• Dir, Program Delivery - Decision Management

    PenFed Credit Union (Mclean, VA)
    …business goals and objectives. + Interface directly with task leads, the project manager , other vendors, and the customer to manage the planning, testing, deployment ... external partners including Technology, Compliance, User Experience, Call Center Operations, Branch and others involved as stakeholders in the transformation of our… more
    PenFed Credit Union (07/30/25)
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  • Manager , Investment Services

    Atria Wealth Solutions (Dublin, CA)
    Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA ... areas. About Patelco Credit Union Patelco Credit ...Advisors and Sales Assistants. + Develop training content for branch teams and vet content with Compliance and our… more
    Atria Wealth Solutions (05/15/25)
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  • Financial Advisor

    Atria Wealth Solutions (Lunenburg, MA)
    Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA area. ... About Workers Credit Union : Since 1914, Workers ...About Workers Credit Union : Since 1914, Workers Credit ...visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads… more
    Atria Wealth Solutions (07/24/25)
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  • Business Center Manager

    Zions Bancorporation (Fremont, CA)
    …large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as ... "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union -Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation,… more
    Zions Bancorporation (06/21/25)
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  • Business Center Manager

    Zions Bancorporation (Culver City, CA)
    …& Middle Market Excellence Awards. We are looking for a **Business Center Manager ** with strong commercial lending and credit experience within the Middle ... for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped..."Best Commercial Bank" from the readers of San Diego Union -Tribune and Orange County Register. Additionally, as a division… more
    Zions Bancorporation (05/24/25)
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  • Personal Banker/Member Services Representative III

    Advancial (Mesquite, TX)
    …and analyzes credit history. Serves as liaison between member and the Credit Union . Provides account information, opens new accounts, and handles member's ... daily credit union needs. This position requires the...daily credit union needs. This position requires the employee to be...needs. + Acting supervisor in the absence of the Branch Manager . This includes the opening and… more
    Advancial (06/19/25)
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  • Financial Advisor

    Atria Wealth Solutions (Fort Worth, TX)
    … personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices ... Financial Services, LP (CFS), in its partnership with EECU Credit Union , is seeking a Financial Advisor...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
    Atria Wealth Solutions (06/17/25)
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  • Financial Advisor

    Atria Wealth Solutions (Richmond, VA)
    …the investment team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices ... . + Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively… more
    Atria Wealth Solutions (06/04/25)
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  • Financial Advisor

    Atria Wealth Solutions (Allentown, PA)
    …the investment team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices ... products and services offered. Meets regularly with the Program Manager and trains, if necessary, with Program Manager...investment and program integration initiatives with credit union and/or assigned bank program (includes branch … more
    Atria Wealth Solutions (06/13/25)
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  • Investment Advisor Representative

    Atria Wealth Solutions (Vancouver, WA)
    Columbia Credit Union , in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... Columbia CU in the Vancouver, WA area. About Columbia Credit Union Columbia CU is a full-service...Columbia CU. + Build rapport and educate Columbia CU branch employees on appropriate referrals to the Investments and… more
    Atria Wealth Solutions (06/04/25)
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