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Role Description

The Sr. Deposit Account & Membership Associate works closely with the Operations Manager – Deposit Account & Membership to oversee and support the deposit account origination process. This role ensures the performance, accuracy, and user experience of the deposit account origination system while driving automated, frictionless decisioning for members and partners.

• Serve as the Subject Matter Expert (SME) for the new account decisioning system (Alloy).
• Maintain system configurations and analyze data to improve workflow and decision rules.
• Support ongoing deposit account and membership servicing activities, including account maintenance, onboarding, IRA processes, and regulatory compliance.
• Identify and implement opportunities to automate repetitive, rules-based tasks to improve accuracy, turnaround times, and capacity in the membership operations area.

Qualifications

• Bachelor’s degree and/or 5 years of related experience; or equivalent combination of education and experience.
• Demonstrated experience applying technology tools to improve efficiency and reduce manual tasks.
• 1–2 years of operations and account/loan decisioning experience at a credit union, bank, or financial institution required.
• Strong analytical, organizational, problem-solving, and communication skills.
• Strong decision-making and time management skills with the ability to manage multiple tasks.
• High level of trustworthiness and integrity.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to use multiple software systems simultaneously.
• Ability to develop deep knowledge of Credit Union products and services.
• Results-driven, service-oriented, self-motivated, and able to work independently.

Requirements

• Stable internet connection with speeds high enough for video conferencing and screen sharing.
• Smartphone with current iOS/Android OS.
• Prolonged periods sitting at a workstation and working on a computer.
• Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone.

Benefits

• Excellent health insurance packages with a Health Reimbursement Account option.
• Life, AD&D, Short-Term Disability and Travel Insurance.
• 401k plan with company match dollar for dollar up to 6 percent.
• Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays.
• Monthly stipend for wellness activities and mental health.
• Tuition reimbursement.
• Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more.
• Bonus/commission plan for qualifying roles.
• Employee perks (including mortgage discounts!).
• PTO purchase and sell-back programs.
• Rewards and peer recognition programs.
• Trust-based, outcome-oriented remote work environment for most roles.