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Provides in-person and phone-based member service while identifying financial needs, opening and maintaining accounts, processing transactions and loan applications, explaining credit union products, cross-selling solutions, resolving issues, and conducting proactive outreach. The role requires accurate transaction processing, regulatory compliance, strong communication, relationship-building, sales, critical thinking, and professional judgment.

Designs, deploys, operates, and troubleshoots enterprise Azure cloud infrastructure across compute, storage, networking, and security. Develops Infrastructure as Code and CI/CD automation using Bicep, ARM, Terraform, and YAML; creates scripts, maintains documentation, supports deployments, optimizes cloud costs, and participates in on-call operations. Collaborates with architecture, development, systems engineering, and information security teams while leading technical initiatives and resolving complex infrastructure issues.

Supports Financial Advisors and investment services operations by running outbound sales campaigns, handling client calls, scheduling appointments, processing transactions and securities trades, reviewing compliance documentation, maintaining referrals, and preparing sales materials. Provides operational expertise, limited investment advice, and client service while meeting sales, service, quality, and regulatory requirements. Must obtain required FINRA, securities, and Florida insurance licenses within specified timelines.

Provides in-person and phone-based member service, identifies financial needs, opens and maintains accounts, processes transactions and loan applications, and cross-sells deposit, credit, insurance, and investment products. Resolves member issues, conducts outbound calls, supports campaigns, maintains regulatory compliance, and builds consumer and business relationships through personalized financial guidance and follow-up.

Provides in-person and phone-based member service, identifies financial needs, opens and maintains consumer and business accounts, processes transactions and loan applications, and cross-sells deposit, credit, insurance, and investment solutions. Resolves member concerns, conducts outbound calls, supports campaigns, maintains compliance, and builds relationships through proactive education, referrals, and follow-up.

Provides in-person and phone-based member service while identifying financial needs, recommending credit union products, opening and maintaining accounts, processing transactions and loan applications, and generating sales through proactive outreach. Resolves member concerns, explains financial solutions, refers complex products, maintains regulatory compliance, documents follow-up, and supports credit union initiatives and community engagement.

Manages accounts payable, fixed assets, prepaids, accruals, general ledger reconciliations, month-end close, internal controls, regulatory compliance, and process improvements. Leads and develops accounting staff, supports audits and financial analysis, partners across departments and vendors, and oversees accounting system upgrades. Provides technical guidance to senior accounting leadership and ensures accurate, timely financial reporting in accordance with GAAP and applicable regulations.

Leads complex mergers and acquisitions integration programs across financial institutions. Responsibilities include due diligence, integration strategy, cross-functional coordination, risk and issue management, budgeting, change management, stakeholder communication, regulatory compliance, and post-merger reviews. Supervises project managers, develops program governance and processes, tracks synergies and outcomes, and advises senior leadership and the board on integration recommendations and progress.

Provides in-person and phone-based member service while identifying financial needs, recommending credit union products, opening and maintaining accounts, processing transactions and loan applications, resolving issues, and generating sales through proactive outreach. The role requires strong communication, listening, judgment, compliance awareness, and relationship-building skills. A high school diploma or GED is required; prior sales or customer service experience is preferred.

Provides in-person and phone-based member service at a credit union, identifies financial needs, recommends deposit, credit, insurance, and investment solutions, processes transactions and loan applications, opens accounts, resolves issues, and conducts proactive outreach. The role emphasizes relationship growth, cross-selling, financial education, regulatory compliance, risk awareness, accurate documentation, and exceptional member experiences.