Business Development Officer

Laffayette Federal Credit Union
The BDO will be responsible for providing support to the entire Business Development Team (BD) and Branches.

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Marketing/Business Development Manager

U.S. Postal Service Federal Credit Union
Responsible for maintaining and growing member loyalty through brand advocacy, community outreach, and public relations.
Be a visible presence in the community. Promote the Credit Union through participation in business, community and charitable activities.

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Member Service Generalist (Personal Banker)

APGFCU

N/A

Maryland
full time

SUMMARY: Under the direction of the Branch Manager, develop new business through the promotion
of credit union products and services to new and existing members. Responsible for generating new and
increased loan volume. Uncover member needs through personal contact and cross-sell products,
automated services and other services to meet member needs as outlined in established credit union goals.
Assist branch management by making recommendations on refunding fees and charges to members.
Perform a variety of savings and loan related services and process teller transactions.


QUALIFICATIONS:
EDUCATION: High School Diploma or equivalent with additional specialized training equivalent to two
years college, experience can be credited in lieu of education.
EXPERIENCE One year sales experience required. One to two years financial services experience,
specifically with deposit and lending products and proficiency in interviewing loan applicants preferred.

Apply on APGFCU's Career Site: https://www.apgfcu.com/careers.html

Assistant Branch Manager

Labor Credit Union

N/A

District of Columbia
full time
City: Washington

Position Summary:
This role is to support the Branch Manager and staff with all sales, service, and operational functions. The person in this position will provide professional, courteous, and friendly service for both members and staff. The position will help lead and develop the branch Financial Wellness Advisors (FWA’s) and other staff with the goal of providing an overall excellent member experience through all branch transactions while optimizing discussions that relate to improving our members’ overall financial well-being. The position provides on-site leadership, motivation, and direction for the member-facing staff as needed to achieve these goals.

Primary Duties & Responsibilities:
• Assist with creating and maintaining a strong service and sales culture within our Financial Wellness Center.
• Act as Branch Manager on duty in the absence of the Branch Manager.
• Ensure Branch Staff follows designated policy and procedures, and provide coaching as needed.
• Assist in leading and coaching others to drive new membership acquisitions and recognize opportunities to cross-sell appropriate credit union products and services, including but not limited to loan product referrals; product knowledge, opening and cross-selling accounts, and other services appropriate for members.
• Work with new hires to ensure effective training and staff acclimation.
• Remain cognizant of and adhere to credit union policies and procedures, and all regulations pertaining to the Bank Secrecy Act.
• Performed other duties as assigned.

Position Requirements:
• Must have at least 2-5 years of similar or related experience.
• Credit Union Certified Financial Counselor (CCUFC) certification is required within 12 months of in the role. Certain extensions may be granted depending on the availability of required coursework and testing schedules
• College Degree and proficiency with basic computer skills are highly desirable.
• Experience required in originating and processing consumer loans and typical bank account transactions.
• Excellent communication skills and extremely knowledgeable about the services that the credit union has to offer.
• Must have received or be willing to receive the COVID-19 vaccination by the date of hire to be considered for employment. Proof of vaccination is required.

Salary Range: $57,000-$62,000/ Annually

To apply for this position, please send your resume to hr@dolfcu.org / rmauhay@dolfcu.org or visit DOLFCU Career’s Page at https://www.dolfcu.org/about/careers/

Business Development & Sales

Lafayette Federal Credit Union

N/A

District of Columbia
full time
City: Washington

*ONLY HIRING IN DC, MARYLAND AND VIRGINIA*

*WORK FROM HOME CAPABILITIES AVAILABLE*



We are Lafayette Federal Credit Union, recognized in the S&P Global Market Intelligence Report as one of the Top 100 performing credit unions in 2021 for the second year in a row, securing the #12 spot out of over 1,700 qualified credit unions nationwide. Our organization is growing and we’re seeking top-notch individuals to provide support to our members. Our goal is to become the premier financial partner for every one of our members. Our member support team is a critical component in achieving that success.



We are currently seeking a Business Development Officer (BDO) to join our winning team. Summarily, the BDO will be responsible for providing support to the entire Business Development Team (BD) and Branches, including but not limited to:
Prospecting new individual accounts

Prospecting new business accounts
Identifying specific needs of members and aligning solutions with LFCU’s offerings
Acquiring new forms of eligibility by bringing in new Select Employee Groups (SEGS)
Promoting and selling LFCU’s loan, deposit and savings products
Assisting in the BD's efforts to increase product utilization of new and existing members
Working with assigned branches to meet sales targets by promoting cross-sell of existing products and prospecting for new opportunities around branch locations
Actively participate and be the face of the credit union for all business development events, such as community events, networking events, and other credit union sponsored events

https://www.lfcu.org/landing-short/careers.aspx

Junior Administrative Assistant

Lafayette Federal Credit Union

N/A

Maryland
full time
City: Rockville

We are Lafayette Federal Credit Union, recognized in the S&P Global Market Intelligence Report as one of the Top 100 performing credit unions in 2021 for the second year in a row, securing the #12 spot out of over 1,700 qualified credit unions nationwide. Our organization is growing and we’re seeking top-notch individuals to provide support to our members. Our goal is to become the premier financial partner for every one of our members. Our member support team is a critical component in achieving that success. A critical component in achieving that success is our employees.

We’re seeking a person to join our team who has a passion for service to others. This is one of the most critical roles in our entire organization with one of the toughest jobs. In filling this role, we want to hire an individual who is self-motivated and has a positive attitude with the genuine desire to assist others while maintaining a pleasant demeanor. This position offer a great opportunity to interact with others in the organization at every level across a wide variety of departments.

Our ideal candidate has a strong team player attitude, highly organized with strong attention to details. In this position, you will need to be able to easily adapt to changes in prioritizing your tasks. Good Microsoft Word and Excel skills are a must as are exceptional written and oral communication skills. You’re the type of person who thrives on building relationships and maintaining positive relationships.

Your former co-workers and bosses would describe you as dependable, outgoing, positive, warm, empathic, and friendly. They would also tell us you’ve got great listening skills . Finally, you would be proud to show us on your last review you got high marks for your reliability, tracking, and follow-through.

https://www.lfcu.org/landing-short/careers.aspx

Mortgage Loan Officer

Lafayette Federal Credit Union

N/A

Maryland
full time
City: Rockville

*ONLY HIRING IN DC, MARYLAND AND VIRGINIA*

*WORK FROM HOME CAPABILITIES AVAILABLE*



Are you a Mortgage and/or sales professional who is ready to succeed in a conducive yet face-paced work environment with a pool of leads at your fingertips? Looking for competitive compensation structures and endless sales opportunities? If you are and have the credentials we’re looking for, you may be our next Mortgage Loan Originator (MLO). This is a truly unique opportunity which comes with a guaranteed annual salary plus competitive commission plan and excellent healthcare benefits are included in this amazing offer. Come join our team and be part of a winning organization which truly cares about its employees.

We are Lafayette Federal Credit Union, recognized in the S&P Global Market Intelligence Report as one of the Top 100 performing credit unions in 2021 for the second year in a row, securing the #12 spot out of over 1,700 qualified credit unions nationwide. Our organization is growing, and we are seeking top-notch individuals to provide support to our members. We want to be the premier financial partner for all our members. A critical component in achieving that success is our employees.

Lafayette Federal offers an array of mortgage loan products, including fixed and adjustable rate mortgages, FHA and VA loans, jumbo loans, refinancing options, renovation loans and relocation programs. What sets us apart as a lender of choice is our ability to offer dependable services that meet our members’ needs. With finance options designed to meet the financial needs of our borrowers such as products that do not require PMI and offer up to 95% financing, No Closing Costs options, Lender Credits, a First Time Homebuyer program offering up to 97% LTV and many more, our MLOs have all the tools they need to succeed. With our ability to lend anywhere in the United States and a no hassle membership field, your success can begin immediately. We also provide you with a full range of technology solutions and resources to get the job done. Come join the team!

As a member of the Lafayette Federal MLO team, your responsibilities will be to:

-Proactively solicit new residential mortgage business and sell our mortgage products to meet established loan quality and ongoing production goals.
-Develop and maintain a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities.
-Conducts interviews with prospective borrowers in order to determine the appropriate lending product that meets their needs. Reviews initial application submission, i.e. income assets and credit for accuracy and completeness. Analyzes financial and credit data, determines financing objectives and advises borrowers of product/pricing policies and guidelines. Informs borrower of lending process and provides applicable contact information of lending staff.
-Notify borrower of required documentation that will be collected such as tax returns, bank statements, purchase agreements, property descriptions, and other required documents to assist with the initiation pf processing.
-Adequately answers borrowers' questions and concerns about the entire mortgage loan process in a timely manner.
-Work as liaison between borrower and our Lending Department and Title/Settlement Company and be responsible for resolving any issues within 24 hours of being informed of any problems/concerns.
-Protect the credit union's image by keeping mortgage loan information strictly confidential.
-Be responsible for understanding and complying in an accurate and timely basis with all Bank Secrecy Act/Anti Money Laundering/OFAC requirements that pertain to the MLO position and as directed by management and/or the Compliance Officer.
-Provide outstanding service to both internal and external members by adhering fully to the provisions of our Service Standards Policy.
-Perform other duties as assigned by the VP of Loan Origination, Principal Vice President of Mortgage Lending and/or Senior Vice President of Lending.

Requirements

Qualified candidates will have:
-A positive credit standing

Experience
- Three to Five years of experience and currently employed in the mortgage industry
- Active relationships with referral partners and an existing customer database (preferred)
- Experience originating FHA/VA/USDA loans (preferred)

Education
- High school diploma or equivalent (GED)
- Ability to meet our high standards of member care and origination conversion
- Excellent written and verbal communication skills.
- Must have working knowledge of MS Office applications including but not limited to Outlook, Word, Excel and other applications.

Interpersonal Skills:
- Excellent organizational and time-management skills.
- Ability to make sound decisions based on company policies and procedures.
- Ability to meet deadlines while prioritizing a changing workload.
- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Specifically Loan Officers, branch employees, borrowers, realtors, builders, appraisers, title companies, etc. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
- Must have the ability to interact with people and focus on details and follow-up on time sensitive material.

Work Environment:
- This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

*Lafayette Federal Credit Union is committed to the health and safety of our employees, volunteers, and members. As such, we will require that all newly hired members of our team be COVID vaccinated (including the booster if eligible) two weeks prior to their first day of work. In accordance with applicable laws, we may consider exemptions to this requirement.*

*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer*
EOE/AA/DISABILITY/VETERAN

https://www.lfcu.org/landing-short/careers.aspx

Learning & Development Manager

FedChoice FederalCredit Union

N/A

Maryland
full time
City: Lanham

POSITION PURPOSE

Drives the CU values and philosophy by strengthening a culture of learning and ensuring that all Learning and Development activities are strategically aligned with the organization’s goal. Partners with the leadership team to identify and address employee and organizational development needs. Responsible for ensuring effective training is in place to enable the achievement of desired business results. Conducts needs assessments, designs and develops training programs, and delivers both customized and organization-wide training programs. Measures and tracks the effectiveness of training to ensure a return on investment.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for supporting, demonstrating and promoting the Credit Union service culture.

Provides exceptional service to all customers by demonstrating, following, and supporting the Inspired Financial Service promises and standards, along with the Credit Union Mission, Vision and Values.


Assumes responsibility for managing the Credit Union Training Programs.

Owns the training lifecycle, including needs assessments, content and curriculum development, marketing and communications of the training programs, participant feedback evaluations, calculating ROI, and tracking analysis and reporting.
Builds and maintains strong, collaborative relationships with leaders throughout the CU to achieve the organization’s strategic goals. Leverages appropriate resources to provide business units with educational support, i.e. soft skills training, management/leadership training, coaching, onboarding, etc.
Acts as a true partner to leaders in the organization and Human Resources to conduct needs assessments and identify skills gap. Derives plans to accelerate employee development in support of the CU goals.
Combines instructional design and delivery expertise, industry best practice data, and business knowledge to create comprehensive, innovative learning solutions for employees at all levels of the organization.
Creates and delivers clear, effective, and compelling training for both compliance and skills development classes, including online and in-person curriculums, printed guides, emails, video scripts, and more.
On an annual basis, conducts training needs assessments and develop a learning plan that’s aligned with the CU’s strategic initiatives.
Coordinates with subject matter experts (SME) to design department specific learning modules to enhance skill levels.
Creates, implements, and facilitates leadership development programs and initiatives.

Develops, facilitates, and delivers leadership development programs. Implements program enhancements to ensure content and approach for delivery remains relevant and effective.
Manages Career Development program, continuing to improve and refine the existing program.
Designs and implements new development initiatives for both new and more experienced managers. Employs innovative tactics to drive behavioral change and strengthen leadership capabilities across all lines of business.
Serves as relationship manager for Learning and Development contractors, consultants, and vendors.

Identifies, engages, and partners with Learning and Development consultants and subject matter experts to create and deliver trainings and targeted content.
Manages other training and development provider relationships, and monitors and measures the quality and effectiveness of content and programs delivered.
Manages and administers Learning & Development operational activities:

Tracks and conducts mandatory trainings (e.g., Ethics, Sexual Harassment, etc.), and disseminates related communications.
Prepares and manages Learning & Development budget.
Regularly reviews Learning and Development program effectiveness, and assess where improvements may be made in resourcing, vendor & tool utilization, content creation, and training delivery.
Responsible for the training rooms from developing the guidelines for usage to scheduling and preparing the physical set-up.

Collaborates with the Information Services and Facilities department for any special needs, remote training, or when repairs are needed for equipment, tables, chairs, etc.
Ensures the training room and the training closets are kept neat and organized.
Ensures that employees in remote locations receive an effective training experience.
Assumes responsibility for related duties as required or assigned.

Additional duties and responsibilities may be assigned by management as deemed appropriate.


QUALIFICATIONS



EDUCATION/CERTIFICATION: Bachelor’s degree from an accredited university required. Training certification preferred.



EXPERIENCE REQUIRED:

5 + years of design and delivery of training experience.
3+ years of experience in customer service, retail, sales, training, or financial industry.
2 + years of successful project management experience.


REQUIRED SKILLS:

Strong on-time execution skills.
Ability to build collaborative relationships.
Ability to positively influence and drive consensus across teams.
Excellent facilitation and solution-oriented critical thinking skills.
Attention to details and strong organizational skills.
Excellent written and verbal communication skills.
Must be able to use general office equipment and Microsoft Office.

Please submit your application for the Learning & Development Manager vacancy at https://www.fedchoice.org/about/careers/

Executive Coordinator

OAS Federal Credit Union

N/A

District of Columbia
full time
City: Washington

This position exists to support the office of the CEO, alternative executives, and the volunteer program. The incumbent serves in a staff capacity with responsibility for working in tandem with the CEO for the effective coordination of strategic, operational, and administrative activities of the CU in all areas related to that office. Represent the office of the CEO as needed for internal and external affairs, and serves as the primary contact with members, third party entities and others.

A key component of the successful execution of the office requires strong communications ability, relationship building, problem solving, and independent decision-making ability.

This position requires that the individual analyze data and information, identify problems, draw conclusions, and make recommendations of proposed development projects of internal or external cooperation for incorporation into the planning cycle.

The work requires formulating strategies and policies as well as assessing information presented while programming and monitoring activities. It can include elucidating the meaning of regulations, standards, or established methods of doing things that apply either within the organization or to a body of theoretical knowledge or principles in a particular subject area. Thus, the work is complex as it requires attention to a wide range of factors and information/data and sometimes intricate as it does or can impact several or all areas of the CU.
Reports to: CEO
RESPONSIBILITIES
• Serves as the point of contact of the Executive Offices of the Credit Union in the coordination of information to include board and committee meetings. Prepares agenda, minutes, and documentation for all meetings, and maintains all corporate records in good order. Acts as the liaison between the volunteers and the Credit Union in all matters related to governance and operations of the board and committees.
• As assigned or when anticipating the need, conducts research for the CEO and develops policy and position papers on a variety of operational and administrative issues. Is responsible for conducting research and preparing the recommendations that lead to developing final proposals. Such research can include follow-up on matters related to discussions that have taken place in the BOD or other meetings or developing position papers on administrative issues mandated by the BOD, and research on strategic, administrative and/or operational issues.
• Attends meetings and represents the CEO as needed. On behalf of the CEO, follows up progress on discussions, decisions and/or special assignments to assure timely response by the person(s) with designated responsibility. Monitors the progress as necessary and keeps the CEO abreast on the progress reached.
• Assists the CEO in day-to-day activities and facilitates the efficiency, order and harmony of the office of the CEO , manages the President/CEO’s appointment and travel calendar.
• Organizes, plans, and coordinates the logistical support needed for Volunteer Committee meetings, workshops, training courses and other meetings for volunteers sponsored by the CU. Prepares minutes and documentation for BOD and Committee meetings. Coordinates all administrative follow-up matters including meetings files and post event evaluation for future reference.
• Develops informational material for the CEO as background and support information to his participation in BOD and other meetings, conferences, seminars, and other official activities. Analyzes data, draws conclusions, and uses that knowledge to anticipate the need for and develop analytical and technical briefing materials, statements, talking points, fact sheets and presentations or information background papers and summaries on various institutional mandates. Analyzing new business projects or ventures.
• Required to comply with the Credit Union BSA policy and to be attentive to recognize and report any unauthorized attempt to gain member’s information.
• Represents the CU in trade and other public relations events, meetings and conferences as requested by Management. Such as: CUNA’s Governmental Affairs Conference, NLCUP – Network of Latino Credit Unions and Professionals, WOCCU – World Council of Credit Unions, and Inclusiv, - Federation of Community Development Credit Unions. Among others
• 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, in addition to all institutional policies.
• Other duties as assigned, including Opens and distributes the correspondence specifically for the CEO and responds as needed

If interested, please submit a cover letter along with your resume no later than by EOB July 8th to zprieto@oasfcu.org

Accountant

FedChoice Federal Credit Union

N/A

Maryland
full time
City: Lanham

POSITION PURPOSE

Accountant A is responsible for various general ledger postings and reconciliation processes for credit union transaction activity. Processes requests/transactions, as appropriate. Responsible for analyzing and reconciling detailed general ledger accounts as assigned.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1) Assumes responsibility for supporting, demonstrating and promoting the Credit Union service culture.

Provides exceptional service to all customers by demonstrating, following, and supporting the Inspired Financial Service promises and standards, along with the Credit Union Mission, Vision, and Values.

2) Assumes responsibility for the effective and efficient performance of financial recordkeeping responsibilities.

Ensures all necessary Payroll Program entries are recorded timely and accurately including:

BiWeekly Payroll Posting, Salary/Tax/Bonus Accruals, 401K Accounts, Employee Benefit Programs to name a few,

Ensures all necessary Cash Management Program entries are recorded timely and accurately including;

Bank Account Reconciliations, FHLB & FHLB Stock, Branch Cash Management, Vault/Transfer Clearing

Ensures all necessary Gift Card Program entries are recorded timely and accurately, including all applicable reconciliations

Prepare daily reconciliation of the Federal Reserve accounts, including all related steps such as:

Incoming Wire Transfers, Return Deposit Items, Cash Ordering Procedures

Perform Wire Transfer Verifications when needed.

Processes requests/transactions, as appropriate.

3) Assumes responsibility for establishing and maintaining effective communication and coordination with area personnel and with management.

Maintains regular contact with other departments to obtain information and/or to correct transactions.

Keeps management informed of area activities and of any significant problems. Reports the status of all account reconciliations to the Accounting and Finance Director.

Attends and participates in meetings as required

4) Assumes responsibility for related duties as required or assigned.



QUALIFICATIONS

EDUCATION: College degree in Accounting, Finance, or Business.

EXPERIENCE REQUIRED 1-3 years in a financial institution preferably in an accounting department.

REQUIRED KNOWLEDGE:

Knowledge of basic accounting concepts and procedures including account reconciliation.

Knowledge of related computer applications.

Must be familiar with and able to use general office equipment and Microsoft software applications.

Please submit your application for the Accountant vacancy at https://www.fedchoice.org/about/careers/