Teams at Truliant Federal Credit Union

Support financial advisors and assigned investment clients by coordinating meetings, preparing proposals, executing trade orders, maintaining compliant client documentation, using CRM and remote tools, and delivering high-quality member service within regulatory guidelines.

Lead the Enterprise PMO and IT change enablement to ensure governance, prioritization, and delivery of complex technology initiatives. Drive readiness, adoption, executive reporting, risk/dependency management, and build high-performing teams to support technology transformations and regulatory compliance within financial services.

Serve as enterprise Workday product owner: own roadmap and backlog, prioritize across HR/Finance/other domains, govern platform changes, partner with stakeholders, support adoption, data integrity, and platform strategy.