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Provides complex member support across phone, chat, email, secure messaging, and video banking. Resolves digital banking issues, processes account and loan transactions, explains financial products, identifies sales opportunities, and supports new accounts and lending applications. Exercises elevated authority for fee refunds, debit card limits, and overrides. Maintains CRM records, ensures regulatory compliance, balances transactions, mentors team members, and coordinates with other departments to deliver first-call resolution.

Manages a forklift service center, including service scheduling, parts inventory, customer support, technician supervision, facility and equipment maintenance, reporting, billing documentation, and performance improvement. Oversees hiring, training, and evaluation of warehouse and service personnel; coordinates repairs and field service; sells and ships parts; supports customer relationships and collaborates with sales teams to promote Taylor products.

Performs monthly book close, accounting, financial reporting, balance sheet reconciliation, intercompany reconciliation, forecasting, provisions, and audit coordination. Ensures compliance with IFRS, group guidelines, and internal control frameworks while using SAP HANA, BW, OneStream, Excel, and other finance tools. Partners with controllers, FP&A, headquarters finance, auditors, and business stakeholders to resolve issues, improve processes, and deliver timely, accurate reporting.

Manage, maintain, monitor, and troubleshoot PFFCU’s branch and office network infrastructure, including Cisco routers, switches, and SD-WAN. Responsibilities include device configuration, network security compliance, vendor coordination, documentation, lifecycle management, project execution, unified communications support, and after-hours on-call coverage. The role requires diagnosing complex network issues, optimizing performance, supporting deployments, and traveling between locations for projects and maintenance.

Leads end-to-end post-acquisition integrations across insurance agencies and retail store networks, from deal signing through close, Day 1, systems cutover, stabilization, and transition to business leadership. Coordinates HR, IT, finance, legal, licensing, real estate, sales, and marketing workstreams; manages risks, timelines, communications, TSAs, costs, and value realization. Oversees multiple concurrent integrations, executive reporting, change management, and continuous improvement of integration playbooks.

Provides day-to-day HR partnership for Marketing, Buying, and Planning teams. Responsibilities include employee support, onboarding, Workday administration, performance and compensation processes, employee relations, engagement initiatives, leave tracking, HR reporting, metrics analysis, change management, and compliance. The role collaborates with People Centers of Excellence and Legal while maintaining accurate employee records and fostering positive employee experiences.

The Office Manager oversees the Los Angeles office and supports construction operations, compliance, finance, accounting, HR, facilities, vendors, and employee administration. Responsibilities include managing field office setup, storage, insurance documentation, safety inspections, fleet services, invoices, corporate card receipts, onboarding, calendars, travel, and emergency response. The role serves as the liaison between the West Coast team and Corporate while improving administrative workflows and maintaining operational standards.

Manage full lifecycle of commercial contracts by drafting, reviewing, and negotiating agreements. Provide legal guidance, enforce standards, and support business needs.

Supports procurement activities including supplier selection and evaluation, bidding, contract and price negotiations, purchase order issuance, delivery tracking, cost savings, audits, and procurement projects. Maintains purchasing records, coordinates supplier meetings, supports internal departments, and helps ensure supplier quality, schedule, and cost objectives. Some travel may be required.

Leads strategic sourcing and procurement initiatives, including supplier selection, pricing negotiations, cost modeling, commodity cost tracking, supplier performance management, risk mitigation, and business continuity planning. Collaborates cross-functionally to implement procurement strategies and improve supply chain performance. Requires occasional overnight travel to vendors and suppliers.