San Mateo Credit Union

Founded in 1952, San Mateo Credit Union remains committed to helping members achieve financial health. This simple mission has allowed us to grow—our asset size now exceeds $1 billion and we're home to more than 90,000 members—but we will never outgrow that purpose. Membership is open to anyone who lives, works, worships or attends school in San Mateo County, the City of Palo Alto and certain areas of San Francisco.

$20.00 hourly
San Mateo Credit Union Redwood City, CA, USA
May 17, 2019
Full time
Do you have the ability to help motivate and develop a team to exceed service expectations? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Are you an experienced Teller with 3 years of experience looking for your next career move?     If so, we’d love to talk with you about San Mateo Credit Union’s Lead Financial Services Representative Position!   Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-orientated organization that is one of the most unique and special providers of financial products, services and education in the area. We recently surpassed $1 billion in assets and are experiencing record-breaking performance results. Our future is bright with promise!   POSITION SUMMARY Responsible to perform a wide variety of complex duties.  Provides working leadership and guidance to all Financial Services Representatives through assignment of duties, scheduling, and coordination.  Renders technical support, while checking on progress and reviewing results.  Provides primary training to tellers, acts as Department Lead and in the capacity of Supervisor in his/her absence.   PRIMARY RESPONSIBILITIES Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control Provides leadership and support to Teller staff in the handling of all member transactions. Trains new and existing employees in proper procedures, emphasizing the importance of WOW! Service Standards Renders prompt, courteous and friendly member service. Handles complex member questions, complaints, transactions and errors, making adjustments accordingly. Carries out the member service standards with each member, and ensures that the Tellers are doing the same. Encourages the cross-servicing efforts of the Teller line to ensure assigned goals are met Be a champion on driving low value transactions from the teller line to our remote channels, ATMs, home banking and mobile app. Performs monthly audits and reports all Operational deficiencies to the Operations Supervisor/Branch Manager immediately Ensures that the security and controls of the Operations Department are maintained in accordance to the Credit Union’s policies and limits Assists with personnel issues, such as feedback on employee performance, the disciplinary process, the preparation and dissemination of staff appraisals, and the application and interview process for potential Tellers Opens a teller window and runs a cash drawer, as necessary Performs other duties as assigned by the immediate supervisor Provides service that aligns with SMCU’s Culture2 philosophy: We improve people’s lives, we solve problems when others won’t and what’s best for you comes first for us   PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to accommodate individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.  Employee must occasionally lift and/or move up to 10 pounds Employee must occasionally work before/after the regular work shift These activities are not necessarily performed to the same degree and combination every day.    FANTASTIC BENEFITS! SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances! 401(k) including generous matching contributions! Semi-annual bonuses for meeting key financial and operational goals! Discounts on financial products and services,  including loans ! Paid time off, tuition reimbursement, and much more!   Apply Now for Consideration! San Mateo Credit Union is an Equal Opportunity Employer   Qualifications Have minimum of 3 years as a teller with a financial institution with 1 year as head teller, lead or Supervisor; Possess a broad knowledge of financial products and services.  Some college background desirable (emphasis on business courses preferable); Possess good written and verbal communication skills are a must; Dependable, punctual and bondable; Must be highly organized and have the ability to devote attention to multiple tasks; Excellent member service skills are mandatory.  Accurate in handling cash and recording daily transactions.  Hands on experience with on-line computer systems; Must possess strong leadership skills in guiding and directing the staff; Must demonstrate flexibility in taking advantage of internal and external resources available. When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.   
$85,000 yearly
San Mateo Credit Union Redwood City, CA, USA
Apr 25, 2019
Full time
Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? Do you have knowledge in SQL, SSIS and SSRS?  Do you like to design, script, code and debug reports and applications? Do you have experience with banking development tools such as PowerOn and OpCon?   If so, we’d love to talk with you about San Mateo Credit Union’s IS Programmer Position!   Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-orientated organization that is one of the most unique and special providers of financial products, services and education in the area. We recently surpassed $1 billion in assets and our future is bright with promise!   POSITION SUMMARY: Takes part in planning, developing, testing and documenting programming projects and works with credit union staff to develop programs that provide automation. Programming development will include customized core banking database solutions. Responsible for providing high-level data analytics services, technical support and programming Core systems and applications.  Provides technical guidance to the Information Services staff members involved in the day-to-day support of the Core banking system and any third-party applications and interfaces.   POSITION RESPONSIBILITIES: Collects, analyzes, and interprets data in preparation for analytical reports Identifies, researches, debugs and resolves data issues Performs data warehouse administrative functions and support Creates and modifies programs to run on our core transaction processing system Completes programming for applications and banking industry database systems Codes, designs, and debugs applications by using standard scripting and object-oriented programming tools Maximizes the quality and usability of data warehouse information through the application of standardized business rules Integrates disparate internal and external information data resources Provides technical support for assigned programs and interfaces Employs project management tools and methodologies in completion of assigned projects and initiatives Participates on project teams, providing programming and system analysis support Drafts and recommends programming requirements for business needs Continually reviews core processing enhancements for possible implementation into code Facilitates discussions with data warehouse end-users to capture their decision support requirements, anticipates future reporting needs and opportunities and identify solutions. Makes recommendations to the data warehouse project team and drives the creation of functional specifications. Oversees code and library documentation of existing and new codebase Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control   WE OFFER FANTASTIC BENEFITS! SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances! 401(k) including generous matching contributions! Semi-annual bonuses for meeting key financial and operational goals! Discounts on financial products and services,  including loans ! Paid time off, tuition reimbursement, and much more! Qualifications Knowledge of structured query languages used in programming reports and scripts for the core systems database Advanced knowledge of structured query programming languages and general coding concepts Skills in data driven systems such as SQL, SSIS and SSRS Knowledge of SDLC, including revision and source control to optimize deployment Microsoft Office skills including MS Access, MS Excel, MS SQL Server 2016 Knowledge of Symitar Episys and Crystal Reports Applications Strong problem-solving skills with an analytical, quantitative, detail-oriented mindset Strong written, presentation, and oral communication skills Ability to gather and analyze statistical data, generate ad hoc SQL statements and reports. Manage and prioritize multiple tasks and projects accurately and promptly   Apply Now for Consideration! San Mateo Credit Union is an Equal Opportunity Employer When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor. 
$75,000 yearly
San Mateo Credit Union Redwood City, CA, USA
Apr 25, 2019
Full time
Do you have at least 3 years of auditing or compliance related experience? Are you great at identifying gaps or inconsistencies in information or processes? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?     If so, we’d love to talk with you about San Mateo Credit Union’s Senior Auditor Position! Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-orientated organization that is one of the most unique and special providers of financial products, services and education in the area. We recently surpassed $1 billion in assets and our future is bright with promise!   POSITION SUMMARY Under the supervision of the V.P. of Risk & Compliance, assists with the Internal Audit, Quality Control Reviews and Business Continuity Program functions of the Risk & Compliance department.  Reports findings and recommendations to management including follow-up processes to ensure agreed-upon remedial action is completed.  The position executes auditing, evaluates and analyzes required reports and transaction activities to assure the delivery of accurate quality service is consistent with Credit Union policies, standards and expectations.   PRIMARY RESPONSIBILITIES Assists the V.P. of Risk & Compliance with the ongoing Enterprise-Wide Risk Assessment and creation of the annualized audit planning; Conduct audits scheduled on the annualized audit schedule creating work papers to support audit testing and results, methods used and conclusions; Responsible for interviewing staff as needed to obtain relevant information to complete assignments; Maintains the Internal & External Audit Follow-up Report and administers frequent communication to management on status reports with periodic posting for Board and Supervisory Committee review; Business Continuity Program (BCP) administration – as BCP Coordinator, administers the BCP maintenance cycle (updates, risk assessment, business impact analysis, testing) and documents an annual summary of activities for each BCP cycle.  Acts as liaison for all BCP Department Champions and maintains software updates and assists employees with the BCP maintenance updates; Continually analyze process and workflows and suggest improvements while conducting internal audits Manage the quality control reviews and continually review the review scope and frequencies for risk mitigation and cost/benefit; Recommends improvements, action or changes to processes to increase efficiency, improve quality service, and reduce the likelihood of posting errors; Creates documented procedures for internal audit and quality control assurance testing and maintains the evolving Internal Control Questionnaire (testing procedure) for routine auditing; Responsible for any other duties as assigned; Provides service that aligns with SMCU’s Culture2 philosophy: We improve people’s lives, we solve problems when others won’t and what’s best for you comes first for us. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control;   PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to accommodate individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands.  Employee must occasionally lift and/or move up to 20 pounds Employee must occasionally work before/after the regular work shift These activities are not necessarily performed to the same degree and combination every day.    FANTASTIC BENEFITS! SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances! 401(k) including generous matching contributions! Semi-annual bonuses for meeting key financial and operational goals! Discounts on financial products and services,  including loans ! Paid time off, tuition reimbursement, and much more!   Apply Now for Consideration! San Mateo Credit Union is an Equal Opportunity Employer.   Qualifications Bachelor’s Degree preferred plus a minimum of three years of experience with auditing, compliance or a related role. Experience in financial services preferred; Knowledgeable of automated systems; Proficient in writing skills to effectively administer audit reports, findings, recommendations and communicate objectives of department functions to staff and management; Must possess strong analytical and computer skills, excellent attention to detail and accuracy; Ability to work with individuals in various capacities and maintain excellent people skills; Must be inquisitive, have excellent research skills, and the ability to evaluate and investigate unusual activity, identify gaps or inconsistencies in information, processes, policies; Must be able to work independently and can learn new tasks quickly. When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor. 
San Mateo Credit Union Redwood City, CA, USA
Apr 23, 2019
Full time
Do you have at least 2 years of Collections experience at a financial institution? Are you skilled at providing outstanding member experiences? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?   If so, we’d love to talk with you about San Mateo Credit Union’s Financial Assistance Specialist Position!   Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-orientated organization that is one of the most unique and special providers of financial products, services and education in the area. We recently surpassed $1 billion in assets and our future is bright with promise!   POSITION SUMMARY: Responsible for the delinquent loans and loans worked in-house assigned to our vendor to assure quality and timeliness of collection work. Responsible for recommending final resolution of these accounts.   POSITION RESPONSIBILITIES: Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Initiates telephone contact on all 61 days +. Monitors all past due loans in these aging categories to assure receipt of payment; Follows-up on a daily basis on any promises that were not kept. Makes the necessary telephone contact as required; Maintains complete documentation of collection activity on our system and flags delinquent accounts as required; Responsible for recovery of all (RDI) and repossession referrals; Recommends repossessions for final review and approval; Makes appearances in Small Claim Court as required; Responsible for closing Visa line of credit based on member’s payment record; Monitors and recommends closing ATM cards to assist in collection activity; Reconcile member disputes i.e. misapplied payments, reversal of finance charges and late fees when it is deemed necessary; Recommends workout loans and extension agreements for final review and approval;; Initiates skip tracing techniques to locate member for recovery of security and legal action; Proficient in handling a teller drawer to process department requests and daily spreadsheets; Monitor the Risk Report to close available lines of credit as required (identify homeowners to cross-sell and gain new business); Responsible for collection related bills and collection agency communication; Responsible for repossession and bankruptcy follow-up; Performs other duties as assigned. Provides service that aligns with SMCU’s Culture2 philosophy: We improve people’s lives, we solve problems when others won’t and what’s best for you comes first for us. WE OFFER FANTASTIC BENEFITS! SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances! 401(k) including generous matching contributions! Semi-annual bonuses for meeting key financial and operational goals! Discounts on financial products and services,  including loans ! Paid time off, tuition reimbursement, and much more! Qualifications 1-2 years or more experience collecting on a wide variety of consumer loan products (financial institution a plus) Repossession experience preferred Has a very good “working knowledge” of the Fair Debt Collection Act and other state laws as required. Must be able to understand and execute instructions accurately and efficiently; The ability to manage multiple tasks and meet established goals; Must demonstrate flexibility, tactfulness and persistence in the daily follow-up of loan repayment; Excellent telephonic and organizational skills; Able to handle a high volume of work; Neat and professional appearance.   Apply Now for Consideration! San Mateo Credit Union is an Equal Opportunity Employer   When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor. 
$80,000 - $90,000 yearly
San Mateo Credit Union Half Moon Bay, CA, USA
Apr 22, 2019
Full time
Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Do you have proven leadership skills and the ability to motivate and develop a team to exceed service expectations? Are you an experienced Branch Manager looking for your next career move?   If so, we’d love to talk with you about San Mateo Credit Union’s Branch Manager Position!   Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-orientated organization that is one of the most unique and special providers of financial products, services and education in the area. We recently surpassed $1 billion in assets and are experiencing record-breaking performance results. Our future is bright with promise!   As  Branch Manager  with San Mateo Credit Union, you will leverage your leadership and communication skills to provide an outstanding experience for every member. This includes partnering with employees to make every entrance into the branch a warm and welcome one and educating our members on how to use our digital platforms, where and how they want. You’ll build relationships by promoting a member centered organization and proactively address member needs. Your leadership style will encourage team members to provide an exceptional member experience; and a dynamic and engaging culture. In addition, you would analyze and allocate branch resources and budget to continually meet fluctuating member transaction demand and satisfy service needs, as well as support staff in Business Development efforts within the community.   ABOUT YOU You’re a natural leader. You do what’s right – for members, colleagues and the community – and you love to inspire others to do the same. You have a knack for motivating and leading teams to create  exceptional member experiences that cultivate long-lasting relationships. You operate independently, with a full understanding of loan, new accounts and member services department operations. You have strong knowledge of credit fundamentals and effective cross-selling skills You're organized and have the ability to function in a high-volume environment. You've been a successful manager within a financial institution for at least 3 years.   FANTASTIC BENEFITS! SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances! 401(k) including generous matching contributions! Semi-annual bonuses for meeting key financial and operational goals! Discounts on financial products and services,  including loans ! Paid time off, tuition reimbursement, and much more!   Apply Now for Consideration! San Mateo Credit Union is an Equal Opportunity Employer When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.