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Performs deposit services and credit union operations, including mail and document processing, loan file maintenance, lien and payoff processing, mortgage payments, account research, deposit maintenance, card and ATM servicing, and system exception handling. Provides accurate, courteous member service while maintaining confidentiality, balancing accounts, supporting vendors, and complying with banking regulations.

Reviews, investigates, and processes disputes involving card, ACH, check, Zelle, ATM, and other transaction fraud claims. Ensures accurate documentation, regulatory compliance, member satisfaction, and timely resolution. Supports team members, vendors, policy maintenance, procedures, and training while protecting confidential member and credit union records.

Administers and supports consumer lending systems by troubleshooting issues, coordinating releases, testing features, maintaining documentation, managing vendors and changes, and translating business needs into technical requirements. The role collaborates with IT teams and business partners, supports projects, performs audits, monitors service-level commitments, and proposes system solutions aligned with credit union growth goals.

Assists the Branch Manager with daily branch operations, staff supervision, coaching, scheduling, onboarding, compliance, member service, lending decisions, and business development. Supports sales and service goals, resolves member escalations, maintains cash and vault accuracy, ensures operational compliance, and acts as Branch Manager when needed. The role also involves community engagement, employee development, facility upkeep, and preparing for future Branch Manager responsibilities.

Manages multiple organizational and technology projects from requirements gathering through implementation. Develops project plans, budgets, schedules, communication plans, and success metrics; coordinates stakeholders, vendors, and project teams; manages risks, issues, programs, and process improvements; supports Agile ceremonies and system implementations including data migration. Presents recommendations to executives and helps document technical policies, procedures, and user guidance while ensuring compliance with organizational and security standards.

Provide individualized investment advice and comprehensive financial planning to credit union members. Manage and grow client relationships and a recurring-revenue book of business, conduct portfolio reviews, assess risk tolerance, develop tax-efficient and wealth-transfer strategies, and coordinate credit, insurance, estate, and other financial solutions. Senior advisors may support high-net-worth clients, mentor junior advisors, contribute to strategic initiatives, and build external relationships while maintaining FINRA, SEC, insurance, and regulatory compliance.

Administer and maintain multiple business systems, resolve user and system issues, coordinate software releases, perform testing and change management, create documentation and reports, investigate data integrity issues, support data migrations, and collaborate with vendors and internal teams to meet deadlines and strategic goals.

Supervises Card Services operations, including transaction processing, reconciliation, card production, inventory, settlements, ATM and card support, compliance, fraud risk coordination, reporting, vendor relationships, and process improvements. Leads hiring, training, coaching, performance management, and team development while ensuring efficient, accurate, and courteous member service.

Builds community relationships and promotes the credit union through public engagement, promotional events, and partnerships. Leads the Community Development team, coordinates projects and departments, supports sales and referral goals, and strengthens organizational reputation. The role requires extensive local driving, event setup and attendance, lifting equipment, and maintaining confidentiality of member records.

Provide personalized financial planning and investment advice to credit union members, manage and grow a substantial book of business, review client portfolios, develop advanced investment strategies, maintain regulatory compliance, build relationships, collaborate on financial solutions, and mentor junior advisors.