Teams at Rally Credit Union

Greets and assists credit union members, answers account and service questions, supports ATM/ITM and online banking use, issues debit cards, performs account maintenance, manages lobby flow, prepares documents, handles supplies and mail, and provides clerical branch support while following BSA, AML, OFAC, CIP, and MDD requirements.

Originates, underwrites, documents, monitors, and services 1-4 family small investor loans. Analyzes financial statements and tax returns, coordinates appraisals, manages collections/workouts, ensures regulatory compliance (BSA/AML/OFAC/CIP), conducts member outreach, and cross-sells credit union services.

Establishes and expands member loan and account relationships through consultative sales, referrals, and cross-selling. Inputs loan applications, reviews loan and title documentation, maintains accurate member records, services members through remote channels, issues cashier’s checks, researches transactions, and supports credit union administration. Ensures compliance with BSA, AML, OFAC, CIP, MDD, internal controls, and applicable regulations while delivering accurate, high-quality member service.