Stanford Federal Credit Union jobs in Palo Alto, CA

Marketing Specialist Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Marketing Specialist executes on a wide range of marketing projects focused on growing member engagement and supporting the credit union's strategic goals. The Marketing Specialist helps run marketing campaigns, organizes webinars and events, and supports deposits and consumer loan initiatives. The Marketing Specialist also helps manage digital marketing channels including Zoom webinars, the website, emails, and social media. Who YOU are: Bachelor's degree in marketing, advertising, communications or a related field. Minimum 3 years of marketing/communications experience. Financial services experience preferred. Ability to work effectively in a fast-paced environment with changing priorities and the ability to multi-task. Excellent organizational and time management skills. Strong written and verbal communication skills. Proficient computer/technology skills including email marketing tools, Content Management Systems (CMS), Microsoft Word, Excel, PowerPoint, and Adobe Acrobat. What YOU'LL do: Serve as marketing resource on organizational projects (deposits and consumer loan) as assigned. Partner with internal teams to help run marketing campaigns. Work with internal teams, external vendors and consultants to create marketing materials. Support several events, including workshops, webinars and VIP experiences. Maintain giveaway items, marketing materials and flyers; order samples and items as needed. Support and execute on digital channels including emails, the website, social media (paid and organic), and other channels as needed. Help manage documentation of department procedures. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Student Relationship Manager Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Step into a key role as a Student Relationship Manager where your expertise will drive key priorities and support the VP of Business Development and executive leadership. In this dynamic position, you will develop the Stanford student ecosystem to influence and execute SFCU's business strategy, implement new activations and capture and grow new student partnerships. Your exceptional communication, networking, and financial skills will be at the forefront, as you influence students and promote business partnerships in a highly visible role. Who YOU are: Relationship builder with ability to forge trusted relationships with a broad range of functions, experience working in a matrixed environment. Comfort and experience with public speaking and marketing initiatives. Initiative-taking and agile self-starter with excellent client management and prioritization skills. Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form depending on the audience. Expertise in Excel, PowerPoint, Teams, and proficiency in CRM systems Bachelor's degree and 3-5 years related experience or a combination of education and experience. What YOU'LL do: Partner with the Stanford Student community via tactical, analytic, and strategic assistance to help drive student growth goals. Support sales leadership by utilizing data to implement strategies to capture new and expand existing partnerships. Supports business management team by tracking KPIs, monitoring progress of various projects and initiatives. Identify new communication channels to connect more deeply with students. Prepares thorough meeting agendas, gathers necessary data and insight, and helps to form strategic plans for next steps. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents. Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Member Advisor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *This position is 100% onsite* Who you are: One to three years' experience in customer service or sales related field. High school diploma or general education degree (GED). Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. Strong customer service and interpersonal skills. Excellent communication skills, along with a demonstrated ability to meet set goals. Ability to accurately process various types of transactions for members. What you'll DO: Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX. Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts. Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established. Explain membership eligibility requirements and participate in SFCU sponsored activities. Assist with the testing of new functionality upon request. Use every member contact as an opportunity to advise members about additional services or programs that might benefit them. Managing the vault, cash, and audit functions for the assigned branch. Perform traditional teller work as needed. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

IT Security Analyst Hybrid Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *This position is hybrid onsite- not remote* Who YOU are: 3-5 years of experience in information security (experience in a larger financial institution environment preferred). Bachelor's degree (or advanced degree) in the field of information technology or technical discipline preferred (an equivalent combination of education and experience from which comparable knowledge and skills may be acquired is also acceptable). Solid understanding of security practices and methodologies, security controls, vulnerability management, patch management, penetration testing, and architecture including the use of firewalls (web application/network/micro-segmentation), IDS/IPS, encryption, DLP, authentication, UEBA, and access controls. Knowledge of FFIEC or NCUA guidelines, GLBA, California S.B. 1386, PCI, and other laws and regulations relevant to financial services preferred. Proficiency in Windows and Linux operating systems, as well as computer networking principles. Excellent verbal/written skills and the ability to effectively interface with internal business clients, operations teams, technical engineering teams, internal audit, regulators and senior management Ability to thrive in a fast paced environment, managing multiple priorities and projects simultaneously. What YOU'LL do: As IT Security Analyst you will be responsible for monitoring security alerts from various security controls implemented in the environment. You will investigate alerts and respond to incidents as necessary. Assist or lead in the selection, implementation and configuration of new security tools. Develop and implement incident response plans and playbooks. Develop and/or refine security monitoring and response procedures. Conduct risk assessments, threat analysis, vulnerability analysis and security controls assessments for the environment. Develop plans and implement solutions to mitigate risks in the environment. Collaborate with IT operations and infrastructure teams to analyze and resolve security related operational issues. Provide guidance on the implementation of security controls and best practices within operational processes. Participate in the development and execution of firm-wide disaster recovery plans, ensuring they include robust security measures. Monitor threat alerts from groups including FS-ISAC, US-Cert, SANS and DHS. Analyze the environment for vulnerabilities and risks related to new threats and recommend appropriate countermeasures. Design and deliver security awareness training to all Credit Union employees. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Job Description Virtual Branch Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Member Care Team Specialist-Virtual Branch are responsible for providing uncompromising service by building enduring relationships, communicating, referring and selling products to meet members' needs. Will participate in acquisition, retention and expansion of members and prospective members through a variety of sales and service activities through our electronic delivery channels. Will cross-sell traditional and non-traditional products and services while maintaining existing member relationships and developing new member relationships. Will accurately process various types of transactions for members and departments while meeting the Service Level Agreements. Who YOU are: One to three years' experience in customer service and sales related field. A high school degree or equivalent. A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with members, 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. Ability to be accurate, organized, alert and articulate while working in a position with little or no supervision. Ability to manage multiple tasks in a constantly moving environment. Has qualities such as leadership, strong communication, and patience. Always demonstrates professional behavior. Ability to add, subtract, multiple, and divide in all units or measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Ability to apply commonsense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving concrete variables in standardized situations. Has a strong comprehension of various forms of online communication, including phones, Chats services, Video calls/Zoom Interpersonal skills to connect with members through video camera providing seamless and exceptional service What YOU'LL do: Proactively learns about current or potential goals of members and offers appropriate financial solutions. Proactively follows-up with new and existing members by phone and email to ensure a positive experience. Onboards new Members in addition to researching and proactively contacting existing members to retain and expand relationships with appropriate financial solutions. Guiding Members and staff through Digital Banking tools virtually Strong knowledge with complex transaction including but not limited to (Trusts, Estates, and Business Accounts Works with real estate lending team and the wealth management team to make referrals that meet member needs. Resolve issues that may arise and anticipate the member's needs and make the appropriate recommendations to help members avoid future issues in a polite and friendly manner. Provide support and assist other departments as needed. Answers questions and/or resolves complex problems on member accounts using all channels. This requires the ability to troubleshoot with the member online banking, mobile banking, bill payment services, and other methods of accessing credit union information. Recommends and processes applications for all consumer loan types. Ensure high levels of member satisfaction through excellent service. Follow and achieve personal and department's goals on a monthly, quarterly and yearly basis. Assist members with deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Perform a wide variety of member transactions and requests to include account maintenance, research, assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and verify members for online outgoing wires, solve fraud issues, and closing accounts. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources. If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Job Description Floating Assistant Branch Manager Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Assistant Branch Manager assists with the direction and administration of branch operations; acts as Branch Manager, as necessary; ensures that established policies and procedures are followed; ensures that excellent service is provided to members at both teller line and member services platform; promptly and professionally serves members; assumes responsibility for smooth flow of teller lines and member services platform; assists in identifying and in performing general training of branch employees; oversees the provision of a full range of services to current and potential members; assists in supervising and in directing branch staff; performs various branch functions, as required and assigned by management; completes high level duties and assignments; provides support to staff and to members with complex, difficult tasks. *This position is 100% onsite* Who YOU are: Solid understanding of branch operations and functions, which include account administration, deposit, trust, and individual retirement accountants (IRAs); consumer lending, cross- selling, and business development. Two to four years of related experienced required. Five to six years of managerial experience. Notary license or the ability to obtain a Notary license within 90 days of hire date. Maintain authority to provide signature guarantees, sign official checks, or medallion signatures up to approved limit. High school diploma required. What YOU'LL do: Understand, comply, and train others on all applicable government regulations and laws, specifically the Bank Secrecy Act (BSA), funds availability, truth in savings, privacy legislation, other related governmental regulations, and laws. Process BSA reports. Assist with BSA file maintenance. Provide supervisor overrides and approvals within assigned limits. Assist with error resolution situations for staff and for members. Maintain and manages proper cash controls and operations including but not limited to cash limits, cash shipments and negotiable items. Balances all branch transactions, at the closing of each day. Provide leadership to teller and member service representative personnel through effective communicating, exercising good judgement to reach decisions aligning with practices and policies, objective setting, and delegating. Ensure that personnel are well trained, effective, and optimally used. Provide instruction regarding policy, procedure, service, and product offerings. Assist new employees. Steps in for the Branch Manager in their absence. Accountable for managing the operations of the branch. Ensuring that all levels of member service are maintained by all employees. Trains and coaches branch employees. Exercises direct supervision of branch staff and advising the manager of positive and negative performance issues that occur with tellers. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments. Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings. Perform general clerical duties related to daily branch operation. Participate in special projects for Financial Advisors and for the branch. What You'll Bring Ability to organize large amounts of information and prioritize workload to meet deadlines. Effectively collaborate and work as a team with a diverse group of individuals. Education & Experience Minimum Required: 1-2 years industry related college coursework Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $20.00/Yr. - USD $20.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Senior Residential Lending Underwriter Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Senior Residential Lending Underwriter is responsible for review, verification and thorough analysis of residential lending 1st and 2nd lien credit package to determine creditworthiness of applicant and perform an accurate assessment of risk. Ensuring accuracy of information and compliance with federal, state, regulatory and agency/investor underwriting guidelines and standards. Who YOU are: Able to effectively analyze and review income, credit, asset, collateral, title and additional credit package documentation to include performing advanced financial calculations needed to render a full credit decision. Comprehend and familiar with FNMA, FHLB, Agency and other Investor general underwriting guidelines to include interpretation of AUS findings. Possess advanced working knowledge and familiarity of compliance laws and regulations to include but not limited to CFPB guidelines, Reg Z, Reg B, TRID, OFAC, and Fair Lending rules, regulations and requirements is essential for this position. Have five years to eight years of similar or related experience and education including certifications, licensing or specialized training. What YOU'LL do: Work closely with other team members daily to include reviewing and interpreting loan scenario requests, analysis of tax returns to properly calculate and verify income, and determine overall assessment of creditworthiness of applicants Review difficult and complex tax returns and derive loan scenario. Mentor to Underwriters and Processors Monitor daily pipeline report to efficiently review loans in a timely manner in order to ensure member service level expectations and transaction deadlines are being met Review and verify documentation via a thorough analysis of the mortgage credit package in order to ensure accuracy of information and adherence to compliance requirements. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Full Stack Software Engineer Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual yearning to make a difference, we are looking for individuals like you to join our team! Members really do come first at Stanford FCU because we are not-for-profit and owned by our members. Many of our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach-95,000 members in 90 countries and growing! Contact us to see what it's like to work for one of the Bay Area's Top Workplaces. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *Please note this is not a remote position - it is hybrid onsite in Palo Alto* Who YOU are: As a Full Stack Software Engineer at Stanford Federal Credit Union, your role is to collaboratively design, build, and maintain networked software applications, including web apps, native apps, server-side apps, and API adapters to third parties. You will be part of a diverse team that values collaboration, innovation, and a commitment to superior results and member service. We thrive on doing the right thing for our members, and we're on a mission to transform financial services for good. You'll have a chance to continually grow your technical knowledge, contribute your insights, and work closely with both technical and non-technical team members. Bachelor's degree in computer science or a related technical field involving coding, or equivalent technical experience. 3+ years of full-stack software engineering and/or work-related industry experience. Experience building applications using open-source frameworks for both on-premises and SaaS applications. Hands-on experience building end-to-end solutions including UI development with front-end frameworks (Angular, React), Python, CSS/SCSS, and HTML. Back-end experience with Node.js, .NET, Perl, SQL, Oracle, MongoDB, and Nginx is preferred. Previous experience with developing APIs and shipping web applications with a user-centric mindset. Some experience with system and database configuration and maintenance. Strong plus: experience with financial services vendor platforms like Fiserv DNA core, Q2 online banking, Temenos consumer lending, and integrating external vendor platforms onto online web applications using SSO. What YOU'LL do: Develop, unit test, administer, and maintain the full stack of software applications. Participate in regular code review sessions. Regularly update and expand your technical knowledge. Share your own technical insights and interests with the team. Collaborate with vendors and non-technical staff. Work with legacy code, finding ways to replace and upgrade wherever possible. Document software designs, system architecture and development activities Protect Stanford Federal Credit Union assets from theft, damage, or loss. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents. Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Wellness Benefits up to $1,200 per year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Paid Sick Time accrues at two weeks per year. Paid Vacation Time accrues at three weeks per year. Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Assistant Vice President, Fund Banking plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / subscription lines of credit, management company / GP lending, treasury management, and other banking services. This position offers a unique opportunity to gain hands-on exposure in both commercial banking and private equity industry within a small tight-knit team. The Assistant Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking. Situationally, the position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking. The location of the position is flexible but would ideally be based in a city with ample VC/PE funds. What We're Looking For * Develop, originate and maintain relationships with VC, Growth Equity, and Middle Market Buyout Firms working in close coordination with the Head of West Coast Fund Banking. * Partner with the Head of West Coast Fund Banking, Analysts and Risk Management to proactively manage and maintain desired credit quality of the portfolio. Strong underwriting and deal structuring skills are critical. Deal underwriting will be a major component of the role. * Collaborate with the Fund Banking team and Group Head to develop new products and strategies to meet the banking needs of clients. * Maintain in-depth knowledge of the Technology and Healthcare industries, Fund Banking community, and Stifel's broad product offerings. What You'll Bring * Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. * Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. * Effective communication in writing as appropriate for the needs of the audience. * Microsoft Office with emphasis on Excel software proficiency. Education & Experience * Minimum Required: Bachelor's degree in finance, accounting, or another business related field or equivalent experience required. * Minimum Required: 3+ years' of commercial banking, investment banking, or private capital investing experience required. Systems & Technology * Proficient in Microsoft Word, Excel, PowerPoint, Outlook #LI-JK1 Compensation Range Salary: USD $120,000.00/Yr. - USD $135,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights. Stifel is an Equal Opportunity Employer.

Contact Center Specialist Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual yearning to make a difference, we need you on our team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University and some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach-95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *Please note, this role is not 100% remote* Who YOU are: 2 years of similar or related experience, including preparatory experience. A high school degree or equivalent. A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Learn and cross-train departmental duties of the credit union. Handle considerable financial record keeping requirements. Work within precise, standardized guidelines with latitude to make decisions. Accept responsibility for assigned duties and possess the creativity required to successfully complete those duties. Knowledge of Contact Center policies, procedures, and metrics Must be able to read and carry out various written instructions and follow oral instructions. What YOU'LL do: Assist members interacting with the credit union via phone, chat, secure messages and SMS. Ensure high levels of member satisfaction through excellent service. Perform teller functions for members (i.e., transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and transactions information, reissue and reset pin, process loan or credit card payments, etc.) Identify products/services that might be beneficial to members and provide them with information about our products/services and encourage them to upgrade their membership reward with SFCU (cross-telling/selling). Follow and achieve personal and department's goals on a monthly, quarterly, and yearly basis. Perform outbound escalation calls to ensure members' urgent needs are met within a timely manner. Resolve issues that may arise and anticipate the member's needs and make the appropriate recommendations to help members avoid future issues in a polite and friendly manner. Cross-sell our various self-serve channels (online banking). Assist members in setting up and troubleshooting online services. Determine if direct assistance can be provided or connect the caller with the appropriate resource to address their need, minimizing the caller's time and effort in resolving their concern. Answers questions and/or resolves complex problems on member accounts using all channels. This requires the ability to troubleshoot with the member online banking, mobile banking, bill payment services, and other methods of accessing credit union information. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Applicants that require work visa sponsorship or transfer will not be considered for employment. SFCU does not provide any relocation benefits for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Venture Banking Credit Analyst will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy. What We're Looking For Assist in managing the deal process from origination and underwriting to execution. Collect and review diligence materials to prepare credit memorandums for presentation to the leadership team. Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team. Maintain in-depth knowledge to creatively evolve processes and procedures to enhance efficiency and scalability. Remain an active participant in the fund finance ecosystem to become an expert in banking and lending to private funds. Identify opportunities for process improvements. What You'll Bring Knowledge of how private closed-end funds operate and the multiple entities involved (limited partners, general partner, etc.). Strong skills and experience in analyzing investments funds and their underlying objectives. Knowledge of key financial principles. Strong ability to produce high quality work products independently and as part of a collegial team. Comfort in working directly with senior executives and investment Firms. Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute. Education & Experience Minimum Required: Bachelor's Degree in finance, accounting or another business related field. Minimum Required: 1-3 years' of commercial banking, investment banking, or private capital investing experience. Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $80,000.00/Yr. - USD $100,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights. Stifel is an Equal Opportunity Employer.

Director IT Strategy & Operations Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! We're seeking a versatile, execution‑oriented leader to run the operational heartbeat of the Office of the CIO at our credit union. This role blends strategic program leadership, legal/contract coordination, administrative excellence, vendor and budget rigor, and data-driven benchmarking to help the CIO and Technology leadership team operate with clarity, speed, and compliance. If you thrive at the intersection of strategy, governance, and execution, we want to meet you. Who YOU are: 7-12 years in technology operations, PMO, chief‑of‑staff/strategic ops, vendor management, or IT finance roles; experience in regulated financial services (credit unions/banks/fintech) strongly preferred. Demonstrated success coordinating legal reviews of technology/vendor agreements (you manage process/quality; hands‑on contract review/redlining experience; attorneys own the legal advice). Familiarity with third‑party risk artifacts (SOC 2, SLAs, DPAs, security exhibits) and regulatory context (e.g., GLBA/FFIEC ) in collaboration with InfoSec GRC. Proven success running executive rhythms (board materials, flash reports, OKRs) and leading cross‑functional initiatives to completion. Strong analytical and financial acumen (budget tracking, forecasts, renewal analysis). Exceptional program/project management , prioritization, and stakeholder communication skills; executive presence and discretion. Excellent stakeholder management and executive communication ; able to de‑conflict, influence, and drive accountability . Experience with credit union operations and regulators; basic familiarity with CCPA/CPRA coordination for technology/data is preferred. Working knowledge of best‑practice frameworks (e.g., COBIT , ITIL 4 ). Certifications a plus: PMP / PMI‑ACP , ITIL , COBIT , CISA/CTPRP , or similar. MBA, MIS, or related advanced degree What YOU'LL do: Own contract governance (playbook alignment, redlining low/medium-risk agreements) Lead special projects for the CIO, cross-functional initiatives (e.g., cost optimization, vendor consolidation, data/reporting improvements, process modernization) from scoping to delivery Drive IT strategic planning and best-practice alignment (e.g., COBIT/ITIL) Manage vendor renewals and budgeting and coordinate real estate leases As a senior escalation point , you'll resolve systemic issues and build trusted relationships across the organization. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing An Associate will be integrally involved in all facets of Stifel's Venture Banking Team's operations - from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an Associate's desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, an Associate's role will focus heavily on understanding and contributing withing the active debt processes - structuring, underwriting, and presenting to our credit team. What We're Looking For * Involved in and eventually leading portfolio level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads. · Focused on learning about various forms of debt and their applicability to businesses based on each company's unique attributes. * Able to contribute within deal processes - from the collection and review of diligence materials to the underwriting and internal presentation of credit packages to legal documentation. * Involved in the monitoring of a portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team. * Attend industry events, networking functions, and conferences to represent the firm and build professional networks. What You'll Bring * Knowledge of economic and accounting principles and practices, the financial markets, venture banking and the analysis and reporting of financial data. · Interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem. * Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. * Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams. * Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities. * Microsoft Office with emphasis on Excel software proficiency. Education & Experience * Minimum Required: Bachelor's Degree in finance, business, accounting, economics or related field required. * Minimum Required: 2+ years of venture banking, commercial banking, investment banking, or private capital investing experience required. Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Word, Excel, PowerPoint, Outlook Compensation Range Salary: USD $110,000.00/Yr. - USD $140,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights. Stifel is an Equal Opportunity Employer.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing KBW's Investment Banking 10-Week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from the Analyst through the Managing Director levels, and will gain exposure to a variety of transactions, including merger and acquisition advisory services as well as debt and equity financings. The Summer Analyst internship program is designed to provide an opportunity for career exploration and to enhance the development of students' potential. The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program. There is also a formal mentorship program, social networking events, mid and end of summer reviews, and significant learning opportunities outside of your day-to-day projects. What We're Looking For Summer Analyst candidates should possess a keen interest in finance, outstanding academic records, and a commitment to extracurricular endeavors. The ideal candidate will possess both the following required and desired qualifications: Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Excellent quantitative, interpretive, and analytical skills Demonstrated leadership and disciplined work ethic Excellent verbal and written communication skills Significant exposure to finance and accounting Ability to thrive in a dynamic, collaborative work environment with strong interpersonal skills Superior attention to detail Experience with financial modeling and analysis preferred Well-rounded set of interests and involvement in extra-curricular activities beyond academics. Strong candidates will also demonstrate leadership abilities through their involvement in these endeavors. What You'll Bring The program will provide Summer Analyst with an in-depth understanding of the daily responsibilities of an Investment Banking analyst. Interns will assume significant responsibilities that include but are not limited to the following: Support deal teams in creating, maintaining, and utilizing complex financial models to analyze company projections or potential transactions Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis Conduct company and industry research and gain an in-depth understanding of sector trends Prepare client presentation materials in coordination with internal deal team and clients Develop a deep understanding of Investment Banking products and services by participating in client calls or meetings Engage in company and credit-oriented research and due diligence processes Prepare financial and transaction documents including marketing memoranda Contribute to the development and communication of proposals and advice to current and prospective clients What's Next Once your application has been received, it will be reviewed by a recruiter to determine if certain application requirements are met. If you are invited to the next step of the process, you'll receive an email invitation to complete a first-round video interview powered by HireVue. Please monitor your spam folder, as the email may get caught in spam filters. Completion of the HireVue video interview is required - your application will not be considered for further review until it has been completed. Following the review of first-round interviews, candidates will be informed of their application status regarding a final round Super Day interview. Investment banking offers are extended on a rolling basis. We strongly encourage that you apply and complete any next step actions at your earliest ability. Posting End Date: All applications must be received by December 14 at 11:55pm ET to be considered. Education & Experience Pursuing an undergraduate degree with an anticipated graduation date between December 2027 - May 2028 Minimum GPA of 3.5 or above Resume must include expected graduation month/year and GPA Resume must be submitted in PDF format. Authorization to work in the U.S. Systems & Technology Proficiency in Excel and PowerPoint Compensation Range Salary: USD $110,000.00/Yr. - USD $110,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Keefe, Bruyette & Woods, A Stifel Company, is a full-service investment bank and broker dealer specializing in the financial services sector. The firm maintains industry‐leading positions in the areas of mergers and acquisitions, initial public offerings, secondary offerings, research, as well as sales & trading in equities securities of financial services companies. The firm's investment banking division provides a broad range of services to depositories, insurers, broker-dealers, mortgage banks, asset managers, REITs, specialty finance firms, securities exchanges and fintech companies. KBW professionals advise clients on M&A origination and advisory transactions, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a thought leaders in the industry, with a complete perspective of the micro and macro trends that impact decisions. Backed by more than 100 seasoned investment banking professionals around the world, KBW focuses their resources on developing long-term relationships to help clients navigate increasingly interrelated global financial markets. KBW has advised on 10 of the 15 largest bank M&A deals since 2020. Since KBW's founding in 1962, the lifeblood of the business has been the relationships the team of professionals develop with their clients, with investors, and with each other. At KBW, you'll join a group of over 400 hardworking visionaries with deep domain expertise and a unique understanding of the rapidly changing financial services industry. KBW is committed to providing an entrepreneurial environment that encourages expansive, long-term thinking. We value diversity and aim to foster a results-driven culture that promotes from within and empowers people of all backgrounds to succeed.

Senior Consumer Compliance Manager Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Senior Consumer Compliance Manager is responsible for the management of the Consumer Compliance Program with focus on Mortgage Compliance, Credit Card Compliance, Consumer Protection and UDAAP, Fair Lending, Disclosure Reviews, Advertising and Marketing Reviews, Disputes and Complaint Reviews. The position requires expertise with key federal and state laws and regulations from NCUA, CFPB, FRB, and others, such as Reg X, Reg Z, FCRA and Reg V, UDAAP, Reg E, Reg B, etc. It entails providing advice and guidance to business stakeholders, developing policies, interpreting regulations, regulatory research, assessing applicability to business practices, overseeing regulatory change management, collaborating in risk assessments, developing monitoring and oversight programs, developing training, performing review and challenge, and interacting with business unit stakeholders. The position works under the leadership of VP Risk and Compliance and oversees a team of compliance professionals. *Please note this position is hybrid on site in Palo Alto* Who YOU are: Solid understanding of credit union and financial services laws and regulations, such as those promulgated by banking regulators that include NCUA, CFPB, etc Strong ability in developing, implementing, and managing compliance programs such as consumer compliance, mortgage compliance, complaints, disputes, etc. Familiarity with Compliance Management Systems and the regulatory frameworks that apply to financial institutions. Skilled in performing second line review and challenge, BU compliance oversight, and support in remediation activities. Strong understanding of federal credit union regulations and how credit union regulations apply to banking products, services, and delivery channels. Experience in working with business units and addressing compliance requests. Proficient in the concepts of risk identification, assessment, and management. Bachelor's Degree and or formal industry certifications, plus eight to ten years' compliance experience. What YOU'LL do: Provide subject matter expertise regarding relevant laws and regulations to business units. Must be able to identify applicable compliance requirements, and articulate those requirements to the business unit's products, services, processes, and client types. Provide oversight, review and challenge, and monitoring of risk regulations and controls Maintain regulatory expertise related to mortgage loans and be able to provide guidance in developing processes and controls to ensure compliance with regulatory requirements. Review advertising material for compliance with regulatory requirements. Guide business with marketing campaigns to ensure UDAAP, Fair Lending, and Fair Banking expectations are met. Develop template disclosures and marketing guides. Perform quarterly review of HMDA data to ensure data quality. Use HMDA and other data to perform periodic fair lending analysis and work with the business to address any deviations from expected patterns. Periodically review complaints, underwriting exceptions, pricing exceptions, and loan denials to ensure there is adherence to fair lending standards. Review dispute escalations and complaints to ensure they are handled as per regulatory expectations and follow up activities are performed. Understand payment systems such as cards, Zelle, Bill Pay, etc., and be able to assist with compliance expectations. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .

Member Solutions Representative Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! The Member Solutions Representative is responsible for maintaining a financially sound loan portfolio through early delinquency control of all Consumer Loans, Real Estate Loans, and Home Equity LOC's. Methods to accomplish this includes, but are not limited to, phone calls, collection letters, emails, in-person interviews, and text messages under special circumstances. *Please note, this position is hybrid onsite - not remote* Who YOU are: One to three years' experience in credit union or financial institution collections. Ability to perform in-depth dialogues, conversations, and explanations with members, colleagues, and outside vendors can be of a sensitive and/or highly confidential nature. Must be able to perform arithmetic calculations (adding, subtracting, multiplication, division, percentage), and compute interest calculation based on principal balance, interest rate, and time. Demonstrate ability to effectively handle multiple, simultaneous, and changing priorities, and perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Possess interpersonal skills when communicating with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. What YOU'LL do: Analyze the accounts, prepare for the calls, and call members. Interview members to determine reason for delinquency. Take appropriate action to resolve the account (could include loan modification or loan workouts). Counsel members concerning their financial obligations, advise of options, and solicit agreement of payments. Notate in various systems such as DNA, DDS, or Temenos the details of the conversation and the outcome. Ensure members' files are kept updated and complete and required documents are scanned into the imaging system. Skip-trace members who could not be reached or members who do not respond to our collection effort after 1 letter and 3 messages or when a loan reaches 30 day delinquency status. Respond to members' inquiries regarding their loans or accounts with SFCU. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, the Office of Foreign Assets Control Act, the NCUA Rules and Regulations, and the Fair Debt Collections Practice Act. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Member Advisor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4 billion company with a global reach of over 88,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! *This position is 100% onsite* Who you are: One to three years' experience in customer service or sales related field. High school diploma or general education degree (GED). Ability to cross-sell traditional and nontraditional products and services while maintaining existing member relationships and developing new member relationships. Strong customer service and interpersonal skills. Excellent communication skills, along with a demonstrated ability to meet set goals. Ability to accurately process various types of transactions for members. What you'll DO: Open various new deposit accounts, retirement accounts, consumer loans and credit cards. Process necessary information and educate the members as to products and services available to them. Exceed member service expectations as measured by NPX. Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve fraud issues, notary and closing accounts. Perform outbound calling to educate members on new product offerings, update on the status of an application and to onboard new members during their first 90 days after a new membership has been established. Explain membership eligibility requirements and participate in SFCU sponsored activities. Assist with the testing of new functionality upon request. Use every member contact as an opportunity to advise members about additional services or programs that might benefit them. Managing the vault, cash, and audit functions for the assigned branch. Perform traditional teller work as needed. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources Stanford Federal Credit Union provides pay ranges representing its good faith estimate of what the Credit Union reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Applicants that require work visa sponsorship or transfer will not be considered for employment. SFCU does not provide any relocation benefits for any positions. Stanford Federal Credit Union is committed to equal employment opportunities, and a workplace that embraces diversity and inclusion for qualified individuals of all backgrounds.

Senior Financial Reporting Analyst Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! * Please note - this position is hybrid on site in Palo Alto, CA* Who YOU are: A four-year degree (BS, BA, BSC, etc.) from an accredited College or University with a major or academic focus in the subject of accounting, finance, economics, mathematics, data science; or equivalent combination of education and experience. Five or more years related experience in a business intelligence, financial reporting, financial analyst, accounting analyst, public accounting, financial consulting, banking analyst, or otherwise relevant role. Utilize business information tools and other software solutions as appropriate, to develop reporting outputs for departments, ad-hoc analysis, trend analysis, etc. Proficiency or the ability to quickly become proficient with tools and systems used including Domo, SQL, Excel, and other reporting and data manipulation, and report visualization tools Ability to analyze data for reasonableness, to apply common sense understanding to carry out instructions; ability to deal with problems involving several concrete variables in dynamic or static situations. Ability to read, analyze, and interpret general business information, and to effectively present information in reporting outputs, and then respond to questions from groups of managers, clients, customers, and others. Experience with validating reporting relevance, accuracy, reliability, understandability, and comparability Experience providing financial information in a visibly clear and interesting manner, and that is useful to decision makers. Strong analytical, prioritization, and organization skills What you'll DO: Learn and utilize our slate of existing and new tools for deadline driven and ad hoc reporting Create new financial reports with various software e.g. Domo, PowerBI, SQL, Adobe, Excel, and other reporting software Create derivative and extract reporting from various vendors, data sources, canned system reports, and other outputs Work through a roadmap of official finance division reports Automate/improve current reports using efficiency tools available Implement and utilize new reporting software, including software for: deposits, loans, and policy limit reports, and credit union competition/comparison/trend analysis tool Work with the Controller and CFO on reporting consistency and formatting outputs across the division Document procedures and QC checklists for current and newly developed reports, including training/how-to's on new reports Work with the accounting, lending, and business intelligence teams to document and formalize a reporting matrix for the finance division Utilize software to improve efficiency e.g. utilize RPA, upload non-financial user fields/accounts into established databases, utilize reporting templates, batch jobs, saved queries, etc. Work with the accounting, lending, and business intelligence teams on report creation for management, ALCO, the Board, and other reports requested by Management Execute on reports assigned by the assigned deadlines, audits, requests, and other requirements Work with the Controller, CFO and CLO on advanced analysis e.g. CECL, capital at risk, ALM model validation, product level profitability, etc. Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Quarterly incentives up to 10% of your salary (based on position) Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities .