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XFCU Career Opportunities
Xceed Financial Credit Union, based in El Segundo, California, is one
of the nation's strongest in the financial industry. With over $760
million in assets, over 77,000 members, and a progressive strategy in
developing new products and services, XFCU continues to attract candidates
that are interested in working for a dynamic, challenging, team-oriented
environment with tremendous growth potential.
Our associate benefits are rated among the top in the U.S.
- Lucrative base salary
- Incentive and recognition programs
- Paid vacations, holidays, personal days, and sick leave
- Vacation purchasing
- Medical, dental, vision, and life insurance
- Special credit union membership benefits (discounts on loans and
other financial services)
- 401(k) plan
- Assistance programs to employees who need advice on work, relationship,
health, life, etc.
Positions Available
[ Operations Associate | Communications Project Manager | National Sales Trainer
| Universal Associate - Generalist |
Universal Associate - Specialist |
Financial Consultant | Information
Specialist | Senior Communications Specialist | Member Service Center Manager | Business Services Support Specialist ]
Title: Operations Associate
Location: El Segundo, CA
Primary Functions:
- Responsible for performing all of the general functions for all of the following areas: ACH, checking, payroll, IRA, payment processing, wire transfers, court orders and other operational duties assigned in a timely, accurate manner that provides members with quality service
- Reconcile accounts in accordance with credit union policies and procedures
- Perform inquiry transactions and date input on the on-line and off-line systems
- Process F-screen requests for check copies, research, adjustments, etc.
- Open daily mail and sort for processing
- Perform manual posting of deposits and loans
- Perform daily balancing and preparation of checks for courier pick up
- Utilize all credit union procedures and computer tools to create and generate reports and correspondence
- Completion of back office operational duties as further identified
Basic Requirements:
- One year experience in IRA, payroll, payment processing, checking or ACH preferred
- Must have basic computer skills
- Excellent written and oral communication skills
- A.A. degree, B.A./B.S. preferred
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Title: Communications Project Manager
Location: El Segundo, CA
Primary Functions:
- Marketing liaison for Visa products and other products as assigned;
including inserts, inventory, design and communication
- Manage ATM signage and image of this delivery channel
- Provide communication and copywriting support to all areas of the
credit union
- Coordinate direct mail campaigns, including loan pre-approvals, from
concept to completion
- Manage design agency relationships
- Communicate marketing promotions to staff including overview, samples
and operational guidelines
- Approve department projects and invoices within assigned limits
- Provide management reports regarding marketing program results and
market research
Basic Requirements:
- A minimum of three (3) to five (5) years experience in marketing,
communications or related field
- Excellent communication (verbal/written), interpersonal/teamwork (inter/intra/extra)
and computer literacy required
- Basic copywriting abilities and familiarity with graphic design on
computer
- Must be able to manage multiple projects
- Maintains professional image, internally and with outside vendors
- Must be familiar with financial products and services
- Must be organized, familiar with time management and self-motivated,
and have the ability to self-manage
- B.A./B.S. preferred with emphasis in Marketing or equivalent experience
and published writing/portfolio samples
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Title: National Trainer
Location: Webster, NY
Primary Functions:
- Develop and implement training programs based on identified changes
in credit union policy, procedures, programs, and services or products
- Review, evaluate and utilize online training software, ensuring
that information is accurate and updates timely
- Revise and maintain educational materials
- Responsible for coordinating all training programs to ensure that
designated Associates are trained within required timeframes
- Responsible for conducting new associate orientation classes and
recommending enhancement as appropriate to enhance our ongoing Credit
Union strategies
- Assist associates with educational inquiries and requests and scheduling
of classes and keep records of all classes attended
- Responsible for participating in the budget process each year for
the Training area by recommending appropriate allocation of monies
to Training area
- Participate in the development of hands-on educational courses on
the OSI TCCUS platform. Work with Information Technology (IT) in coordinating
training for all system changes as appropriate
- Perform a variety of clerical duties related to the Education &
Development Department such as keeping class records, ordering supplies
and materials, keeping track of training costs
- Assist Human Resources on program and projects as requested
- Evaluate and recommend various educational programs, including off-the-shelf
programs, computer based training (CBT), online, video, etc., that
support organizational goals
- Coordinate the development of educational programs using subject
matter experts
- Customize training outlines, trainer’s notes, visuals, exercises,
participant manuals, flip charts, job aides and miscellaneous items
as necessary
Basic Requirements:
- Five years of experience in training
- Experience in the credit union or financial industry preferred
- Must have prior experience in developing and implementing training
programs and working with a variety of training programs
- Must have excellent communication skills and the ability to work
independently, perform multiple tasks, be detail and deadline oriented
to ensure accurate and timely completion of all work
- Must exercise good judgment and maintain confidentiality
- Computer literacy is required
- Must have the ability to develop and maintain effective working
relationships
- Travel will be required to other Xceed Financial Credit Union locations
as applicable
- B.A./B.S. preferred
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Title: Universal
Associate - Generalist
Location: San Jose, CA • Rochester, NY
Primary Functions:
- Primary associate responsible for teller functions, account setup,
(not closures), and maintenance following established XFCU policy
and procedure guidelines
- Build positive relationships with members, assess member requirements
and recommend financial solutions
- Assist members with consumer loans & savings products
- Responsible for proactive sales initiatives and lead follow-up activities
in accordance with established procedures and quality standards
- Ensure district quality service, standards, and member satisfaction
is maintained and is consistent with XFCU policy, standards, and procedures
guidelines
- Maintain thorough knowledge of all credit union products, policies,
and standards
Basic Requirements:
- Two (2) to seven (7) years of work experience in sales
- Must be reliable, cooperative, self-motivated, a team player and
possess a quality and sales focus
- Must have a professional image and demeanor
- Excellent oral/written communication and time management skills
required
- Must be results-oriented and accurate in processing data
- Excellent problem solving and consultative selling
- Must be computer literate
- Bondability required
- B.A./B.S. preferred
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Title: Universal Associate - Specialist
Location: Parsippany , NJ • San Jose, CA
Primary Functions:
- Build positive relationships with members, assess member requirements
and recommend financial solutions
- Maintain sales contact, pipeline, and other pertinent sales activity
reports
- Assist members with mortgage loan/consumer loans & savings products
explanation pre-qualifying through closing
- Conduct educational and product sales seminars
- Responsible for proactive sales initiatives and lead follow-up activities
in accordance with established procedures and quality standards
- Maintain thorough knowledge of all credit union products, policies,
and standards
- Responsible for tellering, account setup, closures, and maintenance
following established XFCU policy and procedure guidelines.
Basic Requirements:
- Seven (7) to ten (10) years of work experience in sales
- Must be reliable, cooperative, self-motivated, a team player and
possess a quality and sales focus
- Must have a professional image and demeanor
- Excellent oral/written communication and time management skills
required
- Must be results-oriented and accurate in processing data
- Excellent problem solving and consultative selling
- Must be computer literate
- Bondability required
- B.A./B.S. preferred
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Title: Financial Consultant
Location: Parsippany, NJ • Rochester, NY • San Jose, CA
Primary Functions:
- Currently seeking Series 7 or 24 licensed Financial Consultants.
Several branch locations available
- As a Financial Consultant to our clients and members, you will assess,
assist, and advise clients, offering the services best suited for
their needs
- You will create, and maintain relationships with existing clients
and build relationships with new clients, resulting in asset accumulation
and retention
- Day-to-day activities include proactive, business development calls
to prospects and clients; presentation of solutions to clients and
prospects through face-to-face meetings, maintain records of your
activities, continuing to update your sales skills, and responding
to leads generated through our supplemental business development efforts
- The Financial Consultant positions can be established as Independent
Contractors or employee status. Industry leading payouts are possible
- CFP’s ® are a plus
Basic Requirements:
- Minimum of five (5) to ten (10) years experience in the financial
services industry (preferably in consultative sales)
- Product expertise in Mutual Funds / Fixed Annuities / Variable Annuities
/ Individual Securities / 401 (K) Plans / Life Insurance / Investment
/ Advisory Business
- Must be dependable, accustomed to time management, and highly motivated
individual
- Maintains professional image, internally, with outside vendors,
and clients
- Candidates must have strong analytical capabilities and excellent
verbal and written communication skills
If you are interested in applying for this position, please
forward your resume to:
Email: mangelova@xfcu.org
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Title: Information Specialist
- Call Center
Location: El Segundo , CA (Full & Part Time); Pittsford, NY (Full Time)
Primary Functions:
- Provide member phone service for XFCU on a nationwide level
- Ability to cross-sell financial products and services
- Assist with member transactions and account resolutions.
- Resolve account problems
- Receive and process member information, including loan applications
- Process member product and service orders; process loan payments
and payoffs
Basic Requirements:
- One to two years relevant member/customer service experience in
a telephone environment, preferably in a financial institution.
- Ability to communicate effectively and efficiently while multi-tasking
- Technologically proficient
- A.A.; B.A. /B.S. preferred
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Title: Senior Communications
Specialist
Location: El Segundo , CA
Primary Functions:
- Serve as primary writer for corporate communications
- Develop key messages and write internal and external publications and materials to enhance and communicate brand image with Associates, members and public
- Coordinate internal and external written communications to convey key corporate messages in a clear and professional manner
- Ensure all written communication supports the name and brand identity including letters, notices, and forms
- Coordinate graphic designs to complement written materials through in-house resources and design agency relationships
- Assist with media and public relations by coordinating press releases, reporter interviews and planning corporate events
- Develop member educational materials and seminars
- Assist senior management with writing and editing of letters, memos, speeches, presentations
- Manage assigned communication projects from concept through completion within the time allotted
- Approve department projects and invoices within assigned limits
Basic Requirements:
- A minimum of three (3) to five (5) years experience in marketing, communications or related field
- Excellent communication (verbal/written), interpersonal/teamwork (inter/intra/extra) and computer literacy required
- Copywriting abilities and familiarity with graphic design on computer
- Must be able to manage multiple projects and vendor relationships
- Maintains professional image, internally and with outside vendors
- Must be familiar with financial products and services
- Must be organized, familiar with time management and self-motivated, and have the ability to self-manage
- B.A./B.S. preferred with emphasis in Marketing, Communication or equivalent experience and published writing/portfolio samples
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Title: Member Service
Center Manager
Location: San Jose, CA • Rochester, NY
Primary Functions:
- Manage the branch associates, sales programs, and member service
activities of the assigned area that could include multiple branch
office locations
- Develop and coordinate sales programs and activities to sustain
growth, ensure profitability and attain quality standards
- Supports and coaches branch associates to follow and value the Strategic
Initiatives that will drive the success of the Credit Union
- Build positive relationships with members, assess member requirements
and recommend financial solutions
- Recommend and maintain formal branch business development plans,
associate sales goals and referral programs
- Maintain thorough knowledge of all credit union products, policies,
and standards
- Provide local market analysis/reports and recommend product/service
changes
- Have the ability to travel to assigned branch locations, meetings,
and company functions
- Conduct XFCU product/service presentations as required following
XFCU quality standards and guidelines.
- Responsible for account setup, maintenance, closures, and teller
functions as needed
Basic Requirements:
- Three (3) to five (5) years of financial services experience in
a supervisory or management capacity
- Working knowledge of sales culture and work team concepts
- Possess a thorough understanding of financial operations, applicable
federal/state laws, and financial and cash management operations
- Must show proven records of past sales goal oriented achievement
and be adept at problem solving, organization, and time management
- Needs to be highly professional with the ability maintain positive
working relationships both internally and externally
- Must be detail
oriented and able to grasp changes to systems, policy, and procedures
easily
- Travel is required
- BA/BS Degree Required
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Title: Business Services Support Specialist
Location: El Segundo, CA
Primary Functions:
- Responsible for requesting, collecting and organizing application documents and information from prospective borrowers
- Responsible for ordering credit reports, appraisals, flood reports, environmental reports and other documents required for loan analysis
- Responsible for ensuring that all Conditional Commitment Letter covenant documents are received and reviewed to the Credit Union’s satisfaction before loan disbursements are made
- Responsible for stacking business loan files in the established format
- Responsible for ensuring the UCC filings are effected in a timely manner
- Responsible for ensuring that all business loan covenants are tracked and remain in force for the lives of the loans
- Responsible for advising prospective borrowers of dispositions of their respective credit requests
- Responsible for closing and booking loans
- Responsible for providing accurate information to associates regarding all aspects of business share accounts, loans and ancillary services; responsible for researching to identify solutions when appropriate
- Responsible for reviewing deposit account qualifications and taking corrective actions as needed
- Responsible for providing excellent service and support to business members for all of their deposit and loan requirements
- Responsible for maintaining an accurate and complete filing system for business share and loan accounts
- Responsible for supporting department operations by faxing, scanning, copying and mailing documents
- Responsible for preparing files for NCUA, SBA and other external audits. Responsible for conducting an annual internal audit of all loan and share deposit files for business accounts
- Responsible for ensuring that the highest quality controls are in place and are practiced in accordance with established procedures
Basic Requirements:
- Minimum of two (2) years experience in operations, with excellent facility of the full product and service portfolio of the Credit Union
- Business loan and share product acumen; experience in mortgage products preferred
- Knowledge of NCUA business lending and SBA loan regulations preferred
- Excellent oral and written communication skills
- Excellent organizational skills with strong attention to detail
- Private banking experience preferred
- Bachelors degree preferred
- Excellent computer literacy, including facility with Microsoft Word, Excel and spreadsheet preparation
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If you are interested in working for our credit union, we will be happy
to keep your resume on file for future consideration. Please send your
resume to one of the following, noting what position you are applying
for:
E-Mail: careers@xfcu.org
FAX: .310.640.9484
Mail: Xceed Financial Credit Union
2200 East Grand Avenue
El Segundo, California 90245
Here is a listing of all of the areas of the Credit Union:
Accounting
Administration
Branch Sales
Business Development
Business Services
Finance
HRM
Information Technology
Lending
Marketing
Member Contact Center
Mortgage Operations
Operations
Risk Management
Support Services - Facilities/Mail/Purchasing
We are an Equal Opportunity Employer.
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