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OverviewWorking in a collaborative environment to build member relationships.&nbsp;Manages the opening of new accounts and membership maintenance of existing accounts through online channels. Initiate contact with new and existing members by phone and/or email to build, maintain and grow our member relationships. Focus on professional and exceptional member service to include co-workers, business partners and overall membership.Responsibilities<ul><li>Effectively manages incoming applications from indirect delivery channels to ensure applications meet requirement for membership.</li><li>Reviews applications for membership eligibility, and works collaboratively with Loss Prevention on any potential fraud trends, and follows up with applicant on acceptance or declines. Updates new accounts with correctly identified information (i.e. address, branch, SDC, etc.). </li><li>Welcomes new member, either by phone or email, and advises of next steps in their membership setup and answers any reciprocal questions.</li><li>Assess current and new members’ financial needs by using effective relationship building and consultative sales techniques.&nbsp;Make appropriate recommendations for loan, deposit, and insurance products and services.</li><li>Works collaboratively with many areas of the organization. Understands the work flow and practices of various support departments. Serves as a resource for internal questions.</li><li>Adheres to established policies, procedures and processes and exercises appropriate approval authority.</li><li>Serves as a department back-up for processing consumer loan applications, as needed.</li><li>Performs other duties as assigned.</li></ul>Knowledge, Skills and Competencies<ul><li>In-depth knowledge of OnPoint products, services, programs and practices.</li><li>Strong judgment and analytical skills. Apply logic to solve problems and mitigate risk.</li><li>Ability to conduct needs assessments and identify areas for improvement. </li><li>Exceptional written and verbal communication skills.&nbsp; Use language effectively to gather information and facilitate the exchange of thoughts/ideas.&nbsp; Writes concisely, clearly and logically.&nbsp; Expresses self orally in clear fashion.</li><li>Excellent interpersonal skills.&nbsp; Act as a team player who encourages and models collaboration.&nbsp;&nbsp;&nbsp; </li><li>Ability to multi-task and prioritize workload.</li><li>Ability to work independently, seeking supervision when necessary.</li></ul>Qualifications<ul><li>At least 1 year experience as a Teller or Member Servicing.</li><li>High school diploma or equivalent.&nbsp;</li><li>Previous experience in a high-volume workload environment preferred.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.&nbsp;

OnPoint Community Credit Union

Online Account Specialist

OverviewThe RPA Developer is responsible for the development, management, and support of automation technologies throughout the credit union. Using the industry best practices and technologies, the RPA Developer works to enhance business processes by creating and deploying software for automation, integration, efficiency gains, and process improvements. Other responsibilities include requirements gathering, code review, debugging and initial QA.Responsibilities<ul><li>Design, develop, test, and deploy automated processes.</li><li>Lead reviews of existing processes to identify automation opportunities.</li><li>Champion continual process improvements and innovation.</li><li>Work with team members and business process owners to gather and define project requirements.</li><li>Create documentation for existing business processes, design specifications, and procedures.</li><li>Provide post-production support as necessary for automated processes.</li><li>Build RPA design patterns, libraries, and reusable components.</li><li>Periodically conduct performance tuning and enhancements to optimize automated processes.</li><li>Setup, configure, monitor, and maintain RPA environments.</li><li>Automate processes with additional tools as needed, including, but not limited to, SQL, APIs, scripting, etc.</li><li>Recognize and understand use of design patterns for intermediate/complex applications.</li><li>Participate and provide feedback in design reviews.</li><li>Participate in team code reviews to ensure standards, interoperability, and security.</li><li>Support the creation of test plans, conditions, test data, and testing reviews.</li><li>Track and resolve defects.</li><li>Provide technical assistance.</li><li>Execute change management activities supporting production deployments for projects and other changes.</li></ul>Knowledge, Skills &amp; Abilities<ul><li>Education or experience equivalent to a Bachelor's Degree in business, computer science or related field.</li><li>Experience with one or more robotic process automation systems such as Automation Anywhere, PowerApps, Nintex, NICE, Pega, or UIPath</li><li>Ability to work within multiple development methodologies (Waterfall, SCRUM, Agile)</li><li>Understanding of source control technologies</li><li>Collaborate well with others, and possess strong written and verbal communication skills</li><li>Experience software development practices and systems development.</li><li>Previous experience with core system processing in a bank or credit union a plus.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.#LI-Hybrid

Robotic Process Automation Developer

OverviewReporting directly to the Senior Vice President of Mortgage, the Director of Mortgage Operations is responsible for overseeing and optimizing all aspects of the mortgage operations process. This senior leadership role will manage and coordinate the activities of the Processing, Closing, Quality Control and Risk, and Servicing departments to ensure efficient, compliant, and member-focused mortgage operations. The Director will drive strategic initiatives to enhance operational efficiency, maintain high-quality standards, and support the Credit Union's overall mortgage lending objectives.Responsibilities<ul><li>Strategic Leadership: Develop and implement strategic plans for mortgage operations that align with the Credit Union's overall goals and objectives. Continuously evaluate and improve operational processes to enhance efficiency and member experience.</li></ul><ul><li>Collaborative Leadership: Works closely with the Director of Sales and Underwriting management to ensure a collaborative and supportive environment acutely focused on maximizing the member and team experience.</li><li>Employee Development: Implement comprehensive employee development programs that nurture individual strengths and promote personal and professional growth across all operational teams.</li></ul><ul><li>Empathetic Management: Lead with empathy and authenticity, building trust and fostering open communication within the team and across departments.</li><li>Team Management: Directly oversee and mentor the Processing Manager, Closing Manager, Quality Control, Risk, and Servicing Manager. Foster a culture of collaboration, innovation, and excellence across all mortgage operations teams.</li><li>Process Optimization: Identify opportunities for process improvement and implement best practices across all stages of the mortgage lifecycle, from application to servicing.</li><li>Risk Management: Work closely with the Quality Control and Risk Manager to ensure all mortgage operations adhere to regulatory requirements, internal policies, and industry best practices. Implement and maintain robust risk management protocols.</li><li>Technology Integration: Collaborate with Technology and relevant stakeholders to implement and optimize mortgage technology solutions that enhance operational efficiency and improve the member experience.</li><li>Performance Management: Establish key performance indicators (KPIs) for each operational area and regularly monitor progress. Implement strategies to address any performance gaps and capitalize on successes.</li><li>Vendor Management: Oversee relationships with key vendors and service providers in the mortgage space, ensuring they meet the Credit Union's standards for quality, compliance, and efficiency.</li><li>Reporting and Analysis: Provide regular reports to senior leadership on operational performance, risk management, and strategic initiatives. Offer data-driven insights to inform decision-making at the executive level.</li><li>Member Experience: Ensure that all operational processes are designed with the member experience in mind, balancing efficiency with high-quality service delivery.</li></ul>Incorporate credit union policies and procedures to ensure all mortgage operations conform to applicable regulatory and credit union-mandated standards.Perform other duties as assigned by the Senior Vice President of Mortgage.Knowledge, Skills and Abilities<ul><li>Comprehensive understanding of end-to-end mortgage operations, including processing, closing, quality control, and servicing.</li><li>Strong leadership skills with the ability to motivate and guide diverse teams towards common goals.</li><li>In-depth knowledge of mortgage industry regulations, compliance requirements, and risk management practices.</li><li>Excellent analytical and problem-solving skills, with the ability to make data-driven decisions.</li><li>Strong project management skills and experience in implementing large-scale operational initiatives.</li><li>Proficiency in mortgage technology systems and a forward-thinking approach to technology integration.</li><li>Exceptional communication skills, both written and verbal, with the ability to effectively communicate with staff, leadership, and external partners.</li><li>Strategic thinking capabilities with a focus on long-term operational excellence and scalability.</li><li>Talent for creating a collaborative, inclusive, and positive team environment that fosters personal and professional growth.</li></ul><ul><li>Ability to lead with authenticity and transparency, building trust and loyalty within the team and with cross-functional partners.</li><li>Skill in recognizing and nurturing the unique strengths of each team member, promoting a culture of mutual support and shared success.</li></ul>Qualifications<ul><li>Bachelor's degree in Business Administration, Finance, or a related field preferred.</li><li>8+ years of experience in mortgage operations, with at least 5 years in a senior management role.</li><li>Proven track record of successfully leading and improving mortgage operations in a financial institution.</li><li>In-depth knowledge of mortgage regulations, including TILA-RESPA Integrated Disclosure (TRID), Fair Lending laws, and other relevant regulations.</li><li>Experience with mortgage origination and servicing platforms, as well as other relevant technologies.</li><li>Strong understanding of financial and operational metrics in the mortgage industry.</li><li>Certifications such as Certified Mortgage Banker (CMB) or similar industry recognitions are a plus.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.#LI-Onsite&nbsp;

Director, Mortgage Operations

OverviewThe Director, Marketing Operations will be a strategic partner to the Chief Marketing Officer, collaborating and implementing the credit union's overall marketing strategy, optimizing marketing operations and infrastructure, helping drive organizational growth through creative, attention-getting, and results-oriented marketing initiatives, and improving efficiency while ensuring that marketing efforts align with company goals and contribution to overall success. The Director, Marketing Operations will also play a vital role in supporting the Marketing team and OnPoint’s primary business units with valuable insights, resources, and tools. The Director of Marketing Operations aims to make the marketing processes as frictionless as possible by aligning and optimizing various processes and systems to reduce inefficiencies and improve workflow while ensuring alignment with the overall marketing strategy.Essential Functions<ul><li>Provide direction and oversight of the Marketing Leadership Team, including ensuring the coordination and delivery of project briefs, industry analysis and insights, and other essential marketing support. </li><li>Develop and improve interdepartmental processes, focusing on improving efficiencies, managing marketing operations functions, streamlining communication between teams, and managing the complexities of multiple ongoing projects. </li><li>Partner with the Marketing Leadership Team and be an additional contact between marketing and stakeholders to understand lines of business needs and align requests with the marketing team’s workflow and overall marketing strategy. </li><li>Ability to understand and articulate the value of marketing efforts for various business lines and correlate with marketing budgets. </li><li>Manage vendor contracts and overall marketing budget; track, manage and oversee Marketing Team expenses, and provide monthly budget reconciliation reports.</li><li>Implement and oversee controls to ensure reconciliation of invoice approvals.</li><li>Partner with lines of business in product development investments to identify areas of improvement. </li><li>Partner with the Performance Marketing team to coordinate regular delivery of marketing ROI reports for management. Communicate ROI, analysis, and marketing results to stakeholders and management. </li><li>Blend project management principles with data-driven marketing to deliver high-quality initiatives on time and on budget. </li><li>Ensure processes are designed, documented, understood, and followed and work to simplify systems and process.</li><li>Lead and mentor the marketing team, providing clear direction, fostering a collaborative environment, and organizing meetings for leadership and teams. This will include meeting preparation, tracking, and follow-up with team members. </li><li>Work with all parts of the Marketing Team to help bridge the gap between collecting data and effectively presenting it to line-of-business stakeholders, the Marketing Team, and OnPoint leadership. </li><li>Collaborate with the CMO and Marketing Leadership Team to create marketing strategies and initiatives that resonate with consumers and financial professionals, strengthen brand loyalty, and drive business growth.</li></ul>Knowledge, Skills &amp; Abilities<ul><li>Great leadership skills with a proven ability to work in a team environment</li><li>Familiarity and experience with a wide range of data, marketing technology, marketing automation, and analytics. Preferred experience with Marketo, PowerBI, and Monday.com.</li><li>Experience fostering interdepartmental team processes for improved efficiency, managing marketing operations functions, aligning communication pathways between teams, and managing the complexities of multiple ongoing projects. </li><li>Strong analytic skills to evaluate the effectiveness of campaigns. </li><li>In-depth knowledge of CRM software and content management systems</li><li>Excellent written and verbal communication skills.</li><li>Proven track record of project management and strong attention to detail, with strong strategic decision-making and problem-solving skills.</li><li>Desire to stay current on the latest marketing strategies and best practices.</li></ul>Qualifications<ul><li>Bachelor’s degree in Marketing, Communications, or related field</li></ul><ul><li>Minimum 7 years of experience managing a cross-functional marketing team, including marketing project and/or traffic management </li><li>Minimum 5 years of experience as a liaison between the marketing function and lines of business, either with internal stakeholder management or agency relationship management</li><li>Minimum 5 years of experience in cross-functional marketing budget management, ROI analysis, and management reporting of information</li><li>Minimum 7 years of experience in marketing strategy and implementation experience</li><li>Banking/Financial Institution marketing experience preferred.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

Director, Marketing Operations

Job SummaryOnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptional client experience to support and build a successful investment program by assisting members to make sound investment and financial planning choices. We pride ourselves on our high standard of service, collaborative team environment and strong member commitment.&nbsp; We tailor our approach in meeting unique needs of our clients with an emphasis on personalized goals-based planning which has resulted in steady growth and expansion in our exceptional member base. Financial Advisors at OnPoint address and assess future financial and investment needs of our members and are detail oriented and possess a strong desire to advance professionally with an experienced and motivated team.Essential Functions<ul><li>Network, serve and build relationships with new and existing financial planning &amp; investment clients</li><li>Assess clients’ short term and long term investment needs.</li><li>Advise clients on investment strategies and other financial decisions</li><li>Prepare presentations that recommend various financial products</li><li>Review and communicate portfolio performance to clients</li><li>Prepare and update financial plans based on client circumstance.</li><li>Develop and enhance referral relationships both within and outside financial organization</li><li>Develop best practices and systematized processes by using comparative industry analytics, profitability, and strategic planning tools</li><li>Participate in local groups and presentation opportunities as appropriate.</li><li>Proactively refer additional Credit Union products and services in alignment with strategic organization goals.&nbsp; Support all branch product and campaign launches.</li><li>Stay current on industry news, regulations, planning resources, product features and offerings.</li><li>Complete any required continuing education in a timely manner and maintain all required active securities and other industry licenses.</li><li>Follows all rules and regulations set forth by the Credit Union, FINRA, SEC, and the broker/dealer.</li></ul>Knowledge, Skills &amp; Competencies<ul><li>Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions.</li><li>In-depth knowledge of investment products and financial planning services </li><li>Experience with financial planning software, Money Guide Pro, preferred</li></ul><ul><li>Excellent written, verbal, and presentation communication skills</li><li>Strong technology and computer skills</li></ul><ul><li>Strong work ethic, dedicated, results-driven, and highly goal oriented.</li></ul><ul><li>Strong presence: ability to present oneself assertively, convincingly, and with confidence to establish credibility and respect with others</li><li>Strong analytical and critical thinking skills and ability to make decisions that exercises prudent judgment.</li></ul><ul><li>A true team player and collaborator, translating knowledge and experiences into solid productive relationships internally and externally with demonstrated ability to cultivate effective&nbsp; revenue generating partnerships</li><li>A respected business partner who adds value to the broader team and can diplomatically handle conflict; </li><li>Excellent time management and organizational skills to manage multiple high level tasks/projects at once</li></ul>Qualifications<ul><li>Required:<ul><li>FINRA Series 7, 63and 65 or 66 Licenses </li><li>State Life &amp; Health Insurance license </li><li>Minimum three years’ experience in financial services (i.e. Investments, Banking, or other related field)</li><li>Successful completion of background checks and pre-employment assessments</li><li>Current State Driver’s License</li></ul></li><li>Preferred<ul><li>Four year degree desired, preferably in business related field</li><li>Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), or other investment industry designations or certifications, desired</li><li>Experience working in a bank or credit union</li></ul></li></ul>Physical Requirements<ul><li>Prolonged periods of sitting at a desk and working on a computer.</li><li>Must be able to lift up to 15 pounds at a time.</li></ul>Securities and investment advisory services are: Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.

Financial Advisor

OverviewYou’re a people person who loves one-to-one interactions. Assisting in leading a dynamic team of dedicated individuals into a successful future keeps your wheels turning. You strive to build professional relationships—to help others realize their financial dreams. As an OnPoint Assistant Branch Manager, you will be the face of OnPoint in the community, working alongside the Branch Manager to meet and exceed established sales goals and service standards. We provide competitive pay; 100% paid premiums for employee medical, dental and vision; a generous vacation package; 401k matching; tuition reimbursement and more! OnPoint is growing, and we are looking for someone like you to join us.Responsibilities<ul><li>Supervises and coaches teams on the proper behaviors, sales techniques, and service expectations while modeling the same.&nbsp;</li><li>Actively promotes teamwork by working closely with the Branch Manager to ensure support and consistent communication of current/new policies, procedures, and sale/service objectives.</li><li>Spends a majority of time on the sales floor leading from the lobby, by greeting members, directing them to appropriate staff, ensuring the member’s needs are met, and practicing active coaching with staff.</li><li>Demonstrates good analytical skills, judgment and decision-making in lending/operations support and in the supervision of all staff.</li><li>Manages difficult situations with members providing appropriate information and sound advice.&nbsp;</li><li>Supervises the activities of staff to include scheduling, coaching, staff goal achievement, and developmental activities, to include completing individual observation forms weekly/monthly.</li><li>Provides back-up assistance to any area of the branch in need to provide exceptional member service.&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Actively participates in the planning, scheduling, leading and evaluation of effective weekly branch meetings.</li><li>Provides daily/active coaching and training of all staff as outlined in each individual's development plan.</li><li>Ensures completion of regulatory compliance and training as outlined in the security manual/log (in conjunction with Branch Security Liaison), to include proper cash management of branch.&nbsp;</li><li>Provides input to the Branch Manager on performance appraisals and participates with the Branch Manager in conducting a performance review with the employee.&nbsp;</li><li>Performs any additional duties as required by the Branch Manager for the overall operation, to include managing branch in Branch Manager’s absence.</li></ul>Knowledge, Skills &amp; Abilities<ul><li>Models excellent sales and member service behaviors and able to coach others in this area.</li><li>Demonstrated understanding of the correlation between sales &amp; service.</li><li>Demonstrates leadership skills to support, lead and motivate others to perform their best.</li><li>Demonstrates high level of member service, professionalism, sales, problem solving, organization, motivation to accomplish defined goals, and self-management skills.</li><li>Able to coordinate a variety of assignments simultaneously and prioritize work.</li><li>Able to work effectively as part of a team with strong interpersonal communication skills.</li><li>Able to be self-directed and function under limited supervision.</li></ul>Job Qualifications<ul><li>Completion of high school education (diploma or GED) required.&nbsp;</li><li>Some college courses in business or accounting preferred.&nbsp; Experience may be substituted for college education.</li><li>3-5 years branch operations, lending and branch member service experience required.</li><li>Strong background in lending and building full member relationships and has a thorough knowledge of branch operations.</li><li>1-2 years supervisory experience or demonstrated ability to supervise and promote teamwork strongly preferred.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background. We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.&nbsp;#LI-Onsite

Assistant Branch Manager - Bend Downtown

Overview At OnPoint Community Credit Union, we're dedicated to making our members' financial dreams a reality and fostering a positive work environment. As a Management Trainee in Retail Banking, you'll play a pivotal role in achieving both of these goals. Our branches are the heart of our credit union, and we rely on our branch managers to lead and motivate their teams to excel in sales, service, and operations. In this training role, you'll gain valuable experience and develop the skills necessary to become a successful Manager. You'll work closely with experienced Branch Managers, learning best practices, honing your leadership abilities, and gaining a deep understanding of our credit union's culture and values. Responsibilities<ul><li>Learn and Develop: Gain knowledge of our products, services, and operations. Develop your leadership skills, including coaching, mentoring, and motivating team members.</li><li>Assist Branch Manager: Support the Branch Manager in daily operations, including sales, service, and compliance.</li><li>Participate in Training Programs: Complete specialized training programs to enhance your knowledge and skills.</li><li>Shadow Branch Managers: Observe Branch Managers in action and learn from their experiences.</li><li>Sales and Service: Develop and maintain a strong sales culture within the branch, utilizing various management tools and techniques to achieve sales and service goals.</li><li>Team Leadership: Lead, coach, and develop branch staff to ensure they meet performance expectations and contribute to the branch's success.</li><li>Compliance: Ensure that branch staff adheres to all credit union policies, procedures, and regulatory requirements.</li><li>Financial Management: Manage the branch budget to achieve deposit and loan growth, income/expense targets, and loss prevention goals.</li><li>Lending Expertise: Demonstrate strong lending skills by adhering to credit union guidelines and ensuring quality lending practices.</li><li>Teamwork: Foster a collaborative environment by working closely with the Assistant Branch Manager and Branch Operational Supervisor to ensure consistent communication and support.</li><li>Staff Development: Provide ongoing training and development opportunities for branch staff to enhance their skills in sales, service, operations, and compliance. Identify and cultivate potential leaders within the team.</li></ul>Knowledge, Skills, and Abilities<ul><li>Strong customer service and sales management skills</li><li>Excellent written and oral communication skills</li><li>Proven leadership and management abilities</li><li>Ability to lead and work effectively as part of a team</li><li>Strong interpersonal communication skills</li><li>Self-directed and able to function under limited supervision</li></ul> Qualifications<ul><li>5+years previous banking or credit union experience to include 2 years of supervisory experience</li><li>Bachelor's degree in business or equivalent experience</li><li>Strong customer service and communication skills</li><li>Desire to develop leadership skills</li><li>Positive attitude and willingness to learn</li></ul> By joining our Manager Trainee – Retail Banking, training program, you'll have the opportunity to launch a rewarding career in the financial services industry. You'll work in a supportive and collaborative environment and gain the skills and experience needed to become a successful Branch Manager.At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.&nbsp;

Management Trainee - Central West Side

OverviewAs a primary point of contact, this position supports the credit union’s mission through effective sales and service, targeted business development efforts and community involvement. The Commercial Relationship Manager (CRM) is responsible for developing and managing business relationships in accordance with OnPoint Credit Union’s core values and prescribed sales process in an assigned area. Primary focus is establishing and maintaining loan, fee and deposit production, while managing a medium-large portfolio of business relationships.ResponsibilitiesSales<ul><li>Develop &amp; implement a business lending sales plan to achieve monthly sales and profitability objectives outlined in the Credit Union’s sales program expectations. </li><li>Identify needs and sell all credit union products to broaden and deepen relationships with members and prospects, adhering to the Credit Union’s prescribed process. </li><li>Develop and utilize centers of influence to help generate referrals.</li></ul>Portfolio Management<ul><li>Manage a portfolio of larger business credits and provide financial solutions that address member needs. </li><li>Maintain high level of product knowledge to enable the sale of loans, deposit and business services products, and the referral of retail and wealth products. </li><li>Prepare credit packages for review and approval by credit partners. </li><li>Perform loan servicing duties to ensure conformity with loan terms and conditions. </li><li>Assist in collection of loan delinquencies in a timely manner. </li><li>Interview loan applicants and originate loans for centralized approval. </li><li>Recommend appropriate denied loans for exception approval.</li></ul>Risk Mitigation/Compliance<ul><li>Monitor portfolio performance take action necessary to ensure compliance with goals/standards for watch list credits, charge offs, loan documentation exceptions, loan servicing expectations and CRA activity. </li><li>Escalate problem loans as needed. </li><li>Complete all required compliance and credit training and adhere to all compliance policy. </li></ul>Partnerships<ul><li>Maintain a productive working relationship with Business Lending Colleagues and other Credit Union Divisions, bringing sales partners into client relationships as needed to manage the total financial services for our members and prospects. </li></ul>&nbsp;Community<ul><li>Represent OnPoint in various civic and community functions to further enhance the Credit Union’s image and development of additional business.</li></ul>Qualifications<ul><li>Extensive prior sales and prospecting experience to include development and review of financial portfolios with business members. </li><li>Experience in a financial sales and/or banking sales role where acquiring and managing relationships has been critical to your success.</li><li>College degree preferred</li><li>Must have a proven track record of credit/lending sales experience meeting sales quotas.</li><li>Must have demonstrated ability to build a portfolio through strong business development skills. </li><li>Ability to lead/conduct meetings with Business Members with guidance and direction for their lending needs. </li><li>Knowledge of finance and of consumer lending, including the processes to achieve solid underwriting decisions. </li><li>Demonstrated knowledge and experience with Focus XP or similar operating system.</li><li>A track record of demonstrated credit/lending sales experience strongly desired.</li></ul>Position Requirements<ul><li>Bachelor degree with a min. of 3 years of experience in business lending (commercial/ business banking, commercial real estate). -Or- High school diploma or GED with a minimum of 7 years experience in (commercial/ business banking, commercial real estate).</li></ul>OnPoint Community Credit Union is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Commercial Relationship Manager II/III - Bend, Salem, Eugene, and Vancouver

Job SummaryThis role supports the regulatory and operational risk management activities of the Credit Union’s Deposit Operations department by providing risk guidance (financial, vendor management, and regulatory compliance, etc.) related to the business unit’s activities. This role reports to the VP/Operations; and supports risk management through developing procedures with effective controls, monitoring and analysis of results, reporting important risk and control issues, and coordination with the Credit Union’s risk functions. This role also assists in the development of effective action plans and remediation strategies for identified risk related issues, participates in strategic enterprise-wide projects to drive proactive risk identification and mitigation, and supports the Credit Union’s overall enterprise-risk-management strategy.Essential Functions<ul><li>Demonstrate expertise in regulatory and operational risk area(s) of Deposit Operations, by developing procedures and effective controls to manage the department’s compliance and other risk.</li><li>Work with Deposit Operations management to develop first line of defense (1LOD) quality control processes.</li><li>Monitor 1LOD risk management activities performed within Deposit Operations and use results to elevate self-identified issues into Issues Management.</li><li>Assist Deposit Operations in completing second-line required processes, such as third party risk management, complaint response and analysis, business continuity planning, risk assessments and issue management. </li><li>Collaborate with other departments across the Credit Union, including Compliance, Legal, and Enterprise Risk Management, including identification and review of changing regulatory and operational risk requirements. </li></ul><ul><li>Develop risk and control assessments that accurately reflect the level of regulatory, operational and other identified risk. Take a leadership role in developing RCSAs where needed for Deposit Operations processes, products and functions to determine and reflect the residual level of risk.</li></ul><ul><li>Promote a culture of identifying, documenting, and reporting weaknesses in processes or controls, perform root cause analysis and work with business unit management to develop and execute remediation strategies.</li><li>Serve as the second point of escalation for complaints received related to Deposit Operations activities.</li><li>Engage in change management initiatives through appropriate level of research, analysis, and development of corporate and business level communications describing impact and necessary action by management.</li></ul><ul><li>Act as a change agent for the promotion of a risk management culture.</li></ul>Knowledge, Skills and Abilities<ul><li>Knowledge of Deposit Operations key functions including but not limited to Wires, ACH, Check Processing, Escheatment and Tax Reporting. </li></ul><ul><li>Willingness to engage with Deposit Operations subject matter experts to learn vital functions, as well as critical internal partnerships and external vendor relations to further understanding of Deposit Operations landscape.</li><li>Understanding of applicable regulations for Deposit Operations.&nbsp; </li><li>Maintain working knowledge of credit union policies and procedures regarding laws and regulations applicable to the business unit.</li><li>Proven problem solver with ability to provide in-depth analysis of complex problems, manage risk and make independent decisions</li><li>Ability to navigate across all organization levels with excellent project management skills.</li><li>Proven ability to influence organizational processes as well as measure effectiveness and impact.</li><li>Broad knowledge of banking/financial services principles and applicable regulatory controls.</li><li>Ability to effectively facilitate and/or participate in process improvement projects, as projects dictate.</li></ul>Qualifications <ul><li>Relevant professional banking certifications such as Certified Regulatory Compliance Manager (CRCM), Credit Union Compliance Expert (CUCE) or NAFCU Certified Compliance Officer (NCCO), Certified Enterprise Risk Professional (CERP), or Certified Internal Auditor (CIA) designation preferred. Alternatively, demonstrate ability to obtain credentialing within 12 months of taking the role (credit union will cover reasonable costs associated with preparation and testing).</li></ul><ul><li>Demonstrated ability to independently manage multiple and complex work efforts, which involve directing other key stakeholders across the credit union.</li><li>Understanding of financial institution general control structure, as well as, knowledge of operations of the business unit, to assess risk, provide effective challenge, and make appropriate recommendations.</li><li>8-10 years of banking/financial services Deposit Operations-focused experience with high level of engagement with ERM and regulatory processes and tools or 3-5 years of experience in a financial institution compliance, ERM or audit program conducting risk assessments, performing remediation or executing process improvement functions</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.&nbsp;

Enterprise Risk Officer - Deposit Operations

Job SummaryThe Enterprise Risk Officer – Corporate Services supports the regulatory and operational risk management activities across the Credit Union by providing comprehensive risk guidance (vendor management, regulatory compliance, etc.) related to the various corporate service business units’ activities. This role reports to the VP, Ops Risk Management and supports risk management through developing procedures with effective controls, monitoring and analysis of results, reporting important risk and control issues, and coordination between the Credit Union’s risk functions and the business units this role supports. This role also assists in the development of effective action plans and remediation strategies for identified risk related issues, participates in strategic enterprise-wide projects to drive proactive risk identification and mitigation, and supports the Credit Union’s overall enterprise risk management strategy.Essential Functions<ul><li>Demonstrates expertise in regulatory and operational risk management within various corporate services (Treasury, Finance, Human Resources, Marketing, etc.) by developing procedures and effective controls to ensure compliance and mitigate risks.</li><li>Collaborate with management to establish first line of defense (1LOD) quality control processes across various business units.</li><li>Monitor 1LOD risk management activities performed within assigned business units and use results to elevate self-identified issues to Issues Management.</li><li>Assist corporate services business units in completing second-line required processes, such as third-party risk management, complaint response and analysis, business continuity planning, risk assessments, and issue management.</li><li>Develop and implement internal fraud monitoring programs to detect and prevent fraudulent activities, including conducting regular audits and analyses of transactions and employee behavior.</li><li>Collaborate with investigative teams to analyze suspected fraudulent activities and develop appropriate responses and remediation strategies.</li><li>Partners with departments across the Credit Union, including Compliance, Legal, and the corporate services, to identify and review changing regulatory and operational risk requirements.</li><li>Develop risk and control assessments that accurately reflect the level of regulatory, operational, and other identified risk. Lead the development of Risk and Control Self-Assessments as appropriate for each team.</li><li>Promote a culture of identifying, documenting, and reporting weaknesses in processes or controls, perform root cause analysis and work with business unit management to develop and execute remediation strategies.</li><li>Engage in change management initiatives through comprehensive research, analysis, and the development of corporate communications detailing impact and necessary actions by management.</li><li>Act as a change agent to promote a robust risk management culture throughout the organization. &nbsp;</li></ul>Knowledge, Skills &amp; Competencies<ul><li>Strong understanding of enterprise risk management principles and frameworks, including regulatory compliance</li><li>Knowledge of applicable regulations and best practices in organizational risk management, particularly in fraud prevention and detection</li><li>Ability to collaborate effectively with subject matter experts in corporate services to deepen understanding of vital functions, as well as critical internal partnerships and external vendor relations</li><li>Maintains a working knowledge of Credit Union policies and procedures regarding applicable laws and regulations</li><li>Proven problem solver with the ability to recognize complex issues, manage risk, and make independent decisions</li><li>Excellent project management skills, with the ability to engage stakeholders at all levels of the organization</li><li>Proven ability to influence organizational processes and measure effectiveness and impact</li><li>Broad knowledge of banking and financial services principles and applicable regulatory controls</li><li>Ability to effectively facilitate and participate in process improvement projects, as projects dictate</li><li>Demonstrated ability to independently manage multiple and complex work efforts, which involve directing other key stakeholders across the credit union.</li><li>Understanding of financial institution general control structure, as well as, knowledge of operations of applicable business unit, to assess risk, provide effective challenge, and make appropriate recommendations.</li></ul>Qualifications<ul><li>High school diploma or equivalent required, bachelor’s degree preferred</li><li>8-10 years of experience in banking/financial services operational experience with a high level of engagement with ERM and regulatory processes and tools, or 3-5 years of experience in a financial institution compliance, ERM or audit program conducting risk assessments, performing remediation or executing process improvement functions.</li><li>Experience with internal fraud monitoring and mitigation preferred</li><li>Relevant professional banking certifications such as Certified Regulatory Compliance Manager (CRCM), Credit Union Compliance Expert (CUCE) or NAFCU Certified Compliance Officer (NCCO), Certified Enterprise Risk Professional (CERP), or Certified Internal Auditor (CIA) designation preferred. Alternatively, demonstrate ability to obtain credentialing within 12 months of taking the role (credit union will cover reasonable costs associated with preparation and testing).</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.&nbsp;

22 OnPoint Community Credit Union Jobs