experience facilitating discussion and building consensus. * A genuine interest or passion for AI Models, AI Technologies. * Demonstrated ability to lead and manage teams effectively. * Experience in interpreting and applying relevant regulations and industry best practices. *Additional Qualifications* * Prior experience with developing or enhancing AI/GenAI and/or technology/operational risk programs, and executing on regulatory remediation projects at banks or other financial institutions desired * Quantitative analysis (preferably in Model governance) and data management experience required. * Must possess demonstrated ability to think critically and facilitate change through collaborative effort. * Strong interpersonal, verbal and written communication skills. * Extensive knowledge and experience with various reporting, analysis, and presentation tools including MS Excel, PowerPoint. * Proven ability to communicate and collaborate with cross-functional and senior stakeholders, influence decision-making at the higher levels of the organization and navigate a matrixed environment. * Familiarity with evolving global AI regulatory landscapes. * Understanding of AI technical concepts and data management. * Advanced Master's degree or MBA will be a plus. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $114,863 - $213,313 per year. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

*WHAT IS THE OPPORTUNITY?* This role is an opportunity to play an integral role on the Enterprise Fraud Management team. The role requires Fraud subject matter expertise, accountability for a specific Fraud Risk portfolio (e.g., a product like credit cards, or a channel like digital platforms); understanding the fraud risks and controls in the portfolio; and working with fraud, business, and product partners to mitigate current and emerging fraud risks. The role works closely with the Fraud Controls and Surveillance (rules and data science) and Fraud Operations teams to ensure appropriate management of fraud risk and client experience. The role requires regular executive level communication, a deep understanding of fraud risk, and strong analytical capabilities enabling the identification and remediation of fraud risk. *WHAT WILL YOU DO?* * Leverage data to identify current and emerging fraud risks and to design suitable fraud control augmentations. * Work with business, product, or channel owners to ensure awareness of fraud risks and to influence adoption of fraud controls that are commensurate with risk appetite and client experience expectations. Effective communication of fraud trends and solutions is critical. Key stakeholders include business, technology, and risk partner teams. * Support new or existing product / channel fraud risk assessments to ensure vulnerabilities are identified and steps are taken to mitigate the risk. * Develop, disseminate, and present fraud metrics, which enable understanding of risk and the efficacy of implemented solutions. * Analyze and measure the effectiveness of existing Fraud and Business controls and develop repeatable and quantifiable improvements. * Work collaboratively across Fraud Management and business teams to ideate, test, and implement fraud controls while understanding and communicating upstream/downstream impact of proposed changes. * Support development, implementation, and continuous improvement of tools and best practices that support Fraud Risk Management activities. * Support a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals. * Act as brand ambassador of the Enterprise Fraud Management team by developing strong working relationships across the organization. * Contribute to ad-hoc assignments and special projects. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelors or equivalent work experience * Minimum of 8 years of experience in financial services with a good understanding of the fundamental principles of banking, project management, and business control work * Minimum of 2 years in operations, risk management, quality assurance, compliance, or an internal control/audit capacity *Additional Qualifications* * Subject matter expertise in Credit Card and Debit Card fraud preferred * Strong analytical and complex problem-solving skills * Strong interpersonal, verbal, and written communication skills * Advanced expertise in Microsoft Office Suite (required), including Microsoft, PowerPoint, Excel; preferably also Microsoft Visio * Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities * Ability to work independently and in a self-directed manner * Ability to interact with all levels of management *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW.

WHAT IS THE OPPORTUNITY? We are seeking a Supervisor Mortgage Servicing Oversight to lead our mortgage servicing operations with a focus on compliance and performance excellence. This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The supervisor will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The supervisor will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes. WHAT WILL YOU DO? * Serve as the primary point of contact for sub-servicers, ensuring communication and coordination. * Monitor and evaluate sub-servicer performance against contractual obligations and performance standards. * Develop and implement controls for servicing regulatory themes to ensure adherence to compliance and legal requirements. * Conduct regular audits of subservicer operations and compliance practices. * Establish a data scorecard to track key performance indicators (KPIs) related to compliance and service delivery. * Analyze performance metrics to identify areas for improvement and drive corrective actions. * Implement training programs for subservicer staff on compliance standards and best practices. * Update training materials to reflect regulatory changes. * Define documentation standards to ensure consistency and accountability in operations. * Prepare and present detailed reports on vendor performance, compliance issues, and risk management to senior leadership. * Maintain a feedback loop to refine controls and scorecards based on performance data and stakeholder input. * Stay updated on regulatory changes and adjust processes accordingly. * Partner with internal departments (Analytics, Legal, Risk) to align vendor performance with organizational compliance goals. * Oversee default-related activities managed by subservicers, including collections, loss mitigation, bankruptcy, and foreclosure. * Address and resolve issues or breaches of service level agreements identified through monitoring and audits. * Build and lead the bank's mortgage department, focusing on strategy, staffing, and revenue goals. * Create a comprehensive suite of mortgage products and services. * Establish policies, procedures, and workflows to ensure compliance and operational efficiency. * Recruit, train, and manage Mortgage Loan Originators (MLOs) and operations staff. * Drive growth and profitability within the mortgage division. * Ensure underwriting standards are met and loans comply with regulatory and secondary market guidelines. * Manage vendor relationships and mortgage software applications. * Represent the bank in community and civic activities to enhance market presence. * Manage foreclosure and bankruptcy processes, overseeing files related to default law, including title issues and contested foreclosures. * Provide oversight of the sub-servicer's foreclosure and bankruptcy attorney network, ensuring proper case management and cost allocation. * Implement standardized processes and best practices for insurance policy placement to enhance customer experience and ensure compliance. * Conduct assessments and measurements of sub-servicing activities, particularly focusing on property and casualty insurance matters. * Establish rigorous quality control measures to maintain high standards of service and compliance. * Collaborate with stakeholders to evaluate the impact of climate factors on affordability, ownership costs, and Mortgage Servicing Rights (MSR) valuations. * Train team members and strategic partners on best practices related to foreclosure and bankruptcy. * Assist the Sub-Servicing Oversight Team in ensuring all sub-servicers and third parties comply with standards and regulatory requirements. * Engage with investors and insurers to advocate for policies beneficial to all stakeholders. * Undertake special projects or strategic initiatives as assigned by senior leadership. * Perform other duties as necessary, including travel. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 12+ years of mortgage servicing experience to include responsible risk management and strategic decision-making and ability to manage complex projects and initiatives * Minimum of 5 years of Mortgage Default Experience * Minimum of 5 Years of Mortgage Subservicing Experience *Additional Qualifications* * Deep knowledge of mortgage regulations and secondary market guidelines (Fannie Mae, Freddie Mac). * Running servicing operations and establishing an end to end servicing oversight control for a bank. * Strong leadership, communication, and analytical skills. * Proficiency in loan origination software (e.g., Encompass) and Microsoft Office. * Excellent leadership, consulting, and communication skills, including the ability to lead direct and indirect reports and influence all levels within the organization * Excellent negotiation skills and highly collaborative planning ability, excellent diplomacy, tact, judgment, problem-solving and decision-making skills * Ability to think critically and strategically and drive change; capability of successfully managing multiple projects concurrently * Strong quantitative, governance, and analytical abilities * Ability to solve complex problems and drive structure through ambiguity * Strong verbal and written communication skills with ability to provide effective challenge to senior management and cross functional leadership * Advanced proficiency in Microsoft Office technologies (PowerPoint, Excel, Word, Visio) *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $0 - $0 per hour. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? This role is responsible for the management of major programs across the bank. This position is responsible for the planning, implementation and successful delivery of one or more key programs, leading project teams and Project Managers that are each responsible for elements therein. This includes architecting program or project structures, plans to enable fulfillment an articulated business strategy and managing large program budgets. The Program Manager will also need to be able to quickly assess the health of the portfolio and make recommendations to improve delivery capability. They will manage end-to-end complex cross-line of business impacting change initiatives in alignment with CNB's Enterprise Change Management Framework. This includes all phases of program delivery from idea generation, business case development, planning, execution and transition to BAU. They will challenge/review program status in partnership with business and technology stakeholders to ensure sound risk and issue management throughout the project lifecycle. Program elements may include areas such as organization structure, processes, operational support and technology. Role will be instrumental in driving and tracking program activities, negotiating changes in plans and effective communication with all stakeholders and senior management. Success of program outcomes will be measured by the implementation and fulfillment of a strategy and realization of program's defined benefits and results. WHAT WILL YOU DO? * Establish and drive delivery of program plan objectives, coordinating activities across multiple departments and projects to achieve program goals. * Define and establish program and governance structures to support successful delivery and manage program risk * Manage large complex programs and projects as needs dictate * Reviews and approves project plans for conformance to program strategy, program plan and schedule. * Leads and facilitates high-level meetings for program plan requirements and to develop schedules and milestone measurements. * Accountable to program stakeholders and senior management for schedule, budget, quality and outcome of all program elements. * Communication liaison with key stakeholders, coordinating and holding periodic briefings/status updates. * Create strategies for risk mitigation and contingency planning. * Understand cross-program dependencies * Provide guidance and leadership to a matrixed Program & Project Team. * Manage team of junior program / project managers. * Adhere to CNB Project Management Guidelines and delivery methodologies when applicable * Complies fully with all Bank Operational policies and procedures and completes all required training. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience in managing PMO functions and/or end-to-end complex change programs independently with multi-department/Line of Business impact. * Minimum 7 years banking/financial services and/or technology industry experience *Additional Qualifications* * Banking experience highly preferred * Management Consulting background highly preferred * PMP or Master's Degree preferred. * Understands full project lifecycle, can assess impacts, including people, process and technology, manage scope/schedule/risks and deliver project results * Can drive organizational change and understands how to structure program governance and reporting at the portfolio level * Can think strategically and effectively manage relationships with business partners * Strong executive presentation skills and ability to influence business decisions in alignment with strategic goals/objectives * Experience with Commercial and Consumer lending highly preferred * Experience in structured analysis, strategy, problem-solving and critical thinking * Expert with the MS Office Suite with a focused ability to create concise and compelling presentations (Project Plans in MS Project, Presentations in PowerPoint, Word, Excel, etc). * Must have strong business savvy with good diplomacy skills in order to influence and be effective with senior executives. * Exceptional written and verbal communication skills * Exceptional leadership, coaching and negotiation skills. * Scheduling and budgeting experience. * Demonstrated ability to problem solve and exercise solid judgment * Demonstrated ability to communicate with highly technical as well as functional partners * Must be extremely knowledgeable with bank-wide strategic plans and direction. * Must be extremely knowledgeable in all aspects of project methodology, various project management tools and techniques across all program and project activities * Knowledge or experience in the implementation and/or support of applications and/or infrastructure environments within a technology organization a plus *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job Description Member Support Specialist Pima Federal Credit Union of Tucson, AZ is looking to hire a full-time Member Support Specialist. Do you have a strong work ethic, a positive outlook, and share in the credit union philosophy of "people helping people"? Do you have financial industry experience and are interested in starting a career with a stable, growing, and respected financial institution that offers opportunities for professional growth and advancement? Do you love finding the best solutions for your members and want do so in a culture of teamwork and integrity? If so, please read on! MEMBER SUPPORT SPECIALIST POSITION Our Member Support Specialists are enthusiastic about providing exceptional customer service to our members. This position has a universal role in our call center, working seamlessly to assist our members' needs from start to finish. Our Member Support Specialists promote financial products and services to improve our members' well-being, they always take the time to establish rapport with members, and listen carefully so that the absolute best financial products and services can be recommended to meet our members' needs. Our Member Support Specialists are the voice of our credit union and the reason our members love banking with us! This position processes telephone inquiries, transfers, mobile and online support, product and service inquiries and recommendations, account maintenance, and member relationship building. This role may also assist with accepting loan applications via telephone. Member Support Specialists are expected to achieve individual and team goals and keep up-to-date on all credit union products and services. Being passionate about the value that credit unions offer is critical to this role so that you can enthusiastically promote our financial services to members. QUALIFICATIONS FOR A MEMBER SUPPORT SPECIALIST High school diploma or equivalent. One year of financial institution experience as a Teller, Member Service Representative, Call Center Representative, or similar role. Call Center Experience preferred. Intermediate level proficiency with computers and software applications including Microsoft Office Suite. Working knowledge of Symitar (Episys) preferred. Bilingual - English/Spanish (preferred). Are you looking to build on your financial industry experience? Would you be comfortable with assisting members in a call center environment? Do you have excellent communication skills? Are you detail-oriented? Are you honest and trustworthy? If so, then you might just be perfect for our Member Support Specialist position! ABOUT PIMA FEDERAL CREDIT UNION In 1951, sixteen teachers pooled together $84 in deposits and founded our credit union with the common purpose of helping people. To this day, our common purpose still exists. We're here for our members and we thrive by delivering on our value promise of smart, simple, personal. We have stayed true to our roots as a not-for-profit financial cooperative whose main focus is providing the highest possible value to our membership in the simplest way. We are about relationships and not transactions. We are proud to be an Arizona Daily Star Reader's Choice winner. As a full-time employee, you are eligible for Pima Federal's robust benefits package including: Insurance: Medical, dental, and vision - each benefit has a generous contribution from the credit union 100% company-paid life insurance, short-term disability, long-term disability, and employee assistance program (EAP) Access to other products such as two flexible spending account (FSA) options, critical illness insurance, accident coverage, and buy-up options on life insurance Retirement: 401(k) plan with company match 100% company-funded pension plan Generous paid time off policies, including 11 paid holidays Tuition Reimbursement Access to on-demand pay and one-on-one financial planning An award-winning wellness program Access to an on-site car repair service In addition, you'll be part of Pima Federal's engaging culture, which includes employee appreciation events, paid volunteer time, and a healthy work-life balance. We are proud to have been recognized as a finalist in the Tucson Metro Chamber's Copper Cactus Awards for Best Place to Work in 2023! If this sounds like the next step in your financial industry career that you've been looking for, apply now! READY TO JOIN OUR TEAM? If you feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. Job Posted by ApplicantPro

*INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

JOB TITLE: Virtual Teller REPORTS TO: Virtual Experience Supervisor SUPERVISES: None EXEMPTION STATUS: Non-exempt **Starting Hourly Rate: $20.00** PRIMARY FUNCTION: Provide exceptional experiences to our members by assisting with their financial needs and accurately processing account transactions virtually, on-camera, through the Credit Union's ITM (Interactive Teller Machine). ESSENTIAL FUNCTIONS: 1. Process all member transactions including deposits, withdrawals, loan advances and loan payments accurately. 2. Exercise good judgment and problem-solving skills to resolve issues and make on the spot decisions including exceptions, adjustments and overrides. 3. Support members in overcoming concerns with new technology and promote benefits to ensure a positive experience and increase adoption rate. 4. Actively participate and complete all required training that enhances one's ability to perform their job. 5. Abide by state and federal banking regulations. Attend training sessions and complete compliance training on an annual basis. Follow credit union Member Privacy Policy and member identification procedures. OTHER DUTIES/RESPONSIBILITIES: Must maintain a high level of professionalism, positivity, and friendliness on camera to deliver an exceptional experience for each member. Ability to speak clearly, tactfully, effectively and with diplomacy to members, volunteers and employees at all levels of the organization (systems, documents, procedures, etc). Ability to accurately communicate via email, throughout systems, documents, and in person communication. Must be comfortable and maintain professionalism on camera with members. Maintain professional composure during all video transactions. Engage in behavior that aligns with the credit union's cultural beliefs. Gain and retain a high-level knowledge of all TFCU products, policies and procedures. Maintain a professional businesslike appearance in accordance with TFCU Dress and Personal Appearance Policy. Adhere to TFCU's attendance and punctuality policy. KNOWLEDGE, SKILLS AND ABILITIES: Education: High school diploma or its equivalent required. Experience: Five (5) years work experience required, preferably in customer service. Three (3) years cash handling experience preferred. Level 1: Minimum three (3) years of Customer Service-related experience required. Beginning level of training with MS Office. Basic general computer skills (ie: using email, navigate the internet, search functions). Complete BVS courses (number and scope TBD by Member Experience Senior Leadership). (Complete within 90 days of employment for external, prior to level 2 for internal) Level 2: Minimum five (5) years of Customer Service-related experience required. In addition to Level 1 Education/Training/Functions: Intermediate computer skills (ie: tables and graphics). Assists teammates with troubleshooting such as machine issues, submitting work tickets and balancing outages. Acts as back up for cash ordering and vendor contact. Complete BVS courses (number and scope TBD by Member Experience Senior Leadership). (Complete within 120 days of employment for external, prior to level 3 for internal) Level 3: Minimum seven (7) years of Customer Service-related experience required. In addition to Level 2 Education/Training/Functions: Advanced computer skills training (ie: troubleshooting and technology). Serves as contact for escalated member calls, handles advanced supervisory functions (ie: cash ordering, scheduling). Provides leadership and coaching. At least 1 year experience in a leadership capacity or identified as candidate for Prospective Leaders Program. Complete BVS courses (number and scope to TBD by Member Experience Senior Leadership). Trainer: Minimum nine (7) years of Customer Service-related experience required. Advanced level of training with MS Office. Advanced computer skills training (ie: troubleshooting and technology). Ability to deliver training and feedback via technology and in person. At least 1 year experience in Virtual Teller position preferred. Availability: Monday through Saturday, as scheduled. Physical Demands: The Physical Demands described here are representative of those that must be met by the person in this position to successfully perform the essential functions of the job with or without reasonable accommodation. 1. Sit, Stand, Walk and Bend: While performing the duties of this job, this position is regularly required to sit, stand, and walk about inside the branch. Bending is also sometimes required to reach low cabinets and drawers. 2. Use of Hands/Fingers: To operate a computer, keyboard, mouse and other office machinery such as but not limited to; a calculator, copy machine, and printer. Additionally, this position is frequently required to sit and reach with hands and arms. 3. Speech/Hearing: This position frequently communicates via phone and in person. Must be able to talk to/hear members and educate them on products and services offered at the credit union. 4. Lifting: The ability to occasionally lift up to 25 lbs. is required for this position. s are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, and working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about the value of the job. This job description does not create or constitute the terms of a contract of employment, commitment, or guarantee of employment; TFCU is an “employment at will employer.”

WHAT IS THE OPPORTUNITY? Responsible for building a complete end-to-end U.S. residential mortgage business - spanning origination, secondary marketing, capital markets, servicing, and portfolio management for CNB/RBC. We are seeking a senior-level CPA with deep mortgage accounting expertise and strong controllership instincts to design, implement, and scale the accounting and reporting framework of this new platform.This role will be a key senior leader within the U.S. Mortgage Strategy team, providing both technical accounting leadership and practical operational insight. You'll partner with finance, treasury, risk, operations, and technology to establish best-in-class GAAP, reporting, and control infrastructure from the ground up WHAT WILL YOU DO? * Accounting & Controllership * Lead all aspects of U.S. GAAP accounting policy and application across the mortgage lifecycle - from loan origination through sale and servicing transfer. * Oversee accounting for loan pipelines, warehouse funding, hedging, derivatives, gain-on-sale, and mortgage servicing rights (MSRs). * Design and implement a scalable financial statement close process, ensuring accuracy, timeliness, and completeness of all mortgage-related results each month, quarter, and year-end. * Establish and maintain close calendars, account reconciliations, variance analyses, and journal-entry controls that integrate with upstream operational systems. * Support reporting needs including full financial statement reporting cycle - including internal management reporting, CFO packages, regulatory and board reporting, and external audit support. * Ensure accurate consolidation and presentation of results under U.S. GAAP and RBC corporate accounting policies. * Process Design & Systems * Architect and implement accounting workflows, process documentation, and automation for all loan accounting, sale, and servicing activities. * Partner with technology teams to align loan origination, capital markets, and servicing systems with the general ledger and sub-ledgers. * Develop SOX-ready internal controls and documentation for future scalability. * Strategic Finance & Partnership * Collaborate closely with the CFO and Secondary/Capital Markets leadership to assess financial impacts of business decisions. * Translate complex accounting and market-valuation issues into actionable insights for senior management. * Support capital planning, liquidity, and balance sheet strategy with accurate accounting and fair value analytics. * Leadership & Team Development * Help recruit and develop a high-performing accounting and controllership team. * Mentor staff and foster a culture of accuracy, accountability, and operational excellence. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 10+ years of progressive accounting, financial reporting, and controllership experience within U.S. mortgage banking, capital markets, or financial services * Expert knowledge of GAAP, including ASC 860 (Transfers & Servicing), ASC 815 (Derivatives & Hedging), ASC 310, ASC 825, and related mortgage guidance * CPA - Certified Public Accountant *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $90,000 - $160,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? The Business Analyst is the liaison between business users and the technology team by ensuring that the needs of the business are accurately communicated and understood by the technical team. Identifies business needs through thorough analysis and requirements elicitation. Conducts comprehensive analysis, collaboration with the technical team to implement systems. Produces high quality deliverables that includes detailed business requirements, functional specifications, user stories, wireframes that provide clear guidance on how the system should function and meet user needs. Performs end-to-end impact analysis across upstream and downstream business, data, and system processes. Creates UAT test plan, test traceability matrix, and helps solve defects. Trains end users and provide end user documentation. Ensures that the new systems are seamlessly integrated into the existing operational framework, thereby minimizing disruptions and maximizing the potential for success. Support the implementation team and assist with post production issues. WHAT WILL YOU DO? * Document and maintain process and data flows utilizing six sigma tools & methodologies as well as Agile framework * Partner with process owners and process & product managers to identify and drive process improvements in highly complex and risk areas to maximize efficiency, quality and customer experience * Derive solutions from an end-to-end perspective to include product life-cycles, often extending to upstream and downstream businesses and applications. * Review, analyze and make recommendations to the design and implementation of operational activities * Identify required data elements, and create source-to-target mappings (including business logic) for data transformations. * Develop data quality metrics/ standards that identify gaps and ensure compliance with standards across the enterprise. * Solicit, understand, and document the business requirements, processes and workflows * Lead the creation of requirements documents and serve as a subject matter expert to the developers building those functions, and work with the QA team to test the developed functionality * Manage projects and work product through a matrix managed environment WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 8 years of advanced knowledge and relevant application / experience with statistical analysis, multivariate procedures, and financial services data infrastructures * 8 years of experience in Financial Services or Banking industries * Lean Six Sigma Certification Black Belt or equivalent * Agile and/or SaFe (Scaled Agile) Certification or Equivalent * Project Management Professional (PMP) Certification or Equivalent *Additional Qualifications* * Master's Degree in a related field is preferred * Broad knowledge of project management * Expert of working in an agile environment creating user stories and closely working with technical team members to clarify and articulate requirements * At least 8-10 years of experience in Business Analysis Skills - Requirements analysis, Elicitation, Agile Methodologies * At least 8-10 years of experience in Development/ Configuration/solutions evaluation/ Validation and deployment * At least 8-10 years of experience in creating requirement specifications based on Architecture/Design /Detailing of Processes * At least 8-10 years of experience in capturing requirements related to internal/external consulting, documenting, and mapping current business process * Experience with project management * Analytical and Communication skills * Planning and Co-ordination skills * Ability to perform critical analysis, to critique the work of others, and to build the firms data management model * Strong knowledge and working understanding of finance, operations, portfolio management and trading concepts that intersect and interact with statistical analysis and predictive modeling. * Data analysis - Must have proficiency with SQL, Microsoft Excel, Tableau , MIRO or equivalent * Knowledge of Total Quality Management, Lean Six Sigma, Design Thinking and OCM is a plus * Self-starter with an entrepreneurial spirit and an ability to bring clear direction in the face of uncertainty / ambiguity * Excellent communication skills, specifically regarding communicating technical data and statistical issues in a fashion that can be readily digested and understood by others. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-ST \#LI-ST1

WHAT IS THE OPPORTUNITY? Information Technology (IT) Disaster Recovery (DR) Program is in the second line of defense and is accountable for CNB's Disaster Recovery strategy, enabling CNB to provide independent oversight and effective review and challenge (R&C) of disaster recovery program. The Disaster Recovery Analyst is responsible for leading disaster recovery risk assessments, providing advice and independent challenge, monitoring metrics/key risk indicators, monitoring regulatory landscape for changes related to IT DR, conducting disaster recovery risk reviews and analysis, and reporting thematic risks to ensure the Disaster Recovery Risk Profile is fairly presented. WHAT WILL YOU DO? * Support the development and execution of the IT Disaster Recovery risk program and procedures consistent with City National Bank's and RBC's Risk Framework to ensure a sound control environment from an IT DR/Operational Resilience perspective. * Key areas of responsibility include R&C of: disaster recovery exercises, IT Datacenter runbooks, IT Disaster Recovery Reporting and adequacy of IT Disaster Recovery controls. * Monitoring (as needed) of DR tests to confirm adequacy of testing reports and conclusions. Monitoring of DR test may require some evening or weekend work which will be well known and established ahead of time. Working with stakeholders, subject matter experts, and analysis of reports to define issues, determine root cause, and determine appropriate changes. * Assist with drafting reports and corrective action/remediation plans by providing observations and findings including any gaps in compliance with Bank policies and standards * Maintain workpapers to support the timely and effective response to requests from Internal Audit or external regulators. * Performs DR awareness training relating to DR Risk Management, including new and changing policies, systems, and methodologies. * Assesses DR risks and policy/standard/procedure compliance relating to controls design, FLoD DR testing processes, FLoD DR testing results. * Provides support of Internal Audits and Regulatory Exams. * Understand and apply internal policies/procedures, laws and regulations and managing regulatory requirements including but not limited to: FFIEC, OCC, FINRA, Federal Reserve related to Disaster Recovery requirements. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 7 years practical Business Continuity, Disaster Recovery, and/Crisis Management experience * Minimum 3 years of financial services experience * Minimum 3 years of project management experience *Additional Qualifications* * BS in Computer Science or demonstrated equivalent experience * Professional certification from the Disaster Recovery Institute, International or from The Business Continuity Institute (e.g. ABCP, CBCP, MBCP, MBCI, CRP and/or other Business Continuity or industry related certifications preferred. * Strong skills in applying Disaster Recovery planning principles to various levels (staff, management and executive) of the company. * Knowledge and understanding of crisis and emergency management. * Project management skills, which include task identification, project planning, and ability to understand scope of recovery efforts, ability to coordinate critical activities during continuity exercises and events, and proficiency with tools required to pull project together. * Fully proficient with Microsoft Office applications, including (but not limited to) Word, Excel, Visio, and PowerPoint. * Advanced presentation skills and oral and written communication skills. * Self-starter with the ability to work independently. * Excellent interpersonal, organization, analytical, problem solving, critical thinking, communication, and prioritization skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - 143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

JOB TITLE: Commercial Loan Processor REPORTS TO: Vice President of Business Services SUPERVISES: None EXEMPTION STATUS: Non-exempt PRIMARY FUNCTION: Manage and coordinate the documentation, verification and administrative steps required to process commercial loan applications from submission through approval and closing. **Starting Hourly Rate: $22.00** ESSENTIAL FUNCTIONS: Complete regulatory due diligence to validate information required for documentation; obtain and/or conduct a thorough review of corporate and collateral documentation including but not limited to certificates of existence, flood determination, UCC searches, appraisals, lien searches, title searches/commitment to check for accuracy, completeness and compliance with loan approval guidelines and internal policies. Manage Originator's pipeline, track active loans, data entry. Review approved credit memos to understand the type and structure of the loan in order to correctly identify the necessary loan documents to ensure accurate funding under the appropriate collateral code. Ensure final title policy is received and reviewed for accuracy. Manage insurance, UCC and property tracking. Create SBA loan files in third party SharePoint software for loan boarding. Request status updates from preapprovals. Provide support in the collection and preparation of submitting loan applications with backing documentation to processing. Quote rates and price loans according to operation recommendations. OTHER DUTIES/RESPONSIBILITIES: Open accounts. Prepare an initial fee worksheet. Establish and maintain filing and record keeping procedures. Set up ACH/Auto transfer file maintenance. Provide any necessary assistance through production and underwriting process. Complete CUBG service and document request forms, SBA 1919 forms and 4506C forms. Prepare and fax payoff quotes, close credit lines per member request, post payoff checks. Audit all funded Commercial loans. Send miscellaneous documents via AdobeSign (member apps, auto transfer forms). Attend Commercial lending training sessions. Assist with audits/exams. Assist with project testing, training and support. Gain and retain a high-level knowledge of all TFCU products, policies and procedures. Adhere to TFCU's attendance and punctuality policy. Maintain a professional businesslike appearance in accordance with TFCU's dress code policy. Engage in behavior that aligns with the credit union's cultural beliefs. KNOWLEDGE, SKILLS AND ABILITIES: Education: High school diploma or its equivalent preferred. Experience: Two (2) years of financial institution experience required. One (1) year business servicing experience preferred. Qualifications: Ability to gain and retain a familiarity of Lending policies and procedures. Outstanding time management skills. Ability to prioritize workflow and accurately complete multiple tasks. Strong written and verbal communication skills. Knowledge of Microsoft suite of software including Word and Excel. Strong attention to detail and accuracy. Problem-solving and researching abilities to service accounts. Ability to exercise judgment and initiative in dealing with members and member complaints. Availability: Monday through Friday as scheduled. PHYSICAL DEMANDS: Sit, stand, walk and bend: While performing the duties of this job, this position is regularly required to sit, stand and walk about inside the Corporate Office. Use of hands/fingers: To operate a computer, keyboard, mouse and other office machinery such as but not limited to; a calculator, copy machine and printer. Additionally, this position is frequently required to sit and reach with hands and arms. Speech/hearing: This position frequently communicates via phone and in person. Must be able to talk to/hear members and staff. s are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, and working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about the value of the job. This job description does not create or constitute the terms of a contract of employment, commitment, or guarantee of employment. TFCU is an "employment at will employer."

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment Salary range is $20.00 - $24.43/hr. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent Three (3) years of customer service, sales, and/or retail banking experience Minimum Knowledge and Skill Requirements Excellent attention to detail and sound judgement Ability to work in a fast-paced, goal-oriented environment Must be an effective team player, cooperative, flexible and dependable Ability to communicate clearly and effectively Knowledge of credit union products and services Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs Strong mathematical, problem-solving, and negotiation skills COMPETENCIES: Customer Focus Approachability Drive for Results Decision Quality Perseverance Self-Development Composure WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). Must be able to work a flexible schedule Monday through Saturday as needed. MAJOR ACCOUNTABILITIES AND TASKS: Acts as point of contact for Members and delivers personalized Member service with enthusiasm and positivity. Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Proactively builds, develops and maintains relationships with Members to ensure a positive Member experience. Determines Members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. Handles routine to complex Member inquires such as fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. Keeps up-to-date and comprehensive knowledge on all credit union products including business, services, promotions, policies, procedures, rules and regulations. Open business accounts and refer to other lines of business. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy * Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans * Provide sound and ethical loan counseling to all potential applicants. * Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices. * Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements * Develop and/or implement sourcing strategies as required by written goals. * Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand * Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends. * Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations * Attend regularly scheduled sales meetings, training sessions and Bank functions. * Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division * Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes. * Commitment to work of nonprofit organizations and making a positive impact in the community * Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years of mortgage or financial experience as part of a community lending team * Minimum of 5 years of experience with diverse and underserved clients * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. *Additional Qualifications* * Highly prefer network of professional and nonprofit referral sources * Highly prefer a BA/BS degree with preference for business, finance, or economics degree * Demonstrated superior sales and marketing ability * Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank * Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite * Knowledge of mortgage credit policies and current industry compliance standards * Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. * Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT FOR YOU?* *Compensation* This is a commission-based role and does not have a set salary range. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-RK \#CA-RK

Member Support Specialist Pima Federal Credit Union of Tucson, AZ is looking to hire a full-time Member Support Specialist. Do you have a strong work ethic, a positive outlook, and share in the credit union philosophy of "people helping people"? Do you have financial industry experience and are interested in starting a career with a stable, growing, and respected financial institution that offers opportunities for professional growth and advancement? Do you love finding the best solutions for your members and want do so in a culture of teamwork and integrity? If so, please read on! MEMBER SUPPORT SPECIALIST POSITION Our Member Support Specialists are enthusiastic about providing exceptional customer service to our members. This position has a universal role in our call center, working seamlessly to assist our members' needs from start to finish. Our Member Support Specialists promote financial products and services to improve our members' well-being, they always take the time to establish rapport with members, and listen carefully so that the absolute best financial products and services can be recommended to meet our members' needs. Our Member Support Specialists are the voice of our credit union and the reason our members love banking with us! This position processes telephone inquiries, transfers, mobile and online support, product and service inquiries and recommendations, account maintenance, and member relationship building. This role may also assist with accepting loan applications via telephone. Member Support Specialists are expected to achieve individual and team goals and keep up-to-date on all credit union products and services. Being passionate about the value that credit unions offer is critical to this role so that you can enthusiastically promote our financial services to members. QUALIFICATIONS FOR A MEMBER SUPPORT SPECIALIST * High school diploma or equivalent. * One year of financial institution experience as a Teller, Member Service Representative, Call Center Representative, or similar role. * Call Center Experience preferred. * Intermediate level proficiency with computers and software applications including Microsoft Office Suite. * Working knowledge of Symitar (Episys) preferred. * Bilingual - English/Spanish (preferred). Are you looking to build on your financial industry experience? Would you be comfortable with assisting members in a call center environment? Do you have excellent communication skills? Are you detail-oriented? Are you honest and trustworthy? If so, then you might just be perfect for our Member Support Specialist position! ABOUT PIMA FEDERAL CREDIT UNION In 1951, sixteen teachers pooled together $84 in deposits and founded our credit union with the common purpose of helping people. To this day, our common purpose still exists. We're here for our members and we thrive by delivering on our value promise of smart, simple, personal. We have stayed true to our roots as a not-for-profit financial cooperative whose main focus is providing the highest possible value to our membership in the simplest way. We are about relationships and not transactions. We are proud to be an Arizona Daily Star Reader's Choice winner. As a full-time employee, you are eligible for Pima Federal's robust benefits package including: * Insurance: * Medical, dental, and vision - each benefit has a generous contribution from the credit union * 100% company-paid life insurance, short-term disability, long-term disability, and employee assistance program (EAP) * Access to other products such as two flexible spending account (FSA) options, critical illness insurance, accident coverage, and buy-up options on life insurance * Retirement: * 401(k) plan with company match * 100% company-funded pension plan * Generous paid time off policies, including 11 paid holidays * Tuition Reimbursement * Access to on-demand pay and one-on-one financial planning * An award-winning wellness program * Access to an on-site car repair service In addition, you'll be part of Pima Federal's engaging culture, which includes employee appreciation events, paid volunteer time, and a healthy work-life balance. We are proud to have been recognized as a finalist in the Tucson Metro Chamber's Copper Cactus Awards for Best Place to Work in 2023! If this sounds like the next step in your financial industry career that you've been looking for, apply now! READY TO JOIN OUR TEAM? If you feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application.