Teams at SECU Credit Union

Provide personalized investment and financial planning advice to members, determine suitability of recommendations, grow and protect assets, prospect new clients, engage in community outreach, and comply with SEC/FINRA and BSA/OFAC regulations.

Support and implement the BSA/AML/OFAC compliance program by investigating complex alerts/cases, filing required reports, conducting quality reviews, supporting audits/exams, training and mentoring staff, and advising on regulatory compliance and process improvements.

Analyze paid media, email, SEO/SEM, and digital campaign performance; build dashboards (CPA, ROAS, conversion rates); run A/B and incrementality tests; support attribution and budget allocation; derive member and market insights; present executive-ready reports and recommendations to optimize acquisition, retention, and product usage.