SAFE Credit Union

$70,000 - $90,000 yearly
SAFE Credit Union Folsom, CA, USA
Apr 30, 2019
Full time
ESSENTIAL DUTIES AND RESPONSIBILITIES Maintains the CRM systems support and updating functions 3+ years’ experience on Salesforce.com configuration including: Flows Workflow and Triggers Custom objects and fields Approvals Role hierarchies and Sharing Rules Sales processes Page layouts Record types Profiles Reports and Dashboards 2+ years’ experience in SF Marketing Cloud Salesforce Marketing Cloud implementations Integrations between Marketing Cloud and Salesforce CRM Customer journey, automation, segmentation, and reporting Good exposure on marketing campaign management Certification of marketing cloud is an added advantage Maintain processes in support of system goals and objectives set forth by management. Conduct business process review sessions Maintain an up-to-date working knowledge of products, services and workflows associated with SAFE products and services Maintain a working knowledge of the file structures and job and data flows that make up the SAFE production systems Work with vendors to troubleshoot and resolve system problems. Analyze and document processes with a high level of accuracy and clarity Complete other duties as assigned   OTHER SKILLS AND ABILITIES                                                   Analytical and problem solving skills Ability to create SQL queries (SSIS/SSRS) and Soql Excellent communication skills Ability to support tasks and work projects through to fruition. Familiarity with business analysis techniques and methodologies to include User Stories, Use Cases, Requirements Gathering, Requirements Tracking, Systems Testing, UAT prep and support, Agile and Waterfall methodologies. Effective personal communication and client-facing skills with technical staff. Financial Services experience a plus Salesforce Admin Certification a plus nCino experience a plus Lightning experience a plus Marketing Cloud certification a plus (not required if work experience is equivalent)   REQUIREMENTS                                               Bachelor's degree (B.A.) or higher in Information Technology, Engineering or a related field from a four-year college or university desirable Or three years related work experience and/or training in the analysis, design, testing, documentation and implementation of Salesforce. Two year minimum experience with CRM management in a large organization ( Salesforce users 100+) International Institute of Business Analysis (IIBA) membership a plus   QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$75,000 - $110,000 yearly
SAFE Credit Union Folsom, CA, USA
Apr 30, 2019
Full time
ESSENTIAL DUTIES AND RESPONSIBILITIES Designing, building, automating and maintaining ETL feeds for new and existing data sources Ensuring ongoing accuracy of data ETL feeds, monitoring for changes in the source systems Utilize in-depth technical expertise regarding data models, data analysis and design, master data management, metadata management, data warehousing, business intelligence, and data quality improvement. Responsible to work with internal technical resources to optimize the data warehouse through hardware or software upgrades or enhancements. Structure data in a way that is easy to understand, query, and display. Support various teams in using SAFE’s data assets. Create business intelligence reports for business partners as needed. Work with vendors to troubleshoot and resolve system problems and provide on-call support as required. Support installation of required upgrades and patches. Create and maintain required documentation and change control for data warehouse. Ensure compliance to all data warehouse administration activities. Design and manage implementation of data models to meet user specifications while adhering to prescribed standards. Manage and collect business metadata and data integration points. Coordinate with business analysts and prepare data design for systems. Analyze user requirements; prepare technical design specifications to address user needs. Support technical administration duties for data warehouse development and maintenance. Prepare test scenarios and evaluate test results to validate accuracy of programs and procedures. Provide technical support and coordination during warehouse design, testing and movement to production. Enforce standards and procedures to ensure data is managed consistently and properly integrated within the warehouse. Document and/or revise projects and programs according to installation standards. Implement business rules via stored procedures, middleware, or other technologies. Analyze processes in specialty areas to isolate and correct problems and improve workflow. Maintain a knowledge of the file structures and job flows that make up the SAFE production system. Stay aware of major software components, hardware components and their interrelationships within the Information Technology and SAFE work teams. Perform tests and maintain SQL Server databases as required. Maintain an awareness of data management and business intelligence trends, products, technical advances and productivity tools that apply to the SAFE environment through vendor and third party classes, self-study and publications. Create and/or update programming and operating standards for use by programming staff. Complete other duties as assigned.   QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   EDUCATION AND/OR EXPERIENCE                                                    Four year college degree or minimum 7 years related experience and/or training; or equivalent combination of education and experience.   REASONING ABILITY                                                      Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.   OTHER SKILLS AND ABILITIES                                               Strong analytical and problem solving skills Strong organizational skills Strong knowledge of the following: Requires proficiency in the use of Structured Query Languages for building, maintaining and extracting data from relational databases. Understands relational database structure and is able to design and maintain robust custom database schemas. Strong knowledge of database (MSSQL and Oracle), ETL (SSIS, Informatica) and BI (SSRS, PowerBI) software Basic knowledge of the following: Credit union core platforms Credit union products and services Experience translating dimensional data models into physical data structures. Familiarity with data management and database administration concepts, principles, and processes. Java scripting PC Operations Python or R development Ability to effectively manage workload of multiple projects and service requests
$15.00 - $16.50 hourly
SAFE Credit Union Rancho Cordova, CA, USA
Apr 30, 2019
Full time
ESSENTIAL DUTIES AND RESPONSIBILITIES Assist members with all general inquiries on accounts and loans. Process member transaction requests, including inputting check orders through Clarke American. Problem-solve with members regarding account concerns. Input loan applications for all loans including Home Equity lines/loans. Explain, promote, refer and sell Credit Union products and services using consultative selling techniques. Quote rates ranges from SAFE’s Savings/Loans Rate Sheets. Conduct member profiling to determine member needs. Open sub-share accounts (Checking, Money Markets, Special Purpose Savings, Certificates, and Holiday Club Accounts). Achieve individual sales and services goals (Call Monitors/Mystery Shops, Adherence, and Call Volume). Confer with other departments to resolve member questions and concerns. Maintain posting drawer and ensure drawer balances daily. Maintain an ongoing awareness of developments/changes in policies, procedures, products and services. Adhere to Attendance and Punctuality Guidelines. Complete other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE                                                  High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS                                            Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. MATHEMATICAL SKILLS                                             Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY                                                     Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations. OTHER SKILLS AND ABILITIES                                              Communicate effectively Ability to function in a team environment as a proven team player
$15 - $16 yearly
SAFE Credit Union Antelope, CA, USA
Apr 30, 2019
Full time
ESSENTIAL DUTIES AND RESPONSIBILITIES Develop and maintain positive member and staff relationships. Provide transactional service to members. -     Greet all members within 10 seconds & 10 feet pleasantly. -     Use the member’s name at least twice during the transaction. -     Accept and process deposits, withdrawals and payments according to SAFE’s policies and procedures.  -     Process over the counter requests for cashier checks, Visa cash advances, gift cards, postage   stamps, temporary checks and.Visa debit cards. Thank members for their business and use SAFE CU in the closing statement. Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift or as instructed by Management. Initiate Sales/Service activities: -     Develop personal sales/referral skills. -     Achieve monthly personal sales/referral goals. -     Initiate a sales activity with every member interaction. -     Assist in achievement of branch sales goals. -     Generate referrals/leads to the platform, Branch Business Specialist and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services and SAFE’s Business Development Officer. . Assist in the branch’s daily opening and closing activities. Assist in the balancing and auditing of all negotiable and dual custody facilities. Maintain accurate and complete records of member transactions. Follow CIP procedures and complete regulatory reports to ensure compliance with BSA Participate in personal self-development training through the completion of internal and external training programs. Assist with other duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty accurately, efficiently and satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE                                                  High school diploma or general education degree (GED); and one year related experience in customer service and/or cash handling or equivalent combination of education and experience. LANGUAGE SKILLS                                            Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. MATHEMATICAL SKILLS                                             Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY                                                     Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations. OTHER SKILLS AND ABILITIES                                              Knowledge of various computer software programs Ability to communicate effectively Ability to function in a team environment as a proven team player
$15.00 - $16.00 hourly
SAFE Credit Union Citrus Heights, CA, USA
Apr 30, 2019
Full time
ESSENTIAL DUTIES AND RESPONSIBILITIES Develop and maintain positive member and staff relationships. Provide transactional service to members. -     Greet all members within 10 seconds & 10 feet pleasantly. -     Use the member’s name at least twice during the transaction. -     Accept and process deposits, withdrawals and payments according to SAFE’s policies and procedures.  -     Process over the counter requests for cashier checks, Visa cash advances, gift cards, postage   stamps, temporary checks and.Visa debit cards. Thank members for their business and use SAFE CU in the closing statement. Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift or as instructed by Management. Initiate Sales/Service activities: -     Develop personal sales/referral skills. -     Achieve monthly personal sales/referral goals. -     Initiate a sales activity with every member interaction. -     Assist in achievement of branch sales goals. -     Generate referrals/leads to the platform, Branch Business Specialist and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services and SAFE’s Business Development Officer. . Assist in the branch’s daily opening and closing activities. Assist in the balancing and auditing of all negotiable and dual custody facilities. Maintain accurate and complete records of member transactions. Follow CIP procedures and complete regulatory reports to ensure compliance with BSA Participate in personal self-development training through the completion of internal and external training programs. Assist with other duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty accurately, efficiently and satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE                                                  High school diploma or general education degree (GED); and one year related experience in customer service and/or cash handling or equivalent combination of education and experience. LANGUAGE SKILLS                                            Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. MATHEMATICAL SKILLS                                             Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY                                                     Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations. OTHER SKILLS AND ABILITIES                                              Knowledge of various computer software programs Ability to communicate effectively Ability to function in a team environment as a proven team player