• Manager, Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit ... Union's policies and procedures. Qualifications + Bachelors degree in in finance, business or related field required. + 5+ years related investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching… more
    Atria Wealth Solutions (05/15/25)
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  • Branch Services Supervisor Floater - Golden Gate

    San Francisco Federal Credit Union (San Francisco, CA)
    …legal, regulatory, internal control and quality standard requirements of the Credit Union including the Bank Secrecy Act A minimum of three (3) years of ... of excellence and consistently exceeding the expectations of member, team and community experiences. They are also enthusiastic and willing ambassadors of the Credit… more
    San Francisco Federal Credit Union (05/14/25)
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  • Branch Services Representative - Redwood City

    San Francisco Federal Credit Union (San Francisco, CA)
    …regulatory, internal control and quality standard requirements of the Credit Union including the Bank Secrecy Act Why Join Us? The compensation package ... includes an excellent benefits program including health insurance plans, generous PTO, 401(k) contributions, profit sharing, a competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In… more
    San Francisco Federal Credit Union (04/05/25)
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