Credit Union Job Opportunities

COO

Who we are:
Genesee Co-op Federal Credit Union is not your typical credit union. We were founded to offer an alternative to mainstream banks—and to serve Rochester’s community. We believe that everyone should have access to fair and responsible financial services that build community wealth. In other words, we work for economic justice! We don’t only offer innovative, fair, and responsible financial services—we advocate for policies that support and protect our communities as well.
Genesee Co-op is known nationally as a leader among community development credit unions and has been recognized as such in Next City, American Prospect, the Nation, and Politico, as well as regional and local news sources.

The Chief Operations Officer will be an integral part of the credit unions leadership team, providing executive level management of the daily operations, and hands-on project leadership for strategic initiatives. As a member of the leadership team, you will have direct visibility to all aspects of our community development credit union.

What You’ll Do:
Provide leadership and management for the organization including the following activities:

• Leadership: Participate in the development of the credit union strategic plan in partnership with leadership team and board
• Supervisory: Overseeing day-to-day operations of branch and deposit operations, including supervising the Branch Supervisor. Ensure member satisfaction including engaging directly with members
• Project Management: Developing and implementing strategic programs and projects designed to improve services and effectiveness of the credit union. i.e. onboarding new vendors or services; technology conversions; developing new partnerships
• Community Outreach: Developing and implementing marketing and outreach activities and partnerships, and representing Genesee Co-op in the community
• Compliance: Ensure compliance with internal policies and all applicable NCUA, local, state, and federal agencies
• Member Services: Monitor community and member needs and trends, and ensure that services respond to changing needs
• Information Technology: Ensure business continuity planning and oversee technology infrastructure, in partnership with CEO
• Grants Management: Participate in grant applications and grant compliance, including to the Community Development Financial Institutions Fund of the Treasury Department
• Other:
  • Provide support to and development of mission-related initiatives of our 501(c)3 in conjunction with the CEO
  • Perform other duties as may be deemed necessary

What You’ll Need

• Bachelor’s degree or equivalent and at least 5+ years of professional experience in CDFIs, finance, banking, community development, management, or social/environmental justice organizations.
• Possess a deep commitment to our mission and knowledge of economic justice and/or consumer protection issues. Our members and our mission come first
• Exceptional project management ability/skills
• Supervisory or management experience
• Strong written and verbal communication skills
• Detail oriented and able to follow regulations and policies
• Excellent interpersonal skills – demonstrated ability to work effectively in varied professional, socio-economic, and cultural contexts
• Highly resourceful self-starter and fast learner
• Commitment to teamwork
• Strong technological skills including Word and Excel, as well as the ability to learn and use other systems effectively including social media, design software, and web tools
• Willingness to work flexible hours reflective of a leadership-level position

Additional Beneficial Qualifications

• A master’s degree in a related field
• Consumer, mortgage, or business lending experience

Genesee Co-op Federal Credit Union is an equal opportunity employer. People from all backgrounds are encouraged to apply.
License Requirements
In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

EQUAL OPPORTUNITY EMPLOYER: Genesee Co-op Federal Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Job Type: Full-time, In Person
Pay: $68,000-$80,000 annually
Benefits:

• Bonus
• 401(k)
• 401(k) matching
• Credit union membership
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off

Please apply by sending Cover Letter and Resume to dan@genesee.coop

Member Service Representative

• Assist Members with their financial transactions: deposits, withdrawals, loan payments, open/close accounts, transfers, payroll deductions. etc.
• Assemble documents for member loans
• Answer phones, filing, faxing, copying
• Update and reconcile daily: Share Drafts, ACH and ATM
• Assist as back up to EOD/EOM/EOQ processes
• Cross sell credit union products and services
• Performs additional duties as assigned

Salary Range: Hourly wage, rate depends on experience

Send cover letter, resume and references to: Cugirls@aol.com

Director of Core & Digital Banking Product

The Director of Core & Digital Banking Product, otherwise known as the Director of Strategic Business Operations is a leadership role responsible for driving a culture of innovation by identifying opportunities for technology, process, and workflow improvements. Recommend and implement technology-enabled business processes and initiatives that enhance the experience for both members and employees while elevating operational performance, strategic alignment, and organizational efficiency.

Working under the strategic direction of the VP of Innovation & Credit Union Operations, the Director ensures organizational priorities are translated into coordinated implementation plans and successfully delivered across departments. The Director leads the Strategic Business Operations function, oversees Operational Strategy Analysts and related staff, and is accountable for initiative sequencing, operational readiness, and measurable execution results.

This role focuses on enterprise execution leadership, cross-functional coordination, and operational excellence. The Director ensures initiatives move from concept to implementation efficiently, consistently, and with minimal disruption, strengthening operational performance, employee experience, and member service delivery.

Here's a little about us:
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed.

Our Core Values:
Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge
Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise
Integrity: Do What's Right; Speak the Truth; Own Our Actions
People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community

=========================================================================================

POSITION PURPOSE
The Director of Strategic Business Operations is a leadership role responsible for driving a culture of innovation by identifying opportunities for technology, process, and workflow improvements. Recommend and implement technology-enabled business processes and initiatives that enhance the experience for both members and employees while elevating operational performance, strategic alignment, and organizational efficiency.

Working under the strategic direction of the VP of Innovation & Credit Union Operations, the Director ensures organizational priorities are translated into coordinated implementation plans and successfully delivered across departments. The Director leads the Strategic Business Operations function, oversees Operational Strategy Analysts and related staff, and is accountable for initiative sequencing, operational readiness, and measurable execution results.

This role focuses on enterprise execution leadership, cross-functional coordination, and operational excellence. The Director ensures initiatives move from concept to implementation efficiently, consistently, and with minimal disruption, strengthening operational performance, employee experience, and member service delivery.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Lead Execution of Enterprise Initiatives
Direct implementation of cross-functional initiatives impacting core banking systems, digital banking platforms, loan origination workflows, document management systems, automation tools, and operational reporting processes.
Translate strategic priorities into actionable implementation plans with defined milestones, ownership, and success metrics.
Ensure initiatives are delivered on schedule, aligned across departments, and operationally sustainable after rollout.

2. Oversee the Credit Union’s Operational Ecosystem
Coordinate delivery and optimization across enterprise systems such as core banking, online and mobile banking, lending platforms, document management, contact and voice technologies, and internal workflow tools.
Ensure systems work cohesively to support member onboarding, servicing, lending, deposits, digital engagement, and internal operations.
Guide execution of system upgrades, integrations, new modules, and process changes impacting these platforms.

3. Lead and Develop the Strategic Business Operations Team
Manage and develop Operational Strategy Analysts and related staff responsible for platform optimization, workflow design, and operational system support.
Establish team priorities and execution standards.
Ensure strong documentation practices, cross-training, and continuity of system knowledge.

4. Manage Initiative Intake, Prioritization, and Sequencing
Evaluate incoming requests affecting systems, workflows, or operational processes.
Coordinate sequencing of initiatives based on organizational priorities and operational readiness.
Provide leadership recommendations regarding timing, dependencies, and delivery impacts.

5. Ensure Operational Readiness and Successful Rollouts
Confirm initiatives meet readiness requirements before launch, including workflow validation, testing, access controls, documentation, and communication plans.
Coordinate implementation with affected departments.
Monitor post-launch results and ensure expected operational improvements are achieved.

6. Partner Across the Organization
Work closely with Operations, Lending, Retail, IT, Compliance, Data & Analytics, and other teams to ensure initiatives are adopted effectively.
Serve as the operational coordination point for system or workflow changes.
Resolve delivery challenges and escalate strategic decisions when necessary.

7. Coordinate with Vendors and Technology Partners
Work with system vendors during implementations, upgrades, and enhancement initiatives.
Ensure vendor timelines and deliverables align with organizational needs.
Provide operational input on system performance and enhancement opportunities.

8. Drive Workflow Improvement and Automation
Lead initiatives to streamline workflows, reduce manual processes, and improve operational efficiency.
Support adoption of automation tools and standardized processes.
Track measurable improvements resulting from operational changes.

9. Monitor Performance and Outcomes
Ensure initiatives deliver measurable improvements in efficiency, system utilization, service delivery, or user experience.
Partner with analytics teams to define reporting and track results.
Provide leadership updates on initiative progress and outcomes.

10. Additional Responsibilities
Complete recurring reporting, governance activities, or operational reviews as assigned.
Serve as a trusted operational advisor to the VP on execution feasibility, sequencing, and delivery risks.
Perform additional duties as assigned.

Salary Range: $84,000 - $105,000

Appy here

Hudson River Community Federal Credit Union’s mission is to make our members’ lives better.

Analytics Engineer I

HRCCU is seeking a detail-oriented and analytical Analytics Engineer to join our growing data and analytics team. This role is responsible for building and maintaining reliable data models, transforming raw data into usable datasets, and supporting business intelligence reporting across the credit union.

This is an excellent opportunity for someone early in their analytics engineering career who is passionate about data integrity, automation, and supporting data-driven decision-making in a financial services environment.

________________________________________
Key Responsibilities:

• Collaborate with department managers to develop and maintain SQL data models supporting Power BI dashboards and reporting.
• Design, develop, and maintain Power BI dashboards and reports connected to the data stores.
• Create and schedule static reports in various formats for consistent business use.
• Make recommendations on the most effective ways to visualize data and communicate through charts, tables, and dashboards.
• Develop automation, applications, and infrastructure projects that create efficiencies across departments.
• Ensure data integrity, accuracy, and version control using GitHub.
• Set up and maintain CI/CD pipelines via GitHub Actions for all code.
• Assist in the ongoing development of technical best practices for data movement, data quality, automation, and system integration between data warehouse and Azure environments.
• Continuously improve functionality and efficiency through data integrity and modern engineering practices.

________________________________________
Qualifications:

• Bachelor's degree in computer science, Information Technology or related field. Masters preferred.
• Experience in Python, Oracle SQL/MS SQL Server, Power BI, PowerShell/Windows Server, GIT, and AI Tools
• Strong analytical and problem-solving skills.
• High attention to detail and commitment to data accuracy.
• Ability to communicate technical information clearly.
• Strong organizational and time management skills.

Employment Details:

• Location: Homebase HRCCU Operations Center in Corinth, NY located in Saratoga County. Hybrid work environment but the position requires regular in-person attendance at our Operations Center. Candidates who currently reside within a reasonable commuting distance will be considered. Relocation assistance is unavailable at this time.
• Annual Salary: $65,000.00-$75,000.00 depending on experience and qualifications.
• Medical, Dental, Vision, FSA & HSA options.
• Life insurance, short term, & long-term disability benefits.
• 401K with matching contribution up to 10%.
• Generous paid time off, including birthday and additional 12 observed holidays.
• Gym reimbursement and wellness program.
• Internal and external training, including certification and tuition reimbursement.
• Community Volunteer initiatives.
• Career growth & advancement opportunities.

Salary Range: $65,000 - $75,000 

We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring open communication and employees feel valued.

Our Culture Statement: To create a supportive, inclusive and purpose-driven workplace where team members feel valued, empowered and inspired to serve our community while demonstrating kindness and empathy towards one another.

Learn more about our company culture and benefits on our careers page!

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Apply online https://www.hrccu.org/about/careers/
If you are unable to complete this application online due to a disability, please contact Human Resources at humanresources@hrccu.org

Member Experience Specialist

We’re looking for a customer service focused problem solver to help improve the lives of the members. No pushy sales, just a provide quality service, solve problems, provide helpful advice and be dependable. Come help us make a difference! Immediate responsibilities include:

• Answering inbound calls, providing information and performing transactions for our members
• Assisting in person members with cash and check transactions
• Daily balancing of cash drawer and checks received
• Working together as a team to complete opening/closing procedures and daily branch tasks

Eventual responsibilities include:

• Performing account research for members, including debit and credit card transactions
• Opening new accounts, and educate members on our products and services.
• Social media and in branch marketing

No prior financial experience required, but a solid track record of delivering high quality customer service is a must. Prior experience with cash handling and marketing is a plus.

Job Type: Full-time

Benefits:

• Simple IRA 3% Match
• Health and Dental insurance
• Paid time off

Schedule:

• Monday, Tuesday, Wednesday and Friday between 6:45am – 3:45pm Thursdays 6:45 – 5:15. 37.50 – 40 hours per week.

Salary Range: $18.00 plus depending on experience.

Send resume to: mwalczak@kaleidahealthfcu.org

About Kaleida Health Federal Credit Union

KHFCU is a Buffalo based credit union serving healthcare professionals throughout Erie and Niagara Counties. With two branch locations, our mission is to build a brighter financial future for healthcare professionals and their families by providing exclusive access to competitive financial products, personalized service, and trusted financial solutions.

We are seeking a dynamic, hands-on Chief Executive Officer (CEO) to lead our organization into its next phase of growth while maintaining our strong commitment to member service, financial stability, and regulatory excellence.

Position Summary

The Chief Executive Officer (CEO) is responsible for the overall leadership, strategic direction, financial performance, regulatory compliance, and daily operations of the credit union. Working closely with the Board of Directors and Treasurer, the CEO will execute the credit union's mission, achieve strategic objectives, maintain financial strength, and ensure exceptional service to members.

The CEO serves as the primary liaison between the Board, employees, members, regulators, business partners, and the healthcare community. This role requires a leader who can balance executive-level strategy with active involvement in lending, compliance, operations, and member service.

Key Responsibilities

• Partner with the Board of Directors and Treasurer to develop and execute the credit union's strategic plan, annual goals, and operating budget.
• Recommend policies, procedures, and operational improvements that enhance organizational effectiveness and member value.
• Attend and actively participate in Board meetings, committee meetings, and annual membership meetings.
• Direct and oversee all credit union operations to ensure efficient and effective service delivery.
• Manage vendor relationships, contracts, and service providers to ensure quality and cost-effective solutions.

Financial Management

• Partner with the Treasurer to oversee budgeting, investments, liquidity management, capital planning, and CECL-related activities.
• Review and approve expenditures in accordance with Board-approved policies and budgets.
• Assist in the preparation and submission of required regulatory reports, including the NCUA Call Report (5300 Report).
• Monitor financial performance and recommend strategies to strengthen earnings and capital.

Regulatory Compliance & Risk Management

• Ensure compliance with all applicable federal and state regulations, including NCUA requirements, Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC, Fair Lending, and consumer protection regulations.
• Serve as the Credit Union's BSA and Compliance Officer.
• Monitor suspicious activity and ensure timely filing of required regulatory reports. Prepare for regulatory examinations, audits, and reviews and oversee corrective actions as needed.
• Ensure all compliance, audit, and examination findings are addressed promptly and effectively.

Human Resources & Organizational Development

• Recruit, develop, and retain high-performing employees.
• Conduct performance evaluations and provide coaching, mentoring, and professional development opportunities.
• Foster a culture of teamwork, accountability, innovation, and exceptional member service.
• Provide recommendations to the Board regarding compensation strategies, benefits, and workforce planning.

Lending & Member Services

• Maintain an active NMLS license and remain current on lending regulations and best practices.
• Perform loan officer duties as needed, including underwriting, loan review, and approvals within authorized limits.
• Manage collection activities and bankruptcy matters.
• Assist with member transactions and operational support when necessary.
• Resolve complex member issues and promote a culture of exceptional service throughout the organization.

Business Development & Community Relations

• Develop and implement marketing, membership growth, and business development initiatives.
• Promote credit union products and services to current and prospective members.
• Represent the credit union at healthcare, community, and professional events. Identify opportunities to expand membership, enhance services, and strengthen market presence.

Qualifications

• Bachelor's degree in business administration, Finance, Accounting, Management, or a related field preferred.
• Minimum of five years management experience within a financial institution, credit union, or banking environment. Executive leadership experience preferred.
• Experience with NCUA regulations, compliance management, lending, financial management, and strategic planning.
• Experience with CompuShare / CompuSource Systems core processing platform preferred.

Knowledge, Skills & Abilities

• Strong leadership Comprehensive understanding of credit union operations, financial management, and regulatory requirements.
• Excellent communication, interpersonal, and presentation skills.
• Ability to build strong relationships with members, employees, Board members, regulators, and community partners. Strong analytical, organizational, and problem-solving abilities.
• Proficiency in budgeting, financial analysis, risk management, and operational oversight.
• Demonstrated commitment to member service excellence and a member-focused culture.

Why Join Kaleida Health Federal Credit Union?

This is a unique opportunity to lead a respected, community-focused financial institution dedicated to serving healthcare professionals throughout Western New York. The successful candidate will have the ability to make a meaningful impact on our members, employees, and community while shaping the future of the organization.

Salary will be based on experience, qualifications, and demonstrated leadership expertise.

In addition, we offer an excellent benefits package, including health insurance, retirement benefits and paid time off.

Interested candidates are encouraged to submit a resume and cover letter outlining their qualifications and leadership experience to David Macholz, dpmacholz@yahoo.com

MRFCU Universal Member Associate

MRFCU is an at-will employer. This position is in-person, part-time, Monday - Friday.
The MRFCU Associate handles many credit union duties in the course of a day without any one major focus; and utilizes a broad knowledge of credit union products and services, policies and procedures, rules and regulations.

Essential functions:
1. Interact with members and persons seeking membership in person, via telephone or email, in a professional manner, and
portray a positive image of the credit union.
2. Perform teller functions.
3. Assist and communicate with members and related 3rd parties on loan applications, delinquency and recovery.
4. In-branch and occasional off-site marketing.
5. Generate reports.
6. Juggle multiple priorities.

To be successful in this role, you will be:

• a team player and professional
• flexible.
• bondable.

You will have:

• teller and/or credit union experience (preferred).
• an aptitude for learning.
• Possess above average knowledge of fundamental mathematics, reading comprehension and written communication skills;
• telephone and computer skills.

Minimum High school diploma or equivalent required.

Salary Range: $25.00 - $29.00 hourly

Email resume to msingh@mrfcu.com

Branch Manager

Location: Albany, NY

Ready to take the next step in your banking career? Do you thrive on trying to improve everyone around you? Solving problems? Being a good listener? Are you a continual learner who wants an opportunity to help build the next, great, community financial institution?

NextStep Federal Credit Union is on the lookout for a great Branch Manager with an emphasis on building relationships, coaching employees, and guiding our members toward the products and services that can help them achieve their financial goals.

Responsibilities include:

• Answering inbound calls, providing information to and/or performing transactions for our members
• Assisting in-person members with transactions and questions
• Troubleshooting escalated Member Service Representative issues
• Scheduling of branch staff
• Training and coaching branch staff
• Opening accounts, including educating members on our products and services to help them select the best option to meet their needs
• Educating members on our loans, taking applications, and potentially closing loans
• Assisting members with accessing and/or using our electronic services
• Coordinating with Back Office and/or Management to solve more complex member issues
• Actively listening, to help improve our member’s experience and relationship, offering relevant products to help alleviate financial friction in our members lives
• Member & community outreach
• Working with Management to develop goals & strategies

Educational Opportunities:

• Certified Credit Union Financial Counselor training available
• Other CUNA Certification training available if interested

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: In person

Salary starting at $60,000 annually, depending on experience.

Email us at: hr@nextstepfcu.org

Chief Financial Officer | North Jersey Federal Credit Union

Lead financial strategy. Strengthen performance. Help shape the future of a member-focused credit union.

North Jersey Federal Credit Union is looking for an experienced Chief Financial Officer to join our executive leadership team. This is an exciting opportunity for a strategic, hands-on financial leader to oversee Finance, Accounting, and Collections while guiding smart decisions that support long-term growth, strong operations, and exceptional member service.

The ideal candidate is collaborative, analytical, and forward-thinking, with the ability to balance high-level strategy with day-to-day financial oversight. You should be comfortable advising the CEO, Board, and senior leadership while leading teams with integrity, clarity, and accountability. This is an in-person position located in New Jersey.

What You’ll Do

• Lead financial strategy, planning, budgeting, forecasting, accounting, collections, and reporting.
• Provide clear financial insight and recommendations to the CEO, Board, committees, and leadership team.
• Oversee financial controls, audits, regulatory exams, GAAP compliance, and accurate financial reporting.
• Manage liquidity, investments, ALM, interest rate risk, CECL, and related financial risk areas.
• Serve as a key partner to auditors, examiners, regulators, advisors, vendors, and financial institutions.
• Lead, mentor, and develop Finance, Accounting, and Collections teams.

What We’re Looking For

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required; CPA or advanced degree preferred.
• Senior-level finance, accounting, or executive leadership experience in a credit union, bank, or regulated financial institution.
• Strong knowledge of GAAP, financial reporting, budgeting, audits, regulatory exams, internal controls, ALM, liquidity, investments, CECL, and board reporting.
• Ability to translate complex financial information into clear recommendations for executive and board-level audiences.
• Collaborative leadership style with excellent communication, analytical, problem-solving, and organizational skills.
• High integrity, professionalism, confidentiality, and sound business judgment.

Why Join Us?

• We offer a competitive salary range of $150,000–$195,000, along with a benefits package designed to support your professional and personal well-being.
• 401(k) retirement plan options with up to 5% employer match.
• Paid time off
• Medical, dental, and vision insurance
• Educational reimbursement, business travel reimbursement, and additional credit union benefits

Ready to apply?

Interested candidates are invited to submit their resume to hr@njfcu.org for consideration. North Jersey Federal Credit Union is an Equal Opportunity Employer

Teller

Are you friendly, detail-oriented, and passionate about helping others? ONE Credit Union is growing — and we’re looking for an enthusiastic Teller to join our team!

As the frontline of our credit union, you’ll play an essential role in delivering exceptional member service and supporting our mission to help our community thrive. You’ll process daily transactions accurately and efficiently, engage with a variety of members, and promote our products and services that make a real difference in people’s financial lives.

Duties:

• Process various financial transactions including deposits, withdrawals, loan payments, and transfers
• Balance cash drawers and maintain accurate transaction records
• Provide information to customers on products and services offered
• Identify customer needs and recommend appropriate financial solutions
• Assist with account inquiries and issue official checks
• Adhere to all banking regulations and security procedures
• Collaborate with team members to ensure efficient branch operations

Experience:

• Previous experience in a customer-facing role preferred
• Proficiency in financial software applications
• Strong customer service skills with the ability to build relationships
• 1 year experience in cash handling and cash management

Requirements:

• High school diploma or equivalent
• Excellent communication skills
• Ability to work in a fast-paced environment
• Strong attention to detail and accuracy
• Ability to multitask effectively
• Willingness to learn and adapt to new technologies

Join our team as a Teller and embark on a rewarding career in the financial services industry. We offer competitive compensation, opportunities for growth, and a supportive work environment. If you are passionate about delivering excellent service to customers and have a keen interest in finance, we would love to hear from you!

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Salary Range: $17.00 - $18.00 an Hour

Send resume to jholdren@onecuny.com

Chief Financial Officer

The ideal candidate will be responsible for financial strategy and reporting, financial planning and analysis, company audits, compliance, and bank relationships. They will collaborate with the CEO and the executive team to make decisions regarding company's financial strategy and operations. The candidate will possess a strong background in finance, accounting, and/or management.

Responsibilities:

• Create and present financial recommendations to CEO
• Support the financial planning and analysis efforts
• Oversee cash flow, cash management, working capital, and company audits
• Prepare monthly financial statements and reports
• Prepare quarterly call reports, submitted to NCUA
• Ensure legal compliance on all financial functions
• Manage relationships with our corporate bank and other financial institutions

Qualifications:

• 7 - 10 years' of finance experience
• College degree in related majors required, MBA or CPA preferred
• Strong finance-based analytical skills

Compensation and Benefits:

• Base Annual Salary: $90,000
• Discretionary Year End Probability Bonus
• 401k (3% Automatic Employer Contribution, Up to ~ 6% Match)
• 4 weeks of PTO
• Health Insurance (80% of premium paid by Qside)
• Dental Coverage
• AFLAC Coverage made available
• Dependent Care, Medical, and Transportation FSA plans

Apply by sending email to amendoza@qsidefcu.org

Mortgage Originator

Description
Location: N.Y. - Multiple Locations - Monroe, Wayne, and Ontario Counties*

Shift/Hours: Full-time based on business needs.

General Summary:

Reliant Community Federal Credit Union, ranked one of Rochester's top mid-sized companies eight years in a row, is seeking a Mortgage Originator to serve our members in our Monroe, Wayne, and Ontario County area branches.


The Mortgage Loan Originator participates in the daily origination of residential mortgages including but not limited to discussions and interviews to evaluate needs, explain mortgage programs, match needs to credit union products, and assist with residential mortgage application process.

As a Mortgage Loan Originator at Reliant, you will:

• Achieve defined mortgage production goals.
• Participate in the daily origination of residential mortgages.
• Ensure the accuracy, completeness, and timely origination of residential mortgage requests and related documentation.
• Prospect, develops and maintains active, ongoing referral relationships with realtors, attorneys, branch staff and other key constituent groups to develop and source business.

Reliant offers an excellent work environment based on Accountability, Respect, and Teamwork (ART), along with an exceptional benefits package, including:

• Ability to work remotely
• 401k retirement plan with up to a 4% employer match, plus a 3% safe harbor contribution
• Affordable Insurance (as little as $5/month!)
• Generous Paid Time Off
• Branded Apparel
• Competitive Wages

Requirements
Knowledge, Skills, and Abilities:

• Broad knowledge of the mortgage industry and mortgage lending practices. General knowledge of secondary market underwriting and other quality standards. Functional understanding of FHA, VA, SONYMA, USDA and conventional mortgage program guidelines.
• Ability to work outside of traditional office hours.
• Excellent verbal, written, and listening skills.
• Demonstrated record of positive customer service performance.

Position Qualifications:

• Minimum of 3 years secondary market mortgage origination experience required.
• Established referral source network required.
• Experience with mortgage Loan Origination System required.
• High school diploma or equivalent required; college degree preferred.

Physical Requirements:

• Use keyboard, monitor, telephone, and other standard office equipment.
• Ability to travel within the Credit Union's geographic service area, with a valid NYS driver's license and dependable transportation.

Candidates considered for hire are subject to credit and other employment reference checks.

Reliant Community Federal Credit Union is proud to be an Equal Opportunity Employer, AA Disability/Veteran. If you are interested in applying for employment and need special assistance or an accommodation to apply for a position, contact our Human Resources department via phone at 800-724-9282 or email at careers@reliantcu.com.

The listed pay range includes base salary as well as variable compensation tied to goal attainment and performance metrics.

Salary: $75,000.00

Business Loan Officer

Salal Credit Union is seeking a Business Loan Officer to guide commercial members through the loan origination process and build long‑term, trust‑based relationships. This role supports our growing commercial portfolio, which includes cannabis‑related businesses.

Salal Credit Union already serves commercial members across the country, and this position will play a key role in expanding and strengthening our presence in the Northeastern markets. You'll leverage your relationship‑building expertise to cultivate new business, deepen existing relationships, and serve as our on‑the‑ground representative in this strategic region.

The ideal candidate will be based in New York or New Jersey and able to travel throughout the region for portfolio development, prospect engagement, and member site visits as needed.


A DAY IN THE LIFE OF A BUSINESS LOAN OFFICER

As a Business Loan Officer, you'll spend your days engaging directly with commercial members - learning about their operations, identifying opportunities, and structuring solutions that help their businesses thrive. Your work will involve a mix of outreach, relationship nurturing, and portfolio management, with a strong emphasis on understanding each member's unique financial needs. You'll collaborate closely with internal partners to assess credit requests, manage risk, and move applications smoothly through the loan process.

We're here to provide a world-class member service experience and to do all we can to improve the financial lives of our members. Our successful Business Loan Officers are driven, focused, friendly, and fully dedicated to success. They're natural leaders, enthusiastic, positive, and of service. They are energetic and passionate, strive for continuous improvement, seek critical feedback, have strong initiative, demonstrate a sense of ownership and accountability, and excel in communication, follow-up, time management and organizational skills.

QUALIFICATIONS FOR A BUSINESS LOAN OFFICER

• 5+ years of experience in commercial lending, business banking, or a related role within a financial institution
• Proven ability to develop and grow a commercial loan portfolio and success in sales and relationship management, pairing business development skills with a service‑oriented approach
• Strong credit analysis and business acumen
• Excellent communication, organization, and time‑management skills, with the ability to work independently in the field
• College degree or equivalent work experience

SALARY RANGE: $101,951.67 - $142,732.33 plus variable compensation bonuses quarterly

Click here to apply

Card Services Specialist

Interested in learning more about card and remote services? This opportunity is for you. In this role you will be responsible for all operations related to debit/credit card and remote delivery services including participation in new product implementation and development. This position interacts with members regularly and it is important to ensure efficient, effective and professional service. This role is responsible for building long-term relationships in person, online and by phone to ensure member satisfaction and quality service.

SUMMARY OF POSITION RESPONSIBILITIES
Perform all operations related to debit and credit card services, rewards programs and remote delivery services with direction from management as needed. This position ensures efficient, effective, professional service to our members. This role is responsible for meeting expectations and metrics of the credit union’s credit and debit card portfolios, rewards programs, and various remote service technologies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Debit, Credit & Rewards Program Responsibilities

• Develops, implements and maintains procedures and trainings for debit, credit and rewards programs.
• Performs credit and debit card functions such as ordering plastic, maintaining account information, address changes, blocks, adjustments, processing transactions, travel requests, disputes, rewards redemptions.
• Implements card program changes including statement messages, statement inserts, product parameter changes, credit, debit and ATM card reissues, merchant IDs, and monitoring/ordering of card stock
• Daily maintenance of card issuance and reissuance including instant issue services
• Researches and resolves special card related issues, concerns, requests, problems, and complaints received from members
• Implements special projects such as new account acquisitions, card activation and usage, balance transfers, and changes to terms and conditions
• Reviews data breaches and works to limit exposure to members who may be affected
• Processes disputes and monitors fraud losses. Reviews and provides information to management on card fraud loss data.
• Recommends strategies to proactively minimize future exposures and losses to identify or prevent card and ATM fraud.
• Prepares reports for management and other departments regarding relevant issues
• Ensure compliance with rules and regulations governing plastic cards.

Member Service Responsibilities

• Provides members a trusting experience to build long term relationship and offer excellent service. Cross-sells credit union products and services based on member needs and explains various account and ownership options. Provides need based recommendations to members to meet and exceed their financial expectations.
• Performs routine front line transactions, including opening and maintaining existing accounts, processing deposits, withdrawals, loan payments, transfers, and check cashing. Open and close accounts, verify accounts, accept loan applications, process various member transactions, and respond to member inquiries. Accurately and efficiently process transactions at the credit union and through remote delivery services.
• Assists members in a pleasant, professional and efficient manner in person, on-line, by telephone and/or written correspondence. Responds to members in a timely and professional manner using the appropriate communication channels. Monitors and responds to remote delivery service channels daily including but not limited to call center notifications, online banking inquiries, secure messages, voicemails and email.
• Assists in coordination and daily processing of all digital and remote products and services offered by the credit union.
• Provides prompt and efficient internal and external service regarding all digital service.

Any other duties assigned by management

SKILLS, ABILITIES AND QUALITIES:
Friendly, accurate, detail oriented, knowledgeable, hardworking, honest and dependable. Associates degree preferred plus three to five years of progressively responsible experience in a financial institution or an acceptable combination of education and experience necessary to gain the background knowledge to transact business effectively with members and co-workers.

Job Type: Full-time

Pay: $17.13 - $24.58 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Work Location: In person

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Mortgage Loan Originator

Location: Saratoga Springs, NY

The Mortgage Originator will research and identify partners that can deliver quality residential loan applicants to the Credit Union. In addition, this role must maintain quality standards through proper loan review, attention to detail, and completion of all required steps in a timely and efficient manner. The Mortgage Originator works independently and uses his or her judgment and knowledge to identify and develop partner and member relationships.

Duties and Responsibilities:
Identifies potential mortgage business within assigned territory through seminars, Realtor’s, builders, new home communities and other entities.

Contacts, solicits and makes presentations at various locations relative to Credit Union products, services, mortgage loan programs, and other promotional activities.

Provides initial and ongoing on-site presentations, updates and information regarding the Credit Union’s loan programs, loan guidelines, loan processing and closing systems, technologies and practices.

Regularly schedules visits to obtain additional referrals and commitments for, and submission of, new loan applications.

Anticipates and responds to loan-level and systematic questions or concerns the applicant may have with respect to the Credit Union’s services or loan programs and escalates such matters in accordance with the guidelines and instructions provided by Management.

Identifies process improvements and workflow enhancements and communicates findings to third party vendors.

Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.

Stays abreast of industry developments including, but not limited to, changes in regulations, technology, etc.

Promotes and maintains a positive work atmosphere by behaving and communicating in a manner consistent with professional standards to get along with members, co-workers, management and vendors.

Performance is primarily based on member service levels, loan volume, and loan quality that will be measured by the chief executive officer.

Skills, Abilities and Qualities:
A minimum of 3-5 years of related experience at a credit union, bank, financial institution, or mortgage company.
Detailed knowledge of secondary market guidelines.
Complies with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
Results driven, service oriented, self-motivated and able to work independently.
Trustworthy with the ability to maintain highest level of integrity and trust.
Proficiency in Microsoft Office, specifically Word, Excel, PowerPoint and mortgage software programs.

Salary Range: Salary plus Commission based on closed mortgage loan volume

For more information or to apply email: DonDenofio@SaratogaFCU.org ​​

Real Estate Manager

JOB SUMMARY:
Oversees the real estate lending portfolio and team, managing real estate products and team from origination through servicing. Leads underwriting, and compliance efforts while supporting loan growth and portfolio quality. Manages team, vendors, and members to ensure efficient processes, strong relationships, and sound real estate practices aligned with organizational goals. Works closely with lending leadership to execute lending initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Supervise and train department staff in procedures, practices and policies
• Oversee staff interaction with members
• Mentors teammates in the department
• Loan officer
• Manage and build RE LOS
• Create and update procedures for all real estate products
• Take and process mortgage applications, as needed
• Review and approve consumer and real estate loans in loan approval authority
• Develop and prepare reports for management and Board as requested
• Obtain a thorough knowledge of loan procedures and policies
• Thorough knowledge of lending and real estate rules and regulations
• Understanding of secondary market guidelines
• Process files and employee loans Review and underwrite loan applications
• Balance service and risk for the organization
• Cross sell other credit union services
• Collection calls to delinquent members
• Ability to perform all functions of the dept
• Oversight of assistant manager’s training, development, and duties
• Develops and maintains relationships with appraisers, attorneys, title companies, and monitors turnaround times
• Vendor due diligence
• Community involvement is a requirement of this position as outlined in the ServU Employee Handbook.
• Complies with all federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Performs related responsibilities as required.

QUALIFICATIONS / REQUIREMENTS:

• Management experience strongly preferred.
• Minimum 3-5 years’ experience in real estate lending
• Associate’s degree in business management, marketing or equivalent work experience
• Experience with the secondary mortgage market, PMI and escrow analysis
• Advanced computer skills
• Exceptional judgement and analytical skills
• Exceptional grammar, communication and writing skills
• Solid Personal Financial responsibility
• Ability to use data and analytics to improve product performance
• Ability to manage projects in accordance with short and long-range objectives
• Proven ability to obtain cooperation and build trust internally and externally
• Able to work efficiently in fast-paced environment with deadlines and high-volume peaks
• Self-motivated, highly organized, able to work well independently and with a team

SALARY RANGE: $69,499.45 - $86,874.32

ServU Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

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VP Lending

Key Responsibilities:

Strategic Leadership & Portfolio Management

• Develop and execute lending strategies aligned with the credit union’s overall vision, financial goals, and risk appetite.
• Oversee performance and growth of the consumer, mortgage, credit card, and indirect lending portfolios, ensuring appropriate diversification and credit quality.
• Monitor portfolio trends and implement proactive measures to address emerging risks, economic changes, or competitive pressures.
• Collaborate with leadership to enhance member value through innovative lending programs and digital forward solutions.

Operational Oversight

• Lead and manage all lending operational units, including consumer lending, mortgage lending, loan operations, plastics/credit cards, and member solutions.
• Ensure processes are efficient, member centric, scalable, and compliant.
• Drive continuous improvement initiatives related to underwriting, processing, funding, servicing, and portfolio management.
• Oversee vendor partnerships related to lending platforms, plastics, and loan servicing.

Risk Management, Compliance & Credit Quality

• Ensure adherence to all regulatory requirements, internal policies, and industry best practices.
• Maintain a strong credit culture through effective underwriting standards, training, and performance monitoring.
• Collaborate closely with Compliance, Audit, and Enterprise Risk to uphold strong controls, documentation standards, and data integrity.
• Oversee collections and loss mitigation functions to optimize recovery, minimize delinquency, and support members in financial distress.

People Leadership

• Manage and mentor a diverse team of managers and lending professionals across multiple divisions.
• Promote a high performance culture centered on collaboration, accountability, service excellence, and professional development.
• Align staffing, training, and organizational structure to support strategic objectives and evolving member needs.

Member Experience & Product Innovation

• Champion a member first experience across all lending channels, ensuring responsiveness, transparency, and ease of doing business.
• Evaluate and enhance loan products, pricing strategies, and delivery channels.
• Drive adoption of digital lending tools, automation, and analytics to improve turnaround times and operational consistency.

Knowledge, Skills and Abilities

Required Qualifications

• Bachelor’s degree in business, finance, or a related field.
• 7+ years of progressive experience in lending within a financial institution, with at least 3-5 years in a senior leadership role.
• Proven experience overseeing multiple lending functions across the full loan lifecycle, such as consumer lending, mortgage lending, loan operations, credit cards/plastics, or collections.
• Strong knowledge of underwriting, credit risk management, portfolio performance and lending regulations (including NCUA, fair lending collections and mortgage compliance).
• Demonstrated ability to develop and execute lending strategies that drive growth while managing risk.
• Experience managing multi-layer teams and leading through other leaders.
• Strong analytical, financial, and decision-making skills with ability to use data to drive performance and portfolio outcomes.
• Excellent communication skills with experience presenting to executive leadership.

Preferred Qualifications

• Master’s degree in business, finance, or related field.
• Credit union leadership experience.
• Experience with digital lending transformation, LOS optimization and automation at scale.
• Demonstrated success implementing strategic lending initiatives and portfolio growth strategies.
• Experience partnering with enterprise risk, compliance, and audit functions.
• Strong Knowledge of secondary mortgage market execution, servicing strategy and liquidity considerations.

Salary Range: $118,000-$154,000

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Operations Associate

JOB DESCRIPTION

• Interfaces with all employees and manager as needed to ensure effective operations and minimize potential losses Provides necessary support to branch in posting errors and handling questions.
• Provide customer service to members via phone, email, and in person pertaining to accounts, loans, CD’s, and IRA’s.
• Promote credit union products and services based on member needs that transpire. Maintain current knowledge of all credit union’s services and policies.
• Counsel members on interest rates and cross-sell services offered at the credit union.
• Perform a variety of activities to assist the manager in maintaining the financial, statistical, and accounting records of the credit union.
• Performs Insufficient Funds decisioning, processing of ACH & check returns, compliance reporting, and closing of account procedures
• Monitors suspicious activity, OFAC and FinCen screening, as well as other fraudulent anomalies and must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Prepare accounts payable checks after receiving proper authorization.
• Journalize all necessary transactions and make sure everything is in balance.
• Reconcile general ledgers.
• Set up, maintain, and close IRAs and CDs. Enter all required information and maintain accurate, up-to-date documentation that complies with State and Federal rules and regulations. Along with research, resolve any issues, discrepancies and/or problems pertaining to IRAs and CDs.
• Process, close, and disburse loans.
• Other duties as assigned.

SKILLS AND QUALIFICATIONS

• 3 years minimum of experience in a financial institution required. (Back Office experience preferred)
• 1 year minimum of loan processing/underwriting
• 1 year minimum of ACH experience
• Apply critical thinking while researching and resolving member and credit union issues.
• Excellent oral, written, analytical, and interpersonal communication skills.
• Ability to deal with complex problems involving multiple facets and variables.
• Excellent organizational and time management skills.

FULL TIME BENEFITS

• 401(K) Matching
• STD
• LTD
• Paid Time Off

Job Type: Full Time/In-Person only

Salary Range: $25 to $30 per hour depending on experience

Please apply by sending a Cover Letter and Resume to lalston@singsingfcu.org.

Director of Risk & Lending Strategy

The Director of Risk & Lending Strategy will serve as a key bridge between operations, compliance, and lending—helping ensure our credit union remains well-managed, well-analyzed, and well-prepared for the future.
This role is designed to support today’s operational needs while developing tomorrow’s leadership.
________________________________________
Primary Responsibilities
 

Compliance & Risk Management

• Maintain and enhance ongoing compliance, audit tracking, and BSA/OFAC oversight.
• Identify and mitigate emerging risks across the loan and investment portfolios.
• Serve as a secondary liaison with examiners, auditors, and regulators.

Financial & Portfolio Analysis

• Monitor loan portfolio performance, delinquencies, and key performance ratios.
• Conduct regular financial analysis and reporting for management and the board.
• Assist with CECL modeling, ALM reporting, and strategic budgeting.

Lending Strategy & Support

• Partner with the lending team to streamline underwriting, pricing, and policy application.
• Evaluate loan concentration risks and support portfolio diversification efforts.
• Participate in loan committee reviews and periodic portfolio deep dives.

Leadership Development

• Collaborate directly with the CEO on strategic projects, including risk modeling, process design, and future facility planning.
• Serve as a potential successor for senior management roles as the credit union expands into its new headquarters.
• Model integrity, professionalism, and accountability in daily operations.

________________________________________
 

Ideal Candidate Profile

• 5+ years of credit union or community banking experience in compliance, lending, or financial analysis.
• Deep understanding of regulatory expectations and credit risk management.
• Strong analytical and communication skills; Excel/financial modeling proficiency.
• Entrepreneurial mindset, leadership potential, and commitment to the mission of member service.

Salary Range: $80,000-$120,000

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TCT Federal Credit Union is a growing organization offering a dynamic work environment with great benefits including competitive salaries, training opportunities, retirement plan 401(K) with employer contribution, medical and dental insurance plans*, short-term and long-term disability*, life insurance*, paid holidays and fringe time-off*, flexible spending account*, employee assistance program, and financial wellness counseling.

For open positions please visit our career opportunities site.

*Applies to benefits-eligible positions

Accounting Clerk

Location: Flushing, NY
Benefits: 401K with employer match, holiday and vacation time and competitive health, dental and vision plan.

Duties:

• Communicate with employees to assure positive and clear understanding of credit union goals and direction.
• Accounting department; general ledger and reconciliations, accounts payable, expense reimbursement, compliance to GAAP generally accepted accounted principles, related regulations and credit union policies and procedures.
• Develop, recommend and maintain accounting policies, procedures and internal financial controls.
• Maintain and reconcile bank accounts.
• Maintain and reconcile investment accounts.
• Maintain accurate records on all credit union assets, liabilities, income, and expenses.
• Prepare audit documentation and assist internal and external auditors with requests.
• Assist as back up to EOD/ EOM/EOQ processes.
• Assist in establishing and implementing credit union goals and objectives.
• Prepare department budget within area of responsibility to assure adherence.
• Communicate with employees to assure positive and clear understanding of credit union goals and direction.
• Cross sell credit union products and services, as appropriate.
• Meet Core Competency requirements.
• Minimum 2 years of accounting
• Proficient in Excel
• Performs additional duties as assigned

Qualifications:

• Education/Certification: Bachelor’s degree in Accounting preferred; or a comparable combination of education and experience.
• Required Knowledge: Thorough knowledge of accounting principles.
• Experience Required: Experience using P.C. based accounting software,
• Advanced level Microsoft Excel/Word, Adobe Acrobat, SQL database
• Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Excellent written and verbal communication and analytical skills.

Interested applicants should send their resume to HR@tpfcu.net

Financial Wellness Educator

STATUS: Full Time / Exempt

REPORTS TO: VP. Marketing and Community Engagement

LOCATION: Syracuse

HOURS: 37.50 hours per week

SALARY: $72,000-$80,000

SCHEDULE: Monday – Friday, 8:30am – 5:00pm

Position Summary

The Business Relations Account Executive/ Financial Wellness Educator is directly responsible for supporting The Summit’s efforts to attract and retain members by building and maintaining high-quality relationships with current member groups, potential member groups and community organizations. This role drives strategic relationship management, delivers financial educational presentations, and actively participates in business networking. The Business Relations Account Executive/ Financial Wellness Educator must possess a strong knowledge of the local business and non-profit community, ideally with an established network of contacts. This individual must be comfortable promoting the credit union’s offerings to key stakeholders including senior leaders, as well as employees of member groups and community organizations.

The Business Relations Account Executive/ Financial Wellness Educator must perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values.

Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below.

• Cultivate and grow strategic member group relationships by continuously imparting the value of The Summit to the organization and its employees
• Deliver a variety of educational, product/service and enrollment-oriented presentations to member group employees and partner community groups. These may be administered virtually and/or in-person
• Recruit employers to add The Summit as a member group and offer credit union membership to their employees
• Collaborate with The Summit’s branch managers to solicit and maintain new and existing member group relationships. This includes identifying and executing member group affiliated sponsorship opportunities in support of the community engagement strategy
• Proactively build relationships and generate business by representing the credit union at community tables, networking events, industry forums and credit union chapter events, including evenings and weekends
• Develop and execute client-specific strategies to deepen and strengthen business relationships and drive membership growth and retention
• Travel to client locations in all regions with a primary focus in Seneca Falls, Syracuse and Cortland to conduct face-to-face meetings with company representatives, participate in benefit fairs and deliver employee presentations
• Regularly interact with Marketing Department staff and work in a collaborative manner to support promotional efforts and regional community engagement activities
• Take a hands-on approach in executing sponsorship opportunities and events, including coordination and on-site involvement, ensuring all activities are completed in a timely manner
• Regular in-person attendance (two days per month) at the Corporate Office is required
• Strategically build and maintain strong cross-functional partnerships with the Business Services and Business Lending teams to generate qualified referrals
• Become knowledgeable about The Summit’s products, services, and value proposition to employers
• Consistently grow and foster a favorable company image

Other Responsibilities

• Provide exceptional member service
• Entertain prospective and existing clients
• Provide weekly and monthly activity reports to the Vice President of Marketing and Community Engagement
• Monitor and report on credit union industry trends and competitors’ activities
• Perform other related duties as assigned

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Qualifications and Skills

Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience:

• Education: Bachelor’s degree in Business Administration, Marketing, or Communications OR equivalent work experience
• Experience: A minimum of 3-5 years of account relationship management and/or customer service experience. Public speaking experience, including demonstrated ability to present effectively in both a physical and virtual environment, is preferred. Working knowledge of financial products and services is preferred. Experience with utilizing a CRM system to manage leads, opportunities and Member Group interactions. A valid Driver’s License and reliable transportation must be maintained.

Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies)

• Must be a self-starter
• Strong interpersonal skills with a focus on building rapport and developing partnerships
• Must possess solid relationship-building and strong follow-up skills
• Exceptional organizational and time management skills required
• Strong collaboration skills and experience working as a team player
• Excellent written communication skills
• Computer proficiency in Windows Operating Systems: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
• Must have the ability to manage a large geographic territory by multitasking and completing projects in a timely fashion
• Ability to take “full ownership” of issues until they are completely resolved
• Proven sales and/or account management capabilities or equivalent experience
• Strong ability to communicate at all levels within an organization, including senior managers and executives with tact and diplomacy
• Must have the ability to work with teams within the credit union to resolve member company conflicts and complaints in a professional and efficient manner

Physical Requirements

• This position will use The Summit’s Erie Boulevard office in Syracuse as their main business office
• Position requires travel within assigned territory and throughout The Summit’s geographic footprint
• Primary work territory includes Seneca Falls, Syracuse and Cortland, New York, with a secondary territory in Buffalo and Rochester, New York
• Position requires flexibility in scheduling hours (evenings, weekends, and holidays) to accommodate business networking opportunities and the needs of clients
• Must be able to sit or stand for an extended length of time
• Must be able to lift 20 lbs. Weight may vary and exceed 20 lbs. when transporting items to and from events

Training and Compliance Requirements

• Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures.
• Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines.

Apply here

Vice- President, Information Technology

STATUS: Full-time / Exempt

REPORTS TO: Sr. Vice President of Information Technology & Project Management

LOCATION: Rochester, NY

COMPENSATION: The starting salary for this position is expected to be between $165,000-$190,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law.

HOURS: 37.5 hours per week, including Saturdays (as needed)

Position Summary

The Vice President of Information Technology is responsible for leading the credit union’s core technology infrastructure and systems to ensure secure, reliable, and scalable operations. Reporting to the Senior Vice President of Information Technology & Project Management, this role directs and develops the Information Systems and Programming/Applications teams in several critical functional areas including network design and performance, Core programming (Symitar) and third-party integrations, enterprise applications, server and cloud environments, electronic communication systems, electronic document storage/management, and credentials management.

This is a hands-on leadership role: the Vice President is expected to maintain deep technical expertise and actively participate in architecture design, system configuration, and complex troubleshooting alongside the team, while partnering with business leaders to align technology solutions with organizational objectives.

This role is also responsible for implementing and maintaining the technical information security controls that safeguard the credit union’s systems, data, and operations. While Information Security Governance (policy, risk, and audit oversight) reports separately, the Vice President of Information Technology ensures the effective execution of security technologies, continuous monitoring, and risk-mitigation activities, including oversight of the credit union’s contracted third-party service provider for 24/7/365 security monitoring.

Essential Responsibilities

Lead and oversee the Information Technology functions of the credit union to ensure systems, programming, and infrastructure effectively support organizational goals and objectives. Develop, train, and coach direct reports to ensure strong technical expertise and leadership succession within the technology department.

Provide leadership for critical IT functions including, but not limited to:

• Network Design, Installation, and Maintenance
• Server & Cloud Infrastructure
• Symitar Programming and Integrations
• Electronic Communication Systems
• Electronic Document Storage Systems
• Credentials & Identity Management
• Enterprise Applications Management
• Establish and maintain IT operational standards, policies, and procedures in compliance with regulatory and industry best practice requirements.
• Lead by example in technical best practices, reviewing architecture proposals, validating system changes, and ensuring that engineering decisions align with security and performance standards.
• Maintain active involvement in the design, configuration, and implementation of network, server, cloud, and core application solutions, providing technical leadership and direct support during complex projects and critical incidents.
• Serve as a senior technical resource for escalated issues, performing advanced troubleshooting and guiding the team through root-cause analysis and permanent remediation.
• Oversee the administration, security, and lifecycle management of the Microsoft 365 environment, including Exchange Online, Teams, SharePoint, OneDrive, and the Microsoft Office desktop suite, ensuring availability, compliance, and alignment with the credit union’s collaboration and security standards.
• Manage the operation, configuration, and strategic evolution of the Symitar core processing platform and all integrated third-party applications, ensuring system stability, scalability, and compliance. Provide leadership for upgrades, patch management, vendor coordination, and the evaluation of new integrations to support credit union needs.
• Partner with the Vendor Management and Information Security Governance teams to oversee due diligence on technology and security vendors, ensuring risk assessments and contractual controls meet regulatory and credit union standards, while maintaining productive, cost-effective relationships by evaluating, negotiating, selecting, and monitoring vendors within areas of responsibility.
• Manage and enforce the Technology Change Management process, including planning, review, approval, and post-implementation validation of system and infrastructure changes to ensure stability, minimize risk, and maintain regulatory compliance.
• Maintain an effective on-hours and after-hours IT support structure, including on-call rotations, escalation procedures, and clear service-level expectations, to ensure reliable support 24/7/365.
• Drive automation and continuous improvement of IT operations to increase efficiency and reduce manual effort.
• Monitor performance, service levels, and infrastructure health; implement process improvements to enhance efficiency and resilience.
• Lead the planning, execution, and testing of disaster recovery and business continuity strategies.
• Participate in the development of the credit union’s Technology Road Map and overall Strategic Plan. Support the strategic steps necessary to carry out these plans.
• Provide executive oversight of all IT projects, following the Project Management process, to ensure initiatives are properly planned, resourced, and completed on time, within scope & budget, and in alignment with credit union objectives.
• Prepare and manage budgets for technology functions to ensure optimal utilization of credit union resources.

Information Security Responsibilities:

• Partner with the Information Security Governance team to ensure audit readiness, risk mitigation, and incident response preparedness, while serving as the primary IT contact for internal and external auditors, examiners, and regulators to provide timely responses and documentation during audits and NCUA examinations.
• Lead the execution of information security processes and practices in a manner that supports the credit unions overall risk management appetite of low for information security risk.
• Implement, manage, and monitor security technologies (firewalls, IDS/IPS, endpoint protection, SIEM, MFA, vulnerability scanners, etc.).
• Ensure patch management, system hardening, and access controls are executed consistently and documented.
• Oversee the monitoring of logs, alerts, and vulnerabilities to ensure documentation and timely remediation.
• Manage the credit union’s contracted Third-Party Service Provider (TSP) for 24/7/365 security monitoring and incident response, ensuring alignment with internal security policies and timely escalation of incidents.
• When assigned, act as incident response technical lead for major technology outages or cybersecurity events, coordinating with Information Security Governance and business leaders to mitigate impact and restore operations.

Other Responsibilities:

• Stay current with technology trends, regulatory requirements, and best practices within areas of responsibility.
• Participate in credit union committees, initiatives, and special assignments as requested.
• Represent the technology team in internal and external meetings, acting as a liaison between technical staff and business stakeholders.
• Establish and maintain professional networks within the industry and the communities served by the credit union to enhance knowledge and reputation.
• Collaborate with the Senior Vice President of Information Technology & Project Management and other business leaders to evaluate, pilot, and operationalize artificial intelligence (AI) and machine learning solutions, including governance, risk controls, and secure integrations, supporting the credit union’s Technology Road Map and member/employee experience initiatives.
• Attend Board Meetings and other credit union events as requested by the SVP, CFO, or CEO.

Qualifications and Skills

Education & Experience:

• Bachelor’s degree in information technology, computer science, or related field required.
• 7–10 years of progressive IT experience, with at least 5 years of leadership responsibility.
• Demonstrated ability to architect and troubleshoot complex network, server, and application environments.
• Experience managing enterprise infrastructure, networks, systems integration, and technical information security controls.
• Financial services or credit union technology experience preferred but not required.
• Proven success in vendor management, contract negotiations, and risk oversight.

Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies):

• Strong leadership, mentoring, and team development skills.
• Excellent interpersonal, communication, and collaboration abilities.
• Deep knowledge of enterprise IT infrastructure, Symitar or other core banking systems, and system integrations.
• Strong analytical, problem-solving, and decision-making skills.
• Proficiency in Microsoft Office Suite and collaboration tools.
• Knowledge of regulatory and compliance standards related to IT operations and information security.

Physical Requirements:

• Lifting (5–10 pounds)
• Standing/Sitting extended periods of time, while working in front of a computer monitor
• Typing / Data Entry
• Professional Office Environment
• Overhead Lighting
• Must be able to travel for business-related matters

Training and Compliance Requirements:

• Subject to the compliance requirements of all related federal regulations, including but not limited to the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by The Summit and within deadlines.

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Contact Center Advisor - Downtown Reading, PA

About Us
We're in the business of people helping people and you can help us change lives just by working here. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.

Work with us – and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like…

Pension Plan, 401k Plan, and 401k matching contributions
Excellent health benefits
Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
More than ten paid holidays per year
Wellness program
Tuition reimbursement
Student loan repayment
Employee recognition program
Educational incentives
...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

As a Contact Center Advisor, you will be responsible for interacting with current and prospective members through use of Contact Center inbound/outbound telephone delivery channels with a goal of establishing, building and/or enhancing business relationships. You will be responsible for providing exceptional member service and adhering to service expectations set forth by trusted advisor training. This includes, but is not limited to, cross selling of credit union products and services, minimizing member wait times, providing superior credit union services to members in a professional and efficient manner, maintaining high levels of member satisfaction and service quality, and expanding credit union member base by using effective sales techniques.

Title of Position: Contact Center Advisor – Downtown Reading, PA

Position Type: Full-Time. Typical shifts include Monday through Friday 8:00AM to 6:15PM with rotating Saturday shifts 8:15AM – 12:30PM.

Compensation Range: $23.00/Hr. - $30.00/Hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Downtown Reading, PA.

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply: Visions Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position.
If this is not listed in the job description, Visions Federal Credit Union will not provide sponsorship for the candidate to work in the United States.

Responsibilities/Duties:

• Ensure adherence to member identification requirements outlined in credit union and department policy and procedure, safeguarding member information.
• Comply with all regulatory compliance acts including Fair Credit Reporting Act, Equal Credit Opportunity Act, and Truth-In-Lending/RESPA, including mortgage disclosures.
• Ensure review and completion of all regulatory compliance courses through all learning platforms (BAI).
• Maintain quality of work by reviewing account, loan, and mortgage documents for accuracy and completeness, timeliness of completion for all account, loan, and mortgage products.
• Efficiently complete all member and staff requests within Contact Center delivery Open, close, and maintain applicable maintenance on all depository and loan accounts.
• Adhere to established Contact Center performance indicators including, but not limited to, schedule adherence, inbound wait times, and quality monitoring evaluations.
• Promptly and professionally service in-bound member phone interactions, following established Contact Center interaction standards, from internal and external membership regarding accounts, transactions, product information and service options.
• Demonstrates a willingness and initiative in the timely and complete resolution of member complaints, problems, questions, and errors by taking ownership for the member concern, directly answering standard/technical questions, and escalating to management when needed.
• Provide elevated service to all members that meet or exceed established member service goals, as measured by member satisfaction surveys.
• Educate members on consumer loan products, interview member applicants, and review and submit consumer loan applications, through all Contact Center delivery.
• Conduct effective needs-based cross-selling during member interactions, making applicable product and service recommendations in support of department and individual goal attainment.
• Meet all KPIs set by Sr. Leadership related to loan, credit card, and membership growth, ancillary loan products, and referral opportunities in support of organizational growth.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfill our mission, drive our strategy, and support our organization’s values.

Minimum Qualifications & Experience:

• An associate degree with 1-3 years of experience. 3-5 years of relevant experience will be considered in lieu of a degree.
• Extensive knowledge of Credit union products, services, systems, and procedures preferred.
• Must be able to obtain and maintain NMLS licensing to comply with the Secure & Fair Enforcement Licensing Act.
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience:

• Bachelor’s degree preferred.
• Minimum of one year contact/call center experience.
• Minimum of four years customer service, retail, banking, or financial services industry experience.

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COMPLIANCE OFFICER

SUMMARY
Review credit union policies and procedures to ensure compliance with all related laws and regulations applicable to the credit union. Recommend policy changes to Management and the Board of Directors that will facilitate the credit union’s compliance program, reduce risk, and reflect changes in regulations.

ESSENTIAL FUNCTIONS & JOB RESPONSIBILITIES
On an ongoing basis, review laws and regulations that impact the credit union’s compliance requirements, with emphasis on the Bank Secrecy Act, Patriot Act, and OFAC.

Utilize InfoSight software to evaluate the credit union’s policies, procedures, products, and programs to ensure compliance with applicable laws and regulations. Make recommendations for changes where appropriate. Formulate written policies for Board approval monthly.

Ensure that any change in policy or procedure is communicated to impacted departments and the credit union as a whole, with clarity. Follow up to ensure new procedures are understood and implemented.

Disseminate information, answer questions, and be a subject matter expert for the credit union on all compliance- related issues.
Maintain ongoing risk assessment analysis, while assessing the risk potential of current procedures, and institute new procedures that minimize loss exposure.

Responsible for responding to subpoenas, garnishments, tax levies, account inquires, POA paperwork, and any other additional legal paperwork.

Review transaction reports weekly, filing CTRs & SARs in the allotted time period.

Handle all written and electronic loan and account documentation. Assist in the revision and/or design of forms, products, programs, the WNYFCU website, and promotions to ensure compliance with all State and Federal rules and regulations.

Analyze internal, external, and penetration testing reports, ensure remediation is completed, and report to the board a summary of findings and corrections.

Assist auditors and examiners, making available the information that is necessary to complete their examinations.

OTHER JOB FUNCTIONS

• Backup various EFT/ACH functions
• Annual BSA training for the staff
• Review file maintenance journals
• Vendor management
• OFAC & FINCEN review
• Handle annual abandoned property
• Assist with record retention
• Distribute fraud information to the staff
• New account and new loan auditing
• Perform other duties as required by management.

QUALIFICATIONS, SKILLS, AND EXPERIENCE

• Three years of experience within the financial industry.
• Excellent communication skills
• Knowledgeable in Microsoft Excel and Word.
• Accuracy
• Must be able to work independently
• Ability to complete assigned tasks in a confidential and timely manner
• Must be able to learn new skills quickly

WORK ENVIRONMENT
This job operates in a professional office environment. This is a full-time position, with a typical 37.50 work week. Regular scheduled days are Monday – Friday, and some Saturday mornings.

SALARY RANGE

$60,000 - $70,000

Send resumes to kpfeiffer@wnyfcu.org