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Space City Credit Union jobs in Houston, TX - 24 jobs

  • PT30 Virtual Branch Services Specialist - Westchase District

    Smart Financial 3.9company rating

    Houston, TX job

    **This position is PART-TIME position, scheduled at 30 hours per week, and fully ON-SITE.** The Virtual Branch Services Specialist will provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. This individual will, respond to incoming calls and select the appropriate products and services to meet member request. This will all be done while meeting or exceeding the set call quality and service standards in the virtual branch (call center). Respond to member service inquires in the time set by management. Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities. Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures. Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments. Providing proactive solutions to member service. Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs. Perform other duties as assigned by manager. Requirements Experience: One to three years previous experience in a call center or retail service position. Education/Certifications/Licenses: A high school degree or equivalent Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. Other Skills: Must possess computer skills with the ability to handle extensive data entry in an accurate and timely manner. Must be highly outgoing and self-motivated Microsoft Office 2010 or higher specifically in Word, Outlook, Excel. ADA Requirements Physical Requirements: Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions: This job operates in a professional office environment. Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events. Mental and/or Emotional Requirements: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Benefits Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement. Smart Financial Credit Union was ranked as Houston's Best Places to Work five consecutive years in a row! Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015. Smart Financial Credit Union was ranked USA Top Workplaces (National Award)! Source: Houston Chronicle - 2021 and 2022 Smart Financial Credit Union was ranked Top Workplaces (Regional Award) six consecutive years in a row! Source: Houston Chronicle - 2016, 2017, 2019, 2021, 2022, 2023, and 2024 Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row! Source: Texas Association of Business (TAB) and Texas Monthly Magazine - 2014, 2015, 2016, and 2017 *** Applicants must submit a resume in order to be considered for the position. Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community. ***************************************************** ***************************************************** ***************************************************** *****************************************************
    $31k-36k yearly est. Auto-Apply 39d ago
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  • Part Time Security Officer

    Shell Federal Credit Union 4.0company rating

    Deer Park, TX job

    Shift Hours: Monday 5PM - 10PM Tuesday 2PM - 10PM Wednesday - Friday 5PM - 10PM *Saturdays as Needed. The Security Officer will be responsible for ensuring our premises, assets, and personnel are secure by maintaining an on-site high visible presence to patrol and monitor our organization. This position is an unarmed position working on-site. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to attend annual training sessions as instructed or scheduled. Effectively communicate and de-escalate potential conflicts in accordance with training. Perform access control procedures on vehicles, personnel, and visitors. Inform personnel and visitors of security procedures, as well as acting upon non-compliance. Monitor alarm systems and video surveillance systems. Investigate suspicious activities and disturbances appropriately without engaging in harassing or discriminatory treatment. Report security breaches to designated law enforcement in immediate matter. Perform maintenance checks on security systems and equipment. Document observations and surveillance activities. Adhere to security industry regulations. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Minimum two years of experience in a similar role. Education / Training: High school diploma or general education degree (GED). State-prescribed training, licensing, and registration. Job Requirements: Welcoming and helpful demeanor. Credit Union provided uniform is required to be worn. Ability to inform personnel and visitors of security procedures. Respond to incidents and critical situations in a calm, problem solving manner. Advanced ability to carry out safety and security procedures, site-specific policies and when appropriate, emergency response activities. Knowledge of security industry regulations. Extensive knowledge and ability to operate security systems and surveillance equipment. Must have an acceptable driving record. Must be insurable. Ability to work in open concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend, stretch, walk and stand for long periods of time. Must be able to lift, carry and/or move 50 pounds. Must be capable of climbing / descending stairs in emergency situation. Position may require a Fitness for Duty Exam. Working Conditions Exposed to all weather conditions, as well as to the many hazards associated with heavy traffic. Must sometimes carry heavy loads, either manually or with the aid of a dolly. May also have to deal with difficult parking situations, traffic, and road construction. Exposure to potential hazardous conditions, including but not limited to robbery or other violent or threatening conduct. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $27k-32k yearly est. 16d ago
  • Branch Lead

    Shell Federal Credit Union 4.0company rating

    Richmond, TX job

    The Branch Lead's responsibilities include the service and activities of the entire branch to ensure an exceptional service standard while minimizing fraud and losses. Additional responsibilities include achieving a high level of production for themselves and the team, while maintaining high team morale. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Assist with teller operational functions such as ATM, Vault, cashboxes, logs, and teller audits. Must be flexible and able to successfully perform all duties and responsibilities for any position in the branch. Process and submit monthly end of month reports. First point of contact for member concerns/issues. Preserve member relationships by providing prompt solutions. Accept responsibilities of the branch in the absence of the Branch Manager that includes member satisfaction, teamwork, maintaining accountability for the branch and compliance to policies and procedures. Assist in obtaining operational goals for the branch. Promote teamwork among branch staff and internal members and departments. Provides guidance and training to branch personnel on operating problems, exceptions, and adjustments. Must be able to work a flexible schedule to include opening and closing the branch, occasional evenings, and weekends, as needed. Must be able to maintain confidentiality of member information. All member and Credit Union information must be kept secure at all times. Cross-sell Credit Union products and services based on member needs. Interview, originate, and processes all member loan applications: Provide member appropriate follow up of their application as well as the final loan decision. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities as needed, included but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault. Wiling to assist the team at other branch locations, if needed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Three years of direct Credit Union/Banking or retail experience is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Possess the desire to accept additional responsibilities within branch operations. Possess well-developed communication skills using tact and persuasiveness to reach an objective and maintain goodwill. Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned. Must possess professional verbal and written communication skills. Maintain a high level of knowledge and procedural expertise in credit union products, services, and promotions. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $31k-64k yearly est. 7d ago
  • Systems Administrator

    Shell Federal Credit Union 4.0company rating

    Deer Park, TX job

    The Systems Administrator is responsible for implementing, administering, maintaining, and supporting Shell FCU's network, servers, communications, and infrastructure systems to ensure innovation, stability, security, and high availability. This role requires following best practices, adhering to regulatory requirements, and delivering excellent service to end users. Responsibilities include planning, developing, installing, configuring, securing, maintaining, supporting, and optimizing all network and server hardware, systems, SaaS, software, virtualization platforms, and communication links. The position will also occasionally analyze and resolve end-user hardware and software issues in a timely manner and provide training as needed. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments, Employee Creed, and Service Distinctions. Maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including but not limited to the Bank Secrecy Act. Attend all required annual training sessions. Perform duties in compliance with Shell FCU policies, procedures, philosophy, and standards of performance. Network & Infrastructure Administration Maintain, troubleshoot, and manage LANs, WANs, VPNs, wireless networks, VLANs, and telephony systems. Manage daily operations of Cisco networking components, including VPNs, IDS/IPS, firewalls (ASA/Firepower), and switches to ensure maximum uptime. Monitor network performance, identify bottlenecks, and implement corrective solutions to maintain secure and reliable connectivity across servers, workstations, telephony equipment, and branch locations. Maintain IP addressing schemes, configuration backups, and security credentials for servers, switches, VPNs, and firewalls. Server & Systems Administration Install, configure, and maintain Windows Server operating systems (2016, 2019, 2022, and future versions). Administer Active Directory, Group Policy, DNS, DHCP, Certificate Services, File/Print Services, and Remote Desktop Services. Perform regular system updates, security patches, and hotfixes using WSUS, KACE, or similar tools to maintain compliance and security. Administer virtualization platforms (VMware/Hyper-V), including provisioning, resource allocation, snapshots, and high-availability clusters. Manage enterprise applications including Microsoft Exchange Online, SQL Server, and Microsoft 365 cloud services. Assist with enterprise backup and recovery solutions (Rubrik or equivalent), including routine restore testing. Maintain user and group accounts, access rights, and permissions across enterprise systems. Monitor server performance and system logs to proactively identify and resolve issues. Security & Compliance Assist IT Security with vulnerability management by remediating findings from Nessus or similar tools. Monitor and respond to alerts from security and performance monitoring systems. Administer intrusion detection/prevention systems, review security logs, and recommend corrective actions. Follow established security policies and procedures (least-privilege access, MFA, Zero Trust Architecture, segmentation) and hybrid cloud security measures (Azure, O365, Entra ID, AWS). Respond to security incidents, including malware, viruses, and other malicious attacks. Disaster Recovery & Business Continuity Assist with disaster recovery testing and follow documented recovery procedures. General Support Assist in deployments and upgrades, ensuring minimal disruption to staff and members. Work with vendors and internal teams on installations, upgrades, and hardware/software performance issues. Maintain accurate system documentation as directed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: 3+ years of experience in Windows systems administration in an enterprise environment Hands-on experience with Windows Server, Active Directory, and DNS/DHCP. Experienced in Windows Server, Active Directory, Group Policy, DNS, DHCP, and Certificate Services. Experience with Microsoft Exchange Online, SQL Server (2016+), and Microsoft 365 design and administration. Familiar with managing Cisco networking components (ASA/Firepower, switches, Meraki). Proficiency in network and server security principles, intrusion detection, and vulnerability remediation. Knowledge of Zero Trust security, hybrid cloud platforms (Azure, AWS), and perimeter protection. Strong troubleshooting, documentation, and organizational skills. Ability to work effectively in a fast-paced, changing environment. Education / Training: Associate's degree or equivalent experience required; Bachelor's preferred. CompTIA Network+ or Microsoft certification preferred (MCSA/MCSE: Windows Server, Azure Administrator). VMware or Hyper-V certifications a plus. Job Requirements: Knowledge of credit union products and services preferred. Ability to communicate IT and security concepts clearly to both technical and non-technical staff. Strong analytical and problem-solving skills, with the ability to present technical concepts to management. Excellent written and verbal communication skills. Participation in on-call rotations and occasional after-hours/weekend work required. Must be prepared to participate in disaster recovery, business continuity, and incident response efforts. Ability to manage workloads in high-pressure, time-sensitive situations. Must be able to work in an open-concept workspace environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $72k-91k yearly est. 16d ago
  • Branch Manager II

    Shell Federal Credit Union 4.0company rating

    Richmond, TX job

    The Branch Manager's responsibilities include the service and activities of the entire branch to ensure an exceptional service standard while minimizing fraud and losses. Additional responsibilities include achieving a high level of production for themselves and the team, while maintaining high team morale. Branch Managers lead by example, monitor employee performance and work on professional development for each member of their team. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Keeps the Branch Operations Manager fully informed on all conditions in areas of a branch, and the factors influencing those conditions. Facilitate effective communication and collaboration with other departments to ensure a seamless operation of the branch. Conducts thorough reviews of large check items received at the branch as well as New Account application reviews. Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, process teller transactions, offer solutions to member issues and respond to problems. Ensure all branch operations quality control findings are resolved in a timely manner. Responsible for hosting quarterly security meetings with the staff. Ensure all marketing material as well as lobby financials are up to date. Oversees branch office daily Operations according to established Operating procedures as set by the Board of Directors and Management. Perform counseling and terminations of branch employees, as needed. Represent the Credit Union by actively participating in community activities, as needed. Counsels and assists branch staff with problems and concerns by maintaining an effective system of communication. Conducts employee interviews with the goal of selecting the most suitable candidates for the team. Monitor service distinction surveys to ensure the delivery of 5.5 service at the branch. Provide member survey responses to BOM as needed. Responsible for reviewing employee Lending and Member Service Queues to ensure completeness and timely follow-up, as well as providing guidance in notes when necessary. Accountable for branch scheduling and resource allocation to ensure that member service remains the top priority. Responsible for analyzing Better Lobby and ML Insight reports to ensure that branch performance is progressing positively. Responsible for maintaining necessary cash volumes for Tellers, ATM's and Vaults while staying within branch limits. Available for after-hour branch assistance and/or escalations including weekends and holidays. Responsible for the evaluation of staff and employee career path planning. Performs branch staff performance appraisals according to policy and recommends branch staff salary increases within budget. Serve as a contact for on-site compliance audits and examinations. Ensure branch is in compliance with required building signage. Maintains a thorough knowledge by following, implementing, and enforcing new and existing Credit Union policies and procedures as approved by the Board of Directors and Management. Maintains security, confidentiality, and proper internal controls of information, records, and procedures for the branch. Maintains a positive, caring, and professional atmosphere for members and employees of the branch, consistent with the Credit Union's mission statement, core purpose, and philosophy, service distinction and employee creed. Obtains maximum utilization of branch staff by clearly defining their duties and establishing performance standards that are clearly communicated to each employee. Ensure branch compliance and proper operations of all tellers, member service, and lending duties and responsibilities. Handle member complaints in a professional and helpful manner while ensuring employee security from abusive and hostile members. Meet / Exceed assigned branch goals. Perform one-on-ones and observations with branch staff, as needed. Greet all new members of the Credit Union as well as monitor member retention. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: A minimum of two years of progressive responsible management experience within a financial organization and experience managing multiple employees is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Knowledge of Credit Union products and services. Welcoming and helpful demeanor. Ability to make decisions, take action and accept responsibility for results. Must possess a thorough knowledge of branch operational aspects and Credit Union products and services in order to manager and/or oversee branch. Highly developed skills in communication and team building. Skilled at providing guidance for effective resolution of employee and member problems. Proven ability to drive sales performance through others. Must possess professional verbal communication skills. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $43k-55k yearly est. 16d ago
  • Financial Service Representative

    Shell Federal Credit Union 4.0company rating

    Pasadena, TX job

    Shift Hours: Must be Flexible & Saturdays. The Financial Service Representative is responsible for providing exceptional member service in response to member needs and request. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional, and personal service to all members. Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed. Must be able and willing to work 40 hours per week plus overtime, as needed. Must be able to work the rotating opening, closing and Saturday schedule, as needed. Must be well versed in all Credit Union products and services. Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box. Notary services, assistance with Bill Pay, Digital Banking. Process disputes, stop payments, check copies, address changes, check orders and statement requests. Must be able to maintain confidentiality of member information. All member and Credit Union information must be kept secure at all times. Cross-sell Credit Union products and services based on member needs. Answer and greet all incoming Credit Union calls in a professional and courteous manner. Interview, originate, and processes all member loan applications, including but not limited to: Provide member appropriate follow up of their application as well as the final loan decision. Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities as needed, including but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault. Wiling to assist the team at other branch locations, if needed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Three years of direct Credit Union/Banking or retail experience is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Possess the desire to accept additional responsibilities within branch operations. Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned. Proficient computer skills, including working knowledge of the MS Office Suite. Accuracy with numbers and attention to detail are needed. Must possess professional verbal and written communication skills. Maintain a high level of knowledge and procedural expertise in credit union products, services, and promotions. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $29k-35k yearly est. 16d ago
  • Part Time Teller I (Closing Shift)

    Shell Federal Credit Union 4.0company rating

    Houston, TX job

    Shift Hours: Monday - Wednesday - 2:00 PM - 6:30 PM, Thursday & Friday - 2:00 PM - 7:30 PM & Saturdays The Teller I is responsible for engaging with members, completing financial transactions, and offering products and services to enhance the member's financial lives. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance with Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional, and personal service to all members. Must be able to work the rotating opening, closing and Saturday schedule, as needed. Receives and processes member financial transactions, including but not limited to: Deposits, withdrawals, transfers, and loan payments; negotiate checks, process Cash Advances and Western Union transactions, process coin tickets. Work within assigned Teller I limits. Prepare CTR & SAR worksheets as required. Work to understand Shell FCU practices and procedures to help identify and prevent fraud. Handle cash and balance cash drawer daily. Investigates and resolves out-of-balance conditions immediately. Assist with preparing cash/coin shipments and orders for the branch. May assist in training new staff or the further development of team members. Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box. Cross-sell Credit Union products and services based upon member needs. Understand and comply with all procedures related to logs, including but not limited to: Dual control, buy/sells from the vault, night drop, mail log. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities as needed, including but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault. Wiling to assist the team at other branch locations, if needed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Six months of cash handling practice acquired through direct Credit Union/Banking or retail experience is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Knowledge of Credit Union products and services. Welcoming and helpful demeanor. Must possess professional verbal communication skills. Ten-key calculator and basic computer skills. Accuracy with numbers and attention to detail are needed. Courtesy, tact, and diplomacy are essential elements of the job. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $27k-31k yearly est. 15d ago
  • Core System Analyst I

    Shell Federal Credit Union 4.0company rating

    Deer Park, TX job

    Shift Hours: Must Be Flexible & Weekends as Needed The Core System Analyst I is responsible for mid-level computer support of the credit union infrastructure. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act Required to attend annual training sessions as instructed or scheduled Perform job duties and responsibilities in compliance to SFCU policies, procedures, philosophy, and standards of performance Provides primary support for the credit union's core system and related systems including Databases, Automation, and Application Servers. This includes planning, designing, implementing, maintaining, and troubleshooting, processing schedules, building Job Files, automating processing, and upgrading the system hardware and software as needed Designs, supports, and implements automation of processes for the core system, the credit union network, and with third party systems. This includes analysis and re-engineering processes across departments to improve productivity and effectiveness of users. Documents new processes and updates as needed Participate in routine system maintenance. Modify job files, batch processing, parameters, test directories, consoles and print queues, security groups and other items associated with the core system and automation software. Make changes at the request of Credit Union management and staff while adhering to Change Management process Provides end-user support to all levels of employees on all core-related platforms, including application support. Troubleshoots, suggests fixes or workarounds, and modifies system parameters as needed to allow business units to achieve objectives Provides support to the project management office and management on all project tasks, requirements, technical support, and development updates Works with management to administer and update user roles within core systems. Provides periodic audit reports and changes to CIO, ISO, and Risk Department Follows Change Management guidelines, including submitting and following change requests. This includes periodic updates to management and documentation for the team Assists in implementation of core system releases and updates, including working with other areas to ensure smooth deployments Work closely with team members on issues to fully resolve in a timely manner Maintain a high level of communication with all affected departments of upcoming or current changes to application systems and provide the necessary information to help assist in the implementation of those changes Participate in on-call rotation as needed which can include nights and weekends Performs additional duties as assigned Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Minimum two years of IT similar or related experience. Minimum two years' experience working in a technology-based support environment (Help Desk, Operation Systems Support). Education / Training: High school diploma or general education degree (GED). Completion of a specialized course of study at a business or trade school preferred. Working knowledge of a programming language (C#, Java, SQL, PowerShell) preferred Two to three years of advanced, hand-on knowledge of Windows Servers and/or various Databases. Job Requirements: Knowledge of credit union products and services preferred (JHA Symitar, Episys, ARCU, Synergy, Synapsys) Welcoming and helpful demeanor Possess the desire to accept additional responsibilities within branch operations Strong leadership skills Possess well-developed communication skills using tact and persuasiveness to reach an objective and maintain goodwill Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned Proficient computer skills for data extraction and transmission tools (SFTP, SSH, Putty, SQL, PowerShell) Accuracy with numbers and attention to detail are needed Proficient level knowledge of Microsoft end user products such as Microsoft Office 2012 or above Must possess professional verbal and written communication skills Position requires participation in on-call rotations as needed or assigned. Position will at times require participation in after-hours or weekend work. Must be prepared to participate in Disaster Recovery, Business Continuity, or Incident Response scenarios. Ability to multitask in a fast-paced environment. Ability to handle workloads during emergencies or stressful time sensitive situations. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $67k-87k yearly est. 15d ago
  • MAC Representative (Late Hours)

    Shell Federal Credit Union 4.0company rating

    Deer Park, TX job

    Shift Hours: Monday - Friday: 1:00 pm - 10:00 pm & rotating Saturday's 9:00 am - 5:00 pm. The MAC Representative is responsible for providing exceptional member service in response to member needs and requests. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Operating Agreement. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional and personal service to all members. Service members via phone, Live Chat, text banking, secure/non-secure email and video. Answer and greet all incoming Credit Union calls in a professional and courteous manner. Authenticate each caller to maintain member confidentiality and enhance Credit Union security. Must be well-versed in all Credit Union products and services. Assist members and potential members with their financial service needs; explain products and services, offer solutions to member issues, respond to problems and direct members to the appropriate team members when further assistance is needed. Assist member's with their service needs related to, but not limited to: Information about opening/closing accounts, general account information, account maintenance, stop payments, and disputes, Change of Address, debit, credit and ATM cards; check orders Determine best method to resolve problems to ensure member satisfaction and adherence to company policies, practices and procedures. Communicate and coordinate problem resolution with appropriate department(s). Refer escalated member issues to team leads and management. Gather loan application information by phone, Live Chat and video for members/non-members. Cross-sell Credit Union products and services based on member needs. Must be flexible with schedule, able to work rotating Saturdays and overtime, as needed, to meet service needs. Must be able to maintain confidentiality of member information. Must have the ability to communicate professionally and effectively. Must be able to multi-task with little to no direction. Must be able to work well in a high call environment. Must follow up with all member/nonmember requests promptly either verbally or in writing to ensure member satisfaction. Must have excellent verbal and written skills. Authorized to waive fees associated with member transactions based on Credit Union practices and procedures. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: One to two years of similar or related experience. Education / Training: High school diploma or general education degree (GED). Job Requirements: Knowledge of credit union products and services. Welcoming and helpful demeanor. Must possess professional verbal communication skills. Must have the ability to communicate professionally and effectively at all times. Must be able to work well in a high call volume environment. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $26k-30k yearly est. 15d ago
  • Developer/Programmer

    Shell Federal Credit Union 4.0company rating

    Deer Park, TX job

    Shift Hours: Must be Flexible The Developer/Programmer I is responsible for advanced computer support of the credit union infrastructure. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act Required to attend annual training sessions as instructed or scheduled Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance Design, code, test and implement for current core banking software applications. This includes propriety development language, scripting and automation Work with third party vendors in fully implementing or building upon applications and software upgrades Utilize established development tools, guidelines and conventions including but not limited to Visual Studio, ASP.NET, SQL Server, HTML, CSS, JavaScript, and C# and other Windows programming technologies Knowledge of full lifecycle application development Investigate and optimize existing software systems by identifying and correcting software defects Create documentation to use during planning, developing, testing and implementation phases of coding Work in a group setting with a development team and the Project Management team Work with management and staff for project and tasks outlines, outcomes, and expectations Enhance existing systems by analyzing business objectives, preparing an action plan, and identifying areas for modification and improvement Develop end user applications that will integrate with current mobile, online, and in-house systems. Design modules and programs while maintaining software specification needs Work with CRM, SQL, Oracle, and other data gathering applications to establish reporting and trending Performs additional duties as assigned Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: One to three years of similar or related experience. Education / Training: Bachelor's Degree in Computer Science or more than five years in work related experience Job Requirements: Knowledge of credit union products and services Welcoming and helpful demeanor Object-oriented design and programming experience using systems, databases, and programming languages that develop software applications using the .NET framework Proficient in Visual Studio 2019 or above Proficient in Web Services, C#, ASP.NET, XML, PowerShell, Microsoft SQL Server, and MongoDB Possess the desire to accept additional responsibilities within branch operations Possess well-developed communication skills using tact and persuasiveness to reach an objective and maintain goodwill Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned Advanced computer skills Accuracy with numbers and attention to detail are needed. Must possess professional verbal and written communication skills Position requires participation in on-call rotations as needed or assigned. Position will at times require participation in after-hours or weekend work. Must be prepared to participate in Disaster Recovery, Business Continuity, or Incident Response scenarios. Ability to multitask in a fast-paced environment. Ability to handle workloads during emergencies or stressful time sensitive situations. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $57k-76k yearly est. 16d ago
  • Information Security Analyst

    Shell Federal Credit Union 4.0company rating

    Deer Park, TX job

    Shift Hours: M-W & F 8:30 AM - 5:15 PM TH 8:30 AM - 5:45 PM and On-Call in Deer Park. The Information Security Analyst is responsible for working with and providing support to the ISM and IS&T Team in maintaining security best practices and regulatory requirements. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act Required to attend annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance with Shell FCU policies, procedures, philosophy, and standards of performance. Assist security team in identifying current security and compliance requirements and recommend security solutions or actions. Assess network threats such as computer viruses and malware, perform vulnerability assessment in support of penetration analysis, operate host and network intrusion/prevention programs, administer access/ monitoring of critical systems, review critical system logs, identify, and document unique local threats/vulnerabilities and recommend remedial action. Work with ISM/Network Team security standards and practices to install, design, configure and maintain security applications that protect against malware, encrypt information, and ward off hackers and other bad actors. Maintain the security and health of the network from misuse through neglect, lack of training, or malevolence from internal and external sources. Monitor programs and processes that keep outsiders from gaining access to Shell FCU private networks and data. Prepare for and provide rapid response to security threats such as virus, worms, or other malicious attacks. Assist in the preservation, identification, extraction, and documentation of evidence stored in computers. Perform log reviews on a predefined basis, to detect anomalous activity. Perform network vulnerability scans and make recommendations based on findings. Conduct forensic analyses when necessary. Utilize cybersecurity tools to periodically test the corporate environment and verify end user best practices to maintain strong security practices. Work with IS&T staff to continually review and maintain security hardening standards within newly deployed systems, codes, updates, upgrades, or patches. Assist in patch management and firmware updates to maintain optimal levels of security. Support anomaly detection and trending tools to provide in-depth analysis of events detected by these applications. Included in this position will be the overall maintenance of the environments, configuration upgrades and tuning, incident response escalations, and 1st level NOC support for all alerts detected. Respond to network security incidents through remediation efforts including implementation of a secure infrastructure, the secure repair of technology components and assist in the development of incident response and recovery processes. Support IS&T staff on security-related projects including design, configuration, deployment and maintenance of policy enforcement tools, techniques, and reporting. Participate in business continuity / disaster recovery planning and Change Management / Change Configuration processes and reviews. Effectively communicate security information gathered from security tools, logs, evolving risks, and reported incidents by employees, to management or security teams. Perform additional duties, as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Three or more years' strong Windows and Windows Network administration, database systems and network connectivity skills. Three or more years' experience performing security related tasks for a medium to large enterprise. Education / Training: Two-year degree; Cybersecurity degree and/or equivalent related experience or certification. Two or more years' systems development, information security, PC support and network/systems administration experience. Current, Industry standard recognized certification in information security (ex: Security+, CEH certification) Good knowledge/experience working with following products a plus: Windows Server Technologies, Cisco Routers/Switches/Firewalls, Websense, Symantec Endpoint Protection, IDS/IPS, Cisco CSA, Windows Active Directory Infrastructure, Linux based systems, Kali Linux, Threat Hunting, Honeypots, Wireshark, NESSUS, Penetration Testing Tools, Dell KACE, working knowledge of Python. Job Requirements: Knowledge of credit union products and services Positive, welcoming, and helpful demeanor Must be able to communicate information technology and security procedures and requirements to users and key Management. Must possess functional knowledge regarding regulatory issues pertaining to security in a financial institution. Must have strong analytical and problem-solving skills with the ability to clearly present and communicate technical and management concepts. Advanced computer skills Must possess professional verbal communication skills. Position requires participation in on-call rotations as needed or assigned. Position will at times require participation in after-hours or weekend work. Must be prepared to participate in Disaster Recovery, Business Continuity, or Incident Response scenarios. Ability to multitask in a fast-paced environment. Ability to handle workloads during emergencies or stressful time sensitive situations. Ability to work in open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $58k-87k yearly est. 16d ago
  • Shell Wealth Services Advisor

    Shell Federal Credit Union 4.0company rating

    Pasadena, TX job

    Shift Hours: Monday - Friday : 9:00 AM - 5:00 pm A Financial Advisor with Shell Wealth Services shapes our community and members' financial futures for each stage in their life through enhanced relationships, technology and a strong and supportive partnership with Shell Federal Credit Union and our credit union's broker/dealer. Essential Job Duties and Responsibilities Consistently meet all Game Changer Commitments and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to attend annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU procedures, philosophy and standards of performance. Maintain all appropriate FINRA/other licenses and requirements up to date and complete all required compliance training as assigned. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Schedule and hold meetings with both potential and existing clients in order capture the client's goals and develop strategies to achieve required goals. Document in written plan to track progress against goals, quarterly and work to implement agreed upon strategies including but not limited to the following areas: protection, taxes, investments, cash and liabilities, in order to accomplish the client's financial goals. Leverage regular meetings to track the client's progress vs. goal and when appropriate reallocate resources or investments in order to keep the client on track. Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Generate leads through various methods, including prospecting within the financial institution, branch trainings, natural market, referrals, local seminars, advertising, networking groups and web based marketing venues. Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. Contact clients to confirm existing account-level information, such as liquidity needs, risk tolerance, investment timeframe, for suitability purposes. Offer fact-based price quotes for stocks on relevant exchange, last mutual fund NAV and other market-based products. Create client summary letters or emails. May include summarizing investment balances and returns in advance of client meetings; summarizing outcomes and next steps after client meetings. Input or call in requests to transfer securities between accounts with like registration, regardless of the accounts' tax status, as directed by the client. Enter client requests to transfer cash, including issuing checks, from a brokerage account (or other account with a sufficient cash balance) to an authorized external bank account. Confirm ACH account information, distribution instructions, tax withholding and any surrender charges for withdrawal requests. Prepare documentation as needed. Contact client to initiate Required Minimum Distribution (RMD) instructions when cash is available in a qualified account and no sale of securities is necessary to complete the RMD. Maintain prospects and client data including notes, follow-up appointments and periodic review dates. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: 3+ years of work related experience with a proven track record of success Required Licenses: FINRA Series 7 State Securities (Series 63 or Series 66) State IAR (Series 65 or Series 66) State Life, Health Insurance and Variable Products lines Education / Training: High school diploma or general education degree (GED). Job Requirements: Previous financial sales experience or exposure. High level of confidence, perseverance and a strong desire to achieve and succeed. Willingness and desire to be part of a coaching relationship and peer learning environment. Outstanding verbal, written and listening communication skills. Highly motivated self-starter who can work dynamically with minimum supervision. Ability to quickly compile, verify and calculate information to provide solutions and recommendations. Demonstrated high level of skill in the following areas: organizing, planning and prioritization. Proficient computer skills, including working knowledge of the MS Office Suite. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $29k-40k yearly est. 15d ago
  • Financial Service Representative

    Shell Federal Credit Union 4.0company rating

    Richmond, TX job

    The Financial Service Representative is responsible for providing exceptional member service in response to member needs and request. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional, and personal service to all members. Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed. Must be able and willing to work 40 hours per week plus overtime, as needed. Must be able to work the rotating opening, closing and Saturday schedule, as needed. May assist management with covering the greeter desk and performing greeter responsibilities as needed. Must be well versed in all Credit Union products and services. Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box. Notary services, assistance with Bill Pay, Digital Banking. Process disputes, wires, stop payments, check copies, address changes, check orders and statement requests. Must be able to maintain confidentiality of member information. All member and Credit Union information must be kept secure at all times. Cross-sell Credit Union products and services based on member needs. Answer and greet all incoming Credit Union calls in a professional and courteous manner. May assist in training new FSR's as needed. Interview, originate, and processes all member loan applications, including but not limited to: Provide member appropriate follow up of their application as well as the final loan decision. Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities as needed, including but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault. Wiling to assist the team at other branch locations, if needed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Three years of direct Credit Union/Banking or retail experience is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Possess the desire to accept additional responsibilities within branch operations. Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned. Proficient computer skills, including working knowledge of the MS Office Suite. Accuracy with numbers and attention to detail are needed. Must possess professional verbal and written communication skills. Maintain a high level of knowledge and procedural expertise in credit union products, services, and promotions. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $29k-35k yearly est. 8d ago
  • Vault Teller

    Shell Federal Credit Union 4.0company rating

    Richmond, TX job

    The Vault Teller's responsibilities include the service and activities of the full teller line to ensure an exceptional service standard while minimizing fraud and losses. Additional responsibilities include achieving a high level of production for themselves and the team, while maintaining high team morale. They will also listen to member's needs, complete their financial transactions, and offer products and services to enhance their financial lives. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Effectively communicate policy and procedure updates to the team. Required to complete annual training sessions as instructed or scheduled. Provide friendly, professional, and personal service to all members. Create and provide schedule for the teller team to ensure optimal staff effectiveness. Must be able to work the rotating opening, closing and Saturday schedule, as needed. Receives and processes member financial transactions, including but not limited to: Deposits, withdrawals, transfers, and loan payments; negotiate checks, process Cash Advances and Western Union transactions, process coin tickets. Work within assigned Vault Teller limits. Ensures monthly compliance audits are taken care of. Prepare cash/coin shipments and orders for the branch. Prepare CTR & SAR worksheets as required. Work to understand Shell FCU practices and procedures to help identify and prevent fraud. Handle cash and balance cash drawer daily. Investigates and resolves out-of-balance conditions immediately for self and branch team members. Assist with signing off on checks and giving teller overrides. Assist in training new staff or the further development of team members. Coordinate and facilitate meetings with the teller team as necessary. Supervise teller cash limits, ATM limits, and vault limits. Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box. Cross-sell Credit Union products and services based upon member needs. Knowledgeable about all log-related procedures to ensure team understanding and compliance, , including but not limited to: Dual control, buy/sells from the vault, night drop, mail log. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Ensure the teller line operates efficiently and effectively to deliver exceptional member service. Conduct teller line observations and provide personalized feedback to foster professional development while ensuring exceptional member service is being delivered. Meet/exceed personal and branch goals. Lead the team with daily responsibilities as needed, included but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault. Wiling to assist the team at other branch locations, if needed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Two years of direct Credit Union experience as a Teller or five years of related cash handling practice acquired through banking or retail experience is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Knowledge of Credit Union products and services. Welcoming and helpful demeanor. Must possess professional verbal communication skills. Ten-key calculator and basic computer skills. Accuracy with numbers and attention to detail are needed. Courtesy, tact, and diplomacy are essential elements of the job. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $27k-30k yearly est. 7d ago
  • Senior Systems Administrator

    Shell Federal Credit Union 4.0company rating

    Deer Park, TX job

    The Senior Network Administrator is responsible for designing, implementing, administering, maintaining, and supporting Shell FCU's network, servers, communications, and infrastructure systems to ensure innovation, stability, security, and high availability. This role requires following best practices, adhering to regulatory requirements, and delivering excellent service to end users. Responsibilities include planning, developing, installing, configuring, securing, maintaining, supporting, and optimizing all network and server hardware, systems, SaaS, software, virtualization platforms, and communication links. The position also involves driving innovation and rolling out new technology systems, which may include elements of technical project management, critical thinking, and assisting with communication and documentation when changing or implementing staff/member-impacting systems. The position will also occasionally analyze and resolve end-user hardware and software issues in a timely manner and provide training as needed. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments, Employee Creed, and Service Distinctions. Maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including but not limited to the Bank Secrecy Act. Attend all required annual training sessions. Perform duties in compliance with Shell FCU policies, procedures, philosophy, and standards of performance. Network & Infrastructure Administration Design, deploy, maintain, troubleshoot, and manage LANs, WANs, VPNs, wireless networks, VLANs, and telephony systems. Manage daily operations of Cisco networking components, including VPNs, IDS/IPS, firewalls (ASA/Firepower), and switches to ensure maximum uptime. Monitor network performance, identify bottlenecks, and implement corrective solutions to maintain secure and reliable connectivity across servers, workstations, telephony equipment, and branch locations. Design, Plan, Communicate and implement improvements or replacements of infrastructure to ensure scalability, recoverability, and performance. Maintain IP addressing schemes, configuration backups, and security credentials for servers, switches, VPNs, and firewalls. Server & Systems Administration Install, configure, and maintain Windows Server operating systems (2016, 2019, 2022, and future versions). Administer Active Directory, Group Policy, DNS, DHCP, Certificate Services, File/Print Services, and Remote Desktop Services. Perform regular system updates, security patches, and hotfixes using WSUS, KACE, or similar tools to maintain compliance and security. Administer virtualization platforms (VMware/Hyper-V), including provisioning, resource allocation, snapshots, and high-availability clusters. Manage enterprise applications including Microsoft Exchange Online, SQL Server, and Microsoft 365 cloud services. Oversee enterprise backup and recovery solutions (Rubrik or equivalent), including routine restore testing. Maintain user and group accounts, access rights, and permissions across enterprise systems. Monitor server performance and system logs to proactively identify and resolve issues. Security & Compliance Assist IT Security with vulnerability management by remediating findings from Nessus or similar tools. Monitor and respond to alerts from security and performance monitoring systems. Assess network threats, conduct vulnerability assessments, and support penetration testing efforts. Administer intrusion detection/prevention systems, review security logs, and recommend corrective actions. Implement Zero Trust Architecture principles (least-privilege access, MFA, segmentation) and hybrid cloud security measures (Azure, O365, Entra ID, AWS). Prepare for and provide rapid response to security incidents, including malware, viruses, and other malicious attacks. Ensure compliance with regulatory requirements and effectively communicate security risks, incidents, and policies to staff and management. Disaster Recovery & Business Continuity Participate in disaster recovery and business continuity planning, testing, and incident response scenarios. Ensure daily backups and functional restores of critical systems. Contribute to change management processes, including documenting configuration changes, recovery procedures, and architecture diagrams. Support & Leadership Provide advanced technical support to end users and serve as an escalation point for Tier I/II staff. Mentor junior administrators and support staff to build team capabilities. Lead or assist in the planning, communication, and rollout of new technology systems, ensuring minimal disruption to staff and members. Apply critical thinking and project management principles when evaluating, implementing, and documenting system changes or upgrades. Work with vendors and internal teams on installations, upgrades, and hardware/software performance issues. Maintain system documentation, including configuration changes, access credentials, recovery procedures, and architecture diagrams. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: 5+ years of experience in enterprise Windows network and systems administration. Proven experience with LAN/WAN/WLAN design, virtualization (VMware/Hyper-V), enterprise grade storage solutions, and enterprise-level deployments. Strong expertise in Windows Server, Active Directory, Group Policy, DNS, DHCP, and Certificate Services. Experience with Microsoft Exchange Online, SQL Server (2016+), and Microsoft 365 design and administration. Proven ability to manage Cisco networking components (ASA/Firepower, switches, Meraki). Proficiency in network and server security principles, intrusion detection, and vulnerability remediation. Knowledge of Zero Trust security, hybrid cloud platforms (Azure, AWS), and perimeter protection. Strong troubleshooting, documentation, and organizational skills. Ability to work effectively in a fast-paced, changing environment. Education / Training: Bachelor's Degree or 8+ years of equivalent experience. Cisco CCNA certification required; CCNP certification a plus. Microsoft certifications preferred (MCSA/MCSE: Windows Server, Azure Administrator). VMware or Hyper-V certifications a plus. Additional training in Active Directory, VMware, or Azure environments highly desirable. Job Requirements: Knowledge of credit union products and services preferred. Ability to communicate IT and security concepts clearly to both technical and non-technical staff. Strong analytical and problem-solving skills, with the ability to present technical concepts to management. Excellent written and verbal communication skills. Participation in on-call rotations and occasional after-hours/weekend work required. Must be prepared to participate in disaster recovery, business continuity, and incident response efforts. Ability to manage workloads in high-pressure, time-sensitive situations. Must be able to work in an open-concept workspace environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $85k-101k yearly est. 16d ago
  • Special Service Representative

    Shell Federal Credit Union 4.0company rating

    Richmond, TX job

    The Special Service Representative is responsible for providing exceptional member service in response to member needs and requests. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional, and personal service to all members. Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed. Must be well-versed in all Credit Union products and services. Must be able and willing to work 40 hours per week plus overtime, as needed. Must be able to work the rotating opening, closing and Saturday schedule, as needed. May assist management with covering the greeter desk and performing greeter responsibilities as needed. Assist members with their service needs related to, but not limited to: Open/maintenance accounts. Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box. Notary services, assistance with Bill Pay, Digital Banking. Process disputes, wires, stop payments, check copies, address changes, check orders and statement requests. Must be able to maintain confidentiality of member information. All member and Credit Union information must be kept secure at all times. Cross-sell Credit Union products and services based on member needs. Answer and greet all incoming Credit Union calls in a professional and courteous manner. May assist in training new SSR's as needed Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Work the lobby or teller line as directed by management. Assist the team with daily responsibilities as needed, included but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine Daily opening and closing of SDB vault as well as completing an inventory audit Wiling to assist the team at other branch locations, if needed. Receives and processes member financial transactions, including but not limited to: Deposits, withdrawals, transfers and loan payments; negotiate checks, process Cash Advances and Western Union transactions, process coin tickets. Work within assigned Teller I limits. Prepare CTR & SAR worksheets as required. Work to understand Shell FCU practices and procedures to help identify and prevent fraud. Handle cash and balance cash drawer daily. Investigates and resolves out-of-balance conditions immediately. Assist with preparing cash/coin shipments and orders for the branch Understand and comply with all procedures related to logs, including but not limited to: Dual control, buy/sells from the vault, night drop, mail log. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Six months of direct Credit Union/Banking or retail experience is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Knowledge of Credit Union products and services. Welcoming and helpful demeanor. Must possess professional verbal communication skills. Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned. Proficient computer skills, including working knowledge of the MS Office Suite. Accuracy with numbers and attention to detail are needed. Must possess professional verbal and written communication skills. Ten-key calculator and basic computer skills. Courtesy, tact, and diplomacy are essential elements of the job. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $30k-35k yearly est. 7d ago
  • Part Time Teller I (Closing Shift)

    Shell Federal Credit Union 4.0company rating

    Houston, TX job

    Shift Hours: M-W: 2:00 PM - 6:30 PM, TH-F: 2:00 PM - 7:30 PM & Saturday's must be flexible The Teller I is responsible for engaging with members, completing financial transactions, and offering products and services to enhance the member's financial lives. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance with Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional, and personal service to all members. Must be able to work the rotating opening, closing and Saturday schedule, as needed. Receives and processes member financial transactions, including but not limited to: Deposits, withdrawals, transfers, and loan payments; negotiate checks, process Cash Advances and Western Union transactions, process coin tickets. Work within assigned Teller I limits. Prepare CTR & SAR worksheets as required. Work to understand Shell FCU practices and procedures to help identify and prevent fraud. Handle cash and balance cash drawer daily. Investigates and resolves out-of-balance conditions immediately. Assist with preparing cash/coin shipments and orders for the branch. May assist in training new staff or the further development of team members. Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box. Cross-sell Credit Union products and services based upon member needs. Understand and comply with all procedures related to logs, including but not limited to: Dual control, buy/sells from the vault, night drop, mail log. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities as needed, including but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault. Wiling to assist the team at other branch locations, if needed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Six months of cash handling practice acquired through direct Credit Union/Banking or retail experience is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Knowledge of Credit Union products and services. Welcoming and helpful demeanor. Must possess professional verbal communication skills. Ten-key calculator and basic computer skills. Accuracy with numbers and attention to detail are needed. Courtesy, tact, and diplomacy are essential elements of the job. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $27k-31k yearly est. 15d ago
  • PT30 Virtual Branch Services Specialist - Westchase District

    Smart Financial Credit Union 3.9company rating

    Houston, TX job

    This position is PART-TIME position, scheduled at 30 hours per week, and fully ON-SITE. The Virtual Branch Services Specialist will provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. This individual will, respond to incoming calls and select the appropriate products and services to meet member request. This will all be done while meeting or exceeding the set call quality and service standards in the virtual branch (call center). * Respond to member service inquires in the time set by management. Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities. Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures. * Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments. Providing proactive solutions to member service. * Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs. * Perform other duties as assigned by manager.
    $31k-36k yearly est. 40d ago
  • Facilities Representative

    Shell Federal Credit Union 4.0company rating

    Deer Park, TX job

    Shift Hours: M-F 8AM - 5PM, some weekends and/or evenings. **Travel between branches is required.** The Facilities Representative I processes all mail, completes branch runs for the credit union, and assists in facilities department needs. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to attend annual training sessions as instructed or scheduled. Pick up and drop off mail to/from the post office for all credit union locations daily. Sort and distribute mail including mail received from post office and inner office mail. Perform branch runs and sorts, delivers, or prepares for other delivery method as needed. Ensure work rooms are adequately stocked mail supplies including envelopes, FedEx supplies, etc. Make supply runs as assigned. Maintain and keep supply areas clean and free from trash or empty boxes. Responsible for holiday/seasonal storage and delivery. Assist in branch decorating as assigned. Responsible for ensuring the credit union's vehicle maintenance requirements are regularly followed and complete. Schedule branch maintenance per preventative maintenance schedules or branch request. Assist Facilities Manager in completing tickets as needed. Collect bids from vendors for Facilities Manager to review before contract renewal or initiating a new contract. Ensure branch storage rooms are neat and organized. Notate branch facilities needs during any branch runs or visits. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law 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. Knowledge and Skills Experience: No experience required. Education / Training: High school diploma or general education degree (GED). Job Requirements: Welcoming and helpful demeanor. Must possess professional verbal communication skills. Must have a valid state issued driver's license. Must have an acceptable driving record. Must be insurable. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend, stretch, walk, and stand for long periods of time. Must be able to lift, carry and/or move 50 pounds. Position may require a Fitness for Duty Exam. Working Conditions Exposed to all weather conditions, as well as to the many hazards associated with heavy traffic. Must sometimes carry heavy loads, either manually or with the aid of a dolly. May also have to deal with difficult parking situations, traffic, and road construction. Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $26k-30k yearly est. 16d ago
  • Part Time Teller I (Closing Shift)

    Shell Federal Credit Union 4.0company rating

    Pasadena, TX job

    Shift Hours: Monday - Wednesday: 1:30 pm - 6:30 pm / Thursday - Friday: 1:30 pm - 7:30 pm & Saturdays. The Teller I is responsible for engaging with members, completing financial transactions, and offering products and services to enhance the member's financial lives. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance with Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional, and personal service to all members. Must be able to work the rotating opening, closing and Saturday schedule, as needed. Receives and processes member financial transactions, including but not limited to: Deposits, withdrawals, transfers, and loan payments; negotiate checks, process Cash Advances and Western Union transactions, process coin tickets. Work within assigned Teller I limits. Prepare CTR & SAR worksheets as required. Work to understand Shell FCU practices and procedures to help identify and prevent fraud. Handle cash and balance cash drawer daily. Investigates and resolves out-of-balance conditions immediately. Assist with preparing cash/coin shipments and orders for the branch. May assist in training new staff or the further development of team members. Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box. Cross-sell Credit Union products and services based upon member needs. Understand and comply with all procedures related to logs, including but not limited to: Dual control, buy/sells from the vault, night drop, mail log. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities as needed, including but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault. Wiling to assist the team at other branch locations, if needed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. 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. Knowledge and Skills Experience: Six months of cash handling practice acquired through direct Credit Union/Banking or retail experience is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Knowledge of Credit Union products and services. Welcoming and helpful demeanor. Must possess professional verbal communication skills. Ten-key calculator and basic computer skills. Accuracy with numbers and attention to detail are needed. Courtesy, tact, and diplomacy are essential elements of the job. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.
    $27k-31k yearly est. 16d ago

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