SECU

Insurance

• Provide comprehensive consultative insurance guidance and grow local delivery of insurance services within the assigned area
• Act as an experienced auto, home, life, and annuity insurance agent in the designated territory
• Engage personnel across all business lines and establish effective referral processes
• Deliver life/personal lines insurance and annuity contracts as a member-facing Insurance Specialist within SECU locations
• Provide light territorial support and guidance to newer Insurance Specialists
• Use SECU technology, marketing campaigns, lead platforms, and member branch visits to meet insurance productivity benchmarks
• Coordinate with other specialists on complex scenarios and holistic member needs
• Assess member needs and deliver insurance solutions according to established systems, processes, and carrier requirements
• Advise on insurance best practices and share feedback with leadership
• Build referral networks across all business lines

Insurance Specialist

Associate

• Provide exemplary member service by responding to member inquiries by telephone and in person
• Perform routine branch duties and follow standard branch procedures
• Comply with Credit Union policies and regulatory requirements
• Maintain confidentiality and access member accounts only for business purposes
• Follow security and control procedures
• Process transactions and balance cash drawers
• Greet and assist members through in-person, phone, and digital communication channels
• Answer phones and assist with service requests
• Operate a drive-through window as needed
• Balance the vault, ATMs, teller cash dispenser, and coin sorter
• Evaluate daily mobile and ATM check deposits
• Help verify and prepare cash deliveries and shipments
• Interact with other departments to facilitate member requests
• Organize, file, and scan documents daily
• Process foreign and domestic wire transfers
• Help order and return foreign currency
• Troubleshoot member account, card, and online access problems, including processing disputes
• Review and take appropriate action on negative checking, NSFB, and Share Below $25 reports
• Learn to open basic accounts under experienced MSR/MSO supervision
• Learn CXone and assist MSS as requested
• Develop basic knowledge of Financial Advisory and Real Estate products and services and provide referrals as needed
• Maintain daily and monthly records for various reports
• Maintain a positive, professional attitude and appearance
• Complete additional administrative tasks assigned by management

Associate Member Services Representative

IT Specialist

• Maintain, troubleshoot, update, integrate, test, and provide operational support for ATMs and self-service terminal software
• Act as a subject matter expert in the ATM application ecosystem
• Build low-code/no-code solutions and support implementations
• Manage users, licenses, roles/profiles, permissions, and public groups
• Apply system updates and procedures to improve application processes
• Provide Tier 2/Tier 3 production support and diagnose technical issues
• Investigate software errors and bugs, review application logs, and resolve end-user or operational issues
• Conduct root cause analysis and implement corrective actions
• Monitor application health, interfaces, and system integrations
• Serve as an on-call responder as required
• Analyze process and workflow gaps, collect request data, assess impact, and provide project estimates
• Participate in backlog refinement and prioritization
• Coordinate upgrades, releases, CRQ changes, testing, and deployment schedules
• Test patches, version updates, and hotfixes in staging before production rollout
• Liaise with business partners, software engineers, DBAs, vendors, and IT teams
• Assist with user training and monitor post-implementation adoption
• Develop and maintain technical documentation, system specifications, SharePoint knowledge articles, and user manuals
• Evaluate emerging tools, processes, and industry trends to improve application efficiency

IT Applications Specialist

Financial Planning and Analysis

• Provide exemplary member service and financial advisory solutions through branch, telephone, and digital delivery channels
• Advise members on life insurance, investments, trust services, estate planning, and retirement planning
• Help members identify suitable financial products aligned with their financial plans, goals, and needs
• Develop ongoing member relationships through communication and education
• Use SECU technology, marketing campaigns, lead platforms, referrals, and branch visits to meet productivity benchmarks
• Navigate SECU operational systems, life insurance software, NetX 360, Envestnet, CXOne, and future systems
• Maintain KPI, activity, soft-skill, call-quality, and member-facing service standards
• Collaborate with team members on complex scenarios and provide guidance to newer employees
• Train member-facing employees on financial advisory services and quality referrals
• Communicate activities and results to management
• Improve financial advisory service delivery processes and relay suggestions to management
• Assist in other operational areas as needed
• Complete quarterly training, continuing education, and management-assigned training
• Follow credit union policies, regulatory requirements, security procedures, and member confidentiality requirements