Job Posting for Manager, Member Retirement Planning at SchoolsFirst FCU
Who We Are
SchoolsFirst FCU is the largest credit union in California and the nation's largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We're growing and looking for talented, service-oriented people to join our team.
What We Believe
There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we're also dedicated to providing service to each other. That means creating an environment where you're empowered to do what you do best every day, with opportunities for ongoing development and growth. So you can provide the trusted advice and financial expertise that makes a positive difference in the lives of our Members. It's a truly unique culture, in an organization with a truly unique mission.
What You'll Be Doing
Responsible for planning, directing and overseeing the overall management of the operational processes of the department. Assists in the implementation of third party administration for school districts, enhances and maintains relationships with the team members, branches and educational community. Ensures the delivery of superior Member service and products to the Members and team members.
Oversee the technical guidance and training to branch/departments, school districts and school employees on retirement products; monitors regulatory and policy changes and takes appropriate action to ensure compliance with outside regulators. Oversee and make recommendations as to any changes, updates in regulations, forms, methods and systems and direct the implementation.
Maintains relationships with all third party contracted and partners included but not limited to data processor, legal counsel, the Department of Education and the district offices.
Maintains thorough knowledge of retirement products including but not limited to, all IRA products, 457(b), 403(b), State Teachers Retirement and Public Employees Retirement System. Maintains FINRA Series 6, 63 and65 or 7, 66 as well as 24 licenses and Insurance Licenses where appropriate.
Additional Job Functions
Provides daily support to staff, including answering questions and problem resolution, communicating job expectations; planning, monitoring, and appraising job results; training, coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
Accomplishes financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures and analyzing variances.
Contributes to organizational goals and priorities as a member of Management team. Establishes and implements plans that have short-term (1-2 year) impact on business results in alignment with organization objectives.
Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control.
Initiates, researches, coordinates and implements department or division projects intended to benefit Members, internal teammembers or department operations.
Ensures compliance with state and federal laws as well as any other applicable regulations.
Understands the credit union organizational goals and key performance indicators and takes the necessary actions to achieve desired results.
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
People Management
Management
Qualifications
Required High School Diploma or GED
Preferred Bachelor's Degree or equivalent years of experience
5-7 years of previous related experience Required
1-3 years previous management experience Required
Previous experience in the investments and securities industry Required
Securities and Insurance Licenses
FINRA Series 6, 63 and 65 or 7, 66 as well as 24 licenses and California Department of Insurance Licenses
Knowledge, Skills, and Abilities
In depth knowledge of government sponsored retirement products to include but not limited to IRA's, 403(b), 457 (Deferred Compensation), STRS and PERS
Salary.com Estimation for Manager, Member Retirement Planning in Tustin, CA
$97,651 to $122,145
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