Elevations Credit Union Jobs in Usa

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INTERN
Salary not disclosed
Pottstown, PA 4 days ago
Description

Organization Overview:

Diamond Credit Union is looking for an ambitious Business Operations Intern to join our team for our Professional Internship Program. During their time here at Diamond the intern will be assisting on integral business projects and gaining invaluable real-world experience. The intern will also have exposure to the operations of several of the departments that are instrumental to the daily operations of the organization.


Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Position Summary:

The Business Operations Intern will be responsible for completing projects as assigned by our departments. The intern will be exposed to and experience a day in the life of various departments that are relevant in their future profession. Internal networking with employees and executives to build a professional network. The intern will be expected to contribute new ideas and opportunities for the company as appropriate.


Supervisory Responsibilities:

No direct reports.


Essential Functions:

  • Engage and interact with multiple team members while observing various departments.
  • Complete all assigned projects with accuracy and in a timely manner.


Responsibilities & Learning Objectives:

  • Represent Diamond in a positive and professional manner.
  • Gain experience and knowledge of financial institution software systems.
  • Acquire working knowledge of the credit union's brand, membership, and products and services.
  • Experience and understand the operations of several departments that are vital to the daily operations of the credit union.
  • Propose ideas and improvements as you travel through each department.
  • Gain and apply financial literacy.

Internship Benefits:

  • Opportunity to explore a number of work experiences.
  • Gain job experience and knowledge of the Credit Union.
  • Immerse yourself in our positive and uplifting company culture.
  • Create a professional network.
  • Exposure to various departments and positions.
  • Help guide career goals.



Requirements

Education / Experience:

  • Business Administration, Finance or Accounting student.
  • Customer service experience is a plus.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.

internship
Compliance Officer(Remote)
Salary not disclosed
Description

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Position Summary:

Compliance Officer facilitates the Credit Union's compliance strategy and reviews changes in regulations to ensure compliance with all credit union related laws and regulations. Responsible for the development and maintenance of the institution's compliance management system and it ensures that all required compliance related policies and procedures are enforced and reviewed periodically for adequateness.


Supervisory Responsibilities:

No direct reports.


Essential Functions:

  • Monitor and analyze developing trends and changes in regulatory compliance laws, rules, and regulations. Facilitate implementation of new and regulatory changes as necessary.
  • Develop, participate in, and review proposed changes to Credit Union policies and procedures for compliance with applicable rules and regulations.
  • Perform research and provides input regarding compliance matters relevant to the products and services offered, including marketing and promotional materials, website, lending documents, and member disclosures.
  • Oversee the completion and submission of required Bank Secrecy Act regulatory reports including Suspicious Activity and Currency Transaction Reports.
  • Coordinate procedures for compliance with OFAC, FinCEN, and other government watchlist scans.
  • Coordinate, test and update the Credit Union's business continuity plan.





Requirements

Required Skills / Abilities:

  • Demonstrated dedication to positive, member-focused service.
  • Advanced research, analytical and problem-solving skills.
  • Advanced interpersonal and communication skills to ensure personnel or member related issues are handled in a fair, consistent manner.
  • Ability to travel.


Education / Experience:

  • Bachelor's degree in business, related discipline, or equivalent experience.
  • Four plus years of compliance experience in the financial industry.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.


Remote working/work at home options are available for this role.
Not Specified
Personal Banker (Hybrid - RDF)
✦ New
Salary not disclosed
Personal Banker (Hybrid - RDF)

Chevron Federal Credit Union is one of the top-run credit unions in the country and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

  • Bonus/incentives for all regular employees
  • 401(k) with 8% company contribution
  • Medical, dental, and vision insurance for employees and dependents paid at 80%
  • PTO and paid sabbaticals
  • Tuition reimbursement

General Summary Works alternately in two member service environments, branch and Call Center, to deliver highly accurate, consistent, friendly, and professional service. Responsible for processing financial transactions, responding to inquiries, fulfilling requests, and troubleshooting concerns. Determines member needs and recommends products and services by having conversations to deepen member relationships. Effectively and accurately utilize Credit Union's systems and resources.

Position Duties & Functions

  • Performs general and vault teller functions such as receiving and cashing checks and cash for deposits, examining checks for endorsements, accepting and processing loan payments, cashing checks, and paying out money.
  • Keeps records of money and negotiable instruments involved in financial transactions, entering transactions into computer.
  • Balances currency, coin, and checks.
  • Processes non-monetary mail transactions including deposit verifications, address changes, check orders, statement questions, requests for copies, etc.
  • Processes membership applications and collects initial deposits.
  • As needed, removes deposits, counts and balances, and replenishes cash in automated teller machines and express drop boxes.
  • Identifies member needs by reviewing account data and promotes new and additional products and services to enhance members' financial satisfaction. Completes a member profile questionnaire during member interactions.
  • Identifies sales prospects and follows up on leads to adhere to both individual and branch sales targets as assigned.
  • Participates in Business Development events and actively solicits new memberships and promotes additional products and services to existing members.
  • Provides information on all Credit Union services, counsels members and prospective members in person or by phone on membership requirements and provides information on all savings and consumer loan products.
  • Recognizes and identifies member's deposit and loan needs demonstrating through understanding of all consumer loan products.
  • Performs daily branch duties and responsibilities as assigned by manager.
  • Assists with monthly audits and reviews branch reports as assigned.

Core Call Center Functions

  • Assesses caller needs and provides information to members and potential members on Credit Union membership, products and services, and other pertinent Credit Union information.
  • Handles complex member requests and works in multiple workgroups, including Lending, ATM/Debit Card, Online/Mobile Banking, Foreign Currency, Wires and Outbound Service Calls.
  • Processes all financial and account maintenance transactions performed by the Call Center such as fee reversals, transfers, check disbursements, loan payments, address and contact updates, check orders, stop payments, overdraft protection options, and automatic payment solutions. Proficient in sending information and form requests via secure electronic methods.
  • Proactively engages member interest in Credit Union products and services. Demonstrates a strong working knowledge and creates the opportunity to make referrals or opens additional accounts.
  • Educates members on how to reach financial goals, complex procedures, and self-serve options.
  • Trouble-shoots and resolves member issues within assigned authority using resources available to ensure service level agreements are met. Escalates concerns when necessary to appropriate individuals in a timely manner serving as the member advocate.
  • Identifies trends and system issues impacting members and reports to appropriate lines of business and management.
  • Adheres to security and confidentiality protocols, operational procedures, and best practice guidelines.
  • Documents member interactions accurately and clearly in our customer relationship management system.

Other Call Center Functions

  • Completes required security and regulatory online training modules.
  • Stays current with emails, knowledgebase, and Intranet content.
  • Trains other agents and assists with answering questions on Zoom.
  • Performs other duties as assigned by Call Center manager.
  • Other duties as assigned.

Position Requirements

Experience and Education

  • 1 - 2 years' branch, call center, or related financial services or customer service experience required.
  • High school diploma, GED, or equivalent.
  • Equivalent combination of education and experience may substitute for stated qualifications.

Knowledge and Skills

  • Ability to write and speak effectively in English using correct spelling and grammar.
  • Excellent listening skills with the ability to reflectively respond.
  • Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
  • Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.
  • Excellent customer service skills.

Competencies

  • Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems.
  • Initiative and self-direction.
  • Ability to effectively communicate and collaborate with people at all levels.
  • Sound problem-solving and decision-making ability, including the ability to prioritize.
  • Ability to understand and align with our core competencies through daily projects and tasks:
Growth MindsetDiversity & InclusionCommunicationChange Ready LeadershipResponsibilityProblem SolvingTech & Data SavvyCU Business Acumen

Physical Demands

  • Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.
  • May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
  • Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary and Benefits:

Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: Range: $18.30 - $25.17 per hour

Equal Employment Opportunity Statement:

Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 8 for assistance.

CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click


Remote working/work at home options are available for this role.
Not Specified
Sr. Mortgage Processor
Salary not disclosed
Littleton, MA 3 days ago

Job Title: Senior Mortgage Processor

Department: Mortgage Lending

Department Location: Littleton, MA

Reports to: Senior Director, Mortgage Productions

Career Stream: Individual Contributor

Classification: Hybrid


Compensation: The base pay of the budgeted range is $25-35 per hour. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.


FUNCTION: Responsible for performing a variety of tasks to ensure that mortgage and home equity loan applications are processed accurately and efficiently. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.


ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:


*For Both Mortgage Processor and Senior Mortgage Processor:


  1. Prepare and review initial disclosure packages, including Loan Estimates, ensuring accurate loan setup and compliance with loan program guidelines.
  2. Deliver disclosure packages to members via eSign or mail, based on their communication preferences.
  3. Order and track required third-party reports such as appraisals, title, flood certifications, tax transcripts, and employment verifications.
  4. Review borrower documentation for completeness and alignment with AUS findings; request and collect any outstanding items.
  5. Process home equity applications from approval to closing, including communication with members, delivering required documents, and clearing pre-closing conditions.
  6. Monitor and review title and property condition reports, escalating any issues to underwriting as needed.
  7. Ensure timely submission of loan files to underwriting; update the LOS with verified information and clear conditions as received.
  8. Manage government loan files, including coordination with lenders, tracking conditions, and providing updates to borrowers, MLOs, and agents.
  9. Track key milestones such as underwriting timelines, financing contingencies, closing dates, and rate lock expirations; communicate proactively with MLOs.
  10. Prepare and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
  11. Communicate approvals to all relevant parties and conduct pre-funding audits, including verbal employment verifications.
  12. Support the closing process and ensure confidentiality of all borrowers and loan information.
  13. Uphold the Workers Credit Union “Workers Way” culture through daily interactions and behaviors.
  14. Perform other duties as assigned to support departmental and organizational goals.


*Additional Responsibilities for Senior Mortgage Processor:

  1. Serve as a subject matter expert and resource for junior processors, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
  2. Support the training and onboarding of new team members and temporary staff in collaboration with processing leadership.
  3. Take ownership of high-volume or high-complexity pipelines, including jumbo loans, construction loans, and government-backed programs.
  4. Lead or participate in departmental initiatives aimed at improving processing efficiency, compliance, and member experience.
  5. Support the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage processing leadership


Other Duties:

  • May be asked to provide coverage in other WCU branches or departments.
  • Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
  • Participates in department and/or organizational projects as directed.
  • Performs other tasks or functions as required, requested, necessary or prudent.
  • Maintains confidentiality of all member and credit union information and data.
  • Regularly demonstrates behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Way culture program.


Education

  • High School Diploma or Equivalent Required.

Experience:

  • 2-4 years of experience managing both first mortgage and home equity loan files from initial disclosure through closing. Skilled in reviewing and validating borrower documentation, ordering third-party reports, reviewing underwriting conditions, and ensuring compliance with TRID and investor guidelines. Proficient in using loan origination systems (LOS), coordinating with internal teams and external partners, and maintaining clear communication with borrowers to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.
  • Additional Qualifications for Senior Mortgage Processor:
  • 4-7 years of experience. Demonstrated ability to handle complex loan scenarios, including jumbo, construction, and government-backed loans. Experienced in mentoring junior processors, resolving escalated issues, and serving as a subject matter expert within the team. Proven track record of leading process improvements, maintaining high pipeline efficiency, and delivering exceptional service. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.


Knowledge/Skills/Abilities/Competencies:

  • A successful Processor possesses strong knowledge of mortgage products, regulatory guidelines (including TRID, RESPA, and HMDA), and loan processing procedures. Proficiency with loan origination systems, AUS platforms, and document management tools is essential. Key skills include attention to detail, strong organization, effective communication, and the ability to manage multiple files and deadlines simultaneously. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant loan processing and exceptional member service.


Work Environment:

  • Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.


Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • This is a largely sedentary role.
  • While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
  • This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.




About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!


Benefits:

  • Comprehensive medical, dental and vision plans
  • Basic life and AD&D insurance, short-term disability and long-term disability
  • 15+ days of paid time off (PTO) per year
  • Up to 16 hours of volunteer time off (VTO) per year
  • 11+ paid holidays
  • 401(k) that includes a Safe Harbor Match of up to 4%.
  • Tuition Reimbursement Program
  • Mental health resources including an Employee Assistance Program (EAP)
  • Individualized learning and development programs


EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, vet

Not Specified
Teller - Cecil County, Maryland
Salary not disclosed
Cecil County, MD 2 days ago

Teller - Cecil County

APG Federal Credit Union, Cecil County, Maryland, United States (On-site)

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SUMMARY: Under the general supervision of branch management, perform various teller duties involving receipt and payment of cash, identification of member needs and recommendation of appropriate credit union products and services to members. Provide a high quality of member service in a consistent, courteous and professional manner. Cross sell APGFCU products and services. Observe all safety and security policies, Teller Performance Standards and procedures.

Essential Duties & Responsibilities

Daily Teller Duties:

  • Process a variety of member transactions accurately and efficiently in adherence to credit union policies and regulations such as cashing checks, processing deposits and withdrawals, bond redemption, loan payments, cash advances, transfers and issuing monetary instruments. Set up cash machines and supplies for daily operations.
  • Professionally and courteously greet members and process member transactions in accordance with established credit union procedures and within cash and check authority limits.
  • Enter member transactions into software applications and handle member transactions accurately and within defined limits of Teller Performance Standards to include:
  • Performance expectations;
  • Accuracy guidelines;
  • Check and transaction authority limits.
  • Accurately perform transactions and balance daily activities including:
  • Verifying all work before disbursing to member and repeat transaction to member.
  • Reviewing transaction data to avoid posting inaccurate transactions.
  • Use system in and out cash calculator to record transactions.
  • Communicating questions or problems experienced to supervisor in a timely manner.
  • Adhering to operational policies and procedures.
  • Perform teller and branch settlement activities including:
  • Process night deposit transactions in accordance with established procedures.
  • Verify cash drawer, organize work and complete appropriate tracking logs.
  • Reconcile fee and transaction entries and participate in branch end of day settlement process.
  • Assist in ATM settlement.
  • Protect member sensitive information and identify potential elder abuse, counterfeit bills, fraudulent checks and other scams.

Sales Expectations

  • Develop and maintain current knowledge of credit union products and services and refer member to appropriate products, services, and/or credit union department or individual as appropriate for member interaction.
  • Meet performance expectations measured outlined in our Teller Performance Standards.

Other

  • Perform other similar or related duties, as directed.
  • Must have a flexible schedule, be able to work Saturday hours and travel to other branch locations.

ADDITIONAL: Responsible for completion of applicable training and compliance on federal regulations and APGFCU policies and procedures as related to the duties of this position (Bank Secrecy Act, Information Security as examples, if applicable).

Qualifications

EDUCATION: High School Diploma or equivalent.

EXPERIENCE: Minimum six months customer service required; six months of cash handling preferred.

KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of financial institution procedures preferred, basic principles of debits and credits, personal computer and software applications, and business office equipment, commercial mathematics and data entry. Requires good interpersonal, interaction, organization and oral communication skills. Must have the ability to work as part of a team and be comfortable in a multi-tasked, fast-paced environment.

PHYSICAL DEMANDS:P The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to lift coins or money bags. The employee must occasionally lift and/or move up to 30 pounds.

Compensation information: Offers are based on experience and education.

$35,400- $56,600 annually

APGFCU provides comprehensive benefits such as: medical and dental (shared expense), vision, 401(k), life and disability insurance, flexible spending account, employee assistance program, referral program, educational assistance, holidays, annual leave and sick leave.

APGFCU is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability to Protected Veteran status. Please use the attached link to view the EEO law poster is committed to working with and providing reasonable accommodations to persons of all abilities, including persons with disabilities. If you need a reasonable accommodation for any part of the employment process, please send to the Human Resources Department and let us know the nature of your request and your contact information. Reasonable accommodations are considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodations will be responded to from this e-mail address.

Not Specified
Chief Lending Officer
Salary not disclosed
Los Angeles, CA 2 days ago

Title: Chief Lending Officer


The Chief Lending Officer will translate Premier America’s growth vision into actionable plans that drive market share, financial performance, and operational excellence within all areas of lending, including Consumer, Commercial and Real Estate, as well as lending operations and servicing. This role will be responsible for setting, validating, and driving strategic priorities and operational alignment resulting in robust lending growth in all channels, balanced with the appropriate risk appetite and ensuring compliance throughout – from origination to servicing.

Strategic Growth Leadership

  • Develops and executes lending strategies throughout our markets (LA/Ventura County and Houston markets) by integrating and maximizing relationship sales and marketing efforts and ensuring alignment with Premier America’s Mission, Vision, Core Values.
  • Drives quarterly and annual revenue goals for assigned business lines across all regions.
  • Conducts rigorous market, financial, and competitive analysis to identify opportunities and gaps within lending products. Develops specific strategies for growing, optimizing, or sunsetting products and services.
  • Develops strategy and framework around different lending channels, including product offerings and positioning. Execute to achieve growth goals.
  • Monitor compliance across all lending channels including operations and servicing.
  • Develop and manage Secondary Markets function and manage investor relationships.

Referral & Partner Network Expansion

  • Develops referral targets and strategies to maximize growth in other lines of business, including Insurance, Wealth Management, retail and business banking.

Service-Driven Relationship Sales Culture Enablement

  • Builds and maintains a service-driven relationship sales culture across Premier America Team Members.
  • Ensures Team Members within assigned channels understand Premier America’s products, services, and capabilities.
  • Ensures training initiatives include segment-specific approaches and member dialogue strategies.

Credit Risk Oversight

Develops, maintains, and updates the Credit Union’s risk governance framework, including:

  • a) loan and credit related policies; b) credit risk appetite and risk limits; c) loan risk rating system; d) credit exposure and concentration limits; e) credit risk management processes, standards, and procedures within each lending channel; f) provide recommendations and guidelines for portfolio mix, composition, diversification, and limits to prevent and mitigate the risk of loan concentrations.


Develops and maintains sound and consistent underwriting policies, standards and guidelines, and general credit philosophy to be utilized in all lending functions across the credit union.


In partnership with the CFO, ensures:

  1. a) Relevant, competitive, and profitable loan product offerings; b) Effective management of the Credit Union’s interest rate risk; c) Management of liquidity for strong earnings while staying within Premier America’s interest rate and liquidity risk tolerances.

Data-Driven Strategy and Forecasting

  • Maintains accurate reporting for confident revenue forecasting and KPI analysis (pipeline management etc.) to identify what is working and what is not.
  • Continuously monitors the local competitive landscape, regulatory changes, and financial services needs of Premier America’s Markets of Opportunity. Synthesizes intelligence into clear, actionable recommendations for the Senior Leadership Team.
  • Leads the development of comprehensive business cases, financial models, and feasibility studies for significant investments such as denovo branches and technology investments, ensuring a strong, measurable ROI.

Overall Management Responsibilities

  • Leads assigned business functions and manages assigned Team Members, providing leadership, mentorship and performance management. Conduct performance reviews, recommend compensation adjustments and foster a culture of continuous learning, professional growth, and ongoing improvements to ensure optimal team performance.
  • Models, recognizes, and rewards the behaviors that align with Premier America's Core Values.
  • Serve on various committees as assigned. Supports positive Board, Committee and Volunteer relations based on communication, collaboration, and executive leadership.
  • Attends seminars and professional conferences, as necessary.
  • Stays informed of trends and changes in the credit union and banking industry.
  • Additional duties as assigned.

Experience & Education

  • Minimum of ten years of leadership experience, specifically managing lending functions (sales, operations and servicing) in consumer, commercial, RE channels, within the financial services industry (credit union/banking).
  • Bachelors degree, MBA preferred
  • Proven track record of leading high-performing teams.
  • Strong negotiation, presentation, and strategic planning skills.

Pay – Base pay range for this role is: $240k - $300k.

Not Specified
Fraud & Security Manager
Salary not disclosed
Pensacola, FL 3 days ago

Company Description

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they’re woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Careers

Do you have a passion for helping others?

Currently, PenAir provides access to 14 convenient locations in Baldwin County, AL and Escambia, Santa Rosa, and Okaloosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You’ll fit right in.

Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The PenAir difference.

Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

  1. Up to $15K available for continuing education
  2. Student Loan Paydown
  3. Adoption Assistance Reimbursement
  4. Wellness Programs
  5. Gym membership reimbursement
  6. Formal Career Development Resources
  7. Financial Wellness Resources
  8. Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

  1. Generous PTO Plan—20 days for new hires
  2. Paid Maternal & Parental Leave
  3. Competitive Retirement Plan
  4. Competitive medical, dental & vision plans
  5. Company paid Telehealth services.
  6. Company paid Short Term Disability
  7. And more……….!

The starting salary for this role is $86,000 to $102,000 per year, depending on experience.

About the role:

Oversees PenAir Credit Union’s fraud mitigation strategies and physical security program, ensuring effective risk reduction practices and timely deployment of loss prevention initiatives. Reviews industry and regulatory developments to identify gaps, recommends improvements, and establishes metrics to monitor fraud trends. Collaborates across departments to strengthen overall program effectiveness.

Major Duties and Responsibilities:

  • Maintains and demonstrates knowledge of new & pending laws that will affect the Credit Union’s operations. Maintain a working knowledge of Credit Union services including debit and credit cards, ATM, ACH, draft, and wire processing, BillPay, account to account, person to person, etc..
  • Manage the development, testing, and implementation of new fraud rules and strategies to improve program performance and mitigate loss, while monitoring, analyzing, and communicating fraud trends and losses to staff and management. Recommend procedural enhancements across departments based on dispute and case analysis to strengthen overall fraud mitigation efforts.
  • Oversee all aspects of the Physical Security program & building projects. Respond to all security violations as required by regulation or credit union security policy. Coordinates with appropriate law enforcement agencies, financial institutions, vendors, & auditors.
  • Assist in supporting daily operations related to fraud management. Coordinates and communicates with appropriate departments to ensure they are adequately informed and trained in fraud detection and prevention best practices.
  • Hires, reviews, schedules, trains, and monitors the work of direct reports, conducts performance reviews; allocates resources to meet operational needs within the department; implements change based on departmental performance and/or internal recommendation; manages escalations and complaints.
  • Perform other job-related duties as assigned.

Minimum Qualifications:

Experience

  • Eight years to 10 years of similar or related experience, including preparatory experience.

Education/Certifications/Licenses

  • Equivalent to a college degree (BS or BA in a relevant field). Completion of an industry certification

Interpersonal Skills

  • The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position.

Other Skills:

  • Strong communication skills, both orally and in writing
  • Ability to work independently and as part of a team, problem solve and make decisions.
  • Must be numbers and detail oriented.
  • Public speaking
  • Knowledge of the features and benefits of financial institution products and services (to include mortgage products).
  • Trustworthy with confidential information
  • Strong knowledge of fraud management/investigative processes, knowledge of fraud tools and models; knowledge of bank payment systems.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Not Specified
Teller
Salary not disclosed
Wyomissing, PA 2 days ago
Description

NO SATURDAY HOURS

Do you desire a Change? Check out Diamond where we to blend hard work and FUN!


Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Diamond Credit Union is looking for full-time Tellers who deliver an "All-Star" member experience to our friends and neighbors in the community. Our Tellers don't just work for a financial institution; they help make a difference in the community.


All-Stars are team members who get recognized by our members for going above and beyond for them. All-Star Tellers are employees who make our members feel their experience was exceptional. Our Tellers are employees who believe in doing more for our members and more for our community.


Position Summary:

Teller efficiently handles members' financial transactions while providing exceptional service and identifying opportunities where Diamond can assist members in achieving their financial goals.


Supervisory Responsibilities:

No direct reports.


Work Location:

  • Assigned Branch location.
  • Ability to travel between branch locations when needed.


Essential Functions:

  • Process daily member transactions in a prompt, accurate and efficient manner; these transactions include withdrawals and deposits, check cashing, transfers, advances of Credit Card and Line of Credit products, and redemption of saving bonds.
  • Responsible for the operation and balancing of a teller drawer.
  • Demonstrate an excellence in service; the ability to meet and exceed members' expectations, as well as providing the 'wow' member experience.
  • Support branch development initiatives, execute assigned branch development tactics and meet individual goals.
  • Effectively handle and resolve member complaints, conflicts, questions, and general inquiries pertaining to their account.




Requirements

Required Skills / Abilities:

  • Demonstrated dedication to positive, member-focused service.
  • Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
  • Good organizational skills and attention to detail.
  • Good technical skills and ability to work with multiple systems.
  • Ability to be available at 8:30am M-F.
  • Available to work until 5:15pm M-W, and on a rotation basis 7:15pm Th, 6:15pm Fri.


Education / Experience:

  • High school diploma or equivalent.
  • One year of cash handling/customer service experience.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.

Not Specified
Chief Operating Officer
Salary not disclosed
Duluth, GA 2 days ago

Overview

Platinum Federal Credit Union is seeking a strategic, execution-focused Chief Operating Officer (COO) to join its executive leadership team. Reporting directly to the CEO, the COO will oversee Operations, Information Technology, and Marketing, ensuring scalable performance, operational excellence, and strong member experience as the Credit Union continues to grow.

This role is ideal for a proven leader who combines operational discipline, strong IT acumen, and modern marketing insight, and who thrives in a collaborative, fast-moving credit union environment.


Key Responsibilities

  • Lead and integrate all Operations, IT, and Marketing functions
  • Provide executive oversight and integration with Lending Operations (consumer and commercial) and Account Operations to ensure end-to-end member experience excellence
  • Ensure efficient, compliant, and scalable day-to-day operations across branches, lending, account services, and support areas
  • Oversee IT infrastructure, cybersecurity, core systems, vendors, and digital transformation initiatives that support lending and account operations
  • Drive marketing strategy, digital engagement, brand consistency, and member growth in coordination with lending and product strategies
  • Establish KPIs, dashboards, and performance accountability across all supervised and integrated departments
  • Partner closely with the Chief Lending Officer (CLO) and branch leadership to align lending workflows, account servicing, and operational support
  • Partner with the CEO to execute strategic initiatives and Board-approved priorities


What Success Looks Like

  • Improved operational efficiency and service consistency
  • Stable, secure, and forward-looking technology environment
  • Measurable growth and ROI from marketing initiatives
  • Strong leadership bench and engaged teams
  • Seamless execution of enterprise-wide initiatives


Qualifications

Required:

  • Bachelor’s degree in Business, IT, Operations, Marketing, or related field
  • 10+ years of progressive leadership experience in financial services or a regulated environment
  • Proven experience overseeing Operations and/or IT (credit union or banking experience strongly preferred)
  • Demonstrated ability to lead multi-functional teams and enterprise initiatives

Preferred:

  • Master’s degree (MBA or similar)
  • Bank of Credit union experience
  • Strong working knowledge of core systems, cybersecurity, and digital channels
  • Experience aligning marketing strategy with growth and operational execution


Why Join PFCU

  • Executive leadership role with direct impact on strategy and growth
  • Opportunity to modernize operations and technology in a member-focused institution
  • Collaborative executive team and strong organizational culture



Platinum Federal Credit Union is an equal opportunity employer committed to diversity, equity, and inclusion.

Not Specified
Financial Advisor Wealth Management
Salary not disclosed
Houston, Texas 4 days ago

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

Not Specified
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