Logix Federal Credit Union

Systems Engineer

• Provide tier 1 troubleshooting support to Logix employees and identify system issues for teammates and HR management
• Use vendor support and communities to gather information and provide potential solutions to the PSD team
• Review case management for new cases and respond to user requests for basic support and system issues
• Maintain proper documentation for audit and escalate support needs to other team members
• Act as a backup for HR data entry as needed
• Develop user procedures, guidelines, and documentation
• Provide employee training on new processes and functionality
• Maintain HR division SharePoint sites and develop new pages as needed
• Assist with reviewing, testing, and implementing HR system updates and releases
• Provide training support to system users
• Assist with vendor management documentation
• Gather information for research, audits, and data collection requests
• Assist with HR technology feature improvements and HR technology projects
• Document project discussions, next steps, and action items
• Update procedures and system documentation based on meetings and project outcomes

People Systems Analyst I

Manager

• Own and govern the enterprise member experience framework across business units and delivery channels
• Establish and maintain member experience standards, frameworks, and governance
• Monitor and improve member experience KPIs, including NPS, retention, product penetration, digital adoption, and cost-to-serve metrics
• Champion member-centric culture and embed experience-driven behaviors into daily operations
• Lead organizational change management for member experience initiatives, including communication, adoption, training, and stakeholder alignment
• Partner with Digital Banking and technology teams to optimize omnichannel experiences across digital, contact center, and branch touchpoints
• Lead the Voice of the Member program by synthesizing surveys, complaints, frontline insights, social channels, and operational data
• Lead organizational journey mapping and identify pain points, opportunities, and process improvements
• Apply research methodologies and strategic frameworks to develop personas, journey maps, process maps, and workflows
• Serve as the member experience subject matter expert for enterprise initiatives such as digital transformations, payments enhancements, and service model changes
• Lead teams and stakeholders in creating actionable resolution plans for member experience issues
• Collaborate on system, process, and workflow implementations affecting member experience
• Lead strategic initiatives and projects supporting organizational goals
• Partner with the Transformation Office on member-centric implementations
• Drive project results through Agile methodologies
• Monitor industry trends, emerging technologies, competitive benchmarks, and member experience best practices
• Monitor and report implementation progress and escalate issues for resolution
• Evaluate post-implementation outcomes and report results within Logix
• Develop mechanisms to report, analyze, and measure progress of member experience changes
• Track and report key metrics measuring experience improvement
• Manage NPS and member satisfaction survey methodologies and metrics
• Direct quantitative and qualitative analyses of member feedback
• Create and deliver presentations summarizing complex analyses and informing business decisions
• Oversee employee service recognition and suggestion programs
• Lead Member Experience Committee meetings bi-monthly

Manager, Member Experience

Financial Planning and Analysis

• Help members find the right financial solutions
• Exceed sales targets in a high-volume sales role
• Sell financial services, banking, and loan products
• Build customer relationships and support customers with their financial needs
• Work in a fast-paced, performance-driven environment

Financial Services Officer I

Risk

• Support the CIO in shaping enterprise technology strategy and translate it into executable roadmaps, governance decisions, and a prioritized portfolio aligned with the Credit Union's goals and member experience priorities.
• Act as the CIO’s designee in technology governance forums and own IT policies, standards, decision rights, reporting governance, risk, and service performance to executive leadership.
• Own IT risk management, compliance, audit coordination, and regulatory readiness.
• Document, communicate, and enforce operational execution standards across critical IT functions.
• Provide market trends, stakeholder impacts, risks, tradeoffs, and recommendations for CIO review.
• Lead Enterprise Architecture across application, integration, data, and cloud domains.
• Define non-functional requirements for scalability, performance, security, and resiliency, and drive architectural consistency and technical debt reduction.
• Own enterprise IT change management, including the change advisory board, change risk assessment, approval standards, release calendars, and post-implementation review.
• Own incident management and problem resolution, including major incident governance, escalation, cross-team coordination, communications, root cause analysis, and corrective actions.
• Establish service level agreements, operational performance metrics, and IT service reporting.
• Drive process automation, workflow simplification, continuous improvement, and knowledge/documentation standards across IT.
• Own IT budget planning, forecasting, financial governance, business cases, cost-benefit analysis, value realization, and portfolio optimization.
• Lead the IT Project Management Office and enterprise program delivery.
• Establish business requirements gathering, intake, and prioritization processes.
• Drive portfolio transparency and execution excellence through status reporting, risk and issue management, resource planning, and release coordination.
• Own enterprise quality assurance, testing standards, defect management, and release readiness sign-off.
• Direct functional, regression, integration, and user acceptance testing, with traceable documentation.
• Institutionalize pre-mortem and post-mortem practices for major projects, conversions, and incidents.
• Lead technology innovation and emerging technology evaluation, including structured proofs of concept for AI and automation.
• Manage technology vendor and partner relationships, service-level performance, and third-party risk.
• Perform business resumption planning for assigned departments and validate plan adequacy.

VP IT Governance, Architecture & Service Management

• Support the CIO in shaping enterprise technology strategy and translate it into executable roadmaps, governance decisions, and a prioritized portfolio aligned with the Credit Union's goals and member experience priorities.
• Act as the CIO’s designee in technology governance forums and own IT policies, standards, decision rights, reporting governance, risk, and service performance to executive leadership.
• Own IT risk management, compliance, audit coordination, and regulatory readiness.
• Document, communicate, and enforce operational execution standards across critical IT functions.
• Provide market trends, stakeholder impacts, risks, tradeoffs, and recommendations for CIO review.
• Lead Enterprise Architecture, including application, integration, data, and cloud architecture standards, reference patterns, and target state architecture roadmaps.
• Define non-functional requirements for scalability, performance, security, and resiliency, and drive architectural consistency and technical debt reduction.
• Own enterprise IT change management, including the change advisory board, change risk assessment, approval standards, release calendars, and post-implementation review.
• Own incident management and problem resolution, including major incident governance, escalation, coordination, communication, root cause analysis, and corrective actions.
• Establish service level agreements, operational performance metrics, and IT service reporting.
• Drive process automation, workflow simplification, continuous improvement, and enterprise knowledge and documentation standards.
• Own IT budget planning, forecasting, financial governance, business cases, cost-benefit analysis, value realization, and portfolio optimization.
• Lead the IT Project Management Office and enterprise program delivery.
• Establish business requirements gathering, intake, and prioritization processes.
• Drive portfolio transparency and execution excellence through status reporting, risk and issue management, resource planning, and enterprise release coordination.
• Own enterprise quality assurance, testing standards, defect management, and release readiness sign-off.
• Direct functional, regression, integration, and user acceptance testing.
• Institutionalize pre-mortem and post-mortem practices for major projects, conversions, and incidents.
• Lead technology innovation and emerging technology evaluation, including structured proofs of concept for AI and automation.
• Manage technology vendor and partner relationships, service-level performance, and third-party risk.
• Perform business resumption planning and validate plan adequacy.

• Achieve stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer appropriate investment products
• Process operational paperwork in a timely manner
• Deliver goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance
• Develop sales through prospecting, referrals, and marketing programs
• Prospect credit union membership for potential clients
• Develop member leads through marketing and referral programs for sales staff
• Comply with FINRA and State Insurance laws and regulations
• Process new account applications
• Coordinate and present financial information seminars at the credit union or other locations
• Process ticket orders and other operational paperwork
• Cross-sell credit union products and services
• Generate a minimum of $20,000 gross commissions monthly or a specified assigned goal
• Meet with members and communicate features and benefits of mutual funds, annuities, and other investment-related products
• Ensure client risk profiles, goals, objectives, and asset allocations are properly aligned and reflected
• Deliver investment products and services aligned with client goals and strategies while leveraging specialists and investment management tools
• Provide prompt, efficient, and courteous service to members and co-workers
• Adhere to the member experience defined by management
• Work closely with other credit union departments and build positive relationships
• Consistently report to work on time as scheduled

Financial Consultant

General

• Process member transactions efficiently, accurately, and promptly, including deposits, withdrawals, transfers, negotiable instruments, cash advances, stop payments, address changes, and wire transfers
• Provide timely and courteous service by servicing or closing accounts, completing documentation, issuing/re-pinning cards, and adding/updating joint owners or beneficiaries
• Respond to member inquiries in person, by telephone, or by mail
• Resolve routine issues and direct complex issues to appropriate management staff
• Identify opportunities for cross-selling services and products and generate referrals to business partners
• Participate in assigned employee development programs
• Balance daily work
• Perform operational activities in compliance with applicable laws, regulations, and Credit Union policies
• Perform routine office and clerical duties, including requisitioning supplies and maintaining accurate files
• Maintain cash drawer according to assigned cash limits and procedures
• Perform other assigned duties

People Systems Analyst I

Manager, Member Experience

Financial Services Officer I

VP IT Governance, Architecture & Service Management

VP IT Governance, Architecture & Service Management

Financial Consultant

Branch Teller I – II