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Provides in-person and phone-based member service, identifies financial needs, recommends deposit, credit, insurance, and investment solutions, processes transactions and account openings, handles loan applications and account services, resolves issues, conducts outbound sales calls, and maintains regulatory compliance while building member relationships.

Provides in-person and phone-based member service, identifies financial needs, recommends and cross-sells deposit, credit, insurance, and investment solutions, processes transactions and loan applications, resolves issues, conducts outbound relationship-building calls, and maintains regulatory compliance.

Leads Dynamics 365 and Power Platform development, building React, TypeScript, and PCF interfaces; C# and .NET backend extensions; Azure integrations; and AI-powered Copilot workflows. Modernizes legacy CRM customizations, designs Dataverse synchronization, manages Azure DevOps ALM and CI/CD pipelines, and applies AI-assisted testing and code review. The role also architects solutions, reviews code, mentors developers, and supports regulatory risk awareness.

Supports digital product strategy, roadmap planning, project delivery, analytics, market research, and continuous improvement for member-facing financial services experiences. Partners with IT, Marketing, business units, vendors, and product owners to define requirements, manage backlogs, monitor KPIs, analyze user behavior, prioritize enhancements, and deliver mobile-first digital solutions. The role also coordinates projects, communicates status, benchmarks competitors, and promotes a member-centric digital culture.

Manages enterprise endpoint platforms, desktop configurations, operating system images, software packaging, patching, security configurations, asset management, and SCCM/Intune environments. Provides escalation support for desktop issues, conducts hardware and software testing, maintains technical documentation, develops compliance and licensing reports, and supports release management and tactical IT projects. Requires enterprise IT engineering experience, Microsoft endpoint administration expertise, and knowledge of Windows, Active Directory, Group Policy, and deployment tools.

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.