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Provides expert member service in a retail banking environment, handling complex account transactions, mortgage and other loan applications, deposits, referrals, and issue resolution. Builds member relationships through outreach, sales, and financial product recommendations while meeting production goals. Serves as a subject matter expert, mentors colleagues, supports branch operations, manages escalations, and promotes digital banking tools. The role requires strong compliance, problem-solving, communication, and relationship-management skills, with up to 30% travel.

Serves as a banking and lending expert in a retail credit union environment. Opens and services complex deposit accounts, processes mortgage and other loans, resolves escalated member issues, conducts outbound prospecting, and recommends financial products. Builds member relationships, meets sales and production goals, supports branch operations, coaches colleagues, and assists members with digital tools. Requires strong knowledge of banking procedures, lending, compliance, customer service, and relationship management. Up to 30% travel is required.

Manages mortgage origination operations, including processes, policies, production, quality, service levels, product deployments, and departmental goals. Resolves complex issues for Mortgage Loan Officers, coaches and motivates staff, leads change, and maintains relationships with internal business units and external referral partners. Coordinates with mortgage fulfillment teams to ensure timely origination, processing, and closing activities.

Manages mortgage origination activities, processes, policies, production goals, quality standards, and service levels. Resolves complex issues for Mortgage Loan Officers, supports new lending product deployment, leads organizational change, and coaches origination staff. Maintains relationships with internal business lines and external referral partners, including Realtors and builders, while coordinating with mortgage fulfillment teams to ensure timely processing and closing.

Provides expert member service in a retail banking environment, handling complex account transactions, mortgage and other loan applications, deposits, referrals, and escalated issues. Builds member relationships through outbound prospecting, needs-based financial product recommendations, and community outreach. Maintains compliance and operational accuracy, supports digital banking adoption, tracks performance goals, and coaches colleagues on accounts, lending, sales, and service procedures.

Provides member-facing credit union services, including teller transactions, account opening and maintenance, consumer loan applications, loan package preparation, issue resolution, digital banking assistance, and cross-selling financial products. Builds member relationships, schedules appointments, makes outbound calls, supports compliance requirements, and contributes to member satisfaction and community development.

Provides expert member service in a retail banking environment, handling complex account transactions, mortgage and other loan applications, referrals, escalations, and account maintenance. Builds member relationships through prospecting, outbound calls, product consulting, and community engagement. Ensures regulatory compliance, resolves account issues, supports digital banking adoption, meets sales and production goals, and trains colleagues on accounts, lending, and service procedures.

Administer and optimize Workday HRIS, including business processes, security, reports, dashboards, integrations, data governance, and system releases. Partner with HR, payroll, benefits, finance, IT, vendors, and leadership to implement enhancements, troubleshoot issues, support analytics, and improve operational efficiency. Lead testing, documentation, training, audits, and small to medium HRIS projects while serving as the Workday subject matter expert.

Lead and manage the enterprise BSA/AML/OFAC compliance program, oversee a team (3-5 direct reports), design policies and controls, drive risk assessments, manage regulatory examinations and SAR/CTR filings, coordinate with enterprise partners, and ensure program effectiveness and training.

Leads enterprise process optimization and operational excellence initiatives using Lean Six Sigma, BPM, analytics, and automation. Establishes performance frameworks, analyzes capacity and workflow metrics, designs future-state processes, quantifies benefits, and governs transformation programs. Partners with executives, process owners, technology, compliance, and change teams to implement improvements, drive adoption, validate outcomes, and sustain measurable gains in cost, service, capacity, and risk reduction.