Logix Federal Credit Union

Technical Project Manager

• Manages, tracks and coordinates multiple moderately complex projects under limited supervision
• Identifies and plans project deliverables, milestones, and required activities
• Reviews project status and modifies schedules or plans as required
• Establishes team membership and works with PMO and key stakeholders to establish time commitments and resource allocation
• Motivates team members and facilitates team meetings; adaptively resolves project issues
• Conducts risk assessment and mitigation for the assigned projects

IT Project Manager II

Sales

• Directs and manages all sales, member experience, service, and operational activities of the Virtual Sales Branch (VSB) to achieve a profitable distribution of the Credit Union's products and services.
• Strengthens member relations through the efficient delivery of high-quality, personalized sales and a memorable service experience.
• Responsible for leading and managing effective outbound sales, referral developing activities, and deepening of new member relationships.
• Manages the Virtual Sales Branch team to ensure achievement of sales and service goals, including, but not limited to, desired levels of product sales, volume, and mix.
• Develops and manages the outbound activities for the Virtual Sales Branch including, but not limited to, identifying lists, scheduling staff, and summarizing and reporting results.
• Responsible for scheduling of Virtual Sales Branch staff to ensure effective deployment of resources to receive and serve members throughout the business day.
• Assures all staff members consistently execute the day-to-day elements of the Credit Union’s Member Experience.
• Works closely with the Sr. Manager, Virtual Sales to lead member experience, cross-sell and deepening activities across all teams of the Loan Centers and Virtual Channels.
• Responsible for operational duties including pipeline management and audits of loans to assure the quality of loans produced.
• Leads the evolution of the Virtual Sales Branch by participating in business development and community activities within the Credit Union’s market footprint to increase sales and awareness of the Virtual Sales Branch.
• Prepares and manages the budget for the assigned branch.
• Analyzes Virtual Sales Branch financial results to ensure profitability.
• Ensures delivery of high-quality member service in all aspects of sales and operational activities of the assigned branch.
• Responds appropriately to member inquiries and complaints.
• Conducts follow-up to ensure a satisfactory response and/or resolution through member outreach and call calibrations.
• Collaborates with key stakeholders to achieve organizational goals and provide a consistent Omni Channel experience.
• Foster an environment of challenge, openness, and trust.
• Creates a sales culture that values performance and accountability.
• Ensures that the hiring, training, coaching and development of all assigned staff members results in an effectively utilized and motivated staff, committed to continuous improvement, an outstanding member experience, and teamwork.
• Assists Sr. Manager, Virtual Sales with data collection, analysis and recommendations related to proposed business workflow changes.

Manager, Virtual Sales

Human Resources

• Processes member transactions efficiently, accurately, and promptly including deposits, withdrawals, transfers, sale or processing of negotiable instruments, cash advances, stop payments, address changes, wire transfers, etc.
• Provide timely and courteous service to all members by servicing accounts, closing accounts, or completing related documentation, issuing/re-pinning cards, adding/updating joint owners/beneficiaries, etc.
• Responds to member inquiries in person, by telephone, or by mail.
• Resolves routine issues and directs complex issues to the appropriate management staff member.
• Participates in all assigned employee development programs in support of the Credit Union's commitment to excellence in sales and service, continuous improvement, quality, and teamwork.
• Balances daily work.
• Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures.
• Performs routine office and clerical duties such as: requisitioning supplies and maintaining accurate, current files.
• Maintains cash drawer per assigned cash limits and policy and procedures.
• Must consistently report to work on time, as scheduled.
• Other duties may be assigned.
• Must be flexible to work out of any location at any time, as business needs dictate.

Branch Teller I, II, III

Data Analyst

• Creates compelling visualizations and stories with data using Tableau, PowerBI, and other data visualization tools to pull present and analyze data from disparate sources.
• Uses user-centered design principles when creating dashboards and BI tools, working closely with end-users throughout the development process to ensure high-quality user experience.
• Drives efforts to develop self-service tools to allow users throughout the organization to quickly pull and analyze data from the central data repository and data marts.
• Possesses strong mathematical and logic skills to derive insights from large data sets, using various techniques such as statistical analysis and data mining.
• Provides leadership throughout the iterative data development process to ensure final data models contain accurate and appropriate data for analysis.
• Manages and maintains BI tools, such as Tableau, including monitoring performance, coordinating necessary upgrades, and staying abreast of new features and functions.
• Assists with establishing best data visualization best practices and standards, ensuring all production dashboards and visuals adhere to specified standards.
• Creates monthly and quarterly financial reporting for various departments, the Board, and NCUA.
• Has extensive knowledge and expertise with Accounting, Finance, and Lending, utilizing domain expertise to build effective analytics tools and reporting.

Senior Business Analytics Analyst

Frontend Engineer

• Implement design changes, create responsive pages, and manage updates utilizing a CMS.
• Take ownership of web development projects, collaborate with internal stakeholders, and provide regular project status updates.
• Optimize online marketing content to improve search performance and user experience.
• Perform general content updates across LFCU.com, landing pages, and digital touchpoints in collaboration with internal and external resources.
• Execute complex HTML, JavaScript, and CSS updates to enhance website functionality and performance.
• Ensure cross-platform, cross-browser compatibility, accessibility, navigability, and usability of digital assets.
• Align web content with marketing strategies, including SEO and SEM, making recommendations to optimize online opportunities.
• Verify website content accuracy and use monitoring tools to identify and fix broken links, errors, and misspellings.
• Review, renew, and update website content to maintain accuracy and timeliness.
• Translate Photoshop and Figma mockups into functional, responsive web applications.
• Act as the web/digital consultant for the department by providing recommendations, problem-solving, and quality assessments.
• Adhere to company design and style guidelines to maintain brand consistency.
• Update and maintain existing company websites to ensure content remains current.
• Participate in team meetings, daily standups, planning sessions, and code reviews.

Marketing Web Developer

Learning and Development

• Assesses organizational needs in leadership and management competencies
• Research, design, and author leadership and management learning programs
• Develops and facilitates development and learning resource strategies
• Responsible for current and future Leadership Development programs
• Drives business performance by connecting employees with relevant learning experiences
• Collaborates with all leaders and business partners to develop learning opportunities
• Assists in the development and execution of career path programs

Leadership Development Partner

Analyst

• Develop, innovate and grow all Payments products and services in accordance with strategic objectives.
• Serve as the subject matter expert on various Payment channels, products and processes offered by Logix.
• Lead, manage and oversee multiple high priority assignments simultaneously.
• Work collaboratively with key stakeholders to understand business needs, design solutions and implement changes.
• Monitor the Payments environment and communicate emerging trends or products to management.
• Analyze Payment program trends and recommend improvements for appeal, utilization, and profitability.
• Schedule and lead meetings and develop test plans and testing strategies.

Payments Strategy Analyst

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.