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Supports investment advisors by developing client relationships, conducting financial review meetings, gathering financial information, preparing plans and investment recommendations, processing securities transactions, monitoring accounts, maintaining records, answering client inquiries, and coordinating with fund companies, insurance carriers, and broker-dealer partners. Also facilitates investment education and seminars while ensuring compliance with applicable policies, regulations, and licensing requirements.

Leads the IT internal audit function, including risk assessments, annual audit planning, audit engagement management, workpaper and report review, issue follow-up, and executive and board reporting. Oversees internal audit staff, consultants, training, resources, compliance with professional standards, and relationships with external auditors, regulators, and business stakeholders. Performs technology risk evaluations across systems, networks, databases, cloud platforms, and governance processes.

Leads enterprise demand generation, marketing automation, digital marketing, member journey orchestration, personalization, and MarTech strategy. Oversees Salesforce-enabled marketing technologies, AI-powered marketing capabilities, omnichannel campaigns, SEO, website and email marketing. Establishes growth plans, analytics, attribution, KPIs, and optimization programs while managing cross-functional stakeholders, marketing professionals, and agency partners. Drives acquisition, onboarding, product adoption, retention, revenue growth, and executive reporting across the organization.

Leads and develops a team of Mortgage Loan Officers while managing loan pipelines from origination through closing. Provides mortgage product guidance, takes applications, submits documentation to underwriters, ensures regulatory and procedural compliance, handles member escalations, builds community and realtor relationships, and cross-sells financial products. Responsibilities include hiring, training, coaching, performance management, pipeline oversight, and representing the credit union at community events.

Supports investment advisors by developing client relationships, conducting financial review meetings, gathering financial information, preparing financial plans and investment recommendations, processing securities transactions, monitoring accounts, responding to inquiries, maintaining records, and coordinating with fund companies, insurance carriers, and broker-dealer partners. Also presents financial education and investment seminars.

Sells and services commercial loans, business deposit accounts, and related financial products for operating companies. Develops prospective member relationships, underwrites and presents commercial loan requests, reviews documentation, manages loan renewals and exceptions, monitors portfolio risk, and supports collections. Grows commercial lending and business deposits through proactive calling, cross-selling, community involvement, and staff mentoring.

Sells investment products and services while developing member relationships. Conducts client meetings, evaluates goals and risk tolerance, prepares financial plans and proposals, processes securities trades, monitors accounts, handles inquiries, maintains client records, and provides ongoing reviews. The representative also conducts educational seminars, coordinates with fund and insurance companies and LPL’s home office, and may coach a junior representative.

Rotates through credit union branches and departments to develop banking expertise and leadership skills. Builds member relationships, offers financial products and services, originates consumer loans within approval limits, achieves branch and department goals, and delivers efficient, professional customer service while complying with policies and regulations.

Leads Landmark Credit Union’s organic social media strategy and day-to-day management across Facebook, Instagram, LinkedIn, X, and TikTok. Creates and oversees copy, graphics, photography, and short-form video; manages content calendars; monitors engagement and brand reputation; and analyzes performance metrics to recommend improvements. Partners with PR, community, product, and service teams to support business goals, maintain brand standards, and grow awareness and audience engagement.

Designs, deploys, and maintains automated solutions across on-premises and cloud environments. Builds CI/CD and release management processes, manages containerized environments, configures infrastructure deployment, implements security controls, and establishes monitoring and application metrics. Provides production support, troubleshooting, technical documentation, cross-functional collaboration, and automation training while helping define development processes and tools.