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This position is located in our S. Lafayette Branch.
Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, handles member's daily credit union needs. Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing.
SUMMARY
Principally responsible for analyzing and interpreting data, formulating reports and identifying opportunities based on market analysis, demographic and firmographic data. Manages strategic initiatives and projects. This team member is responsible for identifying opportunities that enhance performance and efficiency of marketing initiatives.
ESSENTIAL DUTIES AND...
This position is eligible only for Advancial employee referrals.
SUMMARY
Responsible for assisting the file room representative with the maintenance of paper documents that are maintained by the organization. Assists with retrieving records as needed and ensure system is well organized. Maintains the...
Department hours are 7:30am-6:30pm Mon-Fri and up to two Saturday’s 9am-1pm per month.
SUMMARY
Receives calls at establishment, determines nature of business to assist callers, or implements transaction by performing the following duties: handles member's daily credit union...
SUMMARY
The Financial Analyst is responsible for regulatory reporting and will produce and submit multiple regulatory filings in compliance with credit union legal and regulatory requirements, the organization’s policies and procedures, and accepted accounting principles. The position will assist in the preparation of budgets for the credit union and credit union’s subsidiaries and prepare the quarterly NCUA Call report.
This position is located in our South Charlotte Branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.
SUMMARY
Interviews loan applicants and processes applications. Gathers background information and analyzes credit history. Serves as liaison between member and the Credit Union....
This position is located in our Frisco Branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.
SUMMARY
Interviews loan applicants and processes applications. Gathers background information and analyzes credit history. Serves as liaison between member and the Credit Union. Provides...
Summary
Leads and develops a high-performing team of 4 to 8 employees with a strong emphasis on coaching, talent development, and performance excellence. Champions a member-centric culture by empowering staff to serve as trusted advisors, consistently delivering exceptional service that drives member satisfaction and loyalty.
Owns the strategic direction and daily operations of the branch, ensuring...
SUMMARY
Develops and implements business relations activities and strategies to promote growth and positioning of the Credit Union and its products and services. Serves as the Credit Union’s outside sales representative by actively identifying, cultivating, soliciting, acquiring, developing and servicing relationships with targeted businesses, community associations and strategic groups.
SUMMARY
Receives calls at establishment and interviews loan applicants and processes loan applications. Gathers background information and analyzes credit history. Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, and handles member's daily credit union needs. This position requires you to be service-oriented, self-motivated and to be able to work a variety of tasks.
SUMMARY
Oversee the daily operations of the Accounting Department, ensuring accurate and timely financial records and reporting in compliance with generally accepted accounting practices and Credit Union policies.
Key Responsibilities:
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Maintain accounting records for various financial activities like investments, payroll, and...
SUMMARY
Primarily responsible for the processing of card fraud disputes and monitoring multiple systems for the detection and prevention of fraud. Assists the front line staff to resolve new account red flags and other member issues related to activity within the Fraud Services Department scope.
ESSENTIAL DUTIES AND...
This position is located in our Richardson Branch.
Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, handles member's daily credit union needs. Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing. Interviews loan applicants and processes...