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The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery with the ability to identify needs, build rapport, and convert service interactions into appropriate sales and referral opportunities.
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The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery with the ability to identify needs, build rapport, and convert service interactions into appropriate sales and referral opportunities.
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The Mortgage Servicing Specialist II assists with the servicing of residential mortgage (1-4 family) loans. The incumbent sets up files on the servicing systems, records principal, interest and escrow payments, maintains file storage, tracks insurance, supports technology implementation/enhancements, and provides excellent member service.
The incumbent ensures the accurate, efficient, and...
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The Staff Accountant 2 is responsible for moderately complex accounting entries for investments, investment services, commission payouts, accounts payable/receivable, fixed assets accounting, governmental reporting and the closing process.
Duties and responsibilities are carried out in support of Technology Credit Union's (Tech CU) requirements for accurate and timely financial accounting information and account management.
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The AVP, Branch and Market Development Manager is responsible for management and daily operations of the assigned branch, as well as implementing market strategies and business plans for the overall effectiveness and success of the branch. The role involves business planning, managing expectations, delivering stellar service, selling, training and coaching, leveraging relationships and improving processes through multi-channel relationship development and outreach efforts. The incumbent models exemplary performance, supports all elements of exceptional member experience and demonstrates the Technology Credit Union...
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The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education and sales, relationship-based sales, handling negotiables, and offering excellent service. The role balances exceptional service delivery with the ability to identify needs, build rapport, and convert service interactions into appropriate sales and referral opportunities.
In addition, the Senior Relationship Banker is responsible for developing direct sales growth including but not limited to mortgage, auto lending and market development....
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The Knowledge Base Program Manager is responsible for leading the management, optimization, and governance of Technology Credit Union’s (Tech CU) enterprise knowledge ecosystem, including Tech CU’s Knowledge Hub. This role partners closely with business units, subject‑matter experts, leadership, and cross-functional partners to design and employ scalable content governance practices, manage content workflows, strengthen taxonomy and search effectiveness, maintain a unified organizational voice, and leverage knowledge base analytics and AI capabilities to continuously optimize Tech CU’s knowledge management program. The incumbent is equal parts content strategist, systems...
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The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery with the ability to identify needs, build rapport, and convert service interactions into appropriate sales and referral opportunities.
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The AVP, Branch and Market Development Manager is responsible for management and daily operations of the assigned branch, as well as implementing market strategies and business plans for the overall effectiveness and success of the branch. The role involves business planning, managing expectations, delivering stellar service, selling, training and coaching, leveraging relationships and improving processes through multi-channel relationship development and outreach efforts. The incumbent models exemplary performance, supports all elements of exceptional member experience and demonstrates the Technology Credit Union...
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The Contact Center Specialist is responsible for providing support and assistance to existing members, potential members and other parties who contact Technology Credit Union (Tech CU) by telephone and/or email, including other departments. When responding to incoming phone calls and emails, the Contact Center Specialist adheres to established Tech CU policies and procedures to effectively satisfy inquiries, resolve problems, fulfill services requests and cross-sell relevant products and services as presented by the client.
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The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education and sales, relationship-based sales, handling negotiables, and offering excellent service. The role balances exceptional service delivery with the ability to identify needs, build rapport, and convert service interactions into appropriate sales and referral opportunities.
In addition, the Senior Relationship Banker is responsible for developing direct sales growth including but not limited to mortgage, auto lending and market development. The incumbent...