Travis Credit Union jobs

Description Candidates must reside within a commutable distance to the communities that Travis Credit Union serves: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. This position is considered hybrid so you must be within a commutable distance to our corporate headquarters in Vacaville, CA. Summary: The Community Relations Management team plays a vital role in strengthening Travis Credit Union's (TCU) connection with its members and the broader community. The focus is on building trust, enhancing the credit union's reputation and supporting its mission of people helping people through financial wellness programs, products and services. This role leads outreach initiatives, builds partnerships, represents the brand at events, advocates for members, and coordinates employee volunteerism to strengthen community ties and promotes financial wellness. Profile: Responsible for driving the success of the Community Relations programs through ownership of marketing event management. Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. Develops, implements and maintains the credit union's community relationship programs to support membership growth and align with the organizational goals and objectives. Ensures staff deliver programs that align with the organization's strategic initiatives (including brand and culture). Key partner in developing a growth focused business plan to support the credit union's long-term strategy. Models program success and leadership education through grass root data and trend analyses. Responsible for maturing data analytics for growth and program evolution. Accountable for ensuring process development and documentation, including adoption of best practices in a continuously evolutionary manner. Manages and develops business relationships in the TCU service areas to promote our community relationship programs and TCU's brand. Attends local business meetings as a representative of TCU's outreach programs. Not all functions/tasks are listed above; however, those listed are considered essential. Skills: Experience managing and nurturing relationships with non-profit partners. Proven experience in event planning, event marketing and event management. Ability to manage multiple projects and meet tight deadlines. Proficiency in event/project management software and digital tools. Sound understanding of financial products and services. Solid interpersonal skills and self-confidence with the ability to listen effectively and communicate influentially. Ability to interact with diverse groups of people including business community members, potential members, partners and government/county officials in a professional and diplomatic manner. Effective professional verbal and written communication skills. Ability to provide leadership, support, motivation and professional development to assigned staff. Reporting and Experience: Reports directly to VP, Marketing. Direct supervisory responsibilities for assigned supervisor. Overall supervisory responsibilities for assigned department staff. BA/BS in BA/BS in Education, Sociology, Public Administration, Marketing or related field or equivalent experience. Minimum of 7 years of experience in community relations. Minimum of 5 years in supervisory or leadership role. Working Conditions: Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature . May require attending meetings and events during evenings and/or weekends. Travel and overnight stays may be required. Compensation: Base salary starting range: $113,258.08/annually - $139,900.80/annually is commensurate with experience. Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status #traviscu

M-F, 40 hours/week Candidates must reside within a commutable distance to the communities that Travis Credit Union serves: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. This position is considered hybrid so you must be within commutable distance to our corporate headquarters in Vacaville, CA. Summary: Travis Credit Union's (TCU) Workforce Planner oversees the staffing and scheduling functions of the Contact Center optimizing schedules to support the achievement of service level standards and overall positive member experiences. Profile: Creates reports and tracking on historical data and forecasting that will be used for capacity planning within the Contact Center. Analyzes Contact Center trends, call volume, call patterns, attrition rates, shrinkage patterns and resource allocation to identify potential opportunities, needs, issues and problems that could impact business results. Analyzes historical data to develop weekly/monthly/quarterly recommendations for scheduling and uses staffing requirements, call center and operations schedules, holiday patterns to determine required staffing levels to ensure the organization's ability to meet operational commitments. Builds, implements, monitors and adjusts Contact Center schedules for staffing variances to ensure service standard levels are met. Creates integrated database tracking tools for staffing shrinkage patterns (vacation, sick, training, etc.) to optimize staffing forecasts. Assists with the development of presentations for recommendations and process implementations to senior management. Assists Contact Center management with implementing call center initiatives, managing utilization trends and proposing operational improvements. Ensures planning and staffing is compliant with Federal and State Labor Laws. Maintains sound knowledge of industry workforce planning developments including best practices, new process, products and software developments. Skills: Experienced using software to build and maintain complex forecasting models. Excellent time management, organizational, prioritization and multi-tasking skills. Excellent analytical, interpersonal, verbal and written communications skills. Excellent problem solving skills including the ability to use initiative to manage scheduling issues, drive outcomes and make suggestions for improvement. TCU Ability to deliver informative and well organized reports that bring operational value ensuring a high level of accuracy and attention to detail. Robust in Excel, Word, PowerPoint and accessing databases. Ability to evaluate the achievement of goals, objectives and work plans. Ability to establish and maintain positive working relationships with a diverse group of people. Ability to function well in a high paced and at times demanding environment. Reporting & Experience: -Assoc. Workforce Planner: Reports directly to assigned department leadership. Normally receives detailed instructions on all work. Education & Experience: HS Diploma or equivalent and minimum 3 years call center work experience. Workforce Planner: Reports directly to the Manager of Contact Center. Normally receives general instructions on routine work, and detailed instructions on new assignments. Education & Experience: BS/BA degree in Business Administration or related field and a minimum of 3 years call center work experience; or equivalent related work experience. Other qualifications: Minimum of 4 years of Workforce Management experience. Workforce Planning certification a plus. Compensation: Base hourly starting range is commensurate with experience. Associate Workforce Planner: Grade 10: $24.82/hour - $30.66/hour Workforce Planner: Grade 13: $32.48/hour - $40.12/hour Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: * Building valuation models and supporting transaction execution * Conducting company and industry research * Preparing client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers on engagements across sectors and geographies * Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications * 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications * MBA with an expected graduation date of December 2026 to June 2027 * Strong verbal and written communication skills * Ability to operate effectively both independently and in teams * Advanced Microsoft Office (Excel, PowerPoint, Word) skills * Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in San Francisco, with limited Los Angeles. Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Description We will be hiring 7 Interns for our next Internship Cohort for January - June 2026!Launch Your Career with Travis Credit Union!Are you ready to gain real-world experience, build your professional network, and make an impact in the financial industry? Join us for a paid, hands-on internship at Travis Credit Union where innovation meets community.We're looking for motivated, curious, and passionate students to join our team for a 6-month internship across various departments. Whether you're exploring career paths or ready to dive into your field, this is your chance to grow with purpose. Internship Details Two Cohorts Each Year: Cohort 1: January - June Cohort 2: July - December Now Accepting Applications for Cohort 1 (Starting January 5, 2026) Specific roles and departments will be posted on October 31, 2025 Qualified candidates will be contacted for the initial screening beginning November 2025 Final candidate selections will be made by December 5, 2025 What You'll Gain $25/hour for 20 hours/week (M-F between 8:00 AM - 5:30 PM) Mentorship from experienced professionals Networking opportunities across departments Professional development workshops A chance to explore careers in the financial services industry A supportive, inclusive workplace culture Who Should Apply? College level Juniors, Seniors, recent grads (within 2 years), or post-grad students Cumulative GPA of 3.0 or higher (most recent transcripts will be required for verification) Pursuing a degree related to business, communications, data and analytics, economics, finance, marketing, IT, HR, or other relevant fields Able to work on-site at our Vacaville, CA headquarters with the opportunity to work hybrid for some roles. You must live within a commutable distance to our corporate headquarters in Vacaville, CA. Important Notes This internship does not include benefits (health insurance, PTO, etc.) All compensation complies with California labor laws Ready to Jumpstart Your Career?Submit your application today and take the first step toward a future in finance, innovation, and community impact. Travis Credit Union is an Affirmative Action Employer EOE/Individuals with Disabilities/Veteran Status#traviscu

Candidates must reside within a commutable distance to the communities that Travis Credit Union serves: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. This position is considered remote but will be required to be on-site periodically. Summary: The Business Intelligence Analyst at Travis Credit Union transforms complex data into strategic insights that support senior leadership and enterprise-wide initiatives. This role involves designing reports, dashboards, and analytical tools that guide both daily operations and long-term planning. Working independently and collaboratively across departments, the BI Analyst combines strong business acumen, technical expertise, and problem-solving skills to deliver actionable intelligence that drives informed decision-making and measurable value. Profile: Designs and maintains analytic solutions such as dashboards, reports, and tools to support performance tracking and data-driven decision-making. Applies analytical techniques and models to identify trends, uncover opportunities, and support operational and strategic improvements. Extracts, integrates, and analyzes data from multiple sources using technical and programming skills to ensure accuracy and relevance. Communicates findings and insights clearly, translating data into actionable recommendations for business units and leadership. Conducts qualitative and quantitative analysis, including forecasting, segmentation, and root-cause evaluation to support business optimization. Collaborates with stakeholders across departments to assess needs, define metrics, and develop solutions aligned with organizational goals. Builds a working knowledge of data sources and structures to support effective analysis, reporting, and BI development. Identifies areas for improvement and contributes to the evaluation of business strategies and operational effectiveness. Ensures data integrity and reliability in reporting to support informed decision-making and performance management. Provides training and support to end users on accessing and interpreting BI tools, dashboards, and reports. Skills: Proficient in designing and delivering clear, impactful data visualizations using business intelligence tools such as Tableau (strongly preferred), Power BI, or similar platforms. Strong communication skills with the ability to explain complex technical concepts to non-technical audiences, including senior leadership and cross-functional teams. Demonstrated analytical and problem-solving abilities, including experience in root cause analysis, trend identification, and performance evaluation. Skilled in making complex data accessible and meaningful through dynamic visualizations tailored to diverse audiences. Hands-on experience with SQL for querying databases, data warehouses, and large datasets to support analysis and reporting. Solid foundation in data storytelling, business acumen, and collaborative consulting across departments. Ability to present findings, recommendations, and insights clearly and concisely to support strategic decision-making. Familiarity with programming languages such as Python for data analysis and automation is a plus. Experience using data to illustrate business performance and develop materials for audiences ranging from operational teams to executive leadership. Understanding of data management tools, relational and multi-dimensional databases, data warehouse design, and BI architecture. Detail-oriented with a strong aptitude for working with data; consistently accurate, thorough, and quality-focused. Business Intelligence Analyst - Grade 15 Exempt Reports directly to assigned department management. Exercises independent judgment and discretion in the design, development, and support of enterprise-level business intelligence solutions, including dashboards, reports, and data models that inform strategic decision-making across the organization. Bachelor's degree in a relevant field (e.g., Business, Analytics, Computer Science, or Statistics) and 3-5 years of professional experience in business intelligence or data analytics; or equivalent related work experience. Proven experience using BI tools (e.g., Tableau, Power BI, SQL) to develop dashboards, visualizations, and performance metrics that support strategic decision-making. Certification in Data Analytics or Visualization (e.g., Tableau, SQL) preferred. (financial, quality, production, member service, operational efficiency, etc.). Compensation: Base salary starting range is commensurate with experience. Business Intelligence Analyst: Grade 15: $80,267.20/year - $99,153.60/year. Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities:• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank • Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities • Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs • Responds to client requests and makes referrals to appropriate internal partners based on client needs • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year Knowledge of credit and home lending requirements Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. Strong written and verbal communications skills. Ability to handle ambiguity and adapt to changing circumstances. Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. Can be flexible to work weekends and/or extended hours as needed. A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. Ability to learn and understand technology. Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. Desired Qualifications: Experience working in a financial center where goals were met or exceeded. Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. Knowledge of banking products and services. Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government) Structuring, Processing, underwriting and closing procedures Federal regulations governing real estate lending FHA and HUD guidelines Other Lending Products (Credit Card, Vehicle Loans) Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline Management Referral Management Attention to Detail Collaboration Issue Management Prospecting Relationship Building The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Laguna Beach - 299 Ocean Ave - LAGUNA BEACH BC (CA6104) Pay and benefits information Pay range$25.00 - $29.61 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Monday - Friday 8:45am-5:30pm, 40 hours/week is 100% onsite at TCU's Corporate Offices in Vacaville, Ca. Summary: The Travis Credit Union (TCU) Collateral Protection Specialist is responsible for tracking and balancing the Collateral Protection Insurance (CPI) and Mortgage Protection Insurance (MPI) accounts, safeguarding the vested interest in the collateral. This role educates members about insurance requirements and helps them achieve financial wellness as a member advocate. Additionally, the Collateral Protection Specialist provides additional assurances regarding collateral security by ensuring all regulatory requirements are met. The specialist proactively works with members to ensure accounts are maintained. Profile: Ensures quality member service is provided when communicating with members and internal/external business partners. Interprets conditions and verifies that all insurance requirements have been met. Provides assistance and direction for internal business partners and members Advocates for members regarding CPI/MPI insurance requirements. Analyzes and approves supporting documentation for exceptions. Incorporates refunds or premiums from insurance certifications into loans. Processes, reworks loan payments, and manually adjusts account receivables. Addresses and resolves disputes, not to exclude legal matters and possible small claims court. Identifies opportunities for improvements and changes in processes and policies to increase productivity and members' experience. Accurately completes weekly/monthly departmental reports ensuring all deadlines are met to include random audits focusing on risk management. Proactively works reports to avoid CPI or MPI being added to the loan. Balances department general ledgers and resolves discrepancies. Process all insurance and department correspondence. Collects documentation for submission and process of Non-Op status. Provides leadership support and demonstrates motivational skills Not all functions/tasks are listed above; however, those listed are considered essential. Skills: Ability to identify, communicate and advocate for financial solutions. Ability to interact with individuals from diverse backgrounds. Capable of working in a fast-paced, team-oriented environment. Organized work priorities and complete multiple tasks within strict deadlines with minimal supervision. Communicate effectively and professionally in both written and verbal form. Ability to resolve complex situations tactfully and with detail-oriented attention. Adaptability to multiple systems and tools that are interdependent. Ability to use independent judgment and discretion when reviewing appropriate exceptions to the Credit Union guidelines. Proficient mathematical and analytical skills including reworking loan accounts, adjusting payment history, and balancing general ledger reports. Reporting and Experience: Reports directly to assigned Consumer Lending management. HS Diploma or equivalent and minimum 1 year of previous related work experience. Working Conditions: Work is generally performed within an office environment, with standard office equipment available, and is usually sedentary in nature. Requires flexibility in work schedule.Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate. Compensation: Base hourly starting range is commensurate with experience. Assoc. Collateral Protection Specialist: $19.41/hour - $23.97/hour Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status

Description M-F 9:30-6:00, Sat 9:30-2:30 Day off TBD 37 hours/week Summary: Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long term relationships with members through meaningful financial conversations. Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits. Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services. Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team. Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s). Engages in community events that provide financial education and literacy opportunities in the communities TCU serves. Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions. Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Establishes a working knowledge of TCU's policies and procedures, adhering on a daily basis. Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances). Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries. Adheres to all banking regulations. Required Skills: Ability to provide positive and timely service. Ability to resolve problems with empathy, accuracy, and timeliness. Proficient in MS Office (Word, Excel, Outlook). Strong math skills including rate, ratio and percentage calculations. Ability to work as an effective team member in a team environment. Possesses a passion for helping people. Ability to travel to all TCU locations. Must be flexible with work schedule to include working on Saturdays as needed. Required Experience: Reports directly to assigned branch management staff. This position has no supervisory responsibilities. HS Diploma or equivalent. Retail sales experience preferred. Levels: Assoc. Financial Service Representative: Minimum 1 year of related experience. Financial Service Representative: Minimum 2 years of related experience. Sr. Financial Service Representative: Minimum 3 years of related experience. Compensation: Base hourly starting range is commensurate with experience. Assoc. Financial Service Representative: Grade 8: $20.94/hour -$25.87/hour Financial Service Representative - Grade 9: $22.80/hour - $28.17/hour Sr. Financial Service Representative -Grade 10: $24.82/hour - $30.66/hour Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status

Description M-F 40 hours/week Hybrid: 2 days per week in office located in Vacaville, CA. Candidates must reside within a commutable distance to the communities that Travis Credit Union serves: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. This position is considered hybrid so you must be within a commutable distance to our corporate headquarters in Vacaville, CA. Summary: Travis Credit Union's (TCU) Credit Policy Analyst focuses on developing, implementing, and monitoring credit policies to ensure effective risk management, profitability, and compliance. This position is responsible for conducting in-depth analysis of credit data, evaluating existing policies, and ensuring robust compliance with internal standards and external regulatory requirements. The analyst will provide actionable insights to help the organization balance growth with sound credit practices, fostering a stable lending environment. Profile: Creates and evaluates credit policies that guide lending practices, ensuring they align with regulatory requirements while maintaining profitability. Conducts risk analysis to assess the impact of existing and proposed credit policies on an organization's risk exposure. Ensures lending practices align with internal policies and external regulations. Assesses the effectiveness of credit policies and recommends adjustments to improve outcomes. Conducts industry and economic analysis to identify trends and/or opportunities that may impact credit policies. Collaborates with teams across finance, risk management, and operations to implement and enforce credit policies. Not all functions/tasks are listed above; however, those listed are considered essential. Skills: Quantitative & Analytical Proficiency - Strong ability to analyze financial data, credit models, and market trends to recommend sound policy and guidelines. Credit Risk Assessment and Policy Development - Evaluating borrower creditworthiness using financial metrics and credit scoring models. An understanding of policy frameworks and risk appetite alignment. Regulatory Compliance - Familiarity with FCRA, ECOA, Basel III, and other relevant regulations. Market Research & Competitive Analysis - Ability to assess market conditions and competitor credit strategy to make informed decisions. Problem-Solving - Identifying root causes of credit performance issues and proposing solutions. Data Visualization & Reporting - Proficiency in tools like Excel, Tableau, Power BI, and SQL to present credit risk insights. Communication - Ability to collaborate with stakeholders, clearly articulate analysis and policy rationale, and present lending recommendations. Reporting & Experience: Credit Policy Analyst: Reports directly to assigned department leadership. Bachelor's degree in finance, economics, business administration, mathematics, statistics, analytics or a related field; or equivalent related work experience. Minimum of 3 years professional experience in credit policy analysis or policy development. Minimum of 2 years utilizing analytic tools, key performance indicators, and solutions to inform business decisions and policy strategy. Data Visualization certification (i.e. Tableau, Power BI) or SQL certification desired. Sr. Credit Policy Analyst Reports directly to assigned department leadership. Bachelor's degree in finance, economics, business administration, mathematics, statistics, analytics or a related field; or a master's degree with a minimum of 2 years of equivalent related work experience; or equivalent related work experience. Minimum of 5 years professional experience in credit policy analysis or policy development. Minimum of 4 years utilizing analytic tools, key performance indicators, and solutions to inform business decisions and policy strategy. Data Visualization certification (i.e. Tableau, Power BI) or SQL Certification desired. Compensation: Base salary starting range is commensurate with experience. Credit Policy Analyst: Grade 16: $42.05/hour - $51.94/hour Sr. Credit Policy Analyst: Grade 18: $103,905.36/annually - $128,356.80/annually Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status#traviscu

Description 40 hours/week, Schedule TBD Summary: Contact Center Management is responsible for ensuring outstanding and professional member service via Contact Center channels (phone, chat, email). Management engages with both Travis Credit Union (TCU) members and TCU leadership in delivering member support. Excellence of customer service is the basis of TCU's strategy and organization. Profile: Oversees and directs the daily operation of the department, while fostering collaboration and improving the organizations contact center support channels. Is responsible for department organizational planning, along with operational design and implementation for all aspects of the contact center. As part of management responsibilities, will foster a positive and engaging work environment through management use of TCU's Talent Management tools, such as: performance reviews, rewards and recognition, performance plan development, behavioral trend analyses, root cause assessments and career path planning. Responsible for Early-to-Late-Stage development of department performance analyses and reporting methodologies. Ownership of process improvement and implementation strategies, along with cost efficiencies and ROI analyses on proposed quality improvements. Maintains current and strategic regulatory knowledge ensuring departmental compliance and employee development. Regulatory coverage is State, Federal, Industry and TCU Internal requirements. Required Skills: Ability to provide leadership, support, motivation and professional development to the contact center staff. Demonstrated ability in project management, process efficiency, systems management and excellent employee relations. Ability to facilitate consensus and develop positive working relationships throughout the organization. Ability to work in a fast-paced, team-oriented environment and complete assigned tasks within allotted timeframes. Strong analytical skills required to proactively research and resolve problems. Ability to self-direct and use independent judgment to make decisions. Ability to know when to escalate issues to senior management. Strong professional verbal and written communication and interpersonal skills. Required Experience: Reports directly to the Manager, Contact Center. Direct supervisory responsibilities for assigned contact center staff. BA/BS in business or related field or equivalent work experience. Minimum 4 years in supervisory or leadership role Minimum 5 years inbound call center experience Working Conditions: Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature. May require attending meetings and events during evenings and/or weekends. Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate. Compensation: Base salary starting range: $67,555.28/annually - $83,449.60/annually is commensurate with experience.Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status#traviscu

Candidates must reside within a commutable distance to the communities that Travis Credit Union serves: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. Summary: The primary function of Travis Credit Union's (TCU) Infrastructure Engineer is to ensure efficient, strategic use of core platforms, services, and technologies which provide foundational technical services to the business as offered by TCU's Technology Solutions organization. This role provides analysis, development, and operational support of servers, storage, virtualization, and networking solutions, including defining, analyzing, creating, and supporting new services or solutions, modification and development of new functionality system integration, testing, maintenance, monitoring, and operational oversight of assigned solutions and services, independently or in cooperation with other technology teams, to advance business objectives. Profile: Supports deployment maintenance and monitoring of network devices, servers, storage, virtual environments, and telephony services, in datacenter and colocation environments. Provides input into and supports the execution of organizational/project/operational endeavors. Identifies, understands, and plans for organizational and human impacts on systems and services. Provides end-to-end service implementation with supporting documentation(s), diagrams, support documents, process documents. Performs Root Cause Analysis of incidents, documents the RCA findings and mitigation/remediation steps. Communicates incidents and incident status activities to management and team through ticketing and/or other forms of communication channels, Teams, Email etc. Assists or leads the troubleshooting and resolution of issues/incidents, Follows change management process, and participates in weekly CAB functions. Participates in the training and on-going mentoring of new team members as required. Adheres to industry standards for best practices, TCU policies and procedures, and regulatory compliance for the successful completion and delivery of work. Adheres to Service Level Agreements or Objectives. Skills: Skilled in identifying key elements of assignment. Ability to function with or without close supervision, and demonstrate good judgment Ability to effectively communicate in both written and verbal forms to audiences at all levels of the organization. Ability to gather and analyze data, and make appropriate recommendations. Ability to analyze and resolve technical issues/incidents. Ability to interpret and follow written and oral instructions. Ability to evaluate, document, and improve service, application, environment, and process, system, data, and integration / data flow diagrams. Ability to effectively prioritize and execute tasks. Ability to learn and successfully employ vendor and TCU supplied tools for environment configuration, monitoring, maintenance, development, and support. Ability to understand and successfully employ networking, storage, operating system virtualization, and integration solutions and services, in support of assigned responsibilities. Ability to utilize application and desktop reporting tools at an increasing level of expertise. Ability to design processes for efficient use of assigned technologies and/or services. Ability to work flexible hours depending upon organizational/team needs. Ability to work through project lifecycle, as defined by TCU Requirements: Experienced in Microsoft 365 administration of user accounts, licensing, managing security and governance policies, compliance center, and data retention policies. Strong knowledge of Microsoft 365 Admin Center and Azure AD Experience with Active Directory, Group Policies, and related services Proficiency in PowerShell and administrative scripting Skilled in the design, implementation, and ongoing support of virtual desktop environments across VMware and Hyper‑V environments. System Management: Experience with tools like Microsoft System Center (SCCM) or Microsoft Deployment Toolkit (MDT) for deployment and management, Jamf, Intune and Apple Business Manager. Experience with software packaging, distribution, patch management, antivirus software, and other support tools. Reporting and Experience: Associate Infrastructure Engineer Reports directly to assigned IT Leadership. Some college education and a minimum of 2 years previous professional experience; or 4 years of professional work experience in a related discipline. Demonstrated technical ability in a related field. Infrastructure Engineer Reports directly to assigned IT Leadership. Bachelor's degree and a minimum of 4 years of related experience; or an advanced degree with 2 years of experience; or 8 years of equivalent work experience. Work experience as a replacement for education must show advanced technical ability in the support, maintenance, operations, training, and delivery of complex infrastructure solutions to a set of diverse business functions. Compensation: Base hourly starting range is commensurate with experience. Associate Infrastructure Engineer: Grade 17/Non-Exempt $45.85 - $56.64/hour Infrastructure Engineer: Grade 20/Non-Exempt $59.62 - $73.65/hour Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. Specific responsibilities include, but are not limited to: Managing the branch's Wealth Management Client Associates and Service Support Staff Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Resolving complex, escalated client service and operational needs Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service, problem resolution, and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814) Pay and benefits information Pay range$115,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Description Varying Shifts: Monday-Friday between the hours of 8:00am-7:15pm, Saturdays are required 8:45am-5:15pm Day off TBD40 hours/ week 100% Onsite at TCU Headquarters in Vacaville, Ca. No Remote or Hybrid available. Summary: The Travis Credit Union (TCU) Contact Center is responsible for professionally managing member service inquiries via inbound calls, emails and live-chats in a high volume customer service environment. TCU Contact Center representatives' actively understand the value of a great customer experience while expanding existing member relationships by identifying opportunities for additional credit union products and services. Profile: Provides world-class customer support through all member support channels with a focus on first-contact-resolution and problem solving for account inquiries. Identify opportunities to deepen the member relationship by promoting and educating members around new products and services based on the member contact reason. Based on experience, manages product/service inquiries of a more complex nature, i.e. Certificates, Individual Retirement Accounts, etc. Follows up on member inquiries that are not immediately Follows proper Contact Center policies and procedures when handling different topics. Suggests improvements and changes to processes and policies to improve productivity and members' experience. Uses proven decision-making skills when handling exceptions to policies or procedures within assigned authority. Properly identifies, researches and resolves issues using multiple software applications. Participates in ongoing training programs and maintains up-to-date information and working knowledge of all Credit Union products, services and promotions. Coach, mentor, or train less senior representatives, as needed Required Skills: Passionate about helping people, and able to learn quickly and acquire the knowledge to assist members accurately. Must be detail-oriented with above average active listening skills. Proficient in MS Office products (Word, Excel, Outlook). Strong interpersonal and professional written and verbal communication skills to handle inquiries and issues with tact and diplomacy. Ability to interact with diverse groups of people and be a team player. Ability to work in a fast-paced, team-oriented environment. Efficiently organize work priorities and accurately complete multiple tasks within strict timeframes with minimal supervision. Ability to navigate multiple interdependent systems and tools. Highly skilled at researching and effectively resolving issues in a timely manner. Required Experience: Reports directly to assigned Supervisor/Manager, Contact Center. This position has no supervisory responsibilities. HS Diploma or equivalent. Bilingual in Spanish/English preferred, but not required. Levels: Associate Contact Center Representative: Minimum 1 year credit union/banking customer service experience and/or inbound call center experience. Contact Center Representative: Minimum 2 years credit union/banking customer service experience and/or inbound call center experience. Sr. Contact Center Representative: Minimum 3 years credit union/banking customer service experience and/or inbound call center experience. Compensation: Starting salary is commensurate with experience. In addition to our competitive benefits, this opportunity with Travis Credit Union has a range of: Associate Contact Center Representative - Grade 7: $19.41/hour - $23.97/hour Contact Center Representative - Grade 8: $20.94/hour - $25.87/hour Sr. Contact Center Representative - Grade 9: $22.81/hour - $28.17/hour Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status

Candidates must reside within a commutable distance to the communities that Travis Credit Union serves: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. This position is considered hybrid so you must be within a commutable distance to our corporate headquarters in Vacaville, CA. Summary: Travis Credit Union's (TCU) Finance Management is responsible for overseeing the financial health of the credit union by managing budgets, analyzing financial data, preparing financial reports, ensuring compliance with regulations, and providing strategic financial advice to senior management on profit-maximizing ideas to drive decision-making. Profile: Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the Travis Credit Union loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization's adherence to NCUA financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. Skills: Ability to manage, motivate, and develop a team, including supporting team members' career development, building career paths, and promoting a positive work environment. Understanding of finance and accounting principles and thorough knowledge of NCUA regulations, GAAP, and industry best practices. Proficiency in analyzing financial data to identify trends and provide insights. Skill in presenting complex financial information clearly to stakeholders. Expertise in developing and implementing long-term financial strategies. Proficiency with relevant finance and accounting applications. Thorough understanding of interest rates, liquidity, and credit risks. Skills in analyzing and optimizing product, branch, and member profitability. Proficiency in identifying ways to reduce costs and improve efficiency. Strong teamwork skills to work with various departments. Reporting and Experience: Reports directly to assigned department leadership. Direct supervisory responsibilities for assigned department staff. Bachelor's degree in finance, accounting, economics or related field; or equivalent related work experience. Minimum of 6 years in supervisory or leadership role. Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. Certified Financial Analyst or Certified Public Accountant or similar professional certification preferred. Compensation: Grade 21. Base salary starting range: $135,941.52 annually - $167,918.40/annually is commensurate with experience. Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status #traviscu

Description M-F with possible future schedule Tues-Sat40 hours/week - Onsite This is a loan processing position for all consumer loan products with the exception of Real Estate/Home Loan products. Summary: Travis Credit Union's (TCU) Loan Processing Specialists are responsible for building relationships and providing our members with solutions to achieve their financial wellness. They understand the value of a great member experience while expanding existing member relationships by identifying opportunities for additional credit union products and services. The Loan Processing Specialist evaluates loan applications received through the internet and phone channel while ensuring the credit union is in compliance with Consumer Lending policies and procedures. TCU's Loan Processing Specialists assist in all areas of Consumer Lending as needed. -Profile: Ensures quality member service is provided when communicating with members and internal/external business partners. Advocates for members regarding credit and achieving their financial goals. Identifies opportunities to deepen the member relationship by promoting and educating members to find the right product for their financial needs. Analyzes and validates supporting documentation prior to processing consumer loan applications to prevent fraud, ensures quality control and verifies loans are in compliance with all credit union and regulatory guidelines. Interprets approvals and/or conditions and verifies that all requirements have been met. Completes ongoing trainings, maintains up-to-date knowledge of Consumer Lending Policies and Procedures, and Credit Union products and services. Proactively monitors loan queues and service requests, ensuring timely responsiveness. Identifies opportunities of improvements and changes of processes and policies to increase productivity and members' experience. Partners with management staff and other business units to develop new campaigns as well as calibrates efforts of existing campaigns to support TCU's strategic plan. Provides assistance, direction and training to peers and internal business partners. Completes daily departmental functions such as running and reviewing reports. Skills: Strong telephone communication skills. Ability to interact with diverse groups of people. Ability to identify, communicate and advocate financial solutions that drive results. Ability to analyze and interpret a credit report. Ability to navigate and process within multiple interdependent systems and tools. Ability to work in a fast-paced, team-oriented environment. Efficiently organize work priorities and accurately complete multiple tasks within strict timeframes with minimal supervision. Ability to work independently and motivated to achieve goals with minimal supervision. Ability to provide leadership support, motivation, and professional development. Proficient mathematical and analytical skills to include rate, ratio and percentage calculations. Effective, professional verbal and written communication skills. Ability to use independent judgment and discretion when reviewing appropriate exceptions to the Credit Union guidelines. Ability to meet production standards. Reporting and Experience: -Assoc. Loan Processing Specialist: Reports directly to assigned Consumer Lending management. HS Diploma or equivalent and minimum 1 year related loan work experience or minimum of 2 years of customer service or clerical work experience. Working Conditions: Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature. Requires flexibility in work schedule. Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate. Compensation: Base salary starting range is commensurate with experience: Assoc. Loan Processing Specialist: Grade 8 $20.94/hour -$25.87/hour Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status

Candidates must reside within a commutable distance to the communities that Travis Credit Union serves: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. This position is considered hybrid and will be required to be on-site 2-3 days per week. Summary: The Travis Credit Union (TCU) Financial Analyst is responsible for developing and implementing analytics and reporting solutions for the Accounting & Finance division of the organization. The Financial Analyst creates value for the organization by synthesizing data from multiple sources and liaising with other departments to share insights with respect to growth trends, profitability, potential efficiencies, and other knowledge which will help run the business more effectively.Profile: Provides reporting and analytics focused on but not limited to budgeting; asset-liability management modeling (ALM); interest rate risk; liquidity management; balance sheet allocation; profitability; product pricing methodologies; cost-benefit analysis; static pool tracking; dividend verification and deposit analytics; financial trends; and ad-hoc analysis. Maintains and runs various financial analytical software systems and models, both in-house and 3 rd party, including but not limited to: Prologue General Ledger; Vantage Budgeting; 3 rd party Asset/Liability Management (ALM) Model; DNA Profit Vision; Visible Equity Loan Analytics; DNA Core; Callahan Peer-to-Peer; Travis Intelligence Database. Reconciles financial data between systems and models to ensure consistent, detailed and summary reporting to be provided to management, ALCO, and other end-users. Monitors and measures risk in accordance with the metrics outlined in TCU's policies: Asset-Liability Management; Concentration Risk; Investment; Liquidity Management. Coordinates data gathering from each department for annual budget. Performs quarterly re-forecasts. Evaluates budget and what-if scenarios versus historical data, performs other budgeting duties as assigned. Performs profitability analyses and develops pricing models to ensure product offerings are appropriately priced. Ensures Budget, 3 rd party ALM Model, Profitability Model, and Loan Analytics Model data is reconciled and uploaded. Develops and maintains financial analytics and reporting using modeling output. Responsible for: daily share and loan balancing; deposit analytics; quarterly peer analysis; monthly dividend verification; establishing benchmarks for financial performance. Accurately prepares reports for monthly ALCO and Board meetings. Serves as a Finance Liaison to other departments as it relates to other functions and projects. Serves as TCU Liaison to: third-party software providers; entities that report on our financial data (Callahan, Raddon Financial Group, etc.). Determines methods and procedures on new assignments and may coordinate activities of other personnel for projects. Skills: Basic understanding of accounting, balance sheets, income statements, depository institutions, and Asset Liability Management. Strong analytical skills, highly organized, ability to prioritize workload and manage multiple assignments and deadlines simultaneously. Reasoning ability - capable of logical, critical thinking. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusion or approaches to complex problems. Ability to define problems, collect data, establish facts and draw valid conclusions. Detail-oriented and able to perform functions with accuracy and on rigid schedules. Accuracy and attention to detail are paramount as errors in reporting can lead to material misstatements in both regulatory and public arenas, potentially resulting in financial penalties. Effective, professional verbal and written communication skills. Ability to work with all levels of the credit union staff. Proficient in Microsoft Office suite of products. Advanced Excel skills to include macro experience. Budgeting software, General Ledger package, and reporting software experience is helpful. Experience Associate Financial Analyst This position has no supervisory responsibilities. Bachelor's degree in Finance, Accounting, Statistics, Data Analytics Economics, Business or related field; or equivalent related work experience. Minimum of 1 year previous related work experience. Working knowledge of financial statements, intermediate skills in Microsoft Excel, and experience with databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data. Financial Analyst Bachelor's degree in Finance, Accounting, Statistics, Data Analytics Economics, Business, or related field; or an advanced degree without experience; or equivalent related professional experience. Minimum 2 years finance related work experience, preferably in the financial services and/or banking industry. Thorough understanding of financial statements, budgeting, forecasting, and ALM. Effective use of databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data. Compensation: Associate Financial Analyst: Grade 13 - Base salary starting range: $32.48 - $40.12 hourly is commensurate with experience. Financial Analyst: Grade 15 - Base salary starting range: $80,267.20 /annually - $99,153.60 annually is commensurate with experience. Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status

Description M-F w/ Occasional Sat, 40 hours/week Summary: Branch Management provides leadership that models the Travis Credit Union (TCU) Mission, Vision and Core Values with an emphasis on member experience, asset growth, efficient operations and the professional development of employees. Branch Management not only works within the branch environment, but also has a focus on external activities that grow our business and make an impact in the communities we serve. Branch Management, at a high level, is responsible for educating members, employees and the local community about our Mission, Vision and Awesome Cause. Profile: Understands and models the Mission, Vision, Core Values and Awesome Cause with both employees and members. Supports the career development of employees through consistent coaching, professional development and purposeful career pathing steps. Develops and inspires a highly disciplined and productive branch team focused on delivering exceptional member service and offering solutions to improve members' financial lives by tailoring value-add recommendations with TCU products, services and digital solutions. Achieves assigned branch production and growth goals by influencing the effective and consistent behaviors of the employees in their member conversations; ensures Client Relationship Management system (CRM) productivity with member interactions. Collaborates with business partners to proactively acquire new business relationships and expand existing business relationships. Responsible for business development activities and represents the credit union in the community by participating in events; serving on boards and/or committees that are working to improve the communities we serve is encouraged. Represents TCU at Awesome Cause events. Responsible for operational audits, regulations and profitability expectations. Facilitates consensus in group settings and develops positive working relationships throughout the organization. Negotiates conflict, influences others and solves problems to achieve positive outcomes. Identifies and communicates improvement gaps in People, Process or Technology practices, collaborating with other business units as necessary. Properly empowers those who will be held accountable for the successful completion of projects and/or attainment of goals with shared ownership. Manages and leads staff through a changing environment and resolves stressful situations with tact and diplomacy. Not all functions/tasks are listed above; however those listed are considered essential. Skills: Self-directed and uses independent judgment to make decisions and escalate issues to senior management. Sales management skills including prospecting, cross selling, pipeline and activity management. Strong professional verbal and written communication and interpersonal skills. Demonstrated leadership and coaching qualities that builds team work and consistent productivity behaviors. Proficient in MS Office products (Word, Outlook and Excel) and can navigate multiple technical systems, periodically in a self-taught environment. Reporting and Experience: Reports directly to assigned AVP, Regional Manager. Direct supervisory responsibility for Branch Supervisor. Overall supervisory responsibilities for all branch staff. Responsible for member financial health, business development and community engagement. High school diploma or equivalent. Minimum of 5 years' experience in financial services or related role. Minimum of 3 years in a supervisory role. Working Conditions: Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature . Must be flexible with work schedule to include working Saturdays. Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate. Compensation: Base salary starting range is commensurate with experience: Grade 14: $80,284.88/annually - $99,174.40/annually Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!Travis Credit Union is an Affirmative Action EmployerEOE/Individual with Disability/Veteran Status#traviscu

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities:• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank • Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities • Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs • Responds to client requests and makes referrals to appropriate internal partners based on client needs • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year Knowledge of credit and home lending requirements Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. Strong written and verbal communications skills. Ability to handle ambiguity and adapt to changing circumstances. Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. Can be flexible to work weekends and/or extended hours as needed. A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. Ability to learn and understand technology. Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. Desired Qualifications: Experience working in a financial center where goals were met or exceeded. Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. Knowledge of banking products and services. Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government) Structuring, Processing, underwriting and closing procedures Federal regulations governing real estate lending FHA and HUD guidelines Other Lending Products (Credit Card, Vehicle Loans) Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline Management Referral Management Attention to Detail Collaboration Issue Management Prospecting Relationship Building The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Laguna Niguel - 30162 CROWN VALLEY PKWY - LAGUNA NIGUEL BC (CA6162) Pay and benefits information Pay range$25.00 - $29.61 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Qualifications: Minimum of 1 year of experience with a financial institution focusing on client service and sales High net worth client service and sales experience desired BS/BA degree in Business, Finance or Economics desired Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159) Pay and benefits information Pay range$28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.