Career Opportunities

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POSITION AVAILABLE:

Member Advocate

This position supports Diamond Lakes’ vision by serving members, utilizing core values, strategies, and best practices to provide outstanding service. Welcomes members in the branch and provides superior and professional service that promotes Diamond Lakes’ financial solutions and security. Ensures that member needs are achieved by understanding their financial needs and recommends the most appropriate product and service solutions that fulfill immediate and future financial needs. Accurately and efficiently processes a variety of financial inquiries, service requests, new accounts, new loans, account maintenance, and account monetary transactions.

Essential Job Competencies:

Greets and welcomes member into the branch, establishes relationships while understanding member needs by asking appropriate questions and recommends the best solution to strengthen the member’s financial well-being.

Engages members in conversation, delivers an exceptional experience and educates members on the Credit Union’s offerings.

Establishes new relationships, opens new accounts, takes, and processes loan applications.

Develops effective member relationships that assists in promoting products and services to meet or exceed member’s needs and organizational priorities.

Conducts a variety of transactions, including and not limited to:

Accepting deposits, withdrawals, and payments.
Cashing checks.
Processing transfers.
Selling cashier checks and/or other negotiable instruments.
End of day balancing and completing necessary reports or documentation as required.
Secures the Credit Union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members and keeping member information confidential.
Engages members in conversation to determine specific needs and goals.
Assisting members with account related problems such as lost debit and credit cards, balancing of accounts, changes in account ownership, etc.
Assisting members with requests, complaints, research and follows-up on details to resolve matters to the member’s satisfaction.
Takes ownership of resolving member requests or inquires by either resolving them personally or facilitating resolution through the appropriate team member or department. Follows up to ensure member satisfaction with the resolution.
Performs other job-related duties as assigned.
Excellent communication skills both written and verbal.
Comply with all Anti Money Laundering laws, including the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures. Must obtain all required information to accurately complete CTRs, perform OFAC screening when appropriate and report any unusual or suspicious activity to the BSA Officer. Must complete annual BSA training as assigned.

Requirements:

High school diploma, GED, or equivalent, excellent written and verbal communication skills required.
Proficient in Microsoft Office with competencies in Excel and Word, general computer programs, and general office equipment.
Strong organizational skills and attention to detail.
Advanced problem-solving skills.
Ability to receive and maintain confidential information.
Willingness and ability to obtain the Certified Financial Counselor status.
Experience: One year to five years of similar or related experience
Interpersonal Skills: Courtesy, tact and diplomacy are essential elements of the job. Work involves extensive personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Ability to read, write, comprehend, and speak English clearly.
Bilingual (English/Spanish) skills are a plus. Additional compensation may be offered for Spanish fluency.
Demonstrated ability to work independently and provide a high level of member service.
Demonstrated ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment.
Demonstrated ability to use mathematics to process account and transaction information.

Benefits:

12 Paid Holidays.
Paid time off starting at 12 days per year.
Employee Incentive Program
Automatic employer contributions equal to 8% of your base compensation into your 401(K) plan.
Health, Dental and Vision plans, employer pays 100% of employee medical, dental and vision insurances.
Employer-paid long-term disability insurance.
Employer-paid life insurance and AD&D.
Voluntary insurance products available, such as short-term disability insurance, accident, and hospital indemnity.

Physical Requirements:

Must be able to meet the following physical requirements, with or without reasonable accommodation: 1) Sit, walk, stand, use hands to manipulate, handle, feel, and control items or equipment; 2) Reach with hands and arms; 3) Audible Communication Skills 4) Ability to read, write, and interpret written text and spreadsheets. 5) Occasionally lift and move objects weighing up to 50 pounds.

The responsibilities, qualifications and requirements listed above represent the essential functions of the job, which the employee must be able to perform, with or without reasonable accommodation. This position description is not intended to be limited in its scope and the responsibilities and duties described herein are subject to change, amendment or modification, at any time, at the sole discretion of Diamond Lakes Federal Credit Union.

The Strategic Growth & Marketing Coordinator

The Strategic Growth & Marketing Coordinator leads initiatives that support the credit union’s growth objectives, member engagement, and community impact. This position coordinates with industry partners/consultants and is a hands-on role requiring strong business/community development and project management skills.

Key Responsibilities/Strategic Growth:

Collaborate with the executive team to support the implementation of strategic initiatives.
Lead performance tracking for growth-related projects and prepare reporting dashboards.
Conduct market and member research to inform decision-making and identify opportunities.
Coordinate cross-departmental teams to ensure alignment with key initiatives.
Develops and manages business/community partner relationships with strategic contact liaisons to deepen partnerships.
Functions as an advocate for the business partner and their employees.
Identifies opportunities to market the credit union to current and potential business partners and members.
Helps to coordinate, document, and track business development visits, initiatives, and activities in the community, and other venues.
Makes presentations to promote new and existing products and services to business partners and community groups.
Coordinates special events through the development and implementation of departmental plans and project outlines.
Plans and participates in the community development process including representing the credit union at tradeshows, conventions, community events and conferences and assisting in all aspects of financial education including the planning, scheduling and conducting of Financial Reality Fairs and other financial education opportunities.

Marketing:

Coordinate the credit union’s marketing and communications calendar.
Coordinate campaign planning, content development, and brand consistency across channels.
Develop and coordinate member communications, newsletters, and digital content.
Assist in evaluating marketing effectiveness using data analytics and member feedback.
Develop and assist with membership growth initiatives, financial education, events, and sponsorships.
Comply with all Anti Money Laundering laws, including the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures. Must obtain all required information to accurately complete CTRs, perform OFAC screening when appropriate and report any unusual or suspicious activity to the BSA Officer. Must complete annual BSA training as assigned.

Qualifications:

Bachelor’s degree in business, marketing, communications, public administration, or related field preferred.
3–5 years of progressive experience in project management, marketing, business or community development.
Excellent communication abilities, both written and verbal.
Experience with data tracking and reporting for strategic decision-making.
Proficiency with Microsoft Office Suite and familiarity with Adobe Design Suite, CRM, or grant tools is a plus.
Certified Financial Counselor Certification required within one year of hire.

Work Environment:

Flexible work schedule which may include occasional evening or weekend commitments for board or community events.
Limited travel may be required for meetings or training.

Physical Requirements:

Branch Operations Manager

General Position Summary:

The Branch Operations Manager’s main objective is to lead and inspire their branch to adapt and change to a new organizational strategy called 4 You 4 Them. This strategy puts all credit union members at the center of everything we do. This individual will be leading change, building teams and integrating and working along -side peers at other branches. This role is both strategic and hands on. In addition to leadership, this role will contribute to the financial stability and long-term viability of the credit union overseeing all functions of the branch, their teams, processes, and facilities. It is critical that this leader represent Diamond Lakes positively by being active in public, community, and industry relations.

Strategic Essential Functions:

Represents Diamond Lakes FCU in a professional and positive manner designed to foster a culture of kindness for the benefit of both the members and fellow teammates.
Professional presentation in both conduct and personal appearance.
Model and instill leadership and accountability.
Positively Influence change by developing and accomplishing specific organizational development goals.
Communicate ideas and issues to a variety of audiences in a professional manner both verbally and in writing.
Receptive to innovative approaches, encouraging others to consider new ways of thinking and performing job duties.
Maintains inter and intradepartmental relationships fostered by the 4 You 4 Them principles, providing information to and cooperating with co-workers throughout the organization.
Contribute to consistency and efficiency throughout the organization.
Dependable and reliable making certain responsibilities are covered when absent.
Agile and ability to maintain composure and professionalism under pressure
Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision making process; makes timely decisions.
Follows instructions, responds to management direction, takes responsibility for own actions, keeps commitments, commits to long hours of work when necessary.
Attend community events as required.
Actively participate in the decision-making processes affiliated with the credit union's tactical and strategic directions while assisting staff to recognize and understand the reasoning behind those leadership decisions.
Maintains communications with the senior management team and other branch managers and attend scheduled team and/or management meetings.
Work with direct reports to establish progressive and proactive branch plans to assist in implementing and achieving the organization's strategic objectives.
Participate as a member of branch leadership team to ensure the implementation of Diamond Lake’s overall visions, goals, and strategies.

Coordinate the following aspects of the organization's operating activity.

Analyze the workflow of branch and implement changes to improve efficiencies, maximize productivity, and reduce cost in conjunction with the support of the VP of Member Experience.
Monitor, review, and abide by all work-related policies, procedures, and instructions. Recommend changes to policy and procedure, and ensure necessary changes are implemented when approved.
Monitors quality of service for members and ensure that employees are maximizing opportunities to promote credit union products and services.
Positively Influence change by developing and accomplishing specific organizational development goals.
Accomplishes results by communicating job expectations to ensure personnel are meeting or exceeding goals established
Reviews and approves timecards for employees.
Monitors all branch activities to insure they follow established credit union policies and procedures.

Employment Standards:

Experience: Minimum of two years of similar or related experience.
Preferred education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Bilingual (English/Spanish) skills are a plus. Additional compensation may be offered for Spanish fluency.
Interpersonal Skills: Motivating or influencing others is a material part of the job.
A working knowledge of federal and state regulations governing credit union policies and procedures, such as the Bank Secrecy Act, the Patriot Act, the Privacy Act, Regulations B, CC, D, E, Truth-in-Savings Act, Truth-in-Lending Act, etc.
Reviews and approves timecards for employees.
Proficient in Microsoft Office products, preferably Office 365.

Physical Requirements:

Requires the ability to work in an office environment or remotely.
Requires the ability to sit or stand for long periods, lift, bend, and stretch. Must be able to lift and carry up to 15 lbs.
The functions, responsibilities, qualifications, and requirements listed above represent the essential functions of the job, which the employee must be able to perform, with or without reasonable accommodation. This position description is not intended to be limited in its scope and the responsibilities and duties described herein are subject to change, amendment or modification, at any time, at the sole discretion of Diamond Lakes Federal Credit Union.

Diamond Lakes FCU is an equal opportunity employer. All applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, pregnancy (current, past, or potential), national origin, union membership, age, protected veteran or military status, disability, genetic status, or any other legally protected status. Equal access to the hiring process, services, and employment is available to all persons. Applicants requiring accommodations to the application and/or interview process should contact a representative of the Human Resources Department.