WCCU Credit Union

Customer Success Manager

• Serve as the primary Salesforce system administrator, managing user accounts, reports, dashboards, workflows, and routine tasks
• Customize and configure Salesforce including page layouts, fields, tabs, and business processes
• Develop and implement custom Salesforce solutions using Apex, Visualforce, JavaScript, Lightning Web Components (LWC) and Aura Components
• Maintain data integrity with regular audits, cleanups, and management of data feeds and integrations
• Automate business processes and develop custom automation solutions
• Oversee security settings, conduct audits, and maintain security measures
• Monitor system performance, manage licenses, and track user activity
• Lead development and execution of Salesforce strategy to enhance member engagement, loyalty, and retention
• Collaborate across departments and with IT and vendors to integrate business needs and ensure secure integrations
• Analyze member data to refine strategies and improve customer satisfaction and business performance
• Ensure Salesforce practices comply with data protection laws and industry regulations
• Report directly to the Vice President of Core Processes & Integration and engage regularly with Information department staff

CRM Administrator

Financial Planning and Analysis

• Assist with annual audit and regulatory examination by gathering requested items, preparing schedules, and assisting with questions during the engagement.
• Assist with completing reports for the quarterly NCUA 5300 (call) report.
• Maintain knowledge of finance and accounting functions in the credit union, provide support to all areas of the credit union.
• Prepare monthly yield and variance reports for management, research variance causes, and work with departments to identify variance causes.
• Reconciles financial data between systems and models to ensure consistent, detailed and summary reporting to management, ALCO, and other end-users.
• Monitors and measures risk per WCCU policies: Asset-Liability Management; Concentration Risk; Investment; Liquidity Management.
• Evaluates budget and what-if scenarios versus historical data, performs other budgeting duties as assigned.
• Performs profitability analyses and develops pricing models to ensure product offerings are appropriately priced.
• Ensures Budget, 3rd party ALM Model, Profitability Model, and Loan Analytics Model data is reconciled and uploaded.
• Accurately prepares reports for monthly ALCO and Board meetings.
• Serves as a Finance Liaison to other departments as it relates to other functions and projects.
• Prepare, review, and distribute financial and management reports on a weekly, monthly, and quarterly basis.
• Assist with month-end closing process, including the monthly financial statements.
• Develop and foster internal business partnerships to help departments measure results and maximize value.
• Make recommendations to management based on analyzing results, monitoring variances, and identifying trends.
• Develop and track key performance metrics against the company’s strategic objectives.
• Assists with the analysis and management of data related resources (such as VE Loan Analytics, VISA Analytics Platform, etc.)
• Validate and maintain information between source system and management reporting systems.
• Work collaboratively with other team members to achieve departmental and corporate goals.
• Take ownership for change and identify process improvements where needed.
• Assist with the annual budget process for the organization, document, and update model assumptions, and assist with reporting and meeting preparations.
• Responsible for various internal and external reporting including accurate preparation in accordance with Generally Accepted Accounting Principles (GAAP) and/or regulatory standards.
• Complete financial analysis on products, services, operations.
• Provide written synopsis of results including opinion and recommending actions to management.
• Creates, organizes, and maintains files using database and spreadsheet programs; retrieves and organizes data into required reporting formats; collects, retrieves, and organizes data to identify financial discrepancies and resolves management inquires; recommends solutions to staff ensuring that corrections or changes are implemented properly.
• Build reporting dashboards from start to finish, including identification of strategic key performance indicators (KPIs), queries to obtain the data, visualizations, and dashboard maintenance.
• Technical expertise regarding data models, data mining and segmentation techniques.
• Expert knowledge of Power BI and databases (SQL and non-SQL).
• Perform intermediate level accounting functions.
• Prepare financial analyses and forecasting reports on monthly, quarterly, and annual basis to senior management and the Board of Directors.
• Prepare ongoing profitability analyses and reporting by partner, product, service, branch, and/or department; monitor cost control activities; and make recommendations on cost control strategies.
• Translate and map data from multiple data sources into Power BI for visualization and reporting.
• Create automated Power BI dashboards.
• Develop best Power BI approaches and practices and enhance the skills within the institution.
• Other duties: Excellent communications skills and professional demeanor.

CRM Administrator

Financial Analyst