Programmer/Analyst
Department: IT
FLSA Status: Exempt
Position Summary
The Programmer/Analyst responds to requests from various departments within the Credit Union to help design software and provide IT solutions to improve efficiency, accuracy and functionality of the system(s). Accomplishes requests by writing code to customize systems, develop new programs to generate user defined reports, and create system functionality to support new products utilizing the Credit Union’s platform.
Primary Responsibilities and Duties
1. Develops and maintain software for the Credit Union’s core application.
2. Exercises discretion in prioritization of work. Analyzes and defines scope of projects based on need, time and importance. Adequately manages capacity in order to meet the needs of the Credit Union.
3. Designs programs following naming and coding conventions established by the organization.
4. Researches solutions with the aid of technical documentation, subject-specific literature, program/platform web communities, internet searches, and/or other available sources of information.
5. Documents system processes and programs developed in projects and work orders. 6. Tests & maintains systems to achieve defined business objectives.
7. Works with other departments in a proactive manner to deliver high-quality and timely solutions. 8. Monitors production programs for expected and unexpected performance.
Other Responsibilities and Duties
1. Provides friendly, informed, professional, and accurate service.
2. Must be detail oriented and have multi-tasking abilities.
3. Carries out assigned responsibilities according to established department standards. 4. Keeps IT management informed regarding key operating issues affecting service. 5. Develops, maintains, and demonstrates a thorough working knowledge of the core banking software.
6. Promotes the principles of creating member/co-worker loyalty that focuses on strengthening our relationships with our members and team members.
7. Follows all Launch Credit Union policies and procedures.
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8. Completes assigned compliance training in a timely manner.
9. Attends meeting and training sessions as required.
10. Performs other duties as assigned.
Education, Experience, and Skills Required
1. BS/BA degree in Computer Science/Technology or related discipline. Courses in business and information systems necessary to develop and maintain position proficiency.
2. One to three years of similar or related experience.
3. Prior Corelation Keystone core experience is preferred.
4. Ability to write efficient and maintainable code using object-oriented principles. 5. Basic understanding of Windows Operating System
6. Must be adept at using JavaScript.
7. Proficiency in computer languages for the following: HTML, SQL, XML.
8. Must have general knowledge of financial institution operations.
9. Must be detail oriented, dependable, able to collaborate effectively in a group setting,and willing to work a flexible schedule.
10. Displays courtesy, tact and diplomacy during personal contact with others inside and/or outside of the organization for purposes of giving orobtaining information, building relationships, or soliciting cooperation. Strong written, verbal, and
interpersonal skills.
Physical Requirements:
Sedentary work: Exerting up to 50 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including up to 20 pounds of force frequently to move objects. Sedentary work involves sitting most of the time.
The incumbent is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; typing; viewing a computer screen and reading.
This position involves the following:
Reaching: Extending hand(s) and arm(s) in any direction.
Standing: Remaining upright on the feet, particularly for sustained periods of time.
Walking: Moving about on foot to accomplish tasks.
Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand. Grasping: Applying pressure to an object with the fingers and palm.
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Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly. Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction and having the ability to receive detailed information through oralcommunication, and making fine discriminations in sound.
Repetitive motions: Making repeated movements (motions) of the wrists, hands, and/or fingers. Kneeling: Bending legs at knee to come to a rest on knee or knees.
Crouching: Bending the body downward and forward by bending leg and spine.
Crawling: Moving about on hands and knees or hands and feet.
Pushing: Using upper extremities to press against something with steady force in order to thrust forward, downward or outward.
Pulling: Using upper extremities to exert force in order to draw, drag, haul or tug objects in a sustained motion.
Lifting: Raising objects from a lower to a higher position or moving objects horizontally from position to position. This factor is important if it occurs to a considerable degree and requires the substantial use of the upper extremities and back muscles.
The incumbent will be working indoors and not outside.
Reporting Relationships
AVP of Core Application Services
SVP/CIO
CEO/President
These statements are intended to describe the general nature and level of work being performed by employees assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. This job description in no way states or implies that these are the only duties to be performed by the employee occupying the position. I understand I may be required to follow other job-related instructions and to perform any other job-related duties, as requested by management.
Requirements are representative of minimum levels of knowledge, skills and abilities. To perform this job in a satisfactory manner, I must possess the abilities to proficiently perform each duty.
I understand this job description is not a legal document and does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship. I understand that I should consult with my manager regarding any questions I may have regarding this job description.
As duties, responsibilities, qualifications and competencies described herein are subject to change, I acknowledge that revisions to the job description may occur. All such changes will be communicated, and I understand that revised information may supersede, modify, or eliminate existing statements in the job description document.
I have received the job description, and I understand that it is my responsibility to read, understand, and be able to perform the work described herein and revisions made to it.
Employee Signature and Date:
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Digital Member Services Representative
Department: Digital Services
FLSA: Non-exempt
Position Summary:
The Digital Member Services Representative is responsible for placing outbound calls to new members who have established an account online. The incumbent is readily equipped to explain the features and benefits of retail and loan products and services. Presents information and answer questions of employees, members, and potential members. The Digital Member Services Representative is always expected to achieve production expectations while acting in the best interest of members and the credit union.
Primary Responsibilities and Duties:
1. While using a friendly and professional tone, place outbound calls to onboard new members who established an account online. Welcoming them to Launch, ensuring all new account information is correct, all documentation is accounted for, and additional products and services are offered.
2. Determines referral opportunities using credit reports, member information and internal credit union reports and approved pending applications. Analyzes/research information to determine potential needs and prepares for member interactions.
3. Creates an open line of communication with members, and potential members promoting credit union products to deepen the member relationship. Understands and communicates the benefits and features of all credit union products (retail, loan, and ancillary products).
4. Places outbound calls to members assigned to the Digital Branch who have either applied for a loan online, received an Auto Loan Recapture (ALR) letter, or were referred a loan by a Digital Services team member.
5. Collaborates with the Digital Services Manager and the VP, Digital Services to uncover additional methods for generating new member growth or cross-selling opportunities to deepen new and current relationships.
6. Proposes enhancements to process and/or procedures to improve efficiency and/or the quality of results.
7. Demonstrates an ability to meet and exceed established department production, service, and quality goals.
8. Follows all credit union policies and procedures and provides cross-sell recommendations solely based on the best interest of the member.
9. Ensures loan applications are completed accurately prior to submitting them to Underwriting. Apprises members of their loan application status with a follow up call.
Other Responsibilities and Duties:
1. Develops, maintains, and demonstrates a working knowledge of credit union loan standards, policies procedures, and applicable state and federal government rules. Adheres to policies that govern the position.
2. Responds to both internal and external e-mails/phone calls in a timely manner.
3. Completes assigned compliance training in a timely manner. Attends meeting and training sessions as required.
4. Performs other duties as assigned.
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Education, Experience, and Skills Required:
1. Minimum of three years of similar or related experience.
2. A high school education or GED.
3. Ability to obtain an NMLS (Nationwide Mortgage Licensing System & Registry) license.
4. Displays courtesy, tact, and diplomacy are during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Strong written, verbal, and interpersonal skills.
5. Actively listens to and responds to members and coworkers while having a courteous and helpful attitude.
6. Astute at recognizing and clearly defining problems. Considers full range of options and promptly acts to implement best possible solutions. Proactively foresees obstacles and works with management to ensure smooth operations. Takes initiative in offering suggestions.
7. Detail oriented, organized, accurate, able to work under pressure, ability to adapt to change, and problem-solving skills. Must be analytical, demonstrate good judgment, decision-making, and time management skills.
8. Must be knowledgeable of credit union products, services, policies, and procedures, including the various types of loan products and electronic services. Understands the documentation that is required for each loan and how to read a credit report. Ability and willingness to refer credit union products and services.
9. Excellent working knowledge of the credit union’s policies and procedures.
10. Proficient with the use of computers. Ability to use a calculator and initiative to learn new technology and tasks.
11. Ability to learn and comply with Truth in Savings Act, Patriot Act, Reg. CC, BSA, OFAC, FACT Act, Reg. B and Reg. Z.
Physical Requirements:
Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time.
This incumbent is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; typing; viewing a computer screen, and reading.
This position involves the following:
Reaching: Extending hand(s) and arm(s) in any direction.
Standing: Remaining upright on the feet, particularly for sustained periods of time.
Walking: Moving about on foot to accomplish tasks.
Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand. Grasping: Applying pressure to an object with the fingers and palm.
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Digital Member Services Representative
Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly.
Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction and having the ability to receive detailed information through oral communication and making fine
discriminations in sound.
Repetitive motions: Making repeated movements (motions) of the wrists, hands, and/or fingers.
The incumbent will be working indoors and not outside. Attendance and punctuality is an essential function of the position.
Reporting Relationships
Digital Services Manager
VP/Digital Services
SVP/ HR
These statements are intended to describe the general nature and level of work being performed by employees assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. This job description in no way states or implies that these are the only duties to be performed by the employee occupying the position. I understand I may be required to follow other job-related instructions and to perform any other job-related duties, as requested by management.
Requirements are representative of minimum levels of knowledge, skills and abilities. To perform this job in a satisfactory manner, I must possess the abilities to proficiently perform each duty.
I understand this job description is not a legal document and does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship. I understand that I should consult with my manager regarding any questions I may have regarding this job description.
As duties, responsibilities, qualifications, and competencies described herein are subject to change, I acknowledge that revisions to the job description may occur. All such changes will be communicated, and I understand that revised information may supersede, modify, or eliminate existing statements in the job description document.
I have received the job description, and I understand that it is my responsibility to read, understand, and be able to perform the work described herein and revisions made to it.
Employee Signature and Date:
_____________________________________________________________________
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