Jobs at San Diego County Credit Union

Provides administrative and operational support to financial advisors and investment clients. Responsibilities include preparing new account documentation, resolving account inquiries, coordinating client meetings, tracking rollovers and transfers, supporting cash management and required minimum distribution outreach, processing documents and unsolicited trades, and referring clients to advisors for financial guidance. The role emphasizes accurate, compliant, high-touch client service and operational efficiency.

Prepares, verifies, funds, and maintains consumer loan files, ensuring accurate documentation, signatures, stipulations, data entry, and regulatory compliance. Processes direct and indirect auto loans, communicates with branches, members, and dealerships, resolves funding issues, tracks workflows, disburses proceeds, and provides consumer lending support. Also performs clerical file preparation, compliance activities, and occasional registration and titling support.

Develops and administers quality assurance programs for consumer lending, verifies loan data and documentation, monitors regulatory compliance, identifies process improvements, and reports audit findings and trends to management. The role maintains lending policy knowledge, supports AML/BSA compliance activities, meets service-level and regulatory timelines, and recommends corrective actions.

Leads the finance function, including financial analysis, budgeting, forecasting, profitability modeling, audit and regulatory exam support, CECL management, financial database reporting, and ALM-related analysis. Oversees staff hiring, coaching, performance, and development. Partners with senior leadership, the CFO, auditors, and other departments to provide financial insights, prepare Board materials, maintain data integrity, assess risk, and support strategic projects.

Provides comprehensive, fee-based financial planning and investment advice to credit union members. Develops customized financial plans, delivers ongoing guidance, prospects and follows up with members, and collaborates with branch employees. The advisor also trains branch staff on investment goals, maintains regulatory and ethical standards, completes required education, and travels to multiple branches and administrative locations as scheduled.

Processes and researches ATM, Visa, debit, credit, and POS transactions, including disputes and fraud claims. Uses banking applications to resolve exceptions, maintain account files, process adjustments, prepare reports, and balance general ledger transactions. Supports staff and members by phone, email, and written correspondence. Performs ATM and Visa fraud analysis and follows AML/BSA, CTR, OFAC, and suspicious-activity procedures. This is a full-time, rotational schedule requiring occasional Saturday and late-Friday coverage.

Leads card operations and services strategy, department goals, staff performance, ATM and Visa functions, fraud and dispute processes, card production, rewards, prepaid programs, vendors, compliance, and workflow improvements. Develops growth opportunities, advises senior leadership, manages operational metrics and dashboards, maintains service quality, and serves as a subject matter expert for card systems and programs.

Provides frontline IT service desk support across credit union departments and branches. Resolves hardware, software, email, mobile device, printer, account, and telecom issues; installs and configures equipment and applications; manages Active Directory changes; escalates requests and communicates status updates. Supports endpoint management and new equipment setup while delivering customer service. Requires AML/BSA compliance training and occasional travel.