Current Openings

• Director of Compliance
• Member Service Officer – Old Town
• Part-Time Member Account Specialist – Division
• Member Service Teller – Mississippi

Director of Compliance

Trailhead Credit Union is seeking an experienced Director of Compliance (DOC) to join our team. The DOC will be responsible for all areas of maintaining and administering a comprehensive compliance program that ensures the Credit Union’s adherence to all applicable federal and state laws and regulations. This DOC functions as a subject matter expert for the organization on matters of regulatory and statutory compliance. Assignments are such that work is performed largely on an independent basis with the authority to select most methods to achieve established goals.  This position may also carry out project assignments under the direction of other member(s) of the Senior Management Team.

Responsibilities:

• Upholds the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
• Functions as a subject matter expert for the organization on matters of regulatory and statutory compliance, including BSA.
• Establishes and maintains the curriculum for training programs required to educate employees in laws and regulations relating to their job/position responsibilities.
• Delivers compliance training to the organization as needed.
• Oversees that all inactive and dormant account procedures are followed and completes annual dormant reporting to the State of Oregon.
• Oversees all compliance areas including but not limited to Vendor Due Diligence, pandemic, safety, BSA and security.
• Handles all fraud and risk related cases. Investigates cases within Symitar, Verafin, and other resources; gathers evidence and maintains communication from involved member(s), and if applicable: attorneys, Police Departments, Trailheads’ Cards Services Department, etc.; completes incident report(s) following conclusion of fraud cases; regularly communicates with Senior Team regarding fraud activity.
• Completes all IRS tax reporting for IRA withholding; Quarter State of Oregon IRA withholding.
• Promotes and enhances a “compliance culture” within the Credit Union.
• Develops, implements, and administers the Credit Union’s Compliance Program.
• Other duties and responsibilities as assigned

Work week:

• Monday thru Friday, 8:30-5:30

Required:

• High school diploma or equivalent
• Minimum of five years of compliance experience in a financial institution
• Exceptional written and verbal communication skills
• Knowledge of federal and state laws and regulations applicable to credit union operation
• Knowledge of financial systems, products, and services
• Knowledge of training techniques, tools, and technology
• Ability to build a strong, professional rapport with a diverse group of employees
• High level of discretion and decision-making skills
• Knowledge of Windows products

Preferred experience:

• Bachelor’s degree

Apply Now

Member Service Officer – Old Town

Trailhead Credit Union is seeking a motivated and solutions-oriented Member Services Officer (MSO) to join the team at our Old Town branch. We hire people that have the skills to deliver exceptional, personalized service to our members and assist with finding the right product for their needs. The MSO will be responsible for conducting a variety of tasks including finding personalized lending solutions, and identifying and recommending appropriate Trailhead products to build the member relationship.

Responsibilities:

• Uphold the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
• Underwrite loan applications and make sound decisions
• Open new accounts and be a consultant for that new member
• Handle a variety of monetary transactions for our members
• Assist members with financial services either by phone, mail, or in person
• Use need-based selling to provide great service to our members
• Interact and support other members of Trailhead staff and management in a positive, respectful, and professional manner
• Provide exceptional lending service to the membership

Work week:

• Monday thru Friday, 8:30-5:30

Required:

• High school diploma or equivalent
• 2+ years of experience in the financial services industry
• Exceptional customer service experience
• Great verbal and written communication skills
• Knowledge of Windows products

Preferred experience:

• Lending Experience HIGHLY preferred
• College degree
• Cash handling experience

Apply Now

Part-Time Member Account Specialist – Division

Trailhead Credit Union is seeking a friendly and attentive Member Accounts Specialist (MAS) to join the team at our vibrant SE Division Street branch. We hire people that have the skills to deliver exceptional, personalized service to our members and assist with finding the right product for their needs. The MAS position is a hybrid role that combines the traditional duties of a Teller and New Accounts Representative. The MAS will be responsible for conducting a variety of monetary transactions as well as identifying and recommending appropriate Trailhead account products to establish and build the member relationship.

Responsibilities:

• Uphold the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
• Handle monetary transactions for our members
• Act as New Account Concierge which includes but is not limited to: opening new membership accounts, successful implementation of onboarding program with new members, and regular follow-ups.
• Assist members with financial services either by phone, mail, or in person
• Use needs-based selling to provide great service to our members
• Interact and support other members of Trailhead staff and management in a positive, respectful, and professional manner

Work week:

• Monday thru Friday, hours will be based on branch needs

Required:

• High school diploma or equivalent
• 2+ years of cash handling and customer service experience
• Great verbal and written communication skills
• Knowledge of windows products

Preferred experience:

• Experience in the financial services industry

Apply Now

Member Service Teller – Mississippi

Trailhead Credit Union is seeking a friendly, and detail-oriented Member Service Teller (MST) to join the team at our Mississippi Avenue branch. We hire people that have the skills to deliver exceptional, personalized service to our members and assist with finding the right product for their needs. The MST will be responsible for conducting a variety of negotiable transactions, including deposits, withdrawals, transfers, money orders, cashiers checks, and more. The MST will also identify referral opportunities for additional products and services and refer the member to the most appropriate employee within the credit union in order to provide further assistance.

Responsibilities:

• Uphold the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
• Represent the Credit Union in a friendly, positive and professional manner. Provide prompt, efficient, confidential and accurate service in the processing of information and all transactions.
• Handle all monetary transactions for members; i.e., deposits, withdrawals, loan payments, check cashing and miscellaneous transactions. Place appropriate account holds and recognizes all procedures pertaining to existing holds.
• Assist members with financial services either by phone, mail or in person.
• Other duties and responsibilities as assigned

Work week:

• Monday thru Friday, 8:30-5:30

Required:

• High school diploma or equivalent
• Minimum of one (1) year of cash handling experience
• Exceptional customer service experience
• Excellent verbal and written communication skills
• Must maintain high degree of accuracy in handling cash, balancing cash drawer and recording daily transactions within established Credit Union policy.
• Advanced ability to multi-task
• Must be highly organized
• Knowledge of Windows products

Preferred experience:

• Previous experience in a financial institution

Apply Now

COVID-19 considerations:
To keep our employees as safe as possible, we’ve installed plexiglass dividers at our front counter and have supplied masks, gloves and hand sanitizer.