Work Location:. Central Time Zone preferred, but open to candidates anywhere in the continental United States. (remote/home-office based field/virtual position). This position serves as the primary contact for assigned credit unions and is responsible for establishing, developing, and continually enhancing the overall relationship in order to develop new sales, growth, retention, and cross-sell opportunities. This position leverages consultative techniques and knowledge of CUNA Mutual Group value and financial marketplace acumen to support credit union growth through collaborative partnerships... view job details
Job Purpose:. This position is responsible for the delivery of successful and on-time implementation of product, services, and program work with customers. This role provides subject matter expertise on product implementations, program changes, mergers and data processor conversions. This includes maintaining end-to-end product operations process knowledge. This role works closely with others in the Sales organization, vendors and customer to execute on standard implementations.. Job Responsibilities:. Serve as the subject matter expert on the implementation team for the product/service be... view job details
J. o. b. P. u. r. po. s. e:. The advisor manager will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisors teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators. Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory. The ability to network across the region and partner with our recruiting team will be critical for recruiting success. Working with the advisors and advisor teams across the territory in help... view job details
Job Purpose. This position will be a direct resource for Advisor Managers and is an internal expert of CBSI Sales. Serving as a primary or secondary contact to assigned advisors, this position executes sales coaching and brings actionable activities and sales ideas to advisors in order to achieve sales goals. In addition, this position is responsible for identifying and implementing process improvements that will impact a credit union’s ease of doing business with CUNA Mutual Group and will improve an advisors ability to grow their practice and increase GDC. The Advisor Support Specialist will... view job details
The Associate Financial Advisor (AFA) primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also work with credit union employees to help credit union members meet the other two core financial needs of cash management and credit. As a member of a financial advisor team, AFAs will focus on adding new credit union members to the CUNA Brokerage Services, Inc. (CBSI) book of business and on working with existing CBSI members. Typically they will work a segment of the team’s book of business, covering a terr... view job details
Job Purpose:. The purpose of this role is to support the Governance, Risk and Assurance area in its internal audit and risk management functions. This role works closely with risk consultants and various business areas to support the overall risk management framework through ongoing risk monitoring, reporting, and education functions. In addition, this role supports the execution of internal audits in accordance with standards and in an efficient and effective manner. Job Responsibilities:. Manages processes that feed and produce enterprise-level reporting. Work with others to ensure timely... view job details
Job Purpose:. Position has an aptitude for learning new technologies and applying them to improve processes. Provides business support around the analysis, design, implementation, and use of various financial systems, tools and processes. Participates in the entire lifecycle of financial systems and processes analysis ranging from the identification of business requirements to final implementations. Participates in the identification of process improvements and providing consultation to finance customers on business recovery efforts including root cause analysis and proposed long- and short... view job details
Hiring Manager Summary:. The Advertising Review team is responsible for reviewing materials used to promote our company, products, programs and services. The role of the Advertising Compliance Operations Analyst. is to ensure that all communications comply with federal and state regulatory standards. Job Purpose:. In an expert/leadership capacity, this position is responsible for processes within the Compliance Operations team. These processes and activities support the overall function and the overall business objectives, which may include researching new or revised regulations; taking actio... view job details
Job Purpose:. In an expert/leadership capacity, incumbents in this position are responsible for identifying and solving problems affecting one or more domains within the business. The analyst utilizes strong business acumen and analysis skills to understand and quantify the steps required, impacts, and benefits associated with implementing or changing business process, rules, policy, etc to impact performance. The analyst is responsible for investigating business situations, identifying and evaluating options for improving business systems, defining requirements and ensuring the effective use... view job details
The Data Visualization Analyst role is to create dynamic, interactive and intuitive business intelligence reports, dashboards and visualizations to support business decisions; extract data from operational systems, reorganize and structure the data for analysis purposes, and move it into reporting structures; assure the accuracy and integrity of data; and assist in support and training with end users to maximize their ability to use the reports/dashboards; utilize strong business acumen and analysis skills to understand and quantify the steps required, impacts, and benefits associated with imp... view job details