Logix Federal Credit Union

System Administrator

• Responsible for administering production automation systems and servers along with core and connected systems at headquarters and co-location Disaster Recovery (DR) sites.
• Assists with planning, testing and installation of core system and relevant hardware.
• Creates and maintains automated production environments with various servers and vendors.
• Monitors core system, performs ancillary application upgrades, maintenance, and production scheduling.
• Tests, implements, and coordinates with vendor for statement, notice, and letter production.
• Support daily operations by running Symitar jobs and programs.
• OpCon jobs and schedule creation as requested.
• Monitoring and troubleshooting OpCon jobs.
• Maintain RPA tasks.

Computer Operations System Administrator I

Recruitment

• Provides exceptional candidate and client experience, throughout the full lifecycle recruiting process.
• Proactively consults with the business to identify market trends, talent needs, workforce planning and recruitment strategies.
• Builds strong working relationships with business leaders, vendors, community organizations, HR partners, and other team members.
• Develops and maintains a network of contacts to help identify and source qualified candidates.
• Serves as a Logix Brand Ambassador; provides complete, accurate, and inspiring information to candidates.
• Assesses job fit, knowledge, skills, abilities and motivation.
• Interviews all candidates presented for detailed interviewing by hiring managers.
• Organizes, leads and documents post-interview debrief/feedback and post-mortems with interview teams and candidates.
• Performs detailed reference checking and/or reference analysis on selected candidates.

Senior Recruiter

Financial Planning and Analysis

• Achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer appropriate investment products.
• Develop sales through prospecting, referrals, and marketing programs.
• Actively prospects the credit union membership for potential clients.
• Develops member leads through marketing and referral programs for sales staff.
• Complies with all regulatory FINRA and State Insurance laws and regulations.
• Processes new account applications.
• Coordinates and presents financial information seminars at the credit union or other locations.
• Cross-sells products and services offered at the credit union.
• Generates a minimum of $20,000 gross commissions monthly or a specified assigned goal.
• Ensures risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client.
• Delivers full range of investment products and services ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate.

Financial Consultant

Account Manager

• Proactively manages the branch operations and staff, oversees member interactions with staff and resolves member problems and issues (operationally and service interactions) to exceed service expectations.
• Supports the achievement of the retail branch sales goals by participating as a member of the branch's management team.
• Assists in ensuring a balance of sales and operational needs of the branch.
• Builds knowledge and proficiency to balance the branch within established policies and procedures, check scanning, vault settlement, ATM handling, and opening/closing branch procedures.
• Builds exceptional knowledge in operational tasks such as maintaining the Instant Issue machine (cleaning, adding cards, balancing, and testing), issuing keys/combinations and maintaining control logs, ordering supplies, arranging for equipment maintenance and repair, organizing and maintaining current reference materials, files, and records.
• Ensures accurate completion of all branch documents including but not limited to, cash shipment forms, monthly cash counts, branch audit certifications, daily system-generated reports.
• Manages a cash drawer while adhering to assigned limits and policies. Ensures all related documents are completed accurately and their cash drawer is in balance daily.
• Lead and supervise risk and the operations of teller functions to deliver exceptional member service and ensure timely completion, quality, and compliance in teller functions.
• Understands and executes the standard of excellence with Member Experience protocols for all staff members.
• Works with all staff members to foster a consistently superior member experience.
• Responsible for creating new deposit relationships, providing a superior member experience and promoting a sales and service culture.
• In partnership with Branch Management builds and develops a diverse and high-performing branch team. This includes the preparation and delivery of coaching documents and disciplinary action forms.
• Supports Branch Management in hiring, training, coaching, and evaluation of all staff members resulting in efficient resource allocation, fosters teamwork, and models outstanding member experience.
• Assists Branch Management in planning, coordinating, and supervising the overall activities and operations of the branch including proper scheduling of staff to ensure the branch achieves the highest level of efficiency.
• Under Branch Management supervision, prepares and manages the budget for the assigned branch.
• Collaborates with the Branch Operations Administrator to enhance branch audits, regulatory requirements, cash management, and branch operations.
• Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as they relate to particular products and services, including Truth in Savings Act, Bank Secrecy Act, Fair Lending practices and regulations, and other state and federal regulations that may apply.
• Acquires and applies skills in preparation for advancement to a Branch Relationship Manager II position.

Branch Relationship Manager I

Manager

• Directing and managing all sales, member experience, service and operations activities of the assigned branch
• Assists in managing the branch sales team to ensure achievement of sales goals
• Ensures the day-to-day elements of the Credit Union’s Member Experience are in place
• Supports the achievement of the retail branch office sales goals through personal selling of all offered financial products
• Analyzes branch financial results.

Branch Manager I – II

• Provides administrative support to Financial Consultants which includes assisting with prospective and existing investment clients' questions, issues and needs.
• Handles the servicing needs of existing investment clients including money movement, account opening and closing and other client requests or as directed by the Financial Consultants.
• Handles all communication timely and effectively, including phone calls, emails, mail and approved messaging from clients, prospects, internal/external partners and management.
• Efficiently handles new business, including account opening, approvals, account transfers, follow up and tracking for completion and communicates with Financial Consultants as needed to complete processes.
• Processes forms and requests pertaining to new and existing annuities, mutual funds, life insurance and Long-Term Care accounts/policies.
• Maintains tracking of sales activities, production and maintains a list of tasks and their current status.
• Monitors issues and notifications on the brokerage platform and addresses them in a timely manner.
• Works hard to learn the features, benefits, risks and costs associated with the investment products and services provided as in their own professional development.
• Maintains compliant with OSJ and FINRA requirements.
• Provides superior customer service and communication and conducts themselves in a manner consistent with Logix values and conforming to all laws, rules, regulations and Logix policies and procedures.

Associate Financial Consultant II

Project Manager

• Under limited supervision, the Project Manager II leads and ensures the successful delivery and management of moderately complex, single or multiple projects.
• Identifies and plans project deliverables, milestones, and required activities and tasks.
• Establishes a work plan and staffing for project activities, iterations or phases; assists with the recruitment or assignment of project personnel.
• Implements project communication plan based on identified stakeholders and commitment analysis.
• Conducts risk assessment and mitigation for the assigned projects.
• Monitors project activities, ensuring the currency, quality and integrity of the information.
• Ensures that project goals are accomplished and in line with business objectives.
• Assigns duties, responsibilities and scope of authority to project personnel based on project meeting discussion.
• Follows project management standards and procedures for reporting and documentation.
• Performs detailed analysis and recommendation in support of projects.
• Regularly provides project status update for management.

Project Manager II

Sales

• Develops and executes a strategic roadmap for digital and virtual sales channels aligned with organizational growth and brand expectations
• Defines an integrated experience across digital onboarding, loan origination, and virtual sales to create a cohesive, modern member experience
• Champions a culture of innovation, agility, and continuous improvement
• Collaborates with key stakeholders to enhance the end-to-end digital account opening and loan application journeys, optimizing for ease, speed, and satisfaction
• Improves digital conversion, reduces abandonment, and strengthens look-to-book and approved-to-book ratios
• Implements re-engagement strategies to convert abandoned applications into funded accounts or approved loans
• Oversees digital analytics, funnel performance, A/B testing, and behavioral insights to guide improvements
• Partners with Marketing, Digital Channels, Lending, Member Experience, Operations, and other key stakeholders to align UX, content, and digital campaigns
• Ensures compliance, risk mitigation, and operational readiness for new digital and virtual capabilities
• Leads the virtual sales organization, including Web and Loan Phone Centers, and Virtual Sales Branch, to drive growth, service excellence, and member engagement
• Ensures seamless integration across phone, web, chat, and digital self-service channels
• Develops sales enablement programs, coaching, and competency frameworks to improve performance
• Establishes operational rhythms, including forecasting, performance management, and KPI accountability
• Builds, mentors, and develops a high-performing virtual sales leadership team
• Drives a member-first culture grounded in accountability, empowerment, and continuous learning
• Strengthens leadership development across digital and virtual teams.