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Director, Financial Planning & Analysis
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- Maintains current knowledge and complies with Credit Union policies and procedures.
- Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
- Performs end-of-day (EOD) balancing of official checks processed during business hours.
- Builds member relationships and use of Credit Union products and services through needs-based cross-selling via-incoming phone calls, follow-up phone calls, and outbound calls.
- Assists members with the consumer loan product(s) questions, including, but not limited to, consumer secured, unsecured and real estate loans and related insurance products.
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