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Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
- Meet with existing and prospective clients to promote financial planning and investment services.
- Conduct educational seminars and workshops.
- Present client financial plan and investment proposals in a professional manner.
- Collect all required...
Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
- Meet with existing and prospective clients to promote financial planning and investment services.
- Conduct educational seminars and workshops.
- Present client financial plan and investment proposals in a professional manner.
- Collect all required...
Reports to: IM Logistics Support Supervisor
Functions Supervised: None
Primary Functions: Oversees Information Management lifecycle management as...
Reports to: IM Logistics Support Supervisor
Functions Supervised: None
Primary Functions: Oversees Information Management lifecycle management as...
Reports to: IM Logistics Support Supervisor
Functions Supervised: None
Primary Functions: Oversees Information Management lifecycle management as...
Reports to: IM Logistics Support Supervisor
Functions Supervised: None
Primary Functions: Oversees Information Management lifecycle management as...
Reports to: IM Logistics Support Supervisor
Functions Supervised: None
Primary Functions: Oversees Information Management lifecycle management as...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports to: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions:Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Global Credit Union Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales...
$1,500 Signing Bonus*
*Eligible new hire's first day of employment must be on or between October 1, 2024 - December 31, 2024. Other terms and conditions apply.
Reports to: Varies by location
Functions Supervised: Manage, direct and control the operations of the Member Service Center with an emphasis on service delivery, member advocacy and staff development.
Duties and Responsibilities:
- Responsible for providing prompt,...
Reports To: Varies by location
This is a Supervisory Position
Functions Supervised: Maintenance Systems, Staff and Services
Primary Functions: Oversee and perform tasks needed to execute corrective and preventative maintenance for credit union facilities, provide support for facilities projects, and provide mail and distribution support services as regional needs dictate.
Duties and Responsibilities:
Reports To: Senior Special Credits Control Officer
Primary Functions: Perform collection activity on assigned accounts.
Duties and Responsibilities:
- Contact members regarding delinquent financial obligations and make arrangements for repayment.
- Respond to member inquiries regarding financial obligations owed to the credit union.
- Perform "skip-traces" as required.
- Analyze and initiate documentation necessary for refinancing loans and loan extension requests.
- Analyze and recommend to supervisors, when appropriate, adverse actions on accounts to include,...
Reports To: Varies by location
Primary Functions: Maintenance of credit union facilities.
Duties and Responsibilities:
- Inspect and maintain credit union facilities. Prepare periodic facility inspection and conditions reports as required.
- Perform higher level maintenance and repairs on credit union facilities to ensure they are maintained in a manner that is consistent with member and management expectations.
- Ensure assigned maintenance activities are completed in a timely and efficient...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...