Southland Credit Union jobs - 61 jobs

Role In support of Southland Credit Union's mission and strategic initiatives, the Senior Vice President (SVP), Sales & Marketing provides enterprise leadership for brand, growth, revenue generation, and member engagement. As a key member of the executive leadership team, this role is responsible for driving integrated sales and marketing strategies that support sustainable growth across consumer, business, and investment service lines. The SVP, Sales & Marketing owns Marketing, Sales, Investment Services, Business Services, and the development of new revenue streams, ensuring alignment between brand strategy, member experience, distribution channels, and revenue performance. This leader partners closely throughout the credit union to translate organizational objectives into measurable growth initiatives, while fostering high levels of associate engagement and member advocacy. Major Duties and Responsibilities Lead and oversee all Sales, Marketing, and Member growth strategies, including brand, communications, demand generation, and sales enablement across all channels. Provide strategic ownership and leadership of Investment Services and Business Services, ensuring growth, profitability, compliance, and alignment with Southland's overall revenue strategy. Establish a multi-year enterprise growth and revenue strategy, including clear performance metrics tied to membership growth, engagement, and income diversification. Oversee the development and execution of the annual Sales & Marketing Plan, including campaigns, promotions, budgets, and resources necessary to achieve strategic and product objectives. Identify, evaluate, and launch new revenue streams, partnerships, and product opportunities that enhance non-interest income, member engagement and long-term financial sustainability. Lead market research, member insights, segmentation, targeting, and analytics to inform product design, pricing, positioning, and go-to-market strategies across consumer, business, and investment services. Monitor financial, technological, and competitive trends to identify market opportunities and risks; ensure Southland maintains a differentiated value proposition. Oversee vendor relationships and strategic partners supporting sales, marketing, investment, and business services initiatives. Perform other duties as assigned. Knowledge and Skills Experience 10+ years of progressive experience in Sales, Marketing, or Revenue leadership, preferably within financial services. 5+ years of senior leadership experience managing teams and enterprise-level initiatives. Demonstrated experience driving revenue growth, new product launches, and income diversification. Education Bachelor's degree in Marketing, Communications, Business Administration, or a related field. Advanced degree preferred. Interpersonal Skills Ability to influence at the executive level and build trust across the organization. Strong leadership presence with high emotional intelligence and collaborative mindset. Other Skills Advanced knowledge of integrated sales and marketing strategies Strong financial acumen and understanding of regulated financial services Excellent written and verbal communication skills Strategic thinking with strong execution discipline Proven ability to lead through change and ambiguity Willingness to travel and operate standard office technology Salary Minimum USD $188,932.24/Yr. Salary Maximum USD $283,398.37/Yr.

Role This position carries out initiatives for expanding the Credit Union member base in a profitable manner, consistent with the strategic plan. Accountable for contributing to the Credit Union's long-term success through the execution of member acquisition asset, and loan growth that positions the Credit Union as the financial institution of choice for retail/financial customers in the Credit Union's markets. Major Duties and Responsibilities Primary accountability for meeting or exceeding credit union growth goals for membership, loans, and deposits as established with your manager. Partners with sponsor groups to promote the value of Credit Union membership to their employees, developing new members from new and existing SEGS as well as local businesses through a variety of methods, including but not limited to, prospecting, cold/warm calling, referrals, open enrollments, employee meetings, and new employee orientation programs. Maintains and grows relationships with current members through pro-active activities consistent with its mission. Calls on and develops a referral network with real estate brokers, business/professional associations, accountants, lawyers, etc. to solicit lending and deposit relationships. Conducts effective networking, outreach strategies and on-site visits to determine the business' feasibility and SEG needs. Contributes to the formulation, coordination, and implementation of the Credit Union's sales plans, goals and objectives. Performs other duties as assigned. Knowledge and Skills Experience: At least two years of progressively responsible experience in outside sales or business development within a business enterprise; or an equivalent combination of training and experience. Education: Graduation from a four-year college or university with major course work in business, finance/accounting, marketing, or a closely related field; or an equivalent combination of training and experience. Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job. Other Skills: The knowledge, skills and abilities necessary to successfully fulfill the accountabilities illustrated in this position description. This Job Description is not a complete statement of all duties and responsibilities comprising this position. Salary Minimum USD $68,640.00/Yr. Salary Maximum USD $95,261.12/Yr.

Job DescriptionJoin Our Team as a Staff AccountantAfter completing four months of successful performance, employees become eligible for a hybrid schedule, which requires in-office attendance three days per week at our Santa Ana, CA headquarters. At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. Are you a detail-oriented accounting professional who thrives on accuracy, collaboration, and continuous improvement? If you're looking to grow your career in a stable, purpose-driven environment, this Staff Accountant role offers meaningful work, professional development, and the opportunity to contribute to the financial integrity of a credit union serving its members and community. What You'll Do As a Staff Accountant, you'll perform a variety of core accounting functions while supporting monthly, quarterly, and annual financial close processes. Working under general supervision, you'll ensure accuracy, compliance, and timeliness across accounting operations in accordance with GAAP and NCUA regulations. Key responsibilities include: Perform high-volume, complex daily, weekly, and monthly general ledger reconciliations, including bank, loan, deposit, and suspense accounts, with timely resolution of outstanding items Support month-end and year-end close processes, including accounting accruals Assist with internal and external audits, preparing documentation and supporting GAAP compliance Support preparation of NCUA 5300 Call Report schedules Conduct general ledger account analysis and variance analysis as requested Post and reconcile purchase loan participation remittances from third-party servicers Prepare and process wire transfers for credit union operations Assist in maintaining and improving accounting procedures, identifying opportunities for process enhancements and cost efficiencies Communicate effectively with internal departments and branches to respond to accounting inquiries Support the Accounting Manager and Controller and assist with special projects as assigned What We're Looking For Degree in accounting, finance, or a related field. Three to five years of relevant experience in accounting, preferably in a financial institution, ideally a credit union, which would provide a thorough knowledge of financial institution accounting processes. Solid foundation in accounting principles and GAAP Experience with reconciliations and general ledger accounting Strong attention to detail and ability to manage multiple deadlines Clear, professional communication skills A collaborative mindset and commitment to accuracy and continuous improvement Available Monday - Friday 7:30am - 4:30pm Why You'll Love Working Here: Final offers based on qualifications, experience, and internal equity. The hourly pay range for the Staff Accountant role is $26.75 - 31.00. Comprehensive Benefits: Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer contribution! Annual discretionary bonus & performance merit increases Educational grants up to $1,000 13 vacation days/year (increases with tenure) 7 sick days/year + paid holidays Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Under the general administrative direction of the SVP, Human Resources, the Executive Assistant performs as the liaison to the Board of Directors (BOD). All duties include, but are not limited to, a variety of professional and administrative duties involving a high degree of accuracy, confidentiality, discretion, and independent judgement. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for correspondence and administrative duties relating to the BOD and Executive Team (calendar coordination, emails, phone calls, texts, memos, letters, faxes, and forms). Assists with the collection, preparation, and distribution of various materials as required during the BOD meetings, functioning as the meeting coordinator and liaison for all attendees. Accurately records the minutes for all BOD meetings and other meetings assigned. Distributes the minutes to the appropriate members in a timely manner. Administrator of the BOD website, including updating documents timely, following up on deadlines and action items. Schedules and coordinates BOD meetings including calendar invitations, room reservations, room set up, and meals (if applicable) for all Board of Directors meetings and other meetings assigned. Assists the BOD on administrative tasks, such as accessing information, expense reports, and other assigned tasks. Administrative duties as assigned by the CEO and SVP, Human Resources: Reporting and Presentation prep (synthesizing, editing, compiling, gathering, and tracking data, etc.). Coordinates the Board Planning Conferences: coordinating the hotel, meeting site, travel arrangements, meals, IT support, etc. (all that are applicable for the scheduled event). Serves as the Altura Credit Union historian: gathers, organizes, and preserves historical records and artifacts. EDUCATION, EXPERIENCE, and/or QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • High school diploma or equivalent required. • Bachelor's degree in a Business-related field. • Minimum three to five (3-5) years' administrative experience. Why Altura? WORK-LIFE BALANCE Vacation (10+ or Minimum Days) Sick (8 Days) Holidays (11 Days & 1/2 Day Christmas Eve) Birthday & Anniversary Day Off Specialized Paid Time Off (Jury Duty, Bereavement, etc.) Community Volunteer Events Social Events & Outings Event & Venue Discounts WEALTH INCENTIVES Competitive Pay Stakeholders 401k Dollar-for-Dollar Match up to 6% (after one year of service) Business Attire Allowance Annual Performance Review & Increase Wellness Incentive Tuition Reimbursement Awards, Recognitions & Incentives Free Checking & Savings Accounts Discounted Employee Loan Rates HEALTH AND WELLNESS Kaiser and Cigna Medical & Prescription Plans Dental & Vision Fitness Challenges & Gym Access Onsite Wellness Programs Medical & Dependent Flex Spending Account Life & A&D Insurance Employee Assistance Program Pet Insurance

TITLE: REGIONAL MANAGER, BRANCH NETWORK DEPARTMENT: RETAIL SALES AND SERVICE REPORTS TO: VICE PRESIDENT RETAIL AND OPERATIONS PAY SCALE: $93,000 to $100,000 Sacramento Credit Union is seeking an experienced candidate to join our team as the Regional Manager (Branch Network). Reporting directly to the VP of Retail and Operations, this position manages, develops and oversees the growth of branch operations. Under executive supervision, creates and tracks budgets and business performance plans. This individual provides analytical and system support, monitors reports, and recommends policy and procedure improvements. This position requires strong knowledge of credit union operations, sales and service, and regulatory compliance. RESPONSIBILITIES INCLUDE: *Ensures that daily branch operations achieve projected objectives. Monitors reports, activities and operational performance. Recommends course corrections as needed. Assists the branches with removing obstacles, by effectively identifying areas for improvement and opportunities to mitigate risks. *Provides management and leadership to assigned staff. Ensures a competent, motivated staff through training, coaching, counseling and reviewing performance of employees. Recommends individuals for hiring, promotion, discipline and/or termination. Supports goals, direction and projects of the Credit Union. Partners with internal stakeholders to develop and implement solutions that enhance credit union products and performance. *Maintains professional relationship and communication with staff, management and executive management. Participates in meetings to review budgets and staff performance; enforces member service principles and regulatory requirements, and other activities. *Pursues credit union relationships that increase membership and loan activity through community involvement and business development. *Provides leadership support and commitment to the process improvement philosophy by encouraging individual empowerment and team efforts toward continuous learning and improvement. *Works with Senior Management in setting short and long-term departmental plans that promote credit union growth and enhance services to members. Interacts with industry influencers to derive inspiration in maintaining relevance of branches and member service. *Ensures that operational manuals and documentation are accurate and up to date. Ensures that processes comply with State and Federal rules and regulations. * Denotes Essential Job Function MINIMUM QUALIFICATIONS: Bachelor's Degree in Business or related field or the equivalent in related work experience. Strong management and leadership skills in financial services. Strong knowledge of sales and service behaviors related to the financial services industry. Strong knowledge of State, Federal and legal regulations related to credit union compliance as they pertain to operations. Demonstrated strong analytical, problem solving and conflict resolution skills. Excellent written and verbal communication skills and presentation skills. Demonstrated strong analytical and organization skills. Strong written and verbal communication and presentation skills. Ability to maintain effective communication and working relationships with all levels of the organization and business contacts. Computer literacy in spreadsheet, database, and word processing software. Demonstrates capable use of technological tools and devices in receiving and delivering business solutions. Our excellent benefits package includes medical/dental/vision, Paid Time Off, Paid Sick Leave, Subsidized Parking paid holidays, company-paid life insurance/AD&D, short-term and long-term disability, 401(k) and more. It is Sacramento Credit Union's policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.

Role Provide exceptional service at all times. Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans. Major Duties and Responsibilities Identifies cross sell opportunities and cross-sells all C.U. products and services, including account related products such as, but not limited to, credit life, credit disability, MBI, GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services. 10% Assists members with opening and closing savings, checking, certificates, IRAs and other depository service accounts (limited cash handling). Perform necessary file maintenance to set up accounts and services. Assist members and potential members with loan requests, takes loan applications, process loan documents for in-person closing or shipment via mail, including preparation of loan records and data set up on computer system. Review any conditions required for loan approval with member and obtain necessary documentation. Forward exceptions to a Loan Officer if automatic system approval is not received. Follow up on unclosed member loans that cannot be completed at initial meeting. Assures that appropriate records are maintained and required reports are prepared. Collect and forward taxes on all vehicle loans. Set up and input file maintenance for check orders, payroll deduction, automatic transfers and ACH origination. Monitors lobby activity to ensure prompt, professional service. Performs all duties within procedures, policies, and SCU's Universal Performance Standards. Performs other related duties as assigned. Knowledge and Skills Experience: One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required Education: A high school diploma or GED. Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job. Other Skills: Must be fulent in spanish.Exceptional sales skills. PC proficient, able to operate a computer keyboard and 10-key calculator. Hours & Location: St. Francis Express Office 3628 E. Imperial Hwy. STE 106 Lynwood, CA 90262 Hours: Monday - Friday: 8:00 a.m. - 4:00 p.m. Closed daily: 11:30 a.m. to 12:00 p.m. This Job Description is not a complete statement of all duties and responsibilities comprising this position. Southland Credit Union is an Equal Opportunity Employer. Salary Minimum USD $27.30/Hr. Salary Maximum USD $40.96/Hr.

Job Description Exciting Opportunity at Orange County's Federal Credit Union Enterprise Architect CREDIT UNION'S PURPOSE: Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES: Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under minimal direction, the Enterprise Architect is responsible for designing cloud-native solutions, deconstructing our legacy architecture, and defining clear, executable roadmaps to modernize OCFCU's technology platforms. This role will work across core banking (Symitar/Episys), digital banking (e.g., Lumin), lending & payments, data & analytics, and integration platforms to move OCFCU from tightly coupled legacy systems to modern, scalable, secure, and observable architectures. This includes leveraging cloud services, APIs, event-driven patterns, and AI/LLM capabilities where they make sense, and ensuring everything is properly documented and ready for handoff to Operations. This role will spend a significant portion of time embedded with teams reviewing designs, building reference implementations, prototyping, and helping teams ship better systems that can be operated reliably by OCFCU's Infrastructure and Operations teams. ESSENTIAL FUNCTIONS: 1. Enterprise & Solution Architecture (Hands-On) Designs target-state architecture for key OCFCU domains including: Core banking & surrounding ecosystem (Symitar, Jack Henry integrations, payments, statements, ancillary services). Digital banking channels (online, mobile, APIs, third-party fintech integrations). Lending, onboarding, and back-office platforms. Creates end-to-end solution designs: context diagrams, sequence/flow diagrams, APIs, data models, non-functional requirements (NFRs), and security patterns. Develop reference architecture for: Cloud-native services (e.g., Azure/AWS), APIs, and integration layers. Event-driven workflows (e.g., member activity, transactions, alerts, service). Builds and maintains a living architecture blueprint and application portfolio for OCFCU, including current state, target state, and interim milestones that align with the technology roadmap. 2. Legacy Decomposition & Modernization Deep-dives into OCFCU's existing legacy and vendor platforms: Symitar customizations, batch jobs, flat-file/EDI interfaces, on-prem services, and custom applications. Documents current-state architectures, dependencies, data flows, and technical debt in a form usable by engineers, operations, and leadership. Defines pragmatic modernization strategies, such as: Encapsulating legacy systems via APIs. Strangler patterns to incrementally replace monolithic functionality. Re-platforming or re-architecting high-risk/high-value components. Prioritizes modernization efforts in partnership with the CIO, VP-level leaders, and business/product owners based on member impact, operational risk, and business value. Works closely with delivery teams to execute modernization iteratively, favoring measurable wins over “big bang” cutovers. 3. Cloud-Native & AI/LLM Patterns for Financial Services Designs solutions that leverage cloud platforms (e.g., Azure/AWS) with a focus on: Security and regulatory compliance (NCUA, FFIEC, GLBA). Resiliency, performance, and cost optimization. Observability (logging, metrics, tracing, dashboards). Defines patterns for: Containerization and/or serverless workloads. API gateways, integration hubs, and secure connectivity to Symitar and other vendors. Messaging/event-driven architectures (e.g., for real-time alerts, fraud signals, member interactions). Establishes reference patterns for integrating AI/LLM capabilities into OCFCU workflows and member experiences, such as: Intelligent document processing (KYC, loan docs, servicing). AI-powered member support, agent assist, and knowledge retrieval. Analytics and decisioning enhancements (working with Data & Analytics teams). Partners with InfoSec and Risk to ensure AI use follows appropriate governance, privacy, and model/data protection practices. 4. Technical Leadership, Delivery Support & Handoff to Operations Embeds with OCFCU project teams and squads on critical initiatives as the lead architect, participating in design sessions, code/design reviews, and troubleshooting. Builds prototypes and reference implementations that: Demonstrate new patterns (e.g., new API gateway patterns, event bus usage, AI integration). De-risk complex integrations between core, digital banking, and external fintech partners. Provides hands-on guidance on API design, domain modeling (including domain-driven design where appropriate), data flows, and integration strategies around Symitar and other key platforms. Helps teams make thoughtful tradeoffs between the “ideal” architecture and practical delivery constraints, always ensuring a clear path toward the target state. Ensure solutions are fully prepared for handoff to Operations, including: Up-to-date architecture diagrams and system overviews. Runbooks, support models, and escalation paths. Defined SLOs/SLAs and capacity/performance expectations. Clear ownership boundaries between Application, Infrastructure, Security, and vendor teams. Collaborates closely with Infrastructure, Operations, and Service Desk teams to confirm monitoring, alerting, backup, and recovery procedures are in place before go-live. 5. Architecture Standards, Governance & Documentation Defines lightweight architecture principles and standards tailored to a credit union environment, focusing on member experience, security, resilience, and simplicity. Participates in or leads architecture/design reviews for major OCFCU initiatives, evaluating risk, reusability, and alignment with OCFCU's target architecture. Maintains clear, concise architectural documentation (diagrams, architecture decision records, standards) that engineers, operations, and auditors can rely on. Partners with InfoSec, Risk, and Compliance to ensure that architecture support OCFCU's obligations around data protection, business continuity, vendor management, and incident response. 6. Stakeholder Collaboration & Communication Translates complex technical topics into clear, non-technical language for OCFCU leadership, risk committees, and business partners-highlighting options, tradeoffs, and risks. Partners with leaders in Digital Banking, Core & Operations, Lending, Member Experience, and Data & Analytics to ensure architectures support their strategies and roadmaps. Contributes to OCFCU's multi-year technology roadmap, including: Core & digital modernization. Data & analytics platform evolution. Integration and automation capabilities. Mentors' senior engineers and technical leads in good architecture practices and patterns, helping to raise the architectural maturity across the organization. OTHER DUTIES: The preceding functions have been provided as examples of the types of work performed by associates assigned to this job classification. Credit Union Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified associates can perform the essential functions of the job. Performs other work-related duties as assigned. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters. May be a disaster recovery team member or take directives from a disaster team recovery member. QUALIFICATIONS: Experience / Training / Education: 8+ years of experience in software engineering and architecture roles, with substantial hands-on design and implementation work. Education: Computer Science degree preferred. Demonstrated experience designing and delivering cloud-native solutions on a major cloud platform (Azure and/or AWS), including: APIs and microservices. Containerization and/or serverless. Messaging/event-driven architectures. Observability and reliability patterns. Proven experience decomposing legacy or vendor-centric environments and delivering stepwise modernization in production (e.g., core banking, digital banking, or similar transactional systems). Practical exposure to AI/ML/LLM-enabled solutions, such as integrating cloud AI services, building AI-backed features, or partnering with data science/analytics teams. Experience producing operational documentation (runbooks, support models, monitoring/alerting requirements) that enables effective, stable handoffs to Operations. Experience in financial services preferred, particularly banking or credit unions, with familiarity around NCUA, FFIEC, GLBA, and vendor risk considerations. Experience with CI/CD and DevOps practices (Infrastructure as Code, automated testing, deployment pipelines), data platforms (data warehouse/lake, analytics, BI), and API management platforms and/or service meshes preferred. Prior participation in or ownership of enterprise architecture practices preferred (road mapping, standards, reference architecture) even without direct people management. Knowledge / Skills / Abilities: Solid understanding of modern integration patterns: REST/GraphQL APIs, batch/EDI, messaging/streaming, and iPaaS/integration platforms. Strong grasp of security-by-design and compliance expectations for financial institutions, including: Authentication/authorization, secrets management, encryption, and secure connectivity. Auditability and logging practices are suitable for regulatory examinations. Comfortable reading and reviewing code in at least one modern language (e.g., C#, Java, Python, or TypeScript/Node.js). Excellent communication and collaboration skills with the ability to work across technology, risk, and business teams. Familiarity with core banking and digital banking platforms preferred (e.g., Symitar, Jack Henry ecosystem, digital banking providers, lending platforms). Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills are helpful. Ability to accurately perform mathematical calculations. Ability to create and maintain accurate reliable records. Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively. Requires excellent follow-through skills, member relations skills, and sound business judgment. Ability to interface with others in a positive and professional manner. Goal-oriented with a desire to work in a fast-paced and results-driven environment. Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. The targeted annual salary range is $146,340.00 to $182,920.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE

Exciting Opportunity at Orange County's Federal Credit Union Local So. CA. applicants preferred (Orange County) The targeted hourly rate range is $26.74 per hour to $33.42 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills. CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem Vivity HMO & Delta Care USA Dental - Orange County's Federal Credit Union (OCFCU) covers 100% of the associates' monthly premium Life insurance at no cost to employees. 401(k) - OCCU automatically contributes 3% of the employee's earnings PLUS matches up to 5% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and rolls over year to year Paid Holidays - 11 days per year plus 3 partial days Annual performance merit increases Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under general direction and supervision, this role bridges business strategy and data, delivering insights that drive member acquisition, retention, engagement, and growth. The ideal candidate is detail-oriented, collaborative, and skilled in turning complex data into actionable business recommendations. ESSENTIAL FUNCTIONS: Partner with Marketing, Product, and Analytics teams to align business strategy with actionable data insights. Analyze member behavior, product performance, and digital channel effectiveness to identify growth opportunities. Build segmentation models, predictive analytics, and attribution frameworks to measure ROI and member lifetime value (LTV). Deliver clear reporting and dashboards using SQL Server, Power BI, Excel, and Looker. Leverage familiarity with Microsoft Azure services to support data analysis and reporting. Conduct market and competitive research, focusing on financial services and Fintech trends. Provide insights to support digital product launches, campaign measurement, and member engagement strategies. Collaborate with IT, Data Engineering, and Compliance teams to ensure data integrity, governance, and regulatory compliance. Present actionable insights and recommendations to executives and business stakeholder. QUALIFICATIONS - Education & Experience: Bachelor's degree in business Analytics, Statistics, Economics, Computer Science, or related field. 3+ years of analytics or business analyst experience in financial services, banking, credit unions, or Fintech. Strong hands-on experience with SQL Server, Power BI, Excel, and Looker. Familiarity with Microsoft Azure services. Experience with Tableau and Python a plus. Familiarity with compliance and regulatory requirements (e.g., Reg Z, UDAAP, GLBA, data privacy standards). Experience working in an Agile or fast-paced tech environment . Experience with Google Analytics and Google Tag Manager (GTM) a strong plus. Skills & Abilities Strong understanding of digital marketing analytics, funnel analysis, attribution models, and LTV. Ability to translate business requirements into actionable data insights. Excellent communication and presentation skills for both technical and non-technical stakeholders Organized, detail-oriented, and skilled at managing time-sensitive projects. We perform thorough background and credit check. EOE

Exciting Opportunity at Orange County's Federal Credit Union Senior Automation Developer CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under limited direction, the Senior Automation Developer will design and build modern automations across multiple platforms, connect on-prem systems with cloud services, and start to embed AI/agentic capabilities into how we work. This role will be responsible for taking manual, error-prone processes and turning them into secure, resilient, and observable automations using a mix of tools: RPA, low-code/no-code automation, iPaaS, APIs, and cloud functions (e.g., AWS Lambda, Azure Functions, GCP Cloud Functions). Experience integrating LLM / AI agents into workflows is a major plus. This role is hands-on, but also highly collaborative and will partner with business stakeholders, architects, security, and data teams to prioritize opportunities, implement solutions, and establish automation standards and best practices. ESSENTIAL FUNCTIONS: Automation Design & Development Works with business stakeholders to identify, qualify, and prioritize automation opportunities across the organization. Designs and implements end-to-end workflows using multiple automation platforms (e.g., Microsoft Power Automate / Power Platform, UiPath, Automation Anywhere, n8n, Make/Zapier, ServiceNow, or similar). Builds and deploys cloud-based automations using services such as AWS Lambda, Azure Functions, GCP Cloud Functions, event buses, and queues. Develops integrations using REST/JSON APIs, webhooks, and message queues to connect core systems (e.g., core banking, digital banking, LOS, CRM, HR, and other SaaS platforms). Implements robust error handling, retries, logging, and monitoring to ensure automations are reliable and supportable in production. AI & Intelligent Automation Experiments with and, where appropriate, implements AI-powered automations (e.g., LLM-based agents that classify requests, summarize data, draft responses, or orchestrate next steps). Integrates AI/LLM services (e.g., Azure OpenAI, OpenAI, AWS Bedrock, or similar) into existing workflows to improve accuracy, speed, or member/employee experience. Help define guardrails and patterns for the safe and compliant use of AI within automation workflows (prompt design, redaction, input/output validation). Engineering Excellence & Governance Owns the full automation lifecycle: discovery, design, development, testing, deployment, documentation, and support. Maintains source control, branching, and deployment pipelines (e.g., Git, Azure DevOps, GitHub Actions, or similar) for automation assets and related code. Defines and upholds standards, reusable components, and best practices for automation design, naming, security, and observability. Partners closely with Information Security, Risk, and Compliance to ensure automations meet security, privacy, audit, and regulatory requirements. Works with operations and help desk teams to transition automations into steady-state support, including runbooks, alerts, and SLAs. Collaboration & Stakeholder Management Translates business problems into clear technical requirements and solution designs that balance speed, maintainability, and risk. Facilitate workshops and process walkthroughs to map current-state workflows and design future-state automations. Communicates progress, risks, and outcomes clearly to technical and non-technical audiences, including leadership. Mentor's junior developers and power users; it helps build an automation-minded culture across the organization. QUALIFICATIONS: Experience / Training / Education: 5+ years of hands-on experience in automation / integration development (RPA, low-code, or iPaaS), including designing and deploying production workflows. Bachelor's degree in Computer Science, Information Systems, Engineering, or equivalent practical experience. Professional experience with at least two of the following categories of tools: RPA platforms (e.g., UiPath, Automation Anywhere, Blue Prism, Power Automate Desktop) Low-code / workflow automation (e.g., Power Automate, ServiceNow, Salesforce Flow, Nintex) iPaaS / orchestration (e.g., MuleSoft, Boomi, n8n, Make, Zapier) Strong experience building cloud-native integrations and automations using: Cloud functions (AWS Lambda, Azure Functions, or GCP Cloud Functions) REST APIs, OAuth2/OIDC, webhooks, and JSON Basic cloud services (e.g., storage, queues, event buses, secrets management). Experience working with relational databases and SQL for querying and transforming data. Experience using Git or similar version control and comfort working in a CI/CD environment. Experience integrating LLM / AI services (e.g., Azure OpenAI, OpenAI, AWS Bedrock, Gemini, etc.) into applications or automations preferred. Prior work in financial services, banking, or highly regulated environments, with exposure to audit, risk, and compliance requirements preferred. Hands-on experience with monitoring and observability tools preferred (e.g., Dynatrace, AppInsights, CloudWatch/Cloud Logging, custom dashboards). Exposure to process mining / task mining tools and techniques to identify automation candidates and measure impact preferred. Experience establishing or contributing to a Center of Excellence (CoE) for automation/intelligent automation preferred. Certifications in relevant platforms (e.g., UiPath, Power Platform, AWS/Azure/GCP, ServiceNow) are a plus. Knowledge / Skills / Abilities: Solid programming/scripting capability in at least one language (e.g., Python, JavaScript/TypeScript, C#, or Java). Demonstrated ability to analyze processes, design future-state workflows, and document solutions clearly. Familiarity with secure coding and automation practices, including credentials management, privilege, and data protection. Systems thinking sees across applications, data, and teams; designs automations that work in the real world, not just in isolation. Bias for action: comfortable iterating and delivering value quickly while managing risk appropriately. Communication: can explain complex technical concepts in plain language and build trust with stakeholders. Ownership & accountability treats automations as products, not projects-cares about reliability, usability, and long-term maintainability. Continuous learning: stays current on new automation platforms, cloud patterns, and AI capabilities and knows when (and when not) to apply them. Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills are helpful. Ability to accurately perform mathematical calculations. Ability to create and maintain accurate reliable records. Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively. Requires excellent follow-through skills, member relations skills, and sound business judgment. Ability to interface with others in a positive and professional manner. Goal-oriented with a desire to work in a fast-paced and result-driven environment. Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. The targeted hourly range is $41.00 per hour to $51.00 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE

Job Description As a Branch Manager - Lead with Purpose. Build with Passion. Belong to Something Greater. At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the Orange County Register's Best Credit Union for the past 11 years! And the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. Are you our branch leader? Are you goal-oriented and talented at strategizing growth & driving performance by using data and insight to set goals and deliver measurable results? A typical day is executing plans that drive long-term success! Are you passionate about wow-worthy service and driving results? Do you thrive on building and inspiring high-performing teams by creating a culture where service goes far beyond transactions? Want to make an Impact? Are you craving to feel valued and become an agent of change and growth? Passionate about engaging with the local community? You have strong relationships with local partners, and elevating your branch's community presence is your expertise. What's Required 5+ years in banking sales/service roles and an entrepreneurial spirit with experience creating strategies for business growth. Additionally, you're adept at ensuring banking operational excellence, which involves managing daily branch operations with a keen eye for detail and compliance and striving for continuous improvement. 5+ years of management experience (6+ employees). You're an expert at building, coaching, mentoring, and developing a team that consistently meets and exceeds performance targets and provides exceptional service to our members. 3+ years in business development and community engagement. What We Offer A Voice That Matters: Your ideas help shape our future! Be part of a thriving and growing organization where everything you do contributes to overall success. A People-First Culture: We lead with empathy and authenticity. Comprehensive Benefits: Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer match Annual performance bonuses & merit increases Educational grants up to $1,000 18 vacation days/year (increases to 21 after 5 years) 7 sick days/year + paid holidays Final offers based on qualifications, experience, and internal equity. The range for the Branch Manager role is $85,000 - $100,000 annually. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

At Orange County's Federal Credit Union , we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction . When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. Why Work With Us? Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community. Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs. Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays. Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. Handle teller transactions and eventually learn to open new accounts with accuracy and a friendly demeanor. Cross-sell products and services, helping members discover solutions that meet their financial needs. Resolve any issues with a consultative approach that builds trust and long-term relationships. What We're Looking For: Experience: Within a banking or credit union environment, recent Teller experience experience is preferred. Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner. Technology: Ability to understand and use various systems and software. Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays. Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's branch job levels with their corresponding hourly pay: Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience) Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience) Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience) Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services) Perks & Benefits: Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day. Financial Security: Life insurance at no cost and a 401(k) plan with a 6% employer match, dollar for dollar. Work-Life Balance: 13 days of vacation and seven (7) sick days annually plus paid holidays. Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.

As a Consumer Loan Officer you will provide excellent member experience, internal and external, while acting as main point of contact throughout the application process by phone. Responsible for originating Consumer loan applications, reviewing applications in-progress and communicating denial reasons by phone. ESSENTIAL DUTIES AND RESPONSIBILITIES Loan Origination & Processing Analyze and process Member requests for consumer lending transactions, including submitting loan applications. Accurately perform tasks associated with the origination, processing, and funding of consumer loan products (e.g., personal loans and credit cards). Request and gather relevant documentation such as income verification, registrations, and purchase orders. Prepare loans for funding by ensuring all documents and terms are correct and forms are properly executed. Communicate all loan decisions (approvals and denials) and advise Members on specific requirements for approval. Sales & Product Knowledge Provide services by assessing Member needs and addressing their financial concerns. Maintain a working knowledge of consumer lending products, including DMV and ancillary products such as GAP, MBI coverage and Debt Protection. Identify Member needs and make proactive recommendations for products and services, including referrals to Affiliate services such as Auto Expert. Convey accurate information regarding processing times and product details. Member Service Act as a subject matter expert when handling inbound inquiries regarding the full consumer lending lifecycle, including new applications, status updates for loans in progress, and detailed explanations of adverse action (denial) reasons. Follow-up via telephone and electronic correspondence to review loan decisions, provide guidance on next steps, and facilitate the collection of supplemental documentation required for final approval. Professional Development and Training EDUCATION, EXPERIENCE and/or QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High School diploma or equivalent. Min 3-5 years sales in Consumer Lending/ Financial Industry experience Record of performance that highlights positive employee relationships, teamwork, initiative, and personal excellence. Effective organizational skills. Management of high-volume pipeline. Accurately calculate and verify income. Extensive knowledge of credit reports. Critical thinking skills. Ability to submit complete loan packages to funding. Experience with documenting follow up processes. Excellent written and verbal communication skills. Background in achieving and exceeding Sales goals. Knowledge of DMV paperwork Why Altura? WORK-LIFE BALANCE Vacation (10+ or Minimum Days) Sick (8 Days) Holidays (11 Days & 1/2 Day Christmas Eve) Birthday & Anniversary Day Off Specialized Paid Time Off (Jury Duty, Bereavement, etc.) Community Volunteer Events Social Events & Outings Event & Venue Discounts WEALTH INCENTIVES Competitive Pay Stakeholders 401k Dollar-for-Dollar Match up to 6% (after one year of service) Business Attire Allowance Annual Performance Review & Increase Wellness Incentive Tuition Reimbursement Awards, Recognitions & Incentives Free Checking & Savings Accounts Discounted Employee Loan Rates HEALTH AND WELLNESS Kaiser and Cigna Medical & Prescription Plans Dental & Vision Fitness Challenges & Gym Access Onsite Wellness Programs Medical & Dependent Flex Spending Account Life & A&D Insurance Employee Assistance Program Pet Insurance

TITLE: CONTACT CENTER SUPERVISOR DEPARTMENT: CONTACT CENTER REPORTS TO: DEPARTMENT MANAGER PAY SCALE: $30.00 -$35.00 HOUR Sacramento Credit Union is seeking a dynamic and experienced leader to join our team as a Contact Center Supervisor at our main office in downtown Sacramento. We're looking for someone who thrives in a leadership role and is passionate about delivering outstanding member service while fostering a culture of accountability and excellence. As a key member of our leadership team, you will play a critical role in shaping the member experience by creating an environment that emphasizes proactive service, problem-solving, and continuous improvement. This position is ideal for a strategic thinker who can balance operational efficiency with a strong commitment to our mission of improving our members' financial well-being. You'll have the opportunity to influence team performance, drive engagement, and ensure that every interaction reflects our core values and service pledge. The ideal candidate brings a blend of leadership expertise, analytical acumen, and a deep understanding of credit union operations. You should be comfortable leveraging data to monitor performance, identify trends, and implement solutions that enhance service quality and operational consistency. If you are passionate about leading teams, inspiring excellence, and making a meaningful impact on member satisfaction, we invite you to explore this exciting opportunity. RESPONSIBILITIES AND DUTIES: Analyzes, plans, and oversees Contact Center operations. Monitors work conducted by staff for accuracy, efficiency and appropriate handling. Ensures adherence to procedures and guidelines. Ensures effective daily operation including opening and closing the phone queue. Completes one-on-one documented coaching as prescribed, weekly call monitoring and weekly documented coaching with staff to identify their strengths and opportunities. Maintains record of audits. Ensures service/operational challenges are resolved, including complicated issues, situations requiring overrides and optimizing accounts. Act as an escalation point for complex or sensitive member concerns. Provide real-time support to staff during escalated situations. Performs the duties of the Contact Center Manager in his/her absence Oversees work schedules for Contact Center Representatives and Monitor real-time phone queues and digital service channels to support service level goals. Functions as Contact Center Representative on an as-needed basis. Demonstrates strong initiative by proactively identifying service gaps, operational inefficiencies, and training needs, and implementing solutions to improve performance and member experience. Maintains a high level of motivation and personal accountability, consistently driving team engagement, productivity, and results in a fast-paced contact center environment. MINIMUM QUALIFICATIONS: High School Diploma or G.E.D. Experience in a financial institution or credit union in progressive member services positions. Knowledge of credit union products and services, policies, procedures, laws and regulations. Training in management and human resources is highly desirable. Ability to effectively supervise and develop assigned staff. Ability to perform ongoing coaching and maintain coaching logs. Demonstrated computer, 10 key and other office equipment skills. Demonstrated skills in organization and problem solving. Demonstrated inter-personal communication skills. PHYSICAL DEMANDS: Employees may experience the following physical demands for extended periods of time: Sits for long periods, up to 90% of time. View computer screen, up to 90% of the time. Walking throughout the department occasionally, up to 20% of time. Our excellent benefits package includes medical/dental/vision, Paid Time Off, Pay Sick Leave, Subsidized Parking, Paid Holidays, Life insurance/AD&D, Short-term and Long-term disability, 401(k) and more. It is Sacramento Credit Union's policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.

Exciting Opportunity at Orange County's Federal Credit Union Regulatory Compliance and BSA Supervisor CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under general supervision, the Compliance and BSA Supervisor supports the development, implementation, and maintenance of the Credit Union's Compliance and Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/Office of Foreign Asset Control (OFAC) programs. This role ensures day-to-day compliance operations are executed effectively, supervises compliance and BSA staff, and assists in monitoring regulatory changes, conducting reviews, and preparing reports for management. This role additionally functions as a secondary support for fraud prevention operations. ESSENTIAL FUNCTIONS: Perform written performance evaluations of Compliance and BSA associates; evaluates work performance and regularly schedules reviews, recommend promotions, salary increases, and corrective action. Assist associates for growth potential through coaching, development planning, and training. Assists in key projects that drive internal and external process changes. Supervise daily operations of the Compliance and BSA/AML/OFAC programs. Serve as a working supervisor, performing all duties and tasks in a backup capacity. Relying on extensive experience and judgment to plan and accomplish goals; includes effective delegation to the associates. Assign duties and work schedules to ensure efficiency and proper coverage. Act as the escalation point of contact for Compliance and BSA issues, problems, and questions directly related to compliance and BSA. Assist members and staff with resolving difficult or complex issues with quick turnaround and accuracy. Perform routine service observations and provide feedback to staff members and update the department manager. Manage the department's presence in the intranet, On-Line Tools, and credit union website to ensure accuracy and relevance. Regularly communicate with front line associates and other departments about compliance and BSA procedures, changes or other kinds of relevant updates as this information allows them to serve the members better when they understand what they are and why. Monitor and review member transactions for suspicious activity and ensure timely filing of Suspicious Activity Reports (SARs). Assist in the development and maintenance of compliance policies, procedures, and risk assessments. Review disclosures, forms, marketing materials, and website content for regulatory compliance. Conduct internal compliance reviews and quality control; identify issues and recommend corrective actions. Maintain awareness of regulatory changes and assist in implementing necessary updates. Prepare and submit periodic reports to senior management and committees. Support vendor management activities related to compliance tools and services. Collaborate with auditors, examiners, and legal counsel during reviews and examinations. Promote a culture of compliance and risk awareness across the organization. Serve as secondary support for fraud prevention operations, which includes but is not limited to, reviewing reports, systems and correlating data to identify potentially fraudulent transactions, emerging threats and placing appropriate account restrictions or other to ensure the Credit Union's loss is minimized. Foster a collaborative and respectful team environment aligned with the Credit Union's values. Conducts special studies, collects a variety of data and information, analyzes and summarizes such information, makes recommendations and provides statistical reports. Acts as credit union liaison with members to respond and remedy issues (including contacting members to confirm the legitimacy of high-risk transactions); works cooperatively with other credit union departments to correct undesirable account conditions and assists in finding timely solutions to problems. Protects the confidentiality of all financial data relating to Credit Union operations and its members. ASSOCIATE EXPECTATIONS: Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences. Exhibits the Leaders at All Levels concept of Leading Yourself, Leading Up, leading across Teams, and Leading the Team. Possesses strong knowledge of, and complies with, Regulations/Acts related to job functions, including but not limited to Bank Secrecy Act/Anti-Money Laundering/Countering the Financing of Terrorism/USA Patriot Act/Customer Identification Program/Office of Foreign Assets Control Policy, Regulations E, CC, GG, and V; the FCRA, FACT Act, NACHA and vendor Operating Rules. Specialization in credit union regulatory compliance and bank fraud prevention, detection, deterrence, and investigations. Strong understanding of financial transactions. Effectively conveys information. Communicate with immediate supervisor and the team keep others advised of progress and/or situations. Complies with all Orange County's Federal Credit Union policies, service standards, safety standards, procedural guidelines, and regulatory compliance, and completes all assigned training. LEADERSHIP: Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following: Thinks strategically Execute for results Leads talent Develops personal proficiencies Fosters a shared equity of power Is self-regulating and has strong impulse control Exercises emotional intelligence Facilitates, not controls Inspires commitment Exhibits business financial acumen QUALIFICATIONS: Experience/ Training/ Education: College degree in business, management or finance; or equivalent preferred. More than five years' experience within Compliance, Risk Analysis and Risk Management tools required. Minimum three years of supervisory experience. BSA/OFAC/AML Certifications such as CAMS (Certified Anti-money Laundering Specialist) required. Strong knowledge of Verafin and Symitar Systems preferred. Knowledge/ Skills/ Abilities: Strong investigative and analytics skills. Knowledge of financial Institutions anti-fraud processes and experience. Knowledge of credit union applicable rules and regulations, policies, and procedures. Excellent communication/influence skills both verbally and in writing and excellent telephone manner, with strong presentation skills to be able to produce reports, conduct presentations and group facilitations. Must have personal computer skills and be proficient with Microsoft programs at an intermediate skill level. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. The targeted annual salary range is $83,530.00 to $105,000.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE

TITLE: V.P. INFORMATION TECHNOLOGY DEPARTMENT: INFORMATION TECHNOLOGY REPORTS TO: PRESIDENT/CEO PAY SCALE: $160,000- $185,000 Sacramento Credit Union is seeking a dynamic and experienced leader to join our team as VP of Information Technology at our main office in downtown Sacramento. This executive role will shape the strategic direction of our technology environment, ensuring systems are secure, scalable, and aligned with our long‑term growth. As a hands‑on leader, the VP of IT will oversee the credit union's technology infrastructure, cybersecurity program, and core system. This leader will lead and mentor a team of skilled IT professionals, fostering a collaborative culture grounded in technical excellence, innovation, and continuous improvement. The ideal candidate brings strong technical depth, proven leadership capabilities, and a strategic mindset that embraces modern infrastructure, cybersecurity best practices, and emerging digital solutions. The VP of IT will drive major technology initiatives, oversee the execution of key IT projects, manage vendor partnerships, and ensure compliance with regulatory standards. They will play a central role in advancing our digital member‑facing capabilities, including mobile and online banking, the corporate website, and cloud‑based telephony platform. Additionally, the VP of IT will champion innovation by identifying and integrating AI‑driven opportunities that enhance efficiency, security, and the overall digital experience for our members. RESPONSIBILITIES AND DUTIES: Leadership in IT Strategy: Define and execute a comprehensive IT strategy aligned with organizational goals and growth objectives; Provide vision and leadership for technology initiatives that enhance member experience and operational efficiency; Evaluate emerging technologies and recommend strategic adoption to maintain competitive advantage. Digital Channels & Member Experience: Oversee mobile banking and online banking platforms to ensure reliability, security, and user experience; Manage the credit union's website and ensure it remains secure, compliant, and member-friendly; Administer and optimize cloud-based phone systems such as Genesys Cloud for efficient member communication. Systems & Infrastructure: Manage and maintain core banking system (Jack Henry Symitar) and ensure optimal performance; Oversee Microsoft 365 ecosystem, including administration of Exchange, SharePoint, Teams, and related tools; Ensure high availability and reliability of network infrastructure, servers, and endpoints; Demonstrated experience with firewalls, Data Loss Prevention (DLP) solutions, SIEM platforms, endpoint security tools, cloud security tools, identity and access management (IAM) solutions, intrusion detection/prevention systems, and other security technologies to safeguard organizational assets. Security & Compliance: Lead efforts to maintain robust network, system, and data security protocols; Ensure compliance with NCUA, FFIEC, and other regulatory requirements; Implement disaster recovery and business continuity plans. Innovation & AI Integration: Identify and evaluate opportunities to incorporate AI technologies into various applications and processes to enhance efficiency and member experience; Stay current on emerging technologies and trends relevant to financial services. Project Leadership: Actively lead or participate in IT and cross-functional projects, including system upgrades, integrations, and process improvements; Manage vendor relationships and evaluate new technologies to enhance member and employee experience. Operational Excellence: Monitor system performance and proactively address issues; Develop and maintain IT policies, procedures, and documentation. Ensures staff career growth through training, development objectives, and performance reviews. MINIMUM QUALIFICATIONS: Bachelor's degree in Information Technology, Computer Science, or related field. 5-8 years of progressive IT experience, including leadership roles. Strong knowledge of Jack Henry Symitar and experience as an EASE client. Expertise in Microsoft 365 suite and related technologies. Proven experience in network, system, and data security management. Hands-on technical skills with ability to lead projects and troubleshoot complex issues. Excellent communication, leadership, and vendor management skills. PREFERRED SKILLS: Experience in financial services or credit union environment. Familiarity with regulatory compliance frameworks (NCUA, FFIEC). Direct experience with Genesys Cloud or similar cloud-based phone systems. CISSP (Certified Information Systems Security Professional) is a plus. Knowledge of AI applications in financial services is highly desirable. PHYSICAL DEMANDS: Employees may experience the following physical demands for extended periods of time: View computer screen, up to 90% of the time. Bend/stoop and lift computers, printers, paper up to 50 pounds, up to 15% of the time. Walk, up to 80% of the time. Our excellent benefits package includes medical/dental/vision, Paid Time Off, Pay Sick Leave, Subsidized Parking, Paid Holidays, Life insurance/AD&D, Short-term and Long-term disability, 401(k) and more. It is Sacramento Credit Union's policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability.

Exciting Opportunity at Orange County's Federal Credit Union Mortgage Lending Closer / Funder (Team production incentive bonuses for meeting goals) CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits including: Anthem HMO/PPO, Delta Dental, and Unum options - from day one Life insurance at no cost to employee. 401(k) - OCCU matches 6% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under general supervision, the Closer-Funder is responsible for timely, accurate and efficient home loan closing process. The Closer-Funder draws documents meeting Credit Union, investor and regulatory compliance requirements for all home loan types. The Closer-Funder coordinates with settlement agents, members, notaries, and all applicable parties for a successful closing. The Closer-Funder reviews executed loan documents for signatures, notarization, completeness, consistency and data integrity. The Closer Funder obtains and clears prior to funding conditions, prepares and requests wires, funds and confirms loan has been launched to servicing system accurately. The Closer-Funder maintains loan files. The Closer-Funder maintains funding pipeline by tracking expiration dates, compliance and funding timeframes. The Closer-Funder coordinates activities, and keeps all parties informed. Maintains appropriate electronic tracking. ESSENTIAL DUTIES: Review all information within the Loan Origination System required for accuracy to create loan documents. Prepare and deliver complete and accurate closing documents meeting all applicable guidelines in a secure manner to the appropriate escrow vendors. Check all executed loan documents for correctness and accuracy ensuring all conditions are met and imaged accordingly prior to funding. Responsible for communicating with mortgage loan processors, existing and prospective members and escrow vendors as needed to collect outstanding conditions, making sure they meet all applicable guidelines. Coordinating and confirming with escrow that the loan is ready to fund. Funding loan, wire necessary funds, updating loan origination system and notifying escrow with funding figures within the required time frame. ASSOCIATE EXPECTATIONS: Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences. Effectively conveys information. Communicates with immediate supervisor and the team keeping others advised of progress and/or situations. Displays behavior that matches the value of Mutual Respect by relating favorably at all levels within the organization. OTHER DUTIES: Performs other work-related duties as assigned. May be a disaster recovery team member or take directives from a disaster team recovery member. QUALIFICATIONS: Experience/ Training/ Education: High school education or equivalent. Three to Five years funding First and Second Lien Position Mortgage Loans, in a fast-paced environment, which would provide a thorough knowledge of modern office practices and procedures. Knowledge/ Skills/ Abilities: Knowledge of state and federal regulations as they relate to residential mortgage/home loan applications, credit union rules, regulations, and policies. Effective communication skills both verbally and in writing and excellent telephone manner. Must have personal computer skills and be proficient with Microsoft programs at an intermediate skill level. The targeted hourly rate range is $25.00 to $28.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks, credit checks and pre-employment drug screening. EOE

Job Description Exciting Opportunity at Orange County's Federal Credit Union Facilities and Security Manager CREDIT UNION'S PURPOSE: Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES: Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Federal Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 18 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and paid holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year, and step progression opportunities Annual discretionary bonus Professional, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under minimal direction, the Facilities & Security Manager oversees the maintenance, security, and operational readiness of Orange County's Federal Credit Union's facilities portfolio. The role ensures a safe, functional, compliant, and member-ready environment across all sites, enabling associates to provide excellent service to Members. This leader manages a team of Facilities Coordinators and Facilities Associates, oversees vendor relationships, ensures building systems operate reliably, and maintains physical security standards consistent with credit union regulatory and safety requirements. The Manager also partners closely with Real Estate, Information Security, Business Continuity, PMO, and branch leadership to support lease administration, new site construction, branch remodels, relocations, and strategic growth initiatives. ESSENTIAL FUNCTIONS: Manages the maintenance, repair, and ongoing operations of the owned headquarters and all leased branch locations. Conducts routine facility inspections; identifies and resolves issues proactively. Overseas preventative maintenance programs for HVAC, electrical, plumbing, roofing, elevators, lighting, alarms, security cameras and other building systems. Provides leadership and direction to the staff in the day-to-day operations of the department to ensure goals and objectives are met. Evaluates proposals and bids for various design and contract and service vendors in accordance with Credit Union policies, verifying their qualifications, capabilities, and reputation. Responsible for the source selection, bidding, follow-up, receiving, inspection, analysis, disbursement, and inventory control of all operations conducted as they relate to purchasing, receiving, warehousing, and distributing products and services for the credit union. Oversee all physical security systems including alarms, access control, badge systems, surveillance cameras, intrusion detection, and branch security protocols. Assists in the maintenance of enterprise-wide security system that partners with outside vendors and internal IT teams to meet organization, law enforcement, and Associate requirements. Coordinates with Information Security and Fraud teams on incident response, camera footage retrieval, and physical access reviews. Assists in the development of the annual budget and strategic plan. Assists in the development of the multi-year facility lifecycle plans, identifying major system replacements and long-term facility needs. Monitors all lease renewals, expirations, critical dates, and notice timelines. Assists with lease negotiations, landlord coordination, site evaluations, and tenant improvement projects. Ensures facilities' Associates are adequately trained to perform their responsibilities and adhere to facilities and building services policies and procedures. Selects, hires, develops, motivates and coaches associates to achieve credit union and Department goals and objectives; includes cross training of associates. Evaluates work performance of associates through timely and regularly scheduled reviews; recommends promotions, salary adjustments and conducts corrective actions, including terminations, as needed; and effectively handles other associate related issues. Develops and maintains Associate safety programs including ergonomic evaluations and employee safety committees. Participate in Disaster Recovery planning. Oversee the management of emergency supplies, and CPR training coordination. Keeps the AVP Facilities and Security informed of facility activities and brings solutions to significant problems. In lieu of the AVP Facilities and Security, participates in functional committees, including the Security Committee. LEADERSHIP: Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following: Thinks strategically Execute for results Leads talent Develops personal proficiencies Fosters a shared equity of power Is self-regulating and has strong impulse control Exercises emotional intelligence Facilitates, not controls Inspires commitment Exhibits business financial acumen QUALIFICATIONS: Experience / Training / Education: College degree in facility management or related field, industry certifications, or equivalent work experience Five to eight years of relevant work experience, preferably in purchasing or logistics management, facilities management, and physical security ideally in a financial institution. Knowledge / Skills / Abilities: Knowledge of HVAC, Electrical, Plumbing, and Building Systems. Knowledge of physical security systems (alarms, access control, surveillance, badge systems). Understanding of California building codes, ADA requirements, and basic permitting. Must possess the ability to exercise self-awareness, self-regulation, motivation and inspiration, empathy, and be service-oriented, utilizing influence in a positive manner. Knowledge of software that is used to create and maintain reports, logs, space & asset planning, and web research. Effective communication skills both verbally and in writing and excellent telephone manner. Ability to interface with others in a positive and professional manner. Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. The targeted annual salary range is $95,100.00 to $119,000.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE

At Orange County's Federal Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testament to our commitment to workplace excellence. With over 85 years of experience, $2.5+ billion in assets, and 140,000+ members, we're not just a financial service provider-we're a community that puts people first. Join a professional, welcoming, and collaborative environment where your contributions are recognized and celebrated. At Orange County's Federal Credit Union, we don't just hire employees; we build a team dedicated to excellence in member service. Your Role: As a Member Service Representative (Personal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions. Handle teller transactions, open new accounts, refer consumer loan applications, and other services with accuracy and a friendly demeanor. Cross-sell products and services, helping members discover solutions that meet their financial needs. Resolve any issues with a consultative approach that builds trust and long-term relationships. What We're Looking For: Experience: Within a banking or credit union environment, 2+ years recent of teller and opening new accounts experience is required. Sales & Communication Skills: 2+ years experience cross-selling and referring financial products and services effectively. Ability to write and speak in an approachable yet professional manner. Technology: Ability to understand and use various systems and software. Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's branch job levels with their corresponding hourly pay: Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience AND six-months of New Accounts experience) Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. Will also have expertise in the following; teller transactions, opening new accounts, AND experience with consumer loans and other complex banking services) Senior Branch Rep. I - II: $24.50 - $25.50 (requires minimum three years recent universal banker experience as described above PLUS recent experience handling escalated issues, and helping with various senior level responsibilities) Perks & Benefits: Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day. Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%. Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays. Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Job Description TITLE: CONTACT CENTER REPRESENTATIVE I DEPARTMENT: CONTACT CENTER REPORTS TO: DEPARTMENT MANAGER PAY SCALE: $21.00 TO $26.00 PER HOUR We are seeking a candidate who enjoys being of service to customers, possesses excellent communication skills and has the ability to cross-sell products and services for our Contact Center Representative I position in downtown Sacramento. This position is responsible for providing a broad range of products and services to members via inbound telephone contact. Under general supervision, assists members with loans, secure emails, chats, webforms, other financial service inquiries, cross sells products and services to increase the number of member relationships and member households. This position requires knowledge of credit union products, services, practices, rules and regulations, and a proven sales ability, along with extreme flexibility to meet business needs as they arise. Our Contact Center Representatives are scheduled to work every other Saturday. When assigned a Saturday shift, they will receive a weekday off in return. The selected individual will be scheduled to work a 37/40-hour schedule as follows (rotating quarterly between Schedule A and Schedule B): Schedule A (8:30am - 5:30pm) Monday 8:30 am - 5:30 pm Tuesday 8:30 am - 5:30 pm (rotating Saturday off during the week) Wednesday 8:30 am - 5:30 pm (rotating Saturday off during the week) Thursday 8:30 am - 5:30 pm Friday 8:30 am - 5:30 pm (rotating Saturday off during the week) Saturday 8:55 am - 2:00 pm (rotating Tuesday, Wednesday or Friday off during the week) Schedule B (9:00am - 6:00pm) Monday 9:00 am - 6:00 pm Tuesday 9:00 am - 6:00 pm (rotating Saturday off during the week) Wednesday 9:00 am - 6:00 pm (rotating Saturday off during the week) Thursday 9:00 am - 6:00 pm Friday 9:00 am - 6:00 pm (rotating Saturday off during the week) Saturday 8:55 am - 2:00 pm (rotating Tuesday, Wednesday or Friday off during the week) RESPONSIBILITIES AND DUTIES: Identify the financial needs of the member and suggest Credit Union solutions. Refer member to *Responds to member inquiries and provides resolution via member service emails, web forms, Secure email, and CHAT. Services and products include loans, online banking, credit cards, deposit accounts, check orders, payments by phone, bill pay, certificates of deposit, voice banking, fee reversals and processing other member requests. *Collects and submits loan applications and product referrals. *Assist TPMG membership with loan application process during enrollment months. Explain products, receive applications and input into loan origination software, notify member when approved, and process required paperwork. Fund and wire loans to Kaiser Permanente Medical group. Assist Kaiser Permanente with payoff demands. *Identify the financial needs of the members and suggest Credit Union solutions; refers members to designated staff for assistance. *Processes updates to member status, telephone numbers, addresses and other pertinent information. *Investigates and responds to member inquiries and concerns. Performs transactions for members. *Promotes cross-selling of products and services; refers Member to other staff for sales and processing as needed. *Sets up periodic payments. Initiates payroll set-ups, changes, or deletions. *Responds to secure emails, general member service emails, web forms, and real time chats. *Adheres to SCU's Bank Secrecy Act and Money Laundering policies and procedures. *Completes and achieves an acceptable score on SCU's annual product assessment. *Consistently maintains established quality observations score. *Maintains effective communication and working relationships with all members and co- workers. *Maintains good attendance record, as this is required as an essential function. Performs other related duties as assigned. NECESSARY QUALIFICATIONS: High School Diploma or G.E.D. One year work experience in a customer service inbound contact center. One year of banking/credit union experience. Demonstrated ability to improve our members' financial well-being via timely and relevant cross-sells. General knowledge of credit union products and services, policies, procedures, laws and regulations. Ability to operate computer, electronic banking, ten key and other office equipment, and perform accurate transactions. Demonstrated effective telephone and communication skills. Maintains good attendance record. Our excellent benefits package includes Medical/Dental/Vision, Paid Sick Leave, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), subsidized parking and more. It is Sacramento Credit Union's policy to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons and administer hiring, working conditions, benefits and privileges of employment, compensation, training, appointments for advancement, including layoffs and recalls for all employees, without discrimination because of veteran status or disability. Powered by JazzHR TNLCAWBAqr