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Job Locations US-CA-Livermore
Position Summary Assisting the Business Development Manager in maintaining and growing existing and prospective labor union relationships; developing opportunities to increase the volume and scope of business provided to existing members; and promoting the products and services provided by the credit union to its membership. These activities will be carried out in a way that helps the credit union achieve its targeted business objectives.   Position Duties and Responsibilities To succeed in this position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following: -  Develop, promote and maintain good working relationships with affiliated union groups, union representatives and members. - Responsible for the facilitation of classes (money management, products and services education, etc.) in coordination with apprenticeship programs. - Travel to and attend in-person functions, such as meetings, picnics and sport tournaments to promote the credit union and support the interests of our membership. - Assist in monitoring and tracking projects, activities, events and strategies to achieve goals and objectives. - Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships with co-workers. - Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures. - Keep current with the union construction trade industry and potential credit union field of membership growth opportunities. - Perform other related duties as assigned.  Position Qualifications and Skill Requirements - Associate Degree in a business-related field and a minimum 1 year of work experience in a similar role OR High School Diploma and a minimum 3 years of work experience in a similar role required; Bachelor’s degree in a business-related field and three years of work experience in the credit union industry with a focus on business development preferred. - Ability to maintain a flexible work schedule, including early mornings, late evenings and weekends required. - Excellent interpersonal, verbal, written communication skills required. - Excellent presentation, public speaking and networking skills required. - Proficiency with PC, Microsoft windows software, Excel, Power Point, Word required. - Valid state issued driver’s license required. A list of some of the benefits we offer: - We emphasize a work/life balance - Medical, dental and vision benefits that cover the employee, spouse and dependents - Retiree medical benefits - A defined benefit Pension Plan with employer contributions of $5.57/hour - Life Insurance/AD&D - 11 ½ Paid Holidays per year - 17 days of Paid Time Off (PTO) to start - A 401(k) plan - Employee loan discounts - Casual dress code Are you ready to join our team?   If you think this job is the right fit for you, fill out our online application. Our application is pretty simple – you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.   We have great people working together at OE. Join a team of union members working for union members! Apply online today by completing our online application and submitting your resume.  
Category
Business Development
ID
2024-1539
Job Locations US-CA-Livermore
Position Summary In this dynamic and challenging role, you will build and lead the Account Services team to serve members by providing outstanding personalized service and responding to their account servicing needs in a prompt, efficient and accurate manner.  You will play a key role in developing the lifelong financial partnerships we value with each of our members.   This exciting role will oversee the Account Services operations department and interfaces with the Chief Operations Officer to ensure that departmental functions are handled with the highest operational efficiency.   Position Duties and Responsibilities   To succeed in this position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following satisfactorily:   - Ensures that all New Accounts, Business Accounts, Deceased Accounts, Trust Accounts, IRAs, Levies, Dormant Shares and Escheatment of Accounts processing are completed accurately and timely. - Ensures compliance with all applicable deposit account regulations. - Develops, applies and evaluates policies, processes and procedures for the department. - Manage a moderate to high volume of incoming customer and employee support calls on a daily basis. - Manage the department workload by developing and using statistics and trend reports. - Develop and maintain a comprehensive knowledge of the credit unions products and services. - Collaborate with department and other departments to provide effective and efficient service to members. - Maintain complete confidentiality of member, employee and Credit Union information. - Understand and comply with applicable Federal and State laws, banking regulations and OE Federal Credit Union’s policies and procedures. - Perform other related duties as assigned.   Position Qualifications and Skill Requirements   - Associate degree in a related business field and four years of work experiences in a similar role OR High School Diploma and six years of experience in a similar role required. Bachelor’s degree in a business-related field and two years of work experience in a similar role preferred. - Knowledge and compliance of various operation support functions and applicable rules, regulations and statutory requirements of credit union compliance (Deceased, Trust, IRAs, Dormant and Escheated Accounts) - Accredited IRA/Trust Account Certification is preferred - Ability to effectively supervise, train, coach and develop department staff required - Excellent written and verbal communication skills required; Bilingual in English and Spanish preferred - Proficiency with Microsoft Office products, proficiency in Microsoft Excel is a plus   Physical Requirements   - Must be capable of working agreed upon work shift and occasionally working before/after the work shift - Physical activities include a combination of constant sitting and hand motion, and occasional standing and walking. These activities are not necessarily performed to the same degree and combination every day - Must be able to repetitively use a telephone and a computer mouse and keyboard - Must be capable of lifting 10 pounds                                                                                                               A list of some of the benefits we offer: - We emphasize a work/life balance  - Medical, dental and vision benefits that cover the employee, spouse and dependents  - Retiree medical benefits  - A defined benefit Pension Plan with employer contributions of $5.57/hour - Life Insurance/AD&D - 11 ½ Paid Holidays per year  - 17 days of Paid Time Off (PTO) to start  - A 401(k) plan - Employee loan discounts  - Casual dress code    Salary Range: $79,000-106,000/year   OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer.    Are you ready to join our team?   If you think this job is the right fit for your, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.                                                                                                                                                   
Category
Accounting/Finance
ID
2024-1529
Job Locations US-CA-Pleasanton
As a Part-Time Branch Teller, you will develop, expand and maintain relationships with customers by providing outstanding personalized service and getting to know their most important financial needs. By providing prompt, efficient and accurate support on their accounts, you will play a key role in advising members on how we will be a lifelong partner in helping them reach their financial goals.    To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager: - Actively engage members and establish a high-quality service environment by having a courteous and helpful attitude. - Educate and cross-sell members on the credit union’s product and service offerings that can help them meet and exceed their financial needs. - Collaborate with co-workers in your department and in other departments and branches to provide effective and efficient service to our members. - Accept and promptly process member transaction requests on deposit accounts, consumer and mortgage loans, debit and credit cards and Individual Retirement Accounts (IRA). - Maintain a high level of professionalism and actively foster positive relationships with co-workers - Develop and maintain a comprehensive knowledge of the credit union’s products and services. - Understand and comply with applicable Federal and State laws, banking regulations and OE Federal Credit Union’s policies and procedures. - Perform other related duties as assigned. Position Qualifications and Skills: - High School Diploma/ GED required. - Excellent interpersonal, verbal and written communication skills required. - Access to a vehicle for occasional travel between branches required. - Bilingual in English and Spanish preferred. Physical Requirements: - Must be able to occasionally lift, carry, push or pull up to 15 lbs. - Must be able to sit and stand for prolonged periods of time and walk for brief periods of time. - Must be able to repetitively use a telephone and a computer mouse and keyboard. A list of some of the benefits we offer: - We emphasize a work/life balance - A 401(k) plan - Casual dress code Are you ready to join our team?   If you think this job is the right fit for you, fill out our online application. Our application is pretty simple – you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.   We have great people working together at OE. Join a team of union members working for union members! Apply online today by completing our online application and submitting your resume.
Category
Member Service/Branch
ID
2024-1518
Job Locations US-CA-Livermore
Position Summary In this service-centric role, you will be responsible for maintaining member and co-worker relationships, and branch operations, by building on our team-focused environment which centers on providing a high-quality member service experience.     Position Duties and Responsibilities To succeed in this position, you must be able to satisfactorily perform each of the following under indirect supervision from your manager:    - Responsible for providing branch coverage assistance at various branch locations in the absence of branch staff or branch management. - Actively listen, educate, and cross-sell products and services that will help members reach their financial goals. - Provide additional support to branch staff with more complicated member requests. - Manage cash drawer and branch vault while adhering to policy limits. - Communicate problems, special circumstances of branch operations, union activity, and employee situations to management. - Maintain a current notary public certificate. - Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships with co-workers. - Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures. - Perform other related duties as assigned.   Position Qualifications and Skill Requirements - Associates degree in an applicable field AND Internal: minimum 3 years of work experience in Junior Lead role; External: minimum 4 years of work experience in a similar role OR High School Diploma/GED AND Internal: minimum 5 years of work experience in a Junior Lead role; External: minimum 6 years of work experience in a Lead-level role. - Effective organizational, multi-tasking and prioritizing skills required. - Excellent interpersonal, verbal and written communication skills required. - Proficiency with Microsoft Word, Excel and Outlook required. - Proficiency with JHA Symitar preferred. - Bilingual in English and Spanish preferred.   Physical Requirements - Must be able to travel at least 75 - 90% of time, occasionally on a weekend, or as needed. - Must have a valid state issued driver’s license. - Must be able to occasionally lift, carry, push or pull up to 15 lbs. - Physical activities include a combination of constant sitting and hand motion, and occasional standing and walking. These activities are not necessarily performed to the same degree and combination every day. - Must be able to repetitively use a telephone and a computer mouse and keyboard.   We have great people working together at OE. Join a team of union members working for union members! Apply online today by completing our online application and submitting your resume. A list of some of the benefits we offer: - We emphasize a work/life balance - Premium pay for bilingual skills (English/Spanish) - Medical, dental and vision benefits that cover the employee, spouse and dependents - Retiree medical benefits - A defined benefit Pension Plan with employer contributions of $5.57/hour - Life Insurance/AD&D - 11 ½ Paid Holidays per year - 17 days of Paid Time Off (PTO) to start - A 401(k) plan - Employee loan discounts - Credit Union Membership eligible on your first day of employment - Casual dress code Salary Range:  $67,000 - $82,000   OE Federal Credit Union offers competitive compensation.  The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer.  The salary outlined is based on working in Livermore.                                                                                                                                                                                                                                                                               . Are you ready to join our team?   If you think this job is the right fit for you, fill out our online application. Our application is pretty simple – you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.
Category
Member Service/Branch
ID
2024-1516
Job Locations US-CA-Livermore
Do you have an eye for detail? OE Federal’s Risk Managment Department is the perfect place for you! As an Internal Auditor, you'll have the chance to help ensure the safety and soundness of OE Federal Credit Union. Become part of a team that is key in reducing operational errors, minimizing fraud and ensuring appropriate management and control of risk.   Position Duties and Responsibilities To succeed in this position, you must be able to satisfactorily perform each of the following under general supervision from your manager: - Evaluate the adequacy of the credit union's system of internal controls. - Recommend improvements to address identified deficiencies in internal controls. - Assess compliance with credit union policies and procedures and sound business practices - Assess compliance with state and federal laws and contractual obligations. - Draft audit reports to summarize findings; collaborate with internal stakeholders on post audit remediation plans; and present reports to executive management and the Supervisory Committee. - Assist in the preparation of the annual risk-based audit plan. - Assist external auditor(s) and regulatory examiners by providing data and information as requested. - Understand and comply with applicable Federal and State Laws, banking regulations and OE Federal Credit Union Policies and Procedures. - Perform other related duties as assigned. Position Qualifications and Skill Requirements - Bachelor’s degree in Accounting, Finance, Business Administration or Economics is preferred. - 1+ years of experience conducting audits, compliance reviews and internal control assessments in accordance with professional auditing standards required. - Ability to communicate both verbally and in writing and with various levels of management and staff required. - Strong interpersonal, organizational, analytical and creative problem-solving skills, with the ability to manage and prioritize multiple projects and deadlines required. - Proficiency in MS Office (Outlook, Excel, Word) required. - Obtaining Certified Credit Union Internal Auditor (CCUIA) certification within 18 months of hire required. A list of some of the benefits we offer: - We emphasize a work/life balance  - Premium pay for bilingual skills (English/Spanish) - Medical, dental and vision benefits that cover the employee, spouse and dependents  - Retiree medical benefits  - A defined benefit Pension Plan with employer contributions of $5.57/hour - Life Insurance/AD&D - 11 ½ Paid Holidays per year  - 17 days of Paid Time Off (PTO) to start  - A 401(k) plan - Employee loan discounts  - Casual dress code  Salary Range: $65,000-$82,000/year   OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location.   Are you ready to join our team?   If you think this job is the right fit for your, fill out our online application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.   
Category
Audit & Compliance
ID
2023-1477