Teams at Rally Credit Union

Serves as the branch’s primary greeter and member service contact. Welcomes and routes members, assists with ATM/ITM and online banking services, handles account maintenance requests, issues debit cards, manages card inventory, and answers general questions. Provides clerical and administrative support, maintains lobby standards, distributes mail, orders supplies, and follows BSA, AML, OFAC, CIP, and MDD compliance 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.