UNCLE Credit Union jobs - 157 jobs

Role: Perform and conduct complex, time-intensive credits on non-performing assets through journal entries and department monetary adjustments and may be required to balance outages. Responsible for the accuracy of charge off losses and adjusted journal entries ensuring accounting principles are followed for proper financial record keeping. This position works independently to provides technical support and research support to branches, Credit Resolution, and other back office departments. The Credit Resolution Support Representative role will function as a subject matter expert in a variety of complex functions, including Credit Disputes, Validation of Debt, Payment history analysis, Paid Ahead reports for Real Estate loans. The role also serves as a back-up support for Credit Resolutions Collateral Representative. Duties and Responsibilities: Monitor and maintain sub-ledgers, reconcile, and research accounts to clear variances. Participate in department projects. Maintain a basic understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act (BSA} and anti-money laundering laws appropriate to the position. Assist in audits and reconciliations on account types including the following: Vehicle/RV loans Personal Loan Line of Credit Credit Card Collection payments Collection extensions Expulsion Process Account closure Negative Shares, Visa, and Loan Charge-offs. Review delinquent accounts 150 to 180 days past due and write-off small account balances on personal loans, Visa, and Negative shares. Assigns charge off accounts to Collection Agencies Processes payments received on charged off loans Post and balance all Chapter 13, collection agency, and attorney suit payments Processes Charge off loans as approved by the Board of Directors. Make corrections or processes changes to loan payments Independently work with WPCCU departments to resolve member disputes Foster a positive and engaging work environment by sharing best practices and industry standards. Maintain positive communication through words and actions by modeling WPCCU mission, vision and core values. Responsible for handling escalations related to complex credit bureau inquiries and disputes from members, dealers, financial Institutions, vendor/partners and the credit reporting agencies. Maintain a thorough understanding of state and federal laws and regulations related to credit bureau reporting, compliance, including but not limited to; Consumer Credit Reporting Agencies Act, Unfair or Deceptive Acts or Practices, Fair and Accurate Credit Transactions Act (FACT Act), Fair Credit Reporting Act (FCRA}, Bank Secrecy and Anti-Money laundering laws as appropriate to the position. Work, create and analyze reports necessary to ensure work is completed according to required timelines, procedures and regulations. Perform necessary research and actions based on report findings, and trend analysis notifying management of status, any issues and proposed resolutions. Review, analyze, credit reporting process to ensure accuracy. Evaluate and ensure thee-OSCAR disputes are accurate, complete and compliant, Review incoming correspondence, information researched, and response paperwork for truthfulness, accuracy, and consistency. Apply fraud detection and prevention techniques. Create lien releases, payoff's reports Ensure payments are posted within regulatory and industry best practices. Provide additional support throughout the department and perform other tasks and duties as needed. Qualifications EDUCATION: High School curriculum is required, AA degree in accounting or equivalent combination of education, training preferred. EXPERIENCE: Three years or more performing Journal entry, reconciliation, and research work in a sin1i1ar position within a financial institution. KNOWLEDGE/SKILLS: Strong oral and written communication skills. Has demonstrated a strong knowledge of financial services products, services, understanding of BSA, OFAC and FDCPA, FCRA, FACTA, regulation. Strong knowledge of General Accounting Principles rules, ten-key, Strong comprehension of the Journal Voucher (JV) protocol, General Ledger (GL) system. Demonstrate analytical skills and problem solving with the ability to balance and reconcile GL accounts. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Water and Power Community Credit Union is an equal opportunity employer We are committed to equal employment opportunity regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital or family status, mental or physical disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know.

Role: To provide value-added quality service to the membership by efficiently, accurately and continuously handling member transaction, cross-selling credit union products and services, and providing back-up operational support to the Assistant Manager and Lead Teller. Provides leadership and motivation to teller staff in order to reach organizational objectives and goals. Major Duties and Responsibilities 25% - (Job Knowledge) - Proficient in processing all teller transactions including deposits, withdrawals, loan payments, night drop, bank by mail transactions, payroll deduction, money orders and cashier checks. May be responsible for placing or maintaining branch cash orders, negotiable items, audit logs and ensuring that the daily branch balancing procedures are completed in a timely manner. Provides prompt and accurate information to the member and conducts complex account research. Provides in depth level of knowledge and skill in the operational aspects of the teller area. 20% - (Member Focus) - Proficiently provides prompt and accurate information to the member and conducts moderate to complex account research or inquires. Proficient balancing a cash drawer and daily transactions within established credit union guidelines to ensure accuracy and prevention of losses. Ensures compliance with all credit union member service standards. 20% - (Leadership) -May act as a lead person or provide overrides as directed by branch management. May be asked to oversee the teller area to deliver exceptional service to the membership in the absence of the Lead Teller. May be asked to monitor activities to ensure that they are in compliance with established credit union policies and procedures. Provides feedback to supervisor and other service centers on any issues that can improve performance. Provides feedback to supervisor on staff performance evaluations and recommends appropriate actions. 10% - (Business Development) - Proficiently promotes a retail environment by cross-selling and referring credit union products and services. Supports the needs of the manager and sales division by assisting wherever needed. Required to meet and maintain minimum sales objectives assigned by branch management. 10% - (Communication) - Maintains professional standards with all member and staff contacts, written correspondence, and overall personnel and branch appearance. Composes correspondence and communicates with members as necessary. 10% - (Teamwork and Cooperation) - Maintains effective communications between branch and other service centers. Is willing to provide support to other service centers in order to achieve exceptional member service. 5% - Other duties as assigned. Additional Responsibilities: To provide friendly, professional, personal service to all members. To balance at least 98% of the time. Complete all work process with minimum of errors and a high degree of quality with minimal supervision. Required to meet and maintain minimum sales objectives assigned by the Branch Manager. Supports the needs of the Sales Division by assisting wherever needed to ensure member demand with sales and service delivery. Utilize TQM tools and techniques, such as flowcharting, brainstorming, check sheets, and charts to continuously improve work processes; demonstrates and promotes teamwork. Performs all duties in compliance with credit union policies and appropriate regulatory statutes. May be required to work on Saturdays on request by the Branch Manager. You are required to attend Sales events. May be required to travel to other Service Centers for staff coverage. Qualifications Education Education: High School Diploma, G.E.D., or equivalent required. Experience Minimum of two to five years customer service and retail sales experience with a proven track record of two years in cash handling experience or two years branch operations experience. Abilities, Knowledge and Skills Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/ or outside the organization, generally regarding routine matters for purpose of giving or obtaining information which may require some discussion. Other Skills: Intermediate knowledge of computers and applications, Microsoft Windows, Microsoft. Word, Microsoft Excel, Internet Browser experience, excellent verbal and written skills. Ability to communicate clearly and to be understood in English, both in writing and verbally, by telephone and face to face. Ability to sit in increments of 2-3 hours at a time during the workday. Ability to stand in increments of 2-3 hours at a time, walk one hour per day, and bend/reach a distance of two to four feet. Ability to operate computer terminal, printer and calculator for extended periods of time. Ability to stand while conducting member's transactions. Ability to organize financial records in chronological and/ or alpha/ numeric files. Ability to make sound decisions Ability to act as a lead person as directed by branch management. Ability to perform basic Lead Teller functions. Performs all duties and assignments in compliance with credit union policies and appropriate regulatory statutes, including BSA regulations and those that correspond with specific job duties. This Position Description is not a complete statement of all duties and responsibilities comprising this position. Water and Power Community Credit Union is an Equal Employment Opportunity Employer. Water and Power Community Credit Union is committed to a proactive program of affirmative action and diversity development. The Company will continue to recruit, hire, train, and promote into all job levels without regard to race, religion, gender, marital status, familial status, national origin, age, mental or physical disability, sexual orientation, gender identity, source of income, or veteran status.

TITLE: LEARNING PROFESSIONAL ISTATUS: EXEMPTREPORTS TO: MANAGER - ENTERPRISE DEVELOPMENTDEPARTMENT: LEADERSHIP AND ENTERPRISE DEVELOPMENTJOB CODE: 11552 PAY SCALE: $70,400.000 - $78,000.00 ANNUALLY GENERAL DESCRIPTION: The Learning Professional I plays a crucial role in designing and delivering various learning and development programs and initiatives. This includes but is not limited to New Hire Orientation, Role-Specific Enablement, Strategic Program Support, Career Coaching, and Career Pathing. They assume foundational responsibilities related to the design, development, and delivery of learning and development programs. TASKS, DUTIES, FUNCTIONS: Design, implement, facilitate, analyze, and update training courses and workshops to build capabilities, advance talent, and transform the organization. Deliver training sessions, workshops, and presentations to employees, ensuring effective communication and engagement. Conduct basic needs assessments to identify skill gaps and learning requirements within the organization. Assist in the administration of the Learning Management System, including user management, course assignments, and tracking employee progress. Coordinate logistics for training sessions, such as scheduling, room setup, and participant communication. Coordinate, evaluate, and maintain training programs, including associated completion data and reports. Collaborate with team members and stakeholders to gather information and ensure alignment of learning initiatives with organizational objectives. Utilize basic technologies and tools to enhance learning delivery, such as multimedia presentations and simple e-learning modules. Assist in maintaining and updating learning-related content on the organization's intranet or internal platforms. Provide basic support for career development initiatives, including resources and information for employees seeking career advancement. Contribute to the development and delivery of onboarding programs for new hires. Support the maintenance of the Leadership & Enterprise Development calendar, ensuring timely execution of training programs. Collect feedback from participants and assist in basic evaluations of training effectiveness. Engage in professional development opportunities to stay informed about learning and development trends and best practices. Curate content from reliable sources to enhance learning materials and programs. Make recommendations to the Sr. Learning Professionals and Leadership regarding opportunities for improvement in the training programs. Manage the general inbox and intranet to provide accessible information and resources. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Strong written and verbal skills and the ability to present information positively, professionally, logically, and concisely. The ability to facilitate effective training sessions and create job aids and complementary documents to engage, educate, coach, and motivate participants by example in all training activities. Foundational instructional design skills to assist with designing programs and classes, both instructor-led and on-demand. The ability to multi-task effectively and to work productively with short timelines. Strong team skills and the ability to work constructively and collaboratively with management, peers, and other departments. Ability to communicate with a wide variety of technical and non-technical audiences, internally and externally, through both written and verbal communication in technical and business terms as needed. Must possess sufficient manual dexterity to skillfully operate a personal computer and other standard office equipment, such as multi-purpose copier and telephone. Ability to work closely with peers and build strong partnerships with key stakeholders. Make sound decisions in the absence of detailed instructions. Must have the ability to work on own initiative. Must be able to work under tight deadlines. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Employees EXTERNAL: Training Associations, community organizations and vendors. QUALIFICATIONS: EDUCATION: Minimum of a two-year college degree or completion of specialized certification or licensing. A bachelor's degree in a relevant field, such as Education, Training and Development, or a related discipline is preferred. Additional experience in lieu of a degree may be considered. EXPERIENCE: One to three years of similar or related experience in a learning function including facilitation, delivery, curriculum development, analyzing course and program feedback for improvement. PHYSICAL REQUIREMENTS: Combined sitting, standing, and moving throughout the day performing work-related functions. Vision in the normal range to accomplish tasks. Hearing within the normal range required. A device to enhance hearing will be provided if needed. Frequent travel may be required. LICENSES / CERTIFICATIONS: A valid California Driver's License is required. Association for Talent Development (ATD) certification, SHRM, or other relevant certifications are preferred. THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

TITLE: VP - Member Care and Credit Bureau Reporting Oversight STATUS: Exempt REPORT TO: EVP - Head of Operations DEPARTMENT: Member Care Admin PAY RANGE: $193,600.00 - $245,000.00 Annually GENERAL DESCRIPTION: The Vice President of Collections is responsible for all aspects of Collections (Member Care) which includes loss mitigation programs, third party collection agencies, bankruptcy, credit bureau reporting, litigation, repossessions, foreclosure and REO management. In addition, this role will oversee credit bureau reporting for the entire credit union, including consumer and business, member expulsion, third party oversight, Board of Directors reporting. This role will manage, mentor, and develop staff engaged in all aspects of functional responsibility in order to minimize net credit losses, service member needs, maximize member experience and increase employee engagement. PURPOSE STATEMENT: Assist Golden 1 to achieve its goals related to Financial Strength and Security by mitigating deposit and loan losses, while providing outstanding and compassionate service to our members during their time of financial distress. TASKS, DUTIES, FUNCTIONS: Oversight of the entire department with up to 200 FTEs. Define and build buy-in for the business unit's strategic vision; implement solutions that deliver the strategy, including financial plan. Lead changes necessary to support firm growth strategy while ensuring Golden level member service and creating a scalable operation within current cost structure. Collaborate with senior management, peers, and partners across the credit union on enterprise and departmental initiatives to accomplish strategic goals and remain within low-mod risk appetite. Leverage data and analytics to solve problems and articulate operational strengths, weaknesses, and ongoing performance. Implement and publish KPIs, KRIs, OKRs with appropriate targets and thresholds (RYG) across people, process, technology, risk, and strategy. Oversee business unit planning, risk, governance, quality, reporting, project management, monitoring, and finance. Stay current on collections, member service delivery and technology trends across operations. Improve Performance Across People, Process, and Technology Through Four Key Objectives: Elevate to a High-Performing Team: Manage, develop, coach, and hold talent accountable. Own the Risk: Manage the risk of the end-to-end process within the mandate. Execute Flawless and Efficient Processes: Lead the process owners and managers within the operation. Cultivate Peer Relationships: Foster relationships internally and externally. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. Lead Member Care and credit bureau reporting teams consistent with state and federal compliance standards and Golden 1 policies and procedures. Monitor delinquency and charge off trends for all products and lead teams to develop effective collection strategies for all functional areas: collections, loss mitigation, third party collection agencies, bankruptcy, litigation, repossessions, foreclosures, loss mitigation and REO management. Understand Golden 1's credit culture, underwriting, related lending policies, risk profile, portfolio and product concentration risks, including geographic, and industry, to understand delinquency and charge off trends. Develop effective multi-channel collections strategies that utilize autodialer, phone, text, email and outbound voice response unit. Develop ways to measure results. Ensure proper oversight and compliance for all vendors related to the collection process (PAR, collection agencies, attorneys etc.). Foster a positive and engaging work environment for each team member by promoting skill development, coaching, inspiring others through your words and actions, ensuring positive employee morale throughout the credit union, and embracing our mission. Develop action plans, and activities to help improve employee satisfaction to target levels. Direct the preparation of all collections of summary reports for Senior Management and the monthly Board Meeting. Responsible for the accuracy and timely delivery of all reporting owned by the Member Care department. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to train and evaluate staff and to perform constructive follow-up on member concerns and collection activities. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including financial calculators, personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Credit Union staff and members of Department and Senior Management. EXTERNAL: Members, legal counsel, vendors, peers in financial institutions, law enforcement agencies and judicial departments. QUALIFICATIONS: EDUCATION: Bachelor's degree or strong subject matter experience with excellent people leadership skills. EXPERIENCE: Minimum ten years of progressively responsible management or supervisory experience within a financial institution overseeing collections, loss mitigation and/or servicing for auto, unsecured and real estate secured products, including a minimum five years as a manager. KNOWLEDGE / SKILLS: Conversant with collection rules, regulations, and procedures. Excellent analytical and problem-solving abilities. Excellent verbal and written communications skills. Strong leadership, project and resource management, and Member Relationship skills. Experience with managing large groups. Sound knowledge of the methods and principles of business administration. Experience with financial accounting and departmental budgets. Ability to lead and manage multiple tasks concurrently and self-prioritize workload to meet deadlines as an individual and leader. Advanced knowledge of Microsoft Office programs such as Word, Excel, PowerPoint, and Outlook. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided, if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Minimal local and statewide travel by care or public conveyance to attend meetings. Unusually long work hours may be required to accomplish tasks. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/31/2025

TITLE: SUP - CARD INVESTIGATIONSSTATUS: EXEMPTREPORTS TO: MGR - CARD INVESTIGATIONSDEPARTMENT: CARD INVESTIGATIONSJOB CODE: 5006 PAY RANGE: $70,400.00 - $90,000.00 ANNUALLY GENERAL DESCRIPTION: Directs and manages the Card Investigations team responsible for preventing, responding, and detecting fraudulent activity on the credit union's card and Zelle dispute portfolio. When fraud is identified, claims are filed to support and protect the member's financial assets. Quickly responds to mitigate and prevent any potential fraud losses or negative member impact. Communicates, interacts, and provides assistance to senior management, members, and branch/department personnel ensuring compliance to regulations, standards and procedures. Supervises staff performance and functions, to ensure accurate, timely, and efficient work flow, timely and accurate resolution of all claims and informational reporting to monitor trends and activity. Includes all Zelle, credit, debit and ATM card claims. TASKS, DUTIES, FUNCTIONS: Ensure the development of Card Investigations team members to maintain optimum performance of job duties. Train, supervise, and evaluate the Card Investigations staff. Assist the manager of Card Investigations in planning, organizing, and controlling the daily department operations. Identify and implement process improvements to increase efficiencies, reduce costs, and improve overall service levels based on established best practices, to identify and address risks. Document and distribute updated and new procedures. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including CFPB regulations Regulation E and Regulation Z. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision and core values. Analyze, maintain, and process investigative case load of complex fraud cases leading to the successful deterrence/avoidance of losses to the credit union and prosecution of perpetrators including field visits, surveillances or other investigative techniques as practiced in the industry. Monitor and maintain control of department work flow, including but not limited to: quality control, GL reconciliation, fraud control, dispute resolution, research, record retention, statistical and data reports for management, budget control, product, equipment, and inventory expense. Identify, investigate, resolve, and respond to cardholder/member concerns via phone, e-mail, and/or written correspondence. Maintain current working knowledge of established Zelle, credit/debit card and credit union rules, regulations, policies, and practices. Ensure departmental compliance with established security and internal audit controls. Serve as administrator for VISA and Mastercard systems. Assist the Card Investigations Program Administrator in managing and reporting system outages, tickets, UAT testing and updates. Administer the systems user training and system updates. Recommends enhancements to the software as needed. Perform liaison functions with external contacts, processors, vendors, and associated organizations. Work directly with the System Admin to provide the necessary requirements for data tracking of system performance, employee production and overall health of the Card Investigation program. Test and validate system enhancements. In the event of extreme volumes, the Supervisor supports departmental functions as an overflow resource. This includes processing claims and assisting with other supportive like functions to remain compliant and maintain acceptable levels of service. Other duties as assigned. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required for interaction with members, staff, and contacts Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Branch management and staff, Centralized Lending, Accounting, Member Services, Member Care, Records, Card Operations, Compliance, and Auditing. EXTERNAL: Members, Merchants, Acquirers, Issuers, Association, Vendors, and Processors. QUALIFICATIONS: EDUCATION: Successful completion of a high school curriculum is required. Associates degree in Criminal Justice, Business, or comparable discipline or equivalent work experience is preferred. EXPERIENCE: 5 years of financial institution experience with at least 3 years processing or investigating multiple types of fraud. 2 years of Real Time Payments or Credit/Debit card fraud claims and disputes. Previous Supervisory/Management experience preferred. KNOWLEDGE/SKILLS: Strong oral and written communication skills, including presenting to groups High level of dependability, self-motivation, and sense of urgency to meet deadlines Demonstrated ability to working a fast-paced, ambiguous environment while prioritizing and managing multiple responsibilities Knowledge of institution operations, policies, and procedures Ability to lead a team for projects Enthusiasm and interest in card fraud and related services Strong sense of ethics and professionalism Knowledge of automated data base programs, ten key, facsimile machine, personal computer and related software, electronic banking equipment, and member relation skills Ability to positively communicate suggested solutions and alternate outcomes Ability to multi-task effectively and meet established deadlines. Ability to work with a high degree of independence and use sound judgment Ability to keep and maintain confidential information PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with frequent mobility throughout the department to assist staff, attend meetings, and accomplish other responsibilities Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional travel (same day or overnight) by car or other public conveyance. Occasional long work hours may be required to accomplish tasks. Occasionally required changing work schedule to alternate shifts to cover staff shortages and/or high volume periods based on business needs. LICENSES/CERTIFICATIONS: THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/14/2026

Indirect Dealer Representative: At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health one member at a time. In addition to a competitive base salary, our compensation package includes: 13 paid holidays 17 days of Paid Time Off (PTO) during first year of employment Up to 2% discounts on loans--including first mortgages* 401(k) Plan with Company Match Medical, dental, vision insurance Long-term disability insurance Life insurance Voluntary insurance Employee assistance program Financial Wellness benefits and resources Tuition reimbursement and more We are currently accepting applications for a full-time Indirect Dealer Representative at our San Jose Corporate Office. As an Indirect Dealer Representative, your major responsibilities will include: Building relationships with dealerships through frequent and recurring site visits and increasing awareness of the credit Union's indirect lending program. Serve as the primary point of contact with indirect lending dealers. Facilitate processing and funding loan applications; address questions and resolve issues between the Credit Union and the dealers. Achieving assigned loan origination goals from participating indirect lending dealers (e.g., auto, motorcycle, and RV dealers). Establishing and maintaining relationships with dealer personnel at each dealership and becoming their liaison to improve dealer relationships and communications, and for bi-directional problem resolution. Training Finance personnel at dealerships and within the Credit Union to ensure everyone is knowledgeable about the indirect lending program requirements and procedures. Maintaining and reporting on dealer/retail network activity monthly. Providing explanation for exception to plan. Stay informed on trends in indirect auto lending, the rate environment and competitor offerings. Taking an active role in dealer promotions and cars sales to increase loan volume. Our ideal candidate will possess: two to five years of similar or related experience. Outside sales experience, auto industry and auto finance knowledge required. Must have good communication skills, both written and verbal. Proven attention to detail, ability to multi-task in a fast-paced environment and working knowledge of MS Outlook, Excel and Word required. Ability to maintain confidentiality of sensitive information and conduct oneself with a high level of diplomacy and tact. Must have reliable transportation and a valid California driver's license. Pay Range: $25.00/hour plus monthly incentives. For immediate consideration, apply today! CommonWealth is an Equal Opportunity Employer Compensation details: 25-25 PI08db6986c519-31181-39351222

TITLE: BILINGUAL QUALITY ASSURANCE SPECIALISTSTATUS: NON-EXEMPT REPORT TO: MANAGER - MSCC QUALITY ASSURANCEDEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 11868 PAY RANGE: $22.75 - $28.00 HOURLY + $1.00 BILINGUAL DIFFERENTIAL *Preferably have NICE/Nexitia experience GENERAL DESCRIPTION: The Bilingual Quality Assurance Specialist is concerned with monitoring and evaluating the interaction between members and employees (in both English & Spanish) and providing feedback to reinforce or sustain work expectations and processes as needed. This is to help ensure sound department operation, maximum efficiency, and member satisfaction. TASKS, DUTIES, FUNCTIONS: Perform objective call evaluations. Identify trends or issues that impact member satisfaction and quality standards. Communicate, document and report skill deficiencies, member concerns and call trends to Supervisors. Ensure that employees are using the correct tools, following company policies and procedures, providing accurate and objective evaluations, and are performing ethically. To achieve objectives the job incumbent is required to perform the following: Listen to recorded and/or live interactions between Member Service Contact Center employees and Members. Review and score the recorded and/or live interactions. Provide documentation and/or verbal feedback to Contact Center Representative and respective Supervisor. Support and partner with Supervisor in the coaching, evaluation, or on further research/clarification of issues for quality assurance. Facilitate and attend calibration sessions. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws. Develop and maintain a thorough knowledge of Golden 1 products and services, and policies and procedures. Monitor and comply with all established security, internal audit, and applicable government policies and regulations. Maintain required records and provide reports as required by Member Service Contact Center Management. Maintain knowledge of current functions of the Contact Center including Support, Member Solutions and MSCC e-mail team. Complete Regulatory Training Modules as required. Performs other Quality auditing functions and/or other duties as assigned by the Supervisor. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Ability to handle multiple tasks and perform repetitive functions. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, telephone or typewriter, if needed. Listening, oral and written communication skills. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Supervisors, frontline contact center representatives and other departments as needed. EXTERNAL: Members, vendors and business partners, and industry peers as needed. QUALIFICATIONS: EDUCATION: AA Degree in related field or equivalent work experience EXPERIENCE: Three years or more at Golden 1 or at another financial institution providing customer service and support in a Member Service Contact Center environment. KNOWLEDGE / SKILLS: Strong knowledge of all Golden 1 products and services, policies, procedures, and regulatory requirements, including the methods and principles of sound business practices. Knowledge of intranet/internet. Effective oral, written and interpersonal skills required to provide feedback on Contact Center Quality issues/concerns. Exceptional listening and analytical skills. Experience with Microsoft Word, Excel, and Access preferred. Bilingual skills are a must - English/Spanish. Fluent ability to read, speak and use proper grammar in English and Spanish. The ability to speak the standard form of the language without using English or slang. The ability to speak the language with sufficient accuracy to converse and be understood by native speakers, who do not understand English, without difficulty. The ability to compensate for not knowing exact terminology by defining or describing any unknown terms effectively without resorting to English. The ability to describe objects, routines, and events in detail. The ability to elaborate in detail about topics familiar to the candidate. The ability to state and support a point of view on a topic of interest to the candidate in general terms. The ability to speculate and hypothesize about possible causes, outcomes, and/or occurrences in extended discourse. Ability to work a flexible schedule, including Saturdays. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES/CERTIFICATIONS: Must pass a verbal Spanish assessment successfully through Language Testing International within 90 days of employment. THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

TITLE: MGR - ENTERPRISE CORES AND APPLICATION STATUS: EXEMPT DEPARTMENT: IT- EP CORES AND APPS BUSINESS SERVICES REPORTS TO: DIRECTOR - IT ENTERPRISE CORES AND APPLICATIONS PAY GRADE: 23S PAY SCALE: $128,500.00 - $140,000.00 ANNUALLY GENERAL DESCRIPTION: The Enterprise Applications and Cores Manager role is responsible for managing implementation, governance, and support of credit union enterprise software solutions as it relates to software project delivery and/or operational support. The manager must be able to oversee and effectively manage projects from concepts to production and have the capacity to work with and influence diverse functional lines of business and technology groups. This includes the assignment and coordination of team activities when working with respective application vendors for software enhancements, updates, defect remediation, and troubleshooting. Responsibilities include roadmap planning, acting as a subject matter expert for multiple enterprise-wide software solutions, and ensuring all supported software applications are current and meet the requirements for any compliance or regulatory changes. An advanced understanding of the Credit Union's enterprise-wide software solutions is required. TASKS, DUTIES, FUNCTIONS: Responsible for the overall development life cycle and operational support of managed enterprise software solutions. Oversee all aspects of software application installations, upgrades, and configuration of software as it pertains to project and operational support. Lead and manage a team of technical business analysts subject matter experts to support all development, project activities, and operational support for managed enterprise software solutions. Manage, develop, motivate, coach, and train a team responsible for supporting the Credit Union's enterprise software applications. Evaluate employees and complete performance reviews and responsible for career management for direct reports. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and core values. Work with product managers, business relationship managers, vendors, and key stakeholders in developing a strategy and road map for managed software applications that helps the business succeed in achieving their goals. Translate business requirements into technical solutions, recommend alternative technical and business approaches, and lead development efforts to meet aggressive timelines with optimal solutions. Provide project management for assigned deliveries including prioritization, planning of projects and features, Stakeholder management and tracking of external commitments. Instill best practices for software development and documentation, assure designs meet requirements, and deliver high-quality work on tight schedules. Maintain accurate written and electronic records for all managed applications including versions, database structures, and information systems that are withing scope of management responsibility for IT. Ensure proper quality assurance processes are completed as it relates to delivery of software enhancements. Identify and mitigate risks to the availability of applications and proactively address and resolve issues before they impact service levels. This requires working closely with our Network Operations Center (NOC) and knowledge of our production monitoring tools. Troubleshoot and resolve problems with business application software 24x7x365. Provide oversight and effectively manage vendor partner relationships for enterprise software applications by conducting vendor quarterly business reviews, monitoring service level agreement adherence, providing vendor support metrics, and facilitating/attending regular vendor partner meetings to promote relationship efficiencies. Responsible for ensuring the Change Implementation Management policies are adhered to for all software changes deployed to production systems as defined by the Change Management corporate policy. Monitor project progress and remove roadblocks to ensure upgrades and projects are delivered on time. Identify opportunities and assist to improve software development tools for project management, source control, and other development tools. Manage technical resources, both internal and vendor-provided, within budget and software delivery schedules. Keep abreast of new software technologies, as well as conforming to best practices in information security. Ensure all applications and systems meet or exceed the defined credit union standards for security and availability. Participate and provide employee oversite for on-call support during off hours, holidays, and weekends. Maintain a current awareness of industry best practices for security, standards and quality and incorporate them into the staff activities. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Performs other related duties as assigned. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Advanced oral and written communication skills required to interact or complete technical analysis with Credit Union staff, management, or vendor partners. Effective analytical skills required to prepare recommendations, perform analysis, and accomplish other functions as listed. Strong adaption skills contributing to an environment that promotes and enables change to facilitate improved ways of working. Understanding of Agile based development practices. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, printer, facsimile machine, and telephone. Must have the ability to work on own initiative. Ability to multitask, work under pressure and tight deadlines; may be required to work extended hours to complete tasks, respond to system production issues, or complete project deliverables. Proven ability to develop, document and maintain operational policies and procedures, including the designing and documenting detailed technical process flows and the development of operational performance and quality metric standards and reports. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff and management. EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions QUALIFICATIONS: EDUCATION: Bachelor's degree preferred in Computer Science or Information Systems. Equivalent work experience may be considered in lieu of a 4-year degree. Agile certifications preferred. EXPERIENCE: Seven years or more experience in financial or health services, including technical business analysis, application management and/or project management, product development and process improvement preferred. Minimum of four years of experience leading and supervising a team directly, preferably within a financial institution. Experience working in an Agile environment or Azure eco system (DevOps) strongly desired. KNOWLEDGE/SKILLS: Knowledge of commonly used financial industry concepts, practices, and guidelines. Knowledge of existing Credit Union products, services, and overall operational guidelines, especially as it relates to various delivery channels. Advanced oral communication, presentation, and technical writing skills. Strong research, technical analysis, planning and organizational skills. Ability to use logical reasoning when interpreting facts. Experience with small to large enterprise software systems, as well as the ability to learn new systems quickly. Ability to analyze and document complex technical business processes. Ability to make observations, examinations, evaluations, and recommendations. Experience leading projects and directing team members to implement system upgrades and enhancements. Strong PC skills. PHYSICAL REQUIREMENTS: Carry and respond to a cell phone 7 days a week. May need to diagnose problems from home, occasionally may need to travel to site to correct problem either by car or public conveyance. Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 20 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. Occasionally required to change work hours or work long hours including working on weekends to accomplish tasks. LICENSES/CERTIFICATIONS: None #LI-Hybrid THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV.8/7/2025

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $22.50 HOURLY GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/4/2025

TITLE: INVESTIGATOR IISTATUS: NON-EXEMPTREPORTS TO: FRAUD PREVENTION AND RISK INVESTIGATIONS MANAGERDEPARTMENT: FRAUD PREVENTION AND RISK INVESTIGATIONSJOB CODE: 11452 PAY RANGE: $33.86 - $37.00 HOURLY GENERAL DESCRIPTION: The Investigator II is an experienced level position within the Fraud department. Responsible for detecting, reviewing, and reporting potential suspicious activities filtered by various AML systems. As an Investigator II, you will investigate external inquiries via law enforcement request, internal investigations for other groups (fraudulent instruments and inquiries), and other related transactional activity. Supports leadership and the investigations team in maintaining compliance with Golden 1 Credit Union's fraud prevention program. Assist with training and coaching of new and existing employees across various business lines and execute special investigations. TASKS, DUTIES, FUNCTIONS: Utilizes knowledge of credit union systems, processes, and contacts as resources for conducting investigations. Develops a plan of action and gathers, analyzes, and compiles evidence for multiple case assignments. Prepares case documentation and writes a complete final summary report of investigation. Investigate and respond to check fraud claims as received by members and/or other financial institutions. Investigate suspicious activity cases generated by the internal automated AML/BSA monitoring system or Unusual Activity Referrals reported by branch personnel and other lines of business. Review cases assigned for closure to ensure Verafin case has proper coding, and all steps are taken prior to closing account in DSUI. Assesses internal controls and procedures associated with assigned cases, identifying control breakdowns and makes recommendations to prevent future losses. Assists with determining new procedures to prevent, detect, and investigate fraudulent activity. Reviews fraud data to ensure accuracy for reporting and audit purposes. Assist with computer crime investigations and investigate breaches of information security policies as requested. Prepares recommendations as to whether a member's transactional activity is fraudulent and thereby requiring a BSA UAR referral. The recommendation will be based on an analytical assessment of internal and external data sources, internet, and other sources to provide the rationale for recommended courses of action. Reviews individuals' and entities' accounts reported in a police report utilizing different management systems to determine if other suspicious activity noted in the accounts should be reported. Prepares police report and/or BSA UAR referral if necessary. Performs red flag alert reviews on account activity for submitted fraud closures, determines if the previously reported fraudulent activity has continued or ceased. Files supplemental police report if additional suspicious activity is identified and works with BSA SAR Investigator on continued 90-day fraud referrals. Assist with auditing Investigator I BSA narratives prior to submitting to BSA department. Maintains current information on various systems as well as required files and documentation. Ensures records are complete and available for review and audit as needed. Complies with regulatory requirements, security, and applicable policies and identifies control and procedural issues. Serves as resource to branches/departments inquiries related to financial investigations questions to provide best information possible regarding fraud to better serve the members and the Credit Union's interest. Assists with the timely completion and investigation of assigned 314(b) requests. Completes annual BSA/AML/OFAC training requirements and keeps current with Money Laundering and Terrorist Financing trends. Provides support, guidance, and training of new staff and serves as the quality control reviewer for alerts, cases, and BSA UAR referrals. Assists in collecting documentation for examiners, auditors, law enforcement, and governmental agencies regarding fraudulent activity and BSA/AML monitoring records. Participates in moderate to complex project initiatives as the primary subject matter expert. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Assists and identifies other investigative efforts within the department, including creating and working moderately complex cases. Understand CTR filing requirements and be able to answer basic questions. Assists with the training of new staff and acts as a resource for all team members regarding a variety of loss prevention and fraud scenarios. Assists in development and facilitation of fraud prevention and awareness for all branch and HQ staff as applicable. Maintain accurate tracking of work performed, which will be used in department performance measurements. Prepare police reports for all losses over the established thresholds or established behaviors outlined in department procedures. Work with law enforcement as required, providing updates or additional information as needed. Responds to law enforcement agencies and financial institutions requesting documentation and/or images to support investigations involving credit union losses. Perform other duties as assigned. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to assist other staff, constructively follow-up on member inquiries, communicate clearly with management, and perform other related tasks. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All business units and departments as needed. EXTERNAL: Federal, state, and local law enforcement, vendors and business partners, and industry peers as needed. QUALIFICATIONS: EDUCATION: Bachelor's degree or combination of experience and education. EXPERIENCE: Minimum of 5-6 years of financial institution or law enforcement experience and Fraud, AML, or card fraud experience. KNOWLEDGE / SKILLS: Ability to effectively communicate with internal and external contacts. Knowledge of Credit Union products, services, policies & procedures. Operating knowledge of Visa regulations, AML/BSA, OFAC and Federal/State Regulations. Good organizational skills, including the ability to prioritize daily activities and multi-task to complete assignments. Strong attention to detail in working and investigating files with emphasis on deadlines. Effective oral and written communication skills. Basic Excel skills Knowledge to operate facsimile machine, ten key, microfiche, electronic banking equipment, basic PC knowledge of Windows environment, and office filing logic. Must be self-motivated and capable of working both independently as well as in a team environment. Must be aware of high-risk activities to ensure regulatory compliance with check fraud regulations and Reg. E, Customer Identification Program (CIP), Customer Due Diligence/Enhanced Due Diligence, 314(b) Information Sharing requests, OFAC, and all investigations pertaining to potential fraud schemes or cybercrime. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES / CERTIFICATIONS: None required with a goal of attaining at least one of the following certifications or equivalent: Professional Certified Investigator (PCI), Certified Fraud Investigator (CFI), Certified Financial Crimes Investigator (CFCI), Certified Credit Union Compliance Expert (CUCE), Certified Fraud Examiner (CFE), Bank Secrecy Act Compliance Specialist (BSACS) as well as, or Certified Anti-Money Laundering Specialist (CAMS). REV. 1/24/2025

TITLE: FRAUD INCIDENT PROGRAM MANAGER STATUS: EXEMPT REPORT TO: DIRECTOR - FRAUD SERVICES DEPARTMENT: FRAUD PREVENTION AND RISK INVESTIGATIONS PAY RANGE: $85,100.00 - $95,000.00 ANNUALLY GENERAL DESCRIPTION: The Fraud Incident Program Manager will bring a passion for the disruption of fraud and assisting members who do experience fraud. Broad financial industry best-practice fraud prevention and resolution experience is required. A high degree of focus on fraud alert management will be required for success. This role is responsible for identifying and coordinating with key resources who will focus on investigating fraud cases related to specific fraud incidents. The goal of this role is to ensure consistency in responding to and reporting on specific incidents. The role will represent Fraud Services on Enterprise Incident Response Teams that are deployed during fraud incidents, and work with fraud analytics teams to assess varied situations for associated risk and assist to implement proper resolutions based upon current risk tolerances. Participate in cross-functional relationships within the credit union to provide optimum internal support and build and distribute fraud prevention and education to other areas of the enterprise. The ability to meet critical timelines and service levels agreements will be vital. Experience with fraud case management systems and the evaluation of such systems is required. The ideal candidate will excel both as a self-driven, individual contributor and at times work effectively within a team constructed both within the department and with other departments across the credit union. TASKS, DUTIES, FUNCTIONS: Incident Management: Effectively manage fraud incidents by engaging a team to focus on impacted members and confine bad actors. Role will be responsible for creating action plans for response teams to process cases related to incidents and reporting updates related to all activities, team actions and losses. Primary Fraud Incident Contact: Represent Fraud Services as part of enterprise Incident Response Team (IRT). Drive incident response efforts. Maintain stakeholder communication during incident lifecycle and facilitate resolution of service impact to fraud operations. Regulatory Compliance: Maintain ongoing subject matter expertise regarding Fraud and regulations including a thorough understanding of state and federal laws and regulations related to credit union compliance including OFAC Sanctions, Executive Orders, FACTA, Reg. CC, Reg. E, UCC, check 21, Bank Secrecy Act, Anti-Money Laundering laws, Visa and other card related regulations appropriate to the position. Process Performance: Recommend business level process changes within the department to improve processes and reduce the reaction time in response to fraud trends. New Account Fraud: Assist in the process for fraud reviews of new accounts (deposit and loans) originated online and in-branch to mitigate fake accounts from being opened. Member Experience: Responsible for handling escalations, exception items and resolving complex issues. Represent credit union in contacts with business and trade associations, members, and regulatory agencies. Attend business functions and industry conferences and otherwise promote the credit union's image. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. Travel as required. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interpret, resolve, and document fraud management and related issues, train and evaluate staff, and perform other related tasks. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff within business units and departments as needed. EXTERNAL: Federal, state, and local law enforcement, vendors and business partners, and industry peers as needed. QUALIFICATIONS: EDUCATION: Bachelor's degree in a related field required. Additional work experience may be considered in lieu of a 4-year degree. EXPERIENCE: Five years or more of Regulatory and/or Compliance, Credit Union/Banking, Fraud Investigations, or equivalent experience within the financial services industry as well as experience with process management and improvement. KNOWLEDGE/SKILLS: Appropriate subject matter expertise, comprehensive understanding of credit union products, and understanding of compliance with all Federal Regulations i.e. Bank Secrecy Act (Suspicious Activity Report - SAR filing), Uniform Commercial Code (UCC), Reg CC, Reg E, credit card and other applicable regulations. Process management and improvement knowledge and experience. Advanced knowledge of fraud, anti-money laundering, dispute processes and suspicious activity investigations techniques. Strong attention to detail in investigating files with an emphasis on timelines and recovery. Advanced organizational skills, including the ability to prioritize daily activities and multi-task to complete high priority and time sensitive assignments and processes simultaneously. Strong attention to detail in working and investigating files with emphasis on deadlines. Ability to effectively communicate with internal and external contacts. Ability to work effectively and collaboratively within the department, with business unit owners, and others outside of the credit union. Strong sense of ethics and professionalism. Positive and enthusiastic personality with the ability to handle sensitive member situations in a caring/considerate manner. Knowledge to operate fraud case management systems, electronic banking equipment; basic PC knowledge (Windows environment), and office filing logic. Must be self-motivated and capable of exercising sound judgement, working both independently as well as in a team environment. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasionally long work hours may be required to accomplish tasks. Minimal travel throughout the United States to increase knowledge and skills in fraud management area by car or public conveyance. Minimal travel locally by car or public conveyance to resolve fraud management issues and attend meetings. Carry and respond to mobile phone seven days a week. May need to diagnose fraud management issues remotely and occasionally may need to travel to site to assist, advice, or correct fraud management issues either by car or public conveyance. LICENSES/CERTIFICATIONS: Two or more of the following certifications (prompt pursuit of or equivalent) required; Professional Certified Investigator (PCI), Certified Fraud Investigator (CFI), Certified Fraud Examiner (CFE), Certified Anti-Money Laundering Specialist (CAMS), Bank Secrecy Act Compliance Specialist (BSACS), Credit Union Compliance Expert (CUCE). THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/14/2026

JOB TITLE: Home Loan Processing SpecialistDEPARTMENT: Home Loan OperationsSTATUS: Non-ExemptJOB CODE: 1837 PAY RANGE: $20.00 - $24.00 Hourly GENERAL DESCRIPTION: Organize and execute processes related to equity loans. Effective pipeline management. Partner with the internal and external Home Loan Advisors to ensure accurate, efficient and timely loan processing. TASKS, DUTIES, FUNCTIONS: Coordinate and communicate information with Member, Home Loan Advisors and vendors for loan transactions. Coordinate the ordering of all title reports and follow up on appraisal orders. Review all documentation received for accuracy and determine if additional research or documentation is required. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including BSA, RESPA, TILA, TRID and AML laws appropriate to the position.. Review and calculate income, including tax returns and funds verification (assets) from documentation received in accordance with Golden 1's policies/procedures and update the LOS (Loan Origination System) accordingly. Prepare and process equity loans and lines in accordance with internal policies and procedures as well as regulations related to Equity Lending. Review and evaluate credit documentation for compliance with Golden 1's policies. Acquire and maintain knowledge of rules and regulations regarding equity lending. Complete Home Mortgage Disclosure Act (HMDA) information to include auditing information on closed out files to ensure accuracy. Maintain and respond to quality control issues. Perform functions in accordance with Golden 1's performance competency standards. Perform other tasks as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with members and vendor company staff on the telephone, to produce monthly reports, and to perform other clerical functions. Must possess sufficient manual dexterity to skillfully operate standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Home Loan staff, Branch staff and various other staff at Corporate Headquarters. EXTERNAL: Title companies, appraisers, members, government agencies and various other vendors. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum is preferred. Additional work experience may be considered in lieu of a High School diploma. EXPERIENCE: Two years in a financial institution. Mortgage lending experience preferred. . KNOWLEDGE/SKILLS: Maintain knowledge of real estate industry and Golden 1's policies/procedures & guidelines. Strong oral and written communication skills Strong interpersonal skills Strong member relation skills Ability to manage high volume telephone contact Attend training provided through seminars, webinars and weekly coaching as compliance, policies/procedures, or work processes dictate. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Heavy telephone volume. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. LICENSES/CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

TITLE: SENIOR NETWORK ENGINEERSTATUS: EXEMPTREPORTS TO: MANAGER - NETWORK SERVICESDEPARTMENT: IT - NETWORK AND UNIFIED COMMUNICATIONSJOB CODE: 4226 PAY GRADE: 22S PAY SCALE: $123,600.00 - $140,000.00 ANNUALLY GENERAL DESCRIPTION: The Senior Network Engineer is responsible for advanced level of administration, support, and design of all systems supporting the network and telephony communication operations of the credit union. The scope of responsibilities includes, but is not limited to, architecture, installation, maintenance, performance optimization, future-planning, documentation, and complex system design for the credit union's core networks, branch network, ATM network, VOIP network, wireless network, ISP connections, and vendor connections. This job requires extensive knowledge and experience dealing with implementation and issue resolution of Cisco, F5, Akamai, and other network systems and technologies. TASKS, DUTIES, FUNCTIONS: Design, recommend, implement, document, support, and troubleshoot networks providing wired and wireless connectivity at corporate headquarters, multiple data centers, branches, and ATMs Lead in the design, configuration, and maintenance of the Golden 1 network architecture Define and evaluate functional requirements and specifications of network systems Perform complex analysis of network software, hardware, and communication lines Advise and participate in the development of network design, architecture, and configurations and ongoing review of network configurations Implement system enhancements that will improve the reliability of the network, elevate security, and increase network performance Ensure network software and hardware versions, maintenance levels, registration, inventory, and upgrades are to appropriate security and patch levels; monitor, diagnose, configure, and enhance system performance within supported parameters to optimize effectiveness of hardware and software resources Responsible for monitoring, developing, and recommending solutions to network systems potential or occurring security events on servers/network devices Design, recommend, implement, document, support, and troubleshoot remote connectivity options for end-users with appropriate safeguards and AAA (Authentication, Authorization, and Accounting) Work with internal and external auditors to determine security posture and provide assistance in addressing audit recommendations Remain current in awareness of developing trends, security weaknesses/vulnerabilities, and innovations in networking systems and capabilities Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position Perform other job-related duties as necessary. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interpret, resolve, and document networking problems. Strong organizational and time management skills; ability to articulate system methodologies and concepts; communicate effectively in providing technical guidance and expertise to other staff Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Credit Union Staff EXTERNAL: Vendors. QUALIFICATIONS: EDUCATION: Bachelor's Degree in Computer Science, Management Information Systems, comparable discipline, or equivalent work experience. EXPERIENCE: Minimum seven years or more experience in Information Technology in the management, configuration, modification, installation, and evaluation of network systems hardware and software (Cisco and F5 technologies desired). Work experience with Network operating systems such as Cisco IOS, NX-OS, F5, and Linux. Subject matter expert with Cisco Firewalls, Routers, Switches, Voice Gateways, and Fabric Interconnects Subject matter expert with common networking technologies, including NAT, PAT, DHCP, RADIUS, RSTP, PVST, STP, VLANs, FTP, TFTP, NAC, EIGRP, RIP, DNS, CIDR, ARP, AAA, TACACS, fiber optics, DWDM, VPN, DMVPN, BGP, ACLs, packet capture/analysis, Netflow, WCCP, VoIP, encryption, network segmentation, tunneling, filtering, and other network technologies Subject matter expert with Cisco Data Center equipment, including Nexus 7K, 5K, 2K, and B22 platforms, NX-OS, Virtual Device Contexts, Overlay Transport Virtualization, Virtual Port Channels, Fabric Extender Technology, etc. Subject matter expert with multi-homed connections to multiple ISPs, redundant network connections, port-channels, GLBP, HSRP, LACP, Demonstrates strong knowledge with a broad spectrum of F5 technologies: Load Balancing, iRules, iApps, Local Traffic Manager, Access Policy Manager, SAML/SSO, Demonstrates strong knowledge with SolarWinds products, including Network Performance Manager, Network Configuration Manager, Alert Central, IP Address Manager, Application Performance Monitor, Web Performance Manager, and Web Help Desk Demonstrates strong knowledge with Cisco Wireless infrastructure, including Wireless LAN Controllers, client-based Wireless Access Points, Identity Services Engine, Prime LMS / Network Control System, Mobility Services Engine, CleanAir technology, 802.1x, rouge access point detection, etc. Demonstrates working knowledge of Working knowledge of VMWare - configuring, using, and troubleshooting virtualized network appliances Demonstrates strong knowledge of network security systems and technologies, including Ironport, ASA, Tipping Point, ACS, IPS, IDS, port security, AnyConnect, etc. Demonstrates the ability to work effectively and support others in an environment of continuous change. CERTIFICATIONS: Cisco CCNP, CCDP, or CCSP. F5 Certified Technology Specialist - LTM PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday to accomplish tasks. Occasional travel may be required. Lift and carry communications equipment and computer hardware weighing up to fifty pounds. Corrected vision in the normal range required to configure, test, and troubleshoot network server hardware and data. Hearing within normal range. Must possess sufficient manual dexterity to skillfully operate applicable computer hardware, a variety of hand tools and standard office equipment LICENSES/CERTIFICATIONS: None. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 9/11/2025

TITLE: OPERATIONS - COMMUNICATION AND CHANGE MGMNT SR ANALYST STATUS: EXEMPT REPORT TO: SRMGR - PORTFOLIO PLANNING AND EXECUTION DEPARTMENT: OPERATIONS PLANNING AND EXECUTION PAY RANGE: $83,900.00 - $95,000.00 ANNUALLY GENERAL DESCRIPTION: The Communication and Change Management Senior Analyst is responsible for effective communication and executing on change management strategies that support the successful adoption of new processes, systems, and technologies across the organization. This role partners with cross-functional teams to assess change impacts, develop communication, assist with training plans, and foster a culture of agility and continuous improvement. The Communication and Change Management Senior Analyst is a key contributor to enabling business transformation and ensuring alignment with Golden 1's strategic objectives. Overall, the role demands a collaborative partner to drive business outcomes and ensure alignment with internal and member needs. TASKS, DUTIES, FUNCTIONS: Execute change management strategies to support enterprise initiatives. Ensure effective communications methods are utilized to operationalize process, policy, regulatory and other types of business change. Conduct impact assessments to identify risks, stakeholder impacts, and readiness levels. Create and manage communication plans to ensure clear and consistent messaging throughout change efforts. Provide guidance and support to leaders and teams to build change capability and reduce resistance. Collaborate with project teams to integrate change management activities into overall project plans. Communicate training programs and materials to support employee adoption. Monitor and evaluate the effectiveness of change initiatives and adjust strategies as needed. Promote change readiness and a culture of continuous improvement across the organization. Partner with internal stakeholders to identify and address barriers to change and develop mitigation strategies. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Strong analytical and quantitative skills to interpret data and develop forecasts. Excellent communication skills to present findings and influence decision-making. Manual dexterity to operate standard office equipment including computers, copiers, and telephones. Ability to work independently and manage multiple priorities in a fast-paced environment. Proficiency in Microsoft Office ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff and management, including Senior Management. EXTERNAL: Members, vendors, suppliers, government agencies, credit union industry associations and peers at other financial institutions. QUALIFICATIONS: Bachelor's degree in business administration, Operations Management, or related field is required. Additional experience in lieu of degree may be considered. EXPERIENCE: Minimum of 5 or more years of experience in communication, change management, or operations analysis. Experience in a financial institution or service-oriented environment is preferred. KNOWLEDGE / SKILLS: Strong understanding of change management practices and effective communication optimization strategies. Excellent communication and interpersonal skills with the ability to influence at all levels. Ability to translate complex data into actionable insights. Strong collaboration and relationship-building skills across departments. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision and hearing within normal range. Ability to lift up to 20 lbs. as needed. Occasional movement throughout the department to interact with staff. May require extended hours or travel to support planning initiatives and attend meetings or training. LICENSES / CERTIFICATIONS: Project Management Professional (PMP) certification is a plus. THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

TITLE: BUSINESS ACCOUNT AND LOAN SERVICING REPRESENTATIVESTATUS: NON-EXEMPTREPORTS TO: SUP - BUSINESS ACCOUNT AND LOAN SERVICINGDEPARTMENT: BUSINESS MEMBER SUPPORTJOB CODE: 11737 PAY RANGE: $25.02 - $26.50 HOURLY GENERAL DESCRIPTION: The role of a Business Account and Loan Servicing Representative requires a dynamic and driven individual with a strong commitment to service excellence. This individual excels in delivering outstanding service, employing effective call handling methods to ensure a positive and memorable member experience. As a Business Account and Loan Servicing Representative, they hold a vital position in strengthening the Business Member Support department. Their responsibilities are to be primary point of contact for business members, responding promptly to inquiries, resolving issues, and providing ongoing support and guidance. Additionally, collaborate with internal teams, including lending, treasury management, and other business partners, to deliver comprehensive solutions to business members. TASKS, DUTIES, FUNCTIONS: Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment. Resolve business member issues relating to online banking, business deposit products, business lending products and money movement services products. Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures. Engage in conversations centered around business member's needs, specifically focusing on credit, deposit, and servings process needs of the member assist in growing their business. Initiates contact with new members within 2 days of their membership initiation and conducts a follow-up after 2 weeks. Modifying or setting up ACH forms for Commercial Real Estate (CRE), loans, and credit cards. Assist with all requests submitted through the Business Account and Loan Servicing Phone Queues, email boxes, and faxes. Demonstrates advanced Credit Union knowledge, ability to resolve issues, digital support, and escalations with minimum guidance. Foster a positive and engaging work environment. Inspire others through words and actions; ensure positive employee morale throughout Golden 1, by embracing our mission, vision, and core values. Effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. Maintain a thorough understanding of the state and federal laws and regulations related to credit union compliance that are appropriate to the position. Handles general inquiries and questions from members by demonstrating understanding of member needs, concerns and/or frustrations. Responding by demonstrating care, concern, and an appropriate sense of urgency. Perform multiple internal queues and maintain service levels and regulatory requirements. Proactively conduct a comprehensive needs assessment for our business members, aiming to identify tailored financial products and services that align with their unique requirements and contribute to their success. Deliver exceptional member service while actively listening, efficiently gathering information, understanding member concerns, and resolving issues effectively. Empathize, clear communication, and provide tailored solutions to ensure member satisfaction and loyalty. Educates members about our products to foster loyalty and retention. Identifies opportunities to assist members with Golden 1 product or service offerings and diligently documents interactions in the internal ticketing system. Perform routine tasks such as handling inquiries, resolving problems, and maintaining a high-quality customer experience within the bounds of work guidelines, policies, and regulations. Identify and implement process efficiencies and escalate procedural updates to Sr. and above for approval. Identify and resolve issues that arise outside of the normal course of business. Organize, prioritize, and perform multiple tasks simultaneously while being detailed oriented. Productively works to improve the standard way of doing things, anticipating issues to prevent problems before they occur. Perform general account maintenance, which may include payment corrections. Perform post funding services, such as payoff requests and prepayment penalty calculations. Process loan payoffs, demands, and requests for reconveyance. Field inbound calls and member inquires. Must be able to perform amortizations of Commercial Loans. Meet production deadlines daily while cognizant with quality and quantity in a fast- paced environment. Must demonstrate functional knowledge of all compliance courses annually and must review and pass all regulatory tests and courses pertaining to their job functions including internal credit union policies. Maintain effective communication with all Credit Union employees to ensure coordination and exchange of information for accomplishing Credit Union goals. Participates and contributes to a positive teamwork environment, which encourages team commitment to corporate, division, and departmental goals. Perform additional duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to interact with staff and members to perform follow-up on research requests, inquiries, and concerns. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment such as a personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Regularly engage in verbal and written communication with various departments, including ACH departments, Wire Department, BMS department, Business Relationship Officer, Commercial Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, Learning and Development, and Digital Team. Internal discussions primarily revolve around research topics. EXTERNAL: Corresponds effectively and professionally in consultative conversations with Golden 1 business members and prospective business members via Business Online Platform, secured messaging, e-mail and telephone. QUALIFICATIONS: EDUCATION: Bachelor's degree or equivalent work or educational experience in servicing business and commercial loans preferred. EXPERIENCE: Minimum two years of experience with Business Account and Loan Products including Commercial Real Estate and Commercial and Industrial, Business Loan Servicing/Processing/Documentation and Business account servicing required. KNOWLEDGE / SKILLS: Excellent PC skills, with the ability to learn and train in new software. Excellent interpersonal skills with the ability to present a professional image to management, staff, and outside contacts. Solid understanding of Commercial Loan Products Familiarity of business products, services and compliance requirements required. Excellent organizational, time management and communication (verbal and written) skills. Shares knowledge freely to help others succeed. Fully participates in meetings, proactively bringing forward relevant information, ideas and potential solutions. Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving. Positively adapts to changes in Golden 1 and/or changes in own role and helps others to do the same. Ability to manage multiple tasks and demands, to work independently and as a team member, and to meet deadlines and effectively adjust to changing priorities. Reliable work attendance Full-time hours required, with additional hours as necessary including weekends. Basic knowledge of the following systems: Microsoft Office (Word, Excel and Outlook), eFunds, Verafin, Q2, DNA, OFAC, EnAct, ServiceNow, ECM, Fiserv, SpendTrack, Interaction Desktop, Quavo, Docusign, Datasafe, NitroPro, SharePoint PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within normal range. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 3/20/2025

TITLE: SR PRODUCT MARKETING MANAGER STATUS: EXEMPTREPORT TO: DIRECTOR - GO-TO-MARKET PRODUCT MARKETINGDEPARTMENT: MARTECHJOB CODE: 11492 PAY SCALE: $113,500.00 - $130,000.00 ANNUALLY GENERAL DESCRIPTION: The Senior Product Marketing Manager, leads and manages go-to-market strategies for a product portfolio and works collaboratively with Product and cross-functional teams to ensure achievement of growth objectives. Go-to-Market strategies include digital and traditional marketing initiatives, leveraging marketing technology tools. This role works closely with business units and leads cross-functional teams to achieve objectives. The Senior Product Marketing Manager manages digital and traditional channels, technologies, content, and data to reach and engage target audiences, ensuring a cohesive brand experience. TASKS, DUTIES, FUNCTIONS: Lead, develop and execute integrated, full-funnel, multi-channel, go-to-market strategies, and campaigns leveraging new digital marketing technologies across website, email, mobile, social media, paid digital, SEO, content marketing, online and banking platforms. Anticipate market trends, customer needs and the required marketing strategy to grow the portfolio and achieve key KPIs. Understand and utilize insights to inform product positioning and messaging, driving consistency about how we position our products. Leverage customer insights, behavioral data and segmentation to design life cycle, event trigger and loyalty programs. Foster member engagement and increase wallet share through personalized automated member journeys and offers. Develop data-driven automated, personalized campaigns across channels. Lead collaboration with Product and vertical teams to deliver optimal results tied to our company growth goals. Build and maintain relationships with external partners, agencies, vendors, and platforms that support the companies digital marketing efforts. Define and monitor campaign KPIs to measure the effectiveness of go-to-market efforts, adjusting strategies as needed to optimize results. Own and maintain a product portfolio campaign roadmap and strategic briefs. Report on effectiveness of marketing efforts to leadership. Foster a culture of collaboration, service excellence and innovation. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Strong oral and written communication skills required to interact or complete technical analysis with Credit Union staff, management, or vendor partners. Strong adaption skills contributing to an environment that promotes and enables change to facilitate improved ways of working. Understanding of Agile based development practices. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, printer, facsimile machine, and telephone. Makes sound decisions in the absence of detailed instructions. Ability to multitask, work under pressure and tight deadlines; may be required to work extended hours to complete tasks or respond to system production issues. Develop, document, and maintain operational policies and procedures, including the designing and documenting detailed technical process flows, and the development of operational performance and quality metric standards and reports. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Credit Union Staff EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions. QUALIFICATIONS: EDUCATION: Bachelor's degree in marketing, MBA preferred. EXPERIENCE: Experience driving product marketing, including go-to-market ownership for product portfolios. Min of 8+ years' experience in product focused marketing with strong experience leading digital marketing tactics and strategies. Experience using data and metrics to drive improvements. 8+ years of experience leading, building and executing and scaling-cross functional marketing strategies. Ability to collaborate with ownership and accountability. Industry experience and knowledge of the financial industry. A rigorous and logical way of thinking, strong communication and presentation skills Experience developing data-driven automated personalization campaigns. KNOWLEDGE/SKILLS: Critical thinking, strategic development, plan development, program/campaign development, and ROI analysis. Computer literate with proficiency in MS Word, MS Excel, MS PowerPoint, MS Outlook, and ability to learn new software programs. Accurate timeline, project, and budget management skills. Excellent organizational skills with ability to communicate, both written and verbal with people at all levels of an organization. Knowledge of digital marketing. Deadline driven with strong sense of urgency and commitment to productivity. Proven ability to manage multiple types of tasks and projects while working independently. Strong attention to detail with ability to proofread and ensure quality output of final product. Self-starter who proactively seeks solutions and is responsive to change and open to feedback. Vendor and outsourced resource management. Marketing Automation System experience a plus. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 20 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. Occasionally long work hours may be required to accomplish tasks. LICENSES/CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 2/29/2024

TITLE: SR BUSINESS SYSTEMS ANALYST - DIGITALSTATUS: EXEMPTREPORTS TO: MANAGER - DIGITAL DELIVERYDEPARTMENT: IT - DIGITAL PLATFORM DELIVERYJOB CODE: 11624 PAY RANGE: $102,000.00 - $110,000.00 ANNUALLY GENERAL DESCRIPTION: The Senior Business Systems Analyst role is responsible for engaging with various business units to translate complex business needs into quality software solutions and assists in the design, development, and implementation of identified solutions following Agile Software development practices. This also includes the operational support for all managed enterprise-wide software solutions. In partnership with the software vendors and business units, the senior analyst will work to maximize opportunities to use technology to improve products, services, and/or business processes. An advanced understanding of the Credit Union's enterprise-wide software solutions is required. TASKS, DUTIES, FUNCTIONS: Oversees all aspects of the Software Development Lifecycle for enterprise-wide software solutions by reviewing, analyzing, and creating detailed documentation of business unit needs, including workflow, program functions, and steps required to implement technical business processes. Drives efficient and effective joint business/IT requirements and solution discussions in addition to stakeholder review meetings. Provide high-quality analytical system solutions for key stakeholders. Proactively identifies software functional gaps and opportunities of improvement. Collaborates with product owners to create product backlog by using Agile practices. Creates user stories with relevant acceptance criteria. Leads or participates with the implementation of complex projects as technical subject matter expert from beginning to completion. Delivery Focus: 10% Training and mentoring BSA I 70% Project Support 20% Department process improvement Participate in scrum events such as daily scrums, sprint planning, backlog refinement, sprint retrospective and reviews. Supports Agile practices and leads the improvement of service. Designs, creates, and documents process flows, technical requirements list, specifications, diagrams, scenarios, mockups, and/or models for the development team using Visio, MS Word, Excel, PDF, SharePoint, and other like tools. Provide Tier 3 application support to uphold day-to-day business line operations, including the resolution of all internal tickets to a timely and successful resolution for all Enterprise-wide managed software solutions. Operations Focus: 10% Training and mentoring BSA I and BSA II 20% Tickets and operational support requests 70% Manage and support software upgrades Troubleshoots issues, assists in triage, and assesses risk and serves as escalation points for incident management. Manage administrative functions such as, but not limited to customizations of intricate forms, fields, reports and create saved searches, dashboards, workflows, role-based access management and reporting support. Effectively work to resolve complex business line application requests or reported issues through effective listening skills, positive action, information gathering and/or ticket escalation. Keep application users regularly informed on progress and resolution for all application issues reported and in alignment with internal service level agreements using clear and proactive communication. Collaborate and coordinate with third-party service providers or other internal technical teams to address software needs-based solutions and production issues with implemented resolutions and consistent follow-up. Establish and maintain strong working relationships with business line, other internal technical teams, and third-party service providers needed to improve Enterprise-wide software solutions. Participate in on-call support for critical response to after hour application impairments or major outages as needed. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Advanced oral and written communication skills required to interact or complete technical analysis with Credit Union staff, management, or vendor partners. Strong adaption skills contributing to an environment that promotes and enables change to facilitate improved ways of working. Understanding of Agile based development practices. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, printer, facsimile machine, and telephone. Makes sound decisions in the absence of detailed instructions. Ability to multitask, work under pressure and tight deadlines; may be required to work extended hours to complete tasks or respond to system production issues. Proven ability to develop, document and maintain operational policies and procedures, including the designing and documenting detailed technical process flows, and the development of operational performance and quality metric standards and reports. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Credit Union Staff EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions. QUALIFICATIONS: EDUCATION: Minimum four-year degree in Information Technology, Project Management or Business Administration required, or 6 years of experience. Bachelor's degree in Business Administration, Accounting, Information Technology, Engineering, Management, or related field preferred with 4+ years of experience. Equivalent work experience may be considered in lieu of a 4-year degree. Agile certifications preferred. EXPERIENCE: Seven years or more experience in financial or health services, including technical business analysis, product development and process improvement. Experience working in an Agile environment or Azure eco system (DevOps) strongly desired. KNOWLEDGE / SKILLS: Knowledge of commonly used financial industry concepts, practices, and guidelines. Knowledge of existing Credit Union products, services, and overall operational guidelines, especially as it relates to various delivery channels. Excellent oral communication, presentation, and technical writing skills. Strong research, technical analysis, planning and organizational skills. Ability to use logical reasoning when interpreting facts. Experience with small to medium enterprise software systems, as well as the ability to learn new systems quickly. Ability to analyze and document technical business processes. Ability to make observations, examinations, evaluations, and recommendations. Ability to participate on projects and assist team members to implement system upgrades and enhancements. Strong PC skills. PHYSICAL REQUIREMENTS: Carry and respond to a cell phone 7 days a week. May need to diagnose problems from home, occasionally may need to travel to site to correct problem either by car or public conveyance. Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 20 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. Occasionally required to change work hours or work long hours including working on weekends to accomplish tasks. LICENSES / CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 10/01/2025

TITLE: LOSS MITIGATION SPECIALIST STATUS: NON-EXEMPT DEPARTMENT: MEMBER CARE REPORTS TO: SUP - MEMBER CARE PAY RANGE: $25.40 - $29.00 HOURLY GENERAL DESCRIPTION: This position is responsible for reducing risk to Golden 1 by minimizing financial losses associated with member accounts including Visa credit cards, line of credit, secured loans, signature loans, real estate loans, and home quality lines of credit. The position will provide workout assistance to members who are presently in default or imminent danger of going into default by providing member outreach, financial counseling, offering loan forbearance, repayment plans, deferrals, and/or modifications. The position is further responsible for complying with credit union Board policies and guidelines, NCUA, state and federal regulations. TASKS, DUTIES, FUNCTIONS: 1. Communicate with members to determine the reason for default and request additional pertinent information as needed. 2. Analyze member financial documentation to determine the most effective workout option. 3. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance, including bank secrecy act/anti-money laundering laws appropriate to the position. 4. Coordinate payment arrangements with members and follow up in a timely manner on such arrangements, properly documenting accounts as contact with each member is made. 5. Promote loan workout solutions to support Golden 1's membership and contribute to a reduction of overall delinquencies by negotiating solutions that are mutually beneficial to the client and Company. 6. Prepare necessary analysis and documentation to complete loan modification agreements, repayment plans, forbearance plans, and other workout options. Identify and submit qualifying workout cases to manager for approval. 7. Collaborate with others as appropriate to assist with the efficient, effective, and timely completion of Member Care projects. 8. Possess a high level of knowledge in all Member Care Department specialty areas such as negative shares, repossessions, suits, foreclosures, and bankruptcies. 9. Ability to thoroughly review and document account summaries on all actions taken, such as telephone conversations, alternative financial arrangements, and letters mailed to assess the need for escalated Member Care efforts. 10. Maintain positive relations with all members, credit union departments, and branches discussing sensitive personal financial circumstances in a tactful manner. 11. Update relevant systems with member communication, notes, and action items. 12. Process and update workout tracking reports on a daily basis. 13. Process vendor invoices. 14. Assist manager and/or supervisor with other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTIIZED IN THE PERFORMANCE OF THESE TASKS: 1. Effective oral and written communications skills required to perform day to day functions. 2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a typewriter, adding machine, personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 1. INTERNAL: All staff levels, including Manager Real Estate Loss Mitigation, Collections, Consumer Loan Servicing, Real Estate, Equity, Accounting, Finance, Internal Audit, Credit Risk Management, and IT. 2. EXTERNAL: Members, vendors, and peers in financial institutions. QUALIFICATIONS: 1. EDUCATION: Associates Degree in related field or equivalent work experience. 2. EXPERIENCE: Minimum three (3) years' experience in default management or loss mitigation or related field (i.e., underwriting, credit etc.) with banks, savings and loans, credit unions or other finance companies. 3. KNOWLEDGE/SKILLS: Thorough knowledge of collection procedures, and related laws and regulations. Must be a strong team player. Written and oral communications skills are critical to communicate effectively with members, vendors, and peers. Successful candidates must be detail oriented, well organized and motivated to complete daily work in a timely manner. Successful candidate must also exhibit a working knowledge of Microsoft Office, including Excel, Work and Outlook. PHYSICAL REQUIREMENTS: 1. When in the office, prolonged sitting throughout the workday to accomplish tasks. 2. Corrected vision in the normal range to read loan documents submitted by members. 3. Corrected hearing in the normal range. A telephone device will be provided if needed. 4. Long work hours may be required to accomplish tasks, including nights and weekends. LICENSES/CERTIFICATIONS: None. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/24/2024

UNCLE Credit Union is always on the look out for those interested in starting or growing their careers with us. If you don't see a position currently posted, we encourage to submit your job application and resume through this posting. Our recruiting team will reach out to you as soon as we have a position that meets your career interests, experience and background. We offer an excellent benefits and compensation package along with opportunities for growth. If you would like to join a winning team of dedicated professionals, please complete our online application.