- – Provide exceptional customer service and support to members at the counter.
- – Process financial transactions accurately, including cash balancing and data entry.
- – Present and cross-sell credit union products to meet members' financial needs.
- – Lead IT department to deliver effective services and support for retail operations.
- – Develop strategic technology plans that align with business objectives and goals.
- – Oversee system upgrades and ensure data security protocols are effectively implemented.
- – Conducts due diligence and prepares investment reports for private equity projects.
- – Builds and analyzes financial models to assess fund performance and valuations.
- – Collaborates with team members to support investment strategies and research efforts.