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 processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members. Here's what you can expect from the job and what you need to be successful. Job Duties. Process routine financial transactions for members quickly and accurately (including deposits and withdraw...
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,...
