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The Director, Assistant Controller is responsible for assisting the SVP, Controller in overseeing and managing the day-to-day of Technology Credit Union’s (Tech CU’s) accounting operations. The incumbent implements and monitors sound accounting practices, policies and internal controls to ensure the accuracy and integrity of financial records, adhering to regulatory compliance (GAAP, NCUA, DFPI). Additionally, the incumbent develops, and revises accounting practices and procedures as required to remain compliant with federal and/or state requirements. The incumbent provides advice and direction to other department managers on accounting related matters as...
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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 Marketing Director will drive growth for Technology Credit Union (Tech CU) by developing and executing data driven integrated marketing strategies focusing on member acquisition, retention, and market expansion. By managing external vendor partners and collaborating with internal stakeholders, the incumbent will deliver on marketing and corporate objectives with measurable Return On Investment (ROI) and optimized Customer Acquisition Cost. Leveraging member insights, Marketing Technology (MarTech), and AI-enabled automation, the Marketing Director will lead the design of personalized activations and journeys that boost lifetime value...
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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.
In addition, the Relationship Banker is responsible for developing direct sales growth for Technology Credit Union (Tech CU) including but not limited to mortgage, auto lending, and...
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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 sales, handling negotiables and offering excellent service. In addition, the Senior Relationship Banker is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. The incumbent performs all duties in compliance with regulatory requirements and with minimal supervision.
