The Customer Service Advisor will be responsible for 1st line customer service support for the Bank’s Retail and SME customers via Chat (Online) and Telephony, together with Back Office activities to support the smooth running of the function.
Responsibilities
Field inbound communications from customers via voice, chat or social media
Action customer requests, resolve issues and manage complaints
Manage case communication, payments and letter writing
Supports the commercial lending portfolio by performing loan servicing, documentation preparation, collateral management, and compliance‑driven operational tasks.
Responsibilities
Maintains current knowledge of policies, procedures, and regulations; stays updated on TDECU documentation and product requirements.
Oversees the commercial credit and collateral tickler management program by maintaining a systematic tracking process, issuing timely borrower notifications, validating all incoming documentation, ensuring all financial reporting, performance metrics, and borrower obligations are received, validated, and escalated when deficiencies or risks are identified.
Partners closely with Commercial Loan Officers and Lending Assistants to execute and monitor complex loan structures and ensure loan covenant requirements are processed and monitored appropriately.
Prepares, audits, and finalizes loan closing packages by interpreting approved credit memos and commitment letters, coordinating with stakeholders, and ensuring precise loan setup while booking loans in the Core system.
Prepares commercial loan documentation using designated documentation systems by accurately inputting approved credit terms, verifying compliance with internal policies and regulatory requirements, and ensuring all documents are complete, consistent, and ready for execution within required timelines.
Requirements
Associate's degree in business or finance related field or an equivalent mix of education and experience
As a Product Analysis - Advisor I, you will develop and execute product strategies for lending and card processing capabilities. You will work with clients, technology teams, sales, training, testing and implementation partners to translate business needs into product requirements.
Responsibilities
Develop business scope and product requirements for new card integrations, product features and revisions to existing products.
Lead analysis of banking systems to define how card processing capabilities interact with the Finxact core.
Manage product roadmap deliverables by defining priorities, tracking dependencies and communicating progress to stakeholders.
Evaluate market trends, competitor product features, positioning, benefits and pricing to identify product line gaps.
Translate client business needs into product recommendations, configuration guidance and knowledge transfer activities.
Requirements
Bachelor’s degree or higher in Business Administration, Finance, Information Systems or a related field
Support execution of new products and enhancements in payments & digital banking, gather market intelligence, plan and lead projects, collaborate with vendors and internal teams, manage vendor relationships, assist with testing and training.
Responsibilities
Gather market intelligence and data for product recommendations
Plan, oversee, and lead assigned projects from ideation to completion
Partner with vendors to understand current and future functionality
Communicate product changes to training team
Serve as subject matter expert for assigned products
Requirements
High School diploma or equivalent
Associate’s degree or relevant combination of education and job experience
Nice to have: Continued education in math, statistics, analytics, and/or accounting
Lead and manage technology projects within a regulated banking environment, ensuring alignment with business objectives, regulatory requirements, and risk management standards.
Responsibilities
Plan, execute, and deliver key initiatives and projects
Collaborate with stakeholders to clarify and prioritize requirements
Facilitate development, testing, and implementation of technology solutions
Manage communication and engagement with senior-level domain leads
Identify and address issues and conflicts within the program and projects
The Chief Retail Officer (CRO) leads Deseret First Credit Union’s branches, contact center, digital member channels, and deposit product portfolio. Accountable for the member experience across retail channels, the CRO leads service quality, retail production, and relationship growth while providing business ownership of supporting systems, processes, and procedures.
Responsibilities
Lead branches, the contact center, and digital member channels.
Develop and execute retail plans addressing channel capabilities, branch network strategy, service delivery, and growth.
Lead consistent, seamless, and personalized member experience across branches, the contact center, and digital channels.
Use member feedback and performance measures to identify friction, improve handoffs, and simplify how members access and use DFCU’s products and services.
Establish service standards, oversee escalated concerns, and address recurring issues.
Requirements
Bachelor’s degree in a relevant business discipline
Manage a portfolio of commercial loans, interacting with customers and lenders to oversee origination, covenant monitoring, renewals, and risk assessment.
Locations (4)
Rahway, New Jersey, United States
New Jersey, United States
Staten Island, New York, United States
Brooklyn, New York, United States
Responsibilities
Manage commercial loan portfolio
Interact with customers to maintain relationships
Coordinate with lenders on loan origination and portfolio maintenance
Review monthly maturity reports and prepare extension memos
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