Jobs at 7 17 Credit Union

Guides credit union members through Personal Teller Machine transactions using video technology. Processes and balances transactions accurately, educates members on PTM use, recommends suitable financial solutions, maintains product knowledge, and delivers professional, empathetic service while following policies and workstation standards.

Provides phone-based member service for a credit union, handling account transactions, transfers, loan information, fraud claims, stop payments, online banking assistance, and account changes. Identifies member needs, promotes and refers appropriate products, resolves issues or submits helpdesk tickets, explains services and policies, and maintains confidentiality and accuracy. Requires strong communication, problem-solving, customer service, and sales skills, along with a high school diploma and direct sales or referral experience or completed training.

Supports the enterprise risk management program by assessing organizational risks, monitoring controls and risk metrics, managing vendor risk, coordinating business continuity and disaster recovery planning, and reporting risk insights to leadership. The role collaborates with business units, auditors, regulators, vendors, and committees; supports audits and examinations; develops mitigation plans; and mentors junior analysts and interns.

Manage a portfolio of 100+ workplace partners, strengthen relationships, identify business-development opportunities, and grow membership, loans, deposits, and revenue. Develop prospect pipelines, conduct consultative sales, represent the credit union at workplace and community events, deliver presentations, create promotional strategies, track activities and metrics in CRM systems, and provide forecasts and reports. The role requires regular regional travel and occasional evening or weekend event participation.

Leads the commercial credit and underwriting function, including loan analysis, risk assessment, approvals, SBA lending, policy development, regulatory compliance, and reporting. Maintains a personal underwriting pipeline while partnering with relationship managers and senior leadership. Manages, coaches, and develops the commercial credit team, oversees vendors, supports audits, and drives process improvements, workflow automation, technology implementation, and commercial lending efficiency.

The Commercial Lender/Relationship Manager develops and manages a portfolio of commercial loans and deposits while providing customized lending solutions and excellent member service.

Represents 7 17 Credit Union at community events, sponsorships, festivals, and outreach activities. Engages current and prospective members, promotes products and financial wellness resources, captures leads, supports brand activations, assists with event logistics and setup, maintains supplies, and tracks event results. The role requires frequent public interaction, local travel, evening and weekend availability, physical activity, and professional brand representation indoors and outdoors.

Provides phone-based service to credit union members, handling account transactions, transfers, loan information, fraud claims, online banking assistance, stop payments, and account changes. Identifies member needs, refers or sells appropriate products, resolves issues, maintains transaction accuracy and confidentiality, and directs complex requests to the appropriate department. Requires strong communication, customer service, problem-solving, and sales skills, along with proficiency in a Windows-based environment.

Provides personalized member service through PTM video technology, processes financial transactions, resolves account questions, educates members on PTM use, and recommends credit union products. The role requires accurate transaction balancing, confidentiality, adherence to security procedures, and strong communication in a fast-paced centralized video environment.

Manage and monitor an existing commercial loan portfolio by analyzing borrower financials, identifying risk, maintaining compliance and reporting (ALLL, SAC). Support underwriting for smaller loans, prepare credit memos, track financial documentation, and assist auditors/regulators.