Connexus Credit Union

Analyst

• Build and own the full lifecycle of KPIs for the Member Financial Services department, including data sourcing, modeling, and reporting.
• Develop dashboards, automated reports, and data products that provide clear visibility into performance, member behavior, service efficiency, and portfolio trends.
• Ensure KPI relevance and alignment to organizational and department goals by continuously refining metrics as business needs evolve.
• Conduct deep-dive analyses on member interactions, product utilization, operational patterns, and financial performance to monitor performance and identify trends, opportunities, and risks.
• Perform exploratory and statistical analysis using large, complex datasets to uncover actionable insights.
• Provide strategic recommendations that influence business planning, operational improvements, and member experience enhancements.
• Partner with frontline leadership to establish KPIs and scorecards that measure sales productivity, consultative behaviors, and relationship growth initiatives.

Member Services Analyst

Business Analyst

• Conduct regular vulnerability scanning of networks, servers, endpoints, cloud environments, and applications using approved tools.
• Analyze scan results to identify false positives, determine exploitability, and assess business and regulatory risk.
• Prioritize vulnerabilities based on CVSS scores, threat intelligence, asset criticality, and financial institution risk impact.
• Track vulnerabilities through remediation, validation, and closure using ticketing or governance platforms.
• Perform re-scans to validate remediation effectiveness.
• Partner with IT infrastructure, application development, cloud, and network teams to remediate identified risks.
• Monitor emerging threats, zero-day vulnerabilities, and industry advisories relevant to financial services.
• Support and maintain enterprise vulnerability management tools (such as Tenable, Nessus, Burp, Qualys, Rapid7, Wiz, Prisma, Microsoft Defender), ensuring timely updates and patches.
• Run the daily vulnerability management program operations, work closely with the patch management analyst in identifying and patching vulnerabilities, and actively participate in weekly vulnerability management team meetings.

Vulnerability Management Analyst

Data Analyst

• Serves as a strategic analytics partner to leadership by translating business priorities into advanced analytical initiatives and solutions.
• Designs, develops, and maintains enterprise-level KPIs, dashboards, reporting ecosystems, and analytical models that support long-term organizational goals.
• Independently gathers, integrates, and prepares highly complex datasets from diverse internal and external sources, ensuring data quality, scalability, and consistency.
• Conducts advanced analyses—including statistical modeling, segmentation, forecasting, and root-cause investigations—to deliver proactive and actionable insights.
• Leads cross-functional discovery sessions to deeply understand business challenges and define analytical requirements, often identifying opportunities before they are requested.
• Advises stakeholders on data governance, best practices for analytics, and secure data handling, improving organizational data literacy and adoption of analytic tools.
• Acts as the Data & Insights representative on ePMO and strategic projects, ensuring timely, high-quality deliverables aligned with organizational priorities.
• Drives enterprise automation and efficiency by creating reusable scripts, analytic frameworks, and automated workflows that streamline complex processes.
• Serves as a technical and analytical mentor for Data Analysts and Associate Data Analysts, providing guidance on methodologies, quality assurance, and documentation.
• Collaborates with data engineering and data science partners to enhance data pipelines, advise on architectural decisions, and support model development and deployment.
• Delivers clear, compelling presentations that translate complex analytical findings into insights accessible to leadership and non-technical audiences.
• Ensures full compliance with all Federal Regulations as they pertain to job duties, including BSA.

Senior Data Analyst

Financial Planning and Analysis

• Provide the highest level phone support for all Connexus products and services.
• Open new accounts for members and employees.
• Build trusted relationships that lead to financial opportunities.
• Respond to inquiries left on the website and customer relationship management software.
• Partner with a variety of other teams to provide a best-in-class experience.
• Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs.
• Open new loan and deposit products, and build ongoing and valuable relationships.
• Assist members through a variety of channels, including over the phone and digitally while troubleshooting as necessary.
• Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts.
• Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships.
• Make outbound sales calls and educate team members on new or existing products.

Member Financial Representative

Manager

• Lead, coach, and develop a team of Systems Analysts responsible for ensuring enterprise applications are designed, built, and adapted to meet business needs.
• Serve as a technical project leader for large-scale modernization, integration, and core readiness initiatives.
• Define and maintain a systems roadmap aligned with enterprise modernization priorities and Connexus strategy, including core transformation, cloud migration, and digital enablement.
• Partner with IT leadership, the EPMO, and business stakeholders to scope, resource, and execute application and systems projects.
• Evaluate emerging technologies and propose system modernization opportunities that improve scalability, interoperability, and resiliency.
• Oversee vendor and partner relationships to ensure projects are delivered on time, within scope, and aligned with enterprise architecture standards.
• Lead the team responsible for designing, configuring, integrating, and testing enterprise systems across core, lending, payments, digital, and member service platforms.
• Guide the development of system specifications, data mappings, and interface designs to support modernization and integration initiatives.
• Ensure compatibility and interoperability among vendor solutions and in-house applications; identify and mitigate integration risks.
• Oversee system upgrades, conversions, and migrations, coordinating closely with business partners and IT operations to minimize disruption.
• Drive automation and process optimization through thoughtful use of APIs, middleware, and data transformation.
• Lead and mentor a team of Systems Analysts focused on supporting project delivery, technical design, and post-implementation stabilization.
• Manage team workload, project assignments, and timelines to align with enterprise priorities and modernization goals.
• Foster collaboration with Business Analysts, QA, Developers, and Infrastructure teams to ensure seamless handoffs between functional and technical streams.
• Play a key role in Core Readiness, ensuring that existing applications, data structures, and integrations are documented, stable, and optimized ahead of core conversion.
• Conduct gap assessments and lead remediation plans for legacy systems and interfaces.
• Establish governance standards for systems documentation, testing, and change control.
• Use metrics and KPIs to monitor system performance, issue trends, and delivery quality; report regularly to leadership.
• Champion continuous improvement across systems and delivery processes.
• Communicate project status, risks, and dependencies clearly to IT leadership and business stakeholders.
• Participate in technology steering committees, project reviews, and cross-departmental planning sessions.
• Comply with all Federal Regulations as they pertain to the job duties, including BSA.

Systems Analysis Manager

Call Center Representative

• Provide omnichannel assistance to members and potential members by acquiring in-depth knowledge of all credit union departments, including online banking, payment options, debit card issues, etc.
• Ability to create consistent positive member experiences through active listening, de-escalation skills, and knowledge of Connexus products/services/processes.
• Maintain trust and integrity by ensuring members' information and transactions are held in confidence, safeguard members’ assets through strict adherence to risk mitigation procedures.
• Ability to meet performance metrics - including but not limited to number of interactions with members, Quality Assurance, complete accurate case notes of member interactions and call history.
• Initiate, lead or participate in organization and/or department projects that help achieve our organization’s vision.
• Ability to find opportunities to build trusting relationships through individualized and best in class member support within an omnichannel experience by educating members on products and services.
• Volunteering and offering assistance as needed while achieving daily metrics/expectations through well-defined multi-tasking skills.
• Take initiative for your personal development and stay informed on current credit union processes/procedures.
• Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions.

Member Services Analyst

Vulnerability Management Analyst

Senior Data Analyst

Member Financial Representative

Systems Analysis Manager

Member Contact Center Consultant