Description. The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor’s existing book of business. In addition t...
Description. The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor’s existing book of business. In addition t...
Description. The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded. Primary Responsibilities. Handle and oversee the daily operations of the XC (including cash and vault balancing,...
Description. The Associate II, Payment Services (Deposits) processes a high volume of daily banking transactions in a timely and complete manner through a variety of complex technology systems. This position also proactively conducts quality control measures (QC) on assigned processes. The Associate II consistently evaluates transactions for critical risk including approval/limit requirements and fraud, reporting internally or contacting the memb...
Description. The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you’ll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and ...
Description. The Software Engineer, Core Banking DNA designs, builds, and deploys Core Banking DNA solutions to prevent fraud and enhance member and employee experience. while maximizing operational efficiencies in multi-tier environments and using best practices to develop clustered, reliable, scalable, and high performance applications. Following established configuration/change control processes, this position works closely with peers, stakeho...
Description. The Program Manager II, Contact represents the CXC channel across enterprise functions and activities and ensures channel readiness, improving the routines related to process, products, projects, initiatives, and communication. Primary Responsibilities. Manage complex CXC programs and support, including indirect management of SLA/SOW, partnering with other applicable business units (such as Card Services, Consumer Lending and Digital...
Description. The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded. Primary Responsibilities. Handle and oversee the daily operations of the XC (including cash and vault balancing,...
Description. The Program Manager II, Contact represents the CXC channel across enterprise functions and activities and ensures channel readiness, improving the routines related to process, products, projects, initiatives, and communication. Primary Responsibilities. Manage complex CXC programs and support, including indirect management of SLA/SOW, partnering with other applicable business units (such as Card Services, Consumer Lending and Digital...
Description. The CXO Content Manager will be responsible for the creation and distribution of information to the Contact Center (CXC) and Branches (XCs) required to serve Members. The content will range from newsletters with functionality enhancements and training, to time-sensitive talk-offs and FAQ to modules within our Knowledge Management System (KMS). This role will be the one source of truth responsible for creating content with a consisten...
Description. The CXO Content Manager will be responsible for the creation and distribution of information to the Contact Center (CXC) and Branches (XCs) required to serve Members. The content will range from newsletters with functionality enhancements and training, to time-sensitive talk-offs and FAQ to modules within our Knowledge Management System (KMS). This role will be the one source of truth responsible for creating content with a consisten...
Description. The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded. Primary Responsibilities. Handle and oversee the daily operations of the XC (including cash and vault balancing,...
