Provident Credit Union: Job Opportunities

ATM Specialist

2008-11-14T17:19:00-08:00

Location: Corporate Offices in Redwood Shores, California

Map to Corporate Offices in Redwood Shores, California

Position Description

The ASR ATM Specialist lll balances and reconciles the daily and monthly activity of the E-funds Network Settlement to the Provident Cardholder and ATM Terminal Settlement. This position is responsible for reconciling, researching and clearing outstanding items in all ATM general ledger accounts. The ASR ATM Specialist lll prepares member and non-member adjustments to be processed and posted to member accounts to clear network exceptions. This position also processes ATM departmental faxes, emails, and mail correspondence.

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Specific Job Duties

Compile data from internal and external reports, research discrepancies and post activity on a daily basis
Balance and reconcile complex, assigned ATM related general ledger accounts and post entries to clear balances on a monthly basis
- 3 .Balance ATM Terminal Settlement on a daily basis and prepare adjustments to be processed by the ATM staff within Co-op policy and time guidelines
Balance ATM Network for member transactions processed through non-Provident ATMs, point of sale, and shared branch transactions on daily basis
Prepare member adjustments to be processed by the ATM staff on a daily basis
Prepare Terminal settlement and post to terminal general ledger accounts on a daily basis
Coordinate service calls for Provident ATM Terminals machines with E-funds, Branches, Loomis Fargo, and Diebold to ensure ATM’s are functional at all times
Assist Branch, Accounting, MS&S, Call Center, other Credit Unions, members, and non-members with requests for ATM and FSCC research
Monitor/respond to ATM Department Onyx incidents on a daily basis
Assist preparation of ATM Monthly and Quarterly reporting
Order new and replacement cards
Order stamps for all ATM machines and maintain reserve supply in the Account Services vault
Audit ATM GLJV back-up documentation
Assist Branch staff and ATM staff with out of balance conditions
Provide back-up support to all other areas of ATM staff as requested by management
Provide excellent service to all members, non-members, and other credit unions, or staff
Create General Ledger entries and post to the system as needed

Minimum Requirements

High school or equivalent
Proven knowledge of accounting principles
Proficiency with Excel or other spreadsheet software
Proficiency with Word or equivalent word processing software
Excellent analytical and organizational skills
Excellent math skills
Knowledge in specific accounting areas such as ATM Network processing and accounting, may be required based on specific job responsibilities

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

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Account Executive

2008-11-14T17:18:00-08:00

Location: Corporate Offices in Redwood Shores, California

Map to Corporate Offices in Redwood Shores, California

Position Description

We are currently looking to fill a full time Account Executive for our Business Development division in our Marketing department. This position is primarily responsible for expanding and enriching the membership of the credit union within the Select Employer Groups (SEGs) through service-based business development activities; and serve as a credit union representative.

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Specific Job Duties

Cultivate relationships with key personnel at assigned sponsors to maintain Provident’s position as a benefit to the company
Utilize service skills to respond to the needs of sponsor groups and associations, members, vendors, and internal members in a timely and professional manner
Develop and implement marketing plans for assigned SEGs
Maintain an organizational system of time and travel management, recruitment follow-up strategies, and cost containment efforts
Coordinate business development efforts with local Branch Managers
Work in concert with Branch Managers and Regional Managers to assist in the steady growth of the branches within assigned territory
Assist in the research and development of new products and services, which strengthens our presence at existing sponsors
Represent the Credit Union at various events including sponsor functions, chamber functions, benefit fairs, new employee training meetings, trade shows, and perform public relations at civic and community events when necessary. Some evening and weekend work will be required
Promote Cue financial to our sponsor groups and coordinate events with CUE representative

Minimum Requirements

Bachelors Degree in Business, Marketing or related fields, or equivalent experience
Excellent written and oral communication skills (including telephone)
Minimum 3 years sales experience; generating a target list, cold calling potential clients
Proven track record of developing and maintaining positive and professional relationships with SEGs
Demonstrated ability to think creatively, work independently and accomplish goals

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

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Branch Manager - Float

2008-11-14T17:17:00-08:00

Location: Corporate Offices in Redwood Shores, California

Map to Corporate Offices in Redwood Shores, California

Position Description

Manage Branch location to meet and exceed sales, service, and revenue goals. Create, maintain, and develop a Branch team dedicated to the sales and service objectives of the Credit Union. Responsible for leading and developing sales and service activities, expanding member relationships, and external business development initiatives. Manage and work with Assistant Manager as part of the management team. Develops and coaches employees and is accountable for staff retention. Manages risk exposure of Branch and ensures compliance with all regulations. Actively participates in community activities. Works with minimal supervision, self-starter and highly motivated. Works under supervision of Assistant Vice President of Member Sales and Service..

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Specific Job Duties

Meet and exceed sales, service, and revenue objectives
Generate sales in the areas of assets and liabilities
Lead and develop a Branch team dedicated to the sales and service objectives of the Credit Union
Conduct external business development activities
Develop, coach, and counsel employees
Manage the risk exposure of the Branch
Ensure compliance with regulations and policies
Actively participate in the local community
Manager, develop, and work with the Assistant Manager
Plan and execute sales and service activities and strategies
Perform other duties as directed
Manage staff turnover

Minimum Requirements

College degree or equivalent work experience
Financial services experience desired
Minimum of 12 months management and/or supervisory experience
Customer service experience
Basic computer skills
Knowledge of Microsoft Word and Microsoft Excel
Working knowledge of Real Estate and Consumer Loans
Working knowledge of deposit accounts, savings, checking, and term savings
Notary license or ability to obtain Notary license within 90 days of hire date
Current driver’s license and own auto insurance
Excellent listening and speaking skills
Excellent written communication skills
Understand and adhere to BSA and OFAC policy and procedures

Additional Comments

Management Certification is expected to be completed within twelve months from hire date
Complete required BSA and OFAC training annually

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

Add to Address Book

Business Development Manager

2008-11-14T17:16:00-08:00

Location: Corporate Offices in Redwood Shores, California

Map to Corporate Offices in Redwood Shores, California

Position Description

Provident Credit Union, a well established financial institution since 1950 is currently seeking a full time Business Development Manager in the Marketing Department. The primary responsibility of this position is to assist in creating and implementing marketing and business development activities and strategies to ensure the achievement of the Credit Union’s objectives and goals.

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Specific Job Duties

Develop and maintain a department of Account Executives
Hire and train new Account Executives. Training includes product knowledge training as well as presentation and sales skills building
Conduct regularly scheduled staff meetings
Conduct ongoing sales training sessions
Develop and implement an on-going business development strategy that utilizes the Account Executives and supports the objectives of the branch network in specific regions
Assess performance of business strategy and Account Executives through regular tracking of SEG membership patterns and market penetration rates
Ensure Account Executive performance and sales standards are met and consistently maintained
Track sales performance of each Account Executive in specified territories
Provide Account Executives with detailed reports of performance in specified territories
Develop and maintain relationships with key sponsors
Maintain master SEG list
Ensure ONYX CRM system is used to maximum advantage for all business development activities
Research/implement new strategies to improve penetration within individual SEGs
Involve Branch Managers in business development activities
Develop and implement micro marketing plans for outlying community branches
Identify, coordinate, and participate in community events throughout the Bay Area
Oversee press releases and related public relations and communications activities
Coordinate and deliver home buying seminars
Other duties as assigned

Minimum Requirements

Excellent written and oral communication skills
Comprehensive knowledge of the Credit Union’s objectives
Knowledge of marketing principles and the ability to develop and implement plans and tactics
Strong organizational and people management skills
Demonstrated experience in business development strategies
Knowledge of credit union regulations as they apply to marketing and business development activities

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

Add to Address Book

Personal Account Advisor / Call Center

2008-11-14T17:15:00-08:00

Location: Corporate Offices in Redwood Shores, California

Map to Corporate Offices in Redwood Shores, California

Position Description

The Personal Account Advisor will have a comfortable understanding of all Credit Union processes, products, services, and conveniences. Advisors will be well versed in the product line, and access channels, including detail on Home Banking functionality, ATM Deployment, and FSCC and Co-op Network accessibility and conveniences. This needs based selling position is responsible for providing outstanding service on incoming calls, and effectively identifying project and service matches to deepen member relationships. the Advisor will maintain a thorough understanding of the Credit Union's ancillary product lines including insurance, and investment products.

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Specific Job Duties

Manages incoming call volume consistent with defined production standards and consistently demonstrates sales and service-oriented behavior. Consistently employs relationship needs based consulting to incoming callers. Demonstrates ability to recognize additional product benefits for members through attentive account evaluation
Consistently utilizes desktop marketing tools, e.g., pop screens, member profitability data, to increase personal service
Fulfill the required training classes for Personal Account Advisor Certification (i.e. CUES, Telephone Doctor, etc.)
Provides consistent education to members regarding Provident’ various electronic delivery channels. Advisor is a key player in moving transaction based member phone calls to self-assisted electronic channels
Follow up on sales leads received from ONYX, phone, mail, and electronic media
Acts as the liaison between members and relevant back office departments

Minimum Requirements

College degree or equivalent work experience desired
Minimum one year financial institution experience preferred
Minimum one year sales experience preferred
Extensive knowledge of Credit Union products, features, benefits and application
Expertise in Host system and other marketing data base stems
Excellent communication skills
Excellent written communication skills

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

Add to Address Book

Personal Account Consultant Float

2008-11-14T17:14:00-08:00

Location: Corporate Offices in Redwood Shores, California

Map to Corporate Offices in Redwood Shores, California

Position Description

The Personal Account Consultant will have a strong understanding of all Credit Union processes, products, services, and conveniences. Consistently identifies and addresses member needs through effective interviewing and profiling. Provide a wide variety of Credit Union products and services including ancillary product lines such as insurance and investment products. The Consultant identifies and maximizes cross-sales opportunities through member profiling in order to deepen member relationships. The Consultant is responsible for achieving monthly cross-sell and sales goals, as well as member retention goals.

Apply Online for this Job | Benefits of Working at Provident

Specific Job Duties

Implement market and portfolio tactic plans as it relates to member retention, expansion, attraction, and cost management
Make contact on existing portfolio members to expand their Credit Union relationship and develop new business through referral marketing. Develop business through effective outbound telephone calls to existing and non-existing members
Assist Branch Manager in business development by attending functions to new and existing SEGs. Recruit new members and promote Provident’s brand through active involvement within local community
Conduct an assessment of our members’ needs with every opportunity and find solutions that will enhance our members’ financial situations.
Accurately and efficiently process member transactions
Interview and process member's consumer loans. Prepares documents, submits loan requests and disburse loans. Also, effectively cross sell our payment protection products, including Debt Protection, MBI, GAP, auto and homeowners insurance
Knowledgeable in effectively explaining mortgage products and services and provide real estate loan information to members. Make quality referrals to our Loan Agents
Ensure completion of all certification and continued education requirements. Participate and attend all Webinars and training courses offered through Provident University
Effectively and accurately open new accounts and sub-accounts, including Savings, Checking, IRAs, Consumer Loans, Mortgage Loans, HELOCs, and Visa applications. Meet or exceed monthly cross-sell, sales goals, and member retention goals
Produce Month End Reports to address production related to goals
Actively participate in daily/weekly branch sales, service, and operations meetings
Participate in car sale and real estate home buying events
Perform other duties as needed

Minimum Requirements

College degree or equivalent work experience desired
Minimum one year experience with financial institution as a front-line worker with proven results
Minimum one year sales experience with proven results and the ability to make effective outbound phone calls
Extensive knowledge of Provident products, features, benefits, applications, and products offered through third parties and partners
Expertise in Host system and other marketing data base systems
Expertise in consumer loan processing
Knowledge to counsel and sell real estate loans
Notary Public License
Excellent communication skills
Excellent written communication skills

Additional Comments

Must be certified as a Provident Personal Account Consultant within six months of position acceptance

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

Add to Address Book

Real Estate Loan Funder

2008-11-14T17:13:00-08:00

Location: Corporate Offices in Redwood Shores, California

Map to Corporate Offices in Redwood Shores, California

Position Description

Provident Credit Union is currently seeing a Real Estate Funder to join the Real Estate department. Primary functions will include: To provide outstanding service to members by preparing real estate loan documentation, coordinating with escrow and title companies, and executing and funding real estate loans in an efficient and timely manner.

Apply Online for this Job | Benefits of Working at Provident

Specific Job Duties

Prepare loan documents for first and second deed of trust loans, Home Equity Lines of Credit (LOCs) and Home Equity LOC modifications
Conduct research on loan files as required by title company
Audit first and second deed of trust loans and Home Equity LOCs
Analyze completeness of all real estate loans received from the processing area
Analyze Preliminary Title Report for vesting, proper deed position, cloud of title, and exceptions
Update funding status on Credit Union’s computer system
File all documents from title company in preparation for auditing
Excellent written and oral communication skills (including telephone)
Demonstrated expertise to use PC, Word, Excel, Windows XP and e-mail
Demonstrated excellence in mathematical and organizational skills
One year experience in mortgage funding, preferably in a secondary market environ¬ment
Working knowledge of California real estate law and general mortgage lending policies and procedures
Maintain a thorough working knowledge of the following areas:
- Title and escrow company services and procedures
- California real estate loans

Minimum Requirements

Demonstrated excellence in mathematical and organizational skills
Working knowledge of:
- California Credit Union Law and Rules and Regulations
- NCUA Rules and Regulations
- Department’s policies and procedures
Demonstrated ability and willingness to provide outstanding service to every member and every other staff member every time
Demonstrated training and proven success in sales and cross-selling
Demonstrated excellence in telephone skills in customer service and problem resolution
One year experience in mortgage funding, preferably in a secondary market environ¬ment
Must accurately type 35 words per minute
Good oral and written communication skills
Demonstrated mathematical/clerical aptitude and analytical reasoning skills
Working knowledge of California real estate law and general mortgage lending policies and procedures
Demonstrated knowledge of the Midanet Shipment Software System
Two years experience handling real estate loan documents

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

Add to Address Book

Teller - Float (part time)

2008-11-14T17:12:00-08:00

Location: Corporate Offices in Redwood Shores, California

Map to Corporate Offices in Redwood Shores, California

Position Description

Process member transactions efficiently and accurately within established policies and procedures. Identify and make sales referrals, provide superior member service, and cross-sell Credit Union products and services. Works under direct supervision of the Senior Member Service Representative and Service Center Manager.

Apply Online for this Job | Benefits of Working at Provident

Specific Job Duties

Accurately and efficiently process member transactions
Identify and make sales referrals
Cross-sell Credit Union products and services
Follow risk management guidelines when processing transactions
Provide exceptional level of member service
Perform other duties as directed

Minimum Requirements

High School Diploma or equivalent
Six months customer service experience desired
Customer service experience desired
Cash handling experience desired
Basic computer skills
Knowledge of Microsoft Word and Microsoft Excel desired
Excellent listening and speaking skills
Excellent written communication skills

Additional Comments

Must complete Teller Certification within first three months of employment

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

Add to Address Book

Member Service Representative / Teller (20 Hours Part Time)

2008-11-14T17:11:00-08:00

Location: San Jose (North) branch

Map to Corporate Offices in Redwood Shores, California

">Map to San Jose (North) branch

Position Description

Process member transactions efficiently and accurately within established policies and procedures. Identify and make sales referrals, provide superior member service, and cross-sell Credit Union products and services. Work under direct supervision of the Senior Member Service Representative and Service Center Manager.

Apply Online for this Job | Benefits of Working at Provident

Specific Job Duties

Accurately and efficiently process member transactions
Identify and make sales referrals
Cross-sell Credit Union products and services
Follow risk management guidelines when processing transactions
Provide exceptional level of member service
Perform other duties as directed

Minimum Requirements

High School Diploma or equivalent
Six months customer service experience desired
Customer service experience desired
Cash handling experience desired
Basic computer skills
Knowledge of Microsoft Word and Microsoft Excel desired
Excellent listening and speaking skills
Excellent written communication skills

Additional Comments

Must complete Teller Certification within first three months of employment

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

Add to Address Book

Member Service Representative / Teller (29 hrs. Part-Time)

2008-11-14T17:10:00-08:00

Location: San Mateo branch

Map to San Mateo branch

Position Description

Apply Online for this Job | Benefits of Working at Provident

Specific Job Duties

Accurately and efficiently process member transactions
Identify and make sales referrals
Cross-sell Credit Union products and services
Follow risk management guidelines when processing transactions
Provide exceptional level of member service
Perform other duties as directed

Minimum Requirements

High School Diploma or equivalent
Six months customer service experience desired
Customer service experience desired
Cash handling experience desired
Basic computer skills
Knowledge of Microsoft Word and Microsoft Excel desired
Excellent listening and speaking skills
Excellent written communication skills

Additional Comments

Must complete Teller Certification within first three months of employment

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

Add to Address Book

Assistant Branch Manager

2008-11-14T17:09:00-08:00

Location: Walnut Creek branch

Map to Walnut Creek branch

Position Description

Manage the operations and inside sales process of the Branch under the direction of the Branch Manager. Manager non-exempt personnel as assigned. Responsible for quality Branch operations, member service, risk management, scheduling and assisting the Branch Manager in implementing sales and service programs. Works with Branch Manager as part of management team. Develops and coaches employees and is accountable for staff retention. Manages risk exposure of Branch and ensures compliance with all regulations. Works with minimal supervision, self-starter and highly motivated.

Apply Online for this Job | Benefits of Working at Provident

Specific Job Duties

Meet and exceed sales, service and revenue objectives
Generate sales in the areas of assets and liabilities
Lead and develop a Branch team dedicated to the sales and service objectives of the Credit Union
Train and monitor Branch staff to ensure accuracy in the area of member transactions and operations
Develop, coach and counsel employees
Manage the risk exposure of the Branch
Ensure compliance with regulations and policies
Perform other duties as directed
Manage staff turnover

Minimum Requirements

College Degree or equivalent work experience
Financial services experience desired
Minimum of 12 months management and/or supervisory experience
Customer service experience
Basic computer skills
Knowledge of Microsoft Word and Microsoft Excel
Notary license or ability to obtain Notary license within 90 days of hire date
Excellent listening and speaking skills
Excellent written communication skills

Additional Comments

Complete Management Training program within six months of hire date

Contacting Provident:

If interested in these or other positions you may also contact us by any of the following methods:

Email: hrd@providentcu.org
Phone: work(650) 508-0300 ext. 2121
Fax: fax(650) 508-8009
Mail: Attn: HRD Employment
Provident Credit Union
303 Twin Dolphin Drive
Redwood Shores, CA 94065

Add to Address Book