LMCU

Operations

• Provide operational support and expertise for Treasury Management members and services
• Serve as a primary operational support resource for Treasury Management members
• Respond to inquiries and service requests related to business bill pay, business online banking, mobile banking, Positive Pay, Remote Deposit Capture, ACH services, wire services, Escrow Management, Lockbox Services, and SafePoint Vault services
• Provide technical support for first-time logins, password resets, account access issues, and user credential management
• Troubleshoot member issues and coordinate resolution with internal departments and vendors
• Escalate complex issues to the Treasury Management Operations Manager
• Maintain communication with members to ensure timely issue resolution
• Support Treasury Management Sales initiatives and member relationship management efforts
• Review and audit new Treasury Management member onboardings
• Partner with Treasury Management Sales and other business units during onboarding
• Support annual Treasury Management risk reviews by gathering and reviewing member data
• Evaluate member product utilization, limits, and service usage for risk management
• Maintain accurate Treasury Management documentation and records
• Assist with operational reviews and quality control activities
• Maintain extensive knowledge of Treasury Management products, services, systems, and functionality
• Serve as a subject matter expert for Treasury Management operations and member support
• Train employees on Treasury Management services, product enhancements, and procedural updates
• Create and maintain procedures, job aids, process documentation, and operational reference materials
• Identify opportunities to improve efficiency, member experience, and operational processes
• Participate in departmental projects, system enhancements, and process improvement initiatives
• Perform other assigned duties while adhering to core values, compliance requirements, and sound risk management practices

Treasury Management Operations Officer

Analyst

• Assess risks of commercial loan requests
• Manage administrative requirements of a commercial loan portfolio
• Train and mentor junior credit analysts
• Assist credit and lending staff with commercial loan requests
• Manage and complete assigned credit-specific projects
• Gather and analyze financial data including income growth, budgets, projections, cash flow, management quality, and industry information
• Determine credit extensions and associated risks
• Assist commercial loan officers with loan structuring in accordance with regulations and policies
• Provide loan officers with pertinent questions regarding borrowers and loan requests
• Provide feedback on Member Business Loan policy and procedures
• Prepare formal requests to waive regulations when required by loan structure
• Maintain financial statement, covenant, and borrowing base tracking reports
• Collect and review updated borrower financial information to reassess risk grades and detect potential credit deterioration
• Assist with the commercial lending referral system and communicate with potential borrowers about loan structures, loan types, and required information

Senior Commercial Credit Analyst

General

• Create a warm and welcoming member experience while accurately processing a high volume of transactions
• Promote member retention through proactive engagement and relationship building
• Identify member needs and provide information about products and services aligned with financial goals
• Provide friendly, professional, and efficient service
• Resolve conflicts and de-escalate adverse situations
• Process deposits, withdrawals, transfers, loan payments, check cashing, check ordering, and wire requests
• Maintain and balance a cash drawer daily
• Apply risk management, fraud prevention, and security practices
• Ensure compliance with LMCU policies, procedures, and regulatory requirements
• Promote LMCU products and services and refer members to appropriate solutions
• Contribute to branch referral and service targets
• Maintain knowledge of LMCU products, services, policies, systems, operations, and technology
• Educate members about LMCU digital platforms and emerging technology

Treasury Management Operations Officer

Senior Commercial Credit Analyst

Part-Time Teller