Careers

The position of Vice President, Retail Banking is primarily responsible for the service experience of SafeAmerica members and sales performance in our branch and E-Solutions (Call Center) channels.

The successful candidate will lead their teams to achieve organizational goals for sales, service, and operational performance in our retail channels through establishing sales and service activities and standards; monitoring, measuring, reporting and analyzing sales and service results; identifying and supporting employee training and development programs, and; coaching to achieve maximum performance. Success will be achieved through employee motivation, development and direction to meet targeted goals.

As a member of the executive team, this position will contribute on strategic planning initiatives and determining the corporate direction, with an orientation on the impact to the member experience. Maintaining a keen focus on industry strategies and market economics is important in ensuring our member value proposition is both relevant and progressive.

In this role, the Vice President will develop and implement processes, procedures and workflow methods for the E-Solution and Retail Branches and the incumbent must possess the ability to build effective business relationships, anticipate internal needs and resolve issues.

The successful candidate is well-equipped to effectively lead teams through the change management process so that the member service experience is continuously improved. The candidate possesses the proven ability to communicate efficiently and collaboratively with peers and team members, so that member service issues and opportunities are effectively handled.

Over 10 years of leadership experience in financial institutions’ Retail Branches and/or Call Center is required. The proven ability to engage and lift teams to improved sales and service performance is essential. Experience with transformational organizational change processes and management is useful.

A graduate or bachelor’s degree in business is preferred.

General Summary:
Under the general supervision of the Network and Systems Manager, this position performs a variety of technical duties involving the operation, installation, maintenance and support of mainframe, network servers, personal computer hardware, and software systems.

Reporting Relationships:
Reports to the Network and Systems Manager

Specific Responsibilities and Duties:

• Performs all the duties of computer/network operator: runs all back office daily and weekly jobs on the mainframe system. Performs preliminary set up and periodic operations (annual, quarterly and monthly jobs).
• Responsible for routine scheduled backups and maintaining the library of backup media.
• Assist systems users in problem solving and is primary for desktop support.
• Update daily logs, scheduled, inventory and procedures.
• Install upgrades and test personal computer workstation hardware and software.
• Grants user rights on core system at IT Manager’s direction.
• Configure personal computer systems, servers and related peripherals.
• Maintain computer equipment by performing routine diagnostics and clean up.
• Troubleshoot systems, peripherals and all other associated equipment.
• Perform special projects assigned by Manager.

Essential Functions, Skills and Abilities Required:

Includes the possession of, but is not limited to:

• Technical knowledge and competence in personal computer skills working in a Windows environment, with particular knowledge of computer hardware & software concepts and troubleshooting; information technology concepts; desktop computers; Microsoft Windows Products; LAN/WAN Networking environments.
• Microsoft Certification or Computer Science related degree desired or related experience in field.
• Valid DMV license and insurance; periodic flexible work schedule, eg: working late shifts or on weekends to perform system related processing; and the ability to travel to branches as needed.
• Physical abilities includes but is not limited to: the ability to compare and continuously be alert, use judgment, and be patient; and the continuous need to use auditory perception, memory and reasoning ability. While performing the essential duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand, walk, use hands to finger, handle or feel objects, tools or controls; reach with arms and hands; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
• Interpersonal skills to effectively communicate with personnel throughout the Credit Union and with third party vendors. Ability to have and create harmonious working relationships throughout the Credit Union.
• Professional behavior and professional image. Consistent attendance at work.
• Ability to work in a high-pressure and time sensitive environment.
• Good communication skills both verbal and written. Good organizational skills and the ability to analyze and weigh out various options to resolve problems.

General Summary

The Risk and Compliance Manager is primarily responsible for facilitating the Credit Union's enterprise-wide risk and compliance efforts by supporting management and serving staff as supervisor of the Credit Union's Risk & Compliance resource team.

In this role, the Risk and Compliance Manager will be responsible for supervising, guiding, training and reviewing the performances for the Risk and Compliance department staff. This position will adhere to and enforce all credit union policies (operations, compliance, personnel, etc.), exercise authority to make exceptions to operations policy and procedures, and recommend policy changes to VP, Finance as needed. The Risk and Compliance Manager will assist the VP in managing the ERM program to ensure the risk management process is effective and operating efficiently.

The ideal candidate has proficient knowledge and understanding of Credit Union products and services, BSA/AML/OFAC regulations, and governmental regulations and compliance activates as they relate to the Credit Union.

The Risk and Compliance Manager will also be responsible for assisting the department in all requirements necessary to achieve and maintain a high level of BSA compliance. This position will implement and maintain a compliance management program while reviewing compliance related communications, including business policies, procedures, trainings and reference materials, systems and manual processes, and providing recommended process enhancements and other improvements. This position is required to maintain a high level of awareness of regulatory compliance requirements and assist in identifying significant compliance risks, reporting any deficiencies and makes recommendations.

Bachelor’s degree in finance or business and a minimum of 3 years of financial institution compliance, operations and/or lending experience required. National Association of Federal Credit Unions (NAFCU) Certified Compliance Officer or Risk Manager Designation or similar risk and compliance certification preferred.

Part-Time Branch Member Services Representative

In addition to processing a high volume of transactions promptly and accurately; the Member Service Representative is responsible for consistently delivering world-class service to members, uncovering and understanding our members known and unknown needs and finding solutions to help them achieve those needs.

The successful candidate will have excellent interpersonal skills to effectively communicate, both verbal and written, with our members and Credit Union personnel. Possessing a friendly attitude and maintaining a professional appearance and behavior are keys to success. The ideal candidate will have the ability to promptly and professionally handle and resolve a variety of situations impacting our members’ financial lives and make recommendations on ways to bring our mission of delivering a Better Banking Experience to life.

This candidate has prior customer service and cash handling experience and feels confidant when communicating with members about products and services directly. Reliability, dependability, availability, and flexibility to occasionally travel to other branch locations as needed are required.

Reporting Relationships

Reports to the Branch Manager

Specific Responsibilities and Duties

• Exceed members’ expectations through efficient, proactive and accurate service to ensure a superior member experience by actively listening and assessing the needs of the member, explaining the features and benefits of targeted solutions and ensuring first-visit resolution of member's concerns.
• Serve members’ financial needs in-person and at times via phone: fulfilling requests, answering inquiries, completing transactions, resolving problems, maintaining databases, and providing information and education regarding Credit Union services.
• Promotes an effective team relationship and contributes to a productive, team-oriented work environment.
• Responsible for the day-to-day application of organizational policies and procedures to help members
• Participates in regular staff meetings to include training to ensure staff is thoroughly trained in all Credit Union products and services as well as regulatory requirements that apply to their daily function
• May open new memberships and/or additional products for new and existing members and assist members with automated services. Stays abreast of the latest changes in products, services, consumer protection laws, rate changes, and Credit Union policies and procedures.
• Participates in special projects as assigned.

Essential Functions, Skills, and Abilities

• Includes the possession of, but is not limited to:
• Prior experience in a sales and service environment.
• Demonstrates empathy and ownership, striving to make another’s experience better.
• Demonstrates energy and a desire to succeed; follows through on commitments; pushes self and others to deliver exceptional results.
• A true team player and collaborator able to translate knowledge and experience into strong and productive relationships internally and externally.
• Professional behavior and professional image while maintaining consistent attendance at work.
• Ability to multi-task, handle ambiguity and adapt quickly to changing circumstances.
• Contribute toward creating solutions to challenges that impact the team while maintaining a focus on productivity.
• Knowledge of banking products and services and knowledge of general banking policies, programs, procedures, and financial practices and an ability to explain financial concepts, policies, and procedures clearly and succinctly to others.
• Technical knowledge and competence in personal computer skills working in a Windows environment, with particular knowledge of word processing and spreadsheet applications: ability to quickly learn specialized software applications. Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Physical abilities include but are not limited to: the ability to compare and continuously be alert, use judgment, and be patient; and the continuous need to use auditory perception, memory and reasoning ability. While performing the essential duties of this job, the employee is regularly required to talk or hear. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.

General Summary
The Financial Services Specialist is responsible for building strong advisory relationships with members, resolving member issues, consistently delivering world class service, uncovering and understanding our members known and unknown needs and finding solutions to help them achieve those needs; while helping SafeAmerica credit union achieve new member, deposit growth and lending targets.
The ideal candidate will have a strong background in financial sales and service with the ability to create new ideas and execute on action plans to achieve specified sales and service goals. Additionally, the candidate will possess an outgoing personality and have the ability to create or draw on relationships with business leaders and managers within the community to help attract and build new member relationships.

Reporting Relationships
Reports to the Branch Manager

Specific Responsibilities and Duties

• Exceed member expectations through efficient, proactive and accurate service by actively listening and assessing the needs of the member, explaining the features and benefits of targeted solutions and ensuring first-time resolution of member concerns.
• Open new memberships and/or cross-sells additional products and services, including loans for new and existing members and assists members with automated services. Stays abreast of latest changes in products, services, consumer protection laws, rate changes and Credit Union policies and procedures.
• Conduct outbound sales activities (ex. phone outreach, community events, meetings with local businesses, etc…) to establish visibility of the SafeAmerica brand into the community and to drive business to the branch.
• In conjunction with the Branch Manager, build and execute a business plan to achieve certain unit and revenue growth targets for the credit union.
• At times, may handle teller transactions as necessary or required in the branch, or provide teller and other branch staff with coaching and guidance on products, special programs and how to identify member needs.
• Promotes an effective team relationship and contributes to a productive, team-oriented work environment.
• Responsible for the day-to-day application of organizational policies and procedures to help members
• Participates in regular staff meetings to include training to ensure staff is thoroughly trained in all Credit Union products and services as well as regulatory requirements that apply to their daily function.

Essential Functions, Skills and Abilities
Includes the possession of, but is not limited to:
Required:

• Proven sales management experience in a customer focused sales and service environment.
• Demonstrates energy and a desire to succeed; follows through on commitments; pushes self and others to deliver exceptional results.
• Demonstrates empathy and ownership, striving to make another’s experience better.
• Demonstrated ability to assess individual and branch performance, and to subsequently develop and execute a sales plan to exceed expected targets.
• Strong business/financial acumen.
• A true team player and collaborator able to translate knowledge and experience into strong and productive relationships internally and externally.
• Professional behavior and professional image while maintaining consistent attendance at work.
• Highly motivated self-starter that possesses an intense focus on achieving results. Conveys a sense of urgency to achieve business goals and exceed expectations.
• Ability to multi-task, handle ambiguity and adapt quickly to changing circumstances.
• Contribute toward creating solutions to challenges that impact the team while maintaining a focus on productivity.
• Ability to effectively communicate with other managers with the credit union as well as with senior credit union leaders. Confident and credible executive presence.
• Knowledge of banking products and services and knowledge of general banking policies, programs, procedures and financial practices.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and SafeAmerica policies and procedures.
• Technical knowledge and competence in personal computer skills working in a Windows environment, with particular knowledge of word processing and spreadsheet applications: ability to quickly learn specialized software applications. Ability to calculate figures and amounts such as discounts, interest, commissions and percentages. Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
• Physical abilities include but are not limited to: the ability to compare and continuously be alert, use judgment, and be patient; and the continuous need to use auditory perception, memory and reasoning ability. While performing the essential duties of this job, the employee is regularly required to talk or hear. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.

General Summary
The eSolutions Member Services Representative is responsible for consistently delivering world class service to members, uncovering and understanding our members known and unknown needs and finding solutions to help them achieve those needs. The ideal candidate will be able to multi-task effectively while answering a high volume of calls and handle and resolve a variety of situations impacting our members’ financial lives.

Reporting Relationships
Reports to the eSolutions Manager

Specific Responsibilities and Duties

• Exceed members’ expectations through efficient, proactive and accurate service to ensure a superior member experience by actively listening and assessing the needs of the member, explaining the features and benefits of targeted solutions and ensuring first-call resolution of members concerns.
• Serve members’ financial needs via all remote communication channels: fulfilling requests, answering inquiries, completing transactions, resolving problems, maintaining database, and by providing information and education regarding Credit Union services.
• Promotes an effective team relationship and contributes to a productive, team-oriented work environment.
• Responsible for the day-to-day application of organizational policies and procedures to help members
• Participates in regular staff meetings to include training to ensure staff is thoroughly trained in all Credit Union products and services as well as regulatory requirements that apply to their daily function.
• May open new memberships and/or additional products for new and existing members and assists members with automated services. Stays abreast of latest changes in products, services, consumer protection laws, rate changes and Credit Union policies and procedures.
• Support the achievement of both individual and team based sales, service and operational goals by understanding members stated and unstated needs, and taking advantage of opportunities to strengthen member relationships through the proactive cross-sell of SafeAmerica products and services.
• Participates in special projects as assigned.

Essential Functions, Skills and Abilities
Includes the possession of, but is not limited to:
Required:

• Prior experience in a sales and service environment.
• Demonstrates excellent telephone etiquette and an ability to establish rapport with members over the phone.
• Demonstrates empathy and ownership, striving to make another’s experience better.
• A true team player and collaborator able to translate knowledge and experience into strong and productive relationships internally and externally.
• Professional behavior and professional image while maintaining consistent attendance at work.
• Ability to multi-task, handle ambiguity and adapt quickly to changing circumstances.
• Contribute toward creating solutions to challenges that impact the team while maintaining a focus on productivity.
• Knowledge of banking products and services and knowledge of general banking policies, programs, procedures and financial practices and an ability to explain financial concepts, policies and procedures clearly and succinctly to others.
• Technical knowledge and competence in personal computer skills working in a Windows environment, with particular knowledge of word processing and spreadsheet applications: ability to quickly learn specialized software applications. Ability to calculate figures and amounts such as discounts, interest, commissions and percentages. Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
• Physical abilities include but are not limited to: the ability to compare and continuously be alert, use judgment, and be patient; and the continuous need to use auditory perception, memory and reasoning ability. While performing the essential duties of this job, the employee is regularly required to talk or hear. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.