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XFCU Career Opportunities

Xceed Financial Credit Union, based in El Segundo, California, is one of the nation's strongest in the financial industry. With over $760 million in assets, over 77,000 members, and a progressive strategy in developing new products and services, XFCU continues to attract candidates that are interested in working for a dynamic, challenging, team-oriented environment with tremendous growth potential.

Our associate benefits are rated among the top in the U.S.

  • Lucrative base salary
  • Incentive and recognition programs
  • Paid vacations, holidays, personal days, and sick leave
  • Vacation purchasing
  • Medical, dental, vision, and life insurance
  • Special credit union membership benefits (discounts on loans and other financial services)
  • 401(k) plan
  • Assistance programs to employees who need advice on work, relationship, health, life, etc.

Positions Available

[ Helpdesk Specialist | Accounts Payable | Human Resources Generalist | Communications Project Manager | National Sales Trainer | Universal Associate - Generalist, CA | Universal Associate - Specialist | Financial Consultant | Information Specialist | Senior Communications Specialist | Financial Center Manager]

Title: Helpdesk Specialist
Location: El Segundo, CA

Primary Functions:

  • Open, update, and close all Helpdesk requests received via phone, email or ticketing system
  • Install, administer or fix Windows 2000/XP PC operating systems
  • Install, administer or repair PC/laptop, printer, or fax hardware
  • Install and administer Credit Union independent/dependent PC/client-side applications
  • Provide users with remote/on-site support when investigating or resolving issues
  • Setup, administer, troubleshoot issues and train associates on cell phone/PDA use
  • Administer Helpdesk ticketing system changes/additions and software updates
  • Develop documents, diagrams, or spreadsheets for instructional, tracking or process purposes
  • Work with IT department associates to update and maintain Windows 2000/XP PC/laptop OS and application software patch levels
  • Identify, recommend, and develop Helpdesk process or procedure improvements

Basic Requirements:

  • Experience with Windows 2000/XP PC/laptop operating systems
  • Experience working with and troubleshooting commonly used applications such as Microsoft Office (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
  • Experience installing, troubleshooting and repairing PCs and laptops
  • Experience resetting passwords, enabling/disabling accounts and updating account information within Active Directory
  • Understanding of basic networking concepts and troubleshooting techniques
  • Strong problem-solving skills
  • Ability to provide excellent customer service
  • Ability to deal effectively with vendors and suppliers
  • Ability to perform detailed functions on multiple, concurrent tasks
  • Ability to present technical information orally and in writing in a non-technical way for employees and decision makers
  • Able to show initiative on taking on responsibilities to better assist the team
  • Ability to analyze and present recommendations to management
  • Ability to learn and work in a dynamic team environment
  • Solid organization, prioritization and time management skills
  • Ability to interact with and build effective relationships at all levels of management and staff
  • Ability to adapt to changing business needs with innovative solutions
  • Service oriented and customer focused, with the enthusiasm and tenacity to motivate self and team to meet and exceed goals and targets
  • Flexibility with regards to scheduled work days, hours and location in response to business needs
  • Ability to respond after-hours when contacted and to perform troubleshooting
  • Ability to work overtime in response to business needs
  • 3 years experience in an IT helpdesk environment or other related experience
  • Ongoing track record of educational training progression
  • Microsoft certification (MCDST, MCTS, or MCITP) in progress or equivalent experience
  • Experience utilizing MS Office, MS Visio and MS Project to document and facilitate task completion

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Title: Accounts Payable
Location: El Segundo, CA

Primary Functions:

  • Process invoices/corporate visa for payment
    a. assign GL #
    b. generate checks
    c. record invoices
    d. prepare check register and check reconciliation report
    e. file invoices
  • Research billing and Wescorp check inquiries
  • Process officers/employees expense reports for reimbursement
  • Place stop-payments
  • Process checks received
  • Backup for sending wire transfers
  • Backup for daily cash management
  • Responsible for month-end expense accruals
  • Backup for preparation of daily summary of CU savings, loans, investments, WesCorp savings, payroll and ACH
  • Analyze expense general ledger accounts
  • Backup for posting wires from Federal Reserve/WesCorp
  • As assigned, train one or more associates on the critical elements of this position.  This also includes becoming trained and proficient on the basic requirements of the Accounting Analyst position
  • Ensure good housekeeping, safety and security measure are maintained

Basic Requirements:

  • Two (2) years financial experience preferred.  Experience in the credit union or financial industry preferred
  • Must be alert to details, cooperative attitude with other staff members in regard to daily accounting procedures and work flow
  • In addition, must be cooperative, conscientious and a flexible individual
  • Accurate and alert to intricate details with above average analytical skill
  • Accuracy in the recording of daily transactions and the ability to maintain records in an orderly, systmeatic method
  • Must be a team player and willing to balance the importance of the individual job with that of the department needs
  • A.A. degree preferred; accounting coursework/work experience is desirable

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Title: Human Resources Generalist
Location: El Segundo, CA

Primary Functions:

  • Proficient in in-house benefits and payroll systems
  • Prepare reports, presentations and correspondence as needed
  • Responsible for compensation survey participation and coordination of data
  • Assist trainers with coordination of training materials
  • Responsible for administering and monitoring vacation requests
  • Responsible for upkeep of HR master files
  • Back-up for benefit administration and problem resolution
  • Update and maintain HR database (Trak-IT System)
  • Perform specialized or confidential reports
  • Responsible for new hire orientation on payroll and benefits and make up of New Hire files

Basic Requirements:

  • Five years of experience in the Human Resources field in a credit union or other company with at least 200+ associates
  • People skills a must. Computer proficiency required
  • Prior knowledge of payroll/benefit systems desirable
  • Oral and written communication skills required
  • Must be multi-task oriented, high energy, and have the ability to coordinate, manage and monitor projects in a fast paced department
  • B.A./B.S. degree preferred.  HR certification or membership in an HR networking group a plus

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Title: Communications Project Manager
Location: El Segundo, CA

Primary Functions:

  • Marketing liaison for Visa products and other products as assigned; including inserts, inventory, design and communication
  • Manage ATM signage and image of this delivery channel
  • Provide communication and copywriting support to all areas of the credit union
  • Coordinate direct mail campaigns, including loan pre-approvals, from concept to completion
  • Manage design agency relationships
  • Communicate marketing promotions to staff including overview, samples and operational guidelines
  • Approve department projects and invoices within assigned limits
  • Provide management reports regarding marketing program results and market research

Basic Requirements:

  • A minimum of three (3) to five (5) years experience in marketing, communications or related field
  • Excellent communication (verbal/written), interpersonal/teamwork (inter/intra/extra) and computer literacy required
  • Basic copywriting abilities and familiarity with graphic design on computer
  • Must be able to manage multiple projects
  • Maintains professional image, internally and with outside vendors
  • Must be familiar with financial products and services
  • Must be organized, familiar with time management and self-motivated, and have the ability to self-manage
  • B.A./B.S. preferred with emphasis in Marketing or equivalent experience and published writing/portfolio samples

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Title: National Sales Trainer
Location: Webster, NY

Primary Functions:

  • Develop and implement training programs based on identified changes in credit union policy, procedures, programs, and services or products
  • Review, evaluate and utilize online training software, ensuring that information is accurate and updates timely
  • Revise and maintain educational materials
  • Responsible for coordinating all training programs to ensure that designated Associates are trained within required timeframes
  • Responsible for conducting new associate orientation classes and recommending enhancement as appropriate to enhance our ongoing Credit Union strategies
  • Assist associates with educational inquiries and requests and scheduling of classes and keep records of all classes attended
  • Responsible for participating in the budget process each year for the Training area by recommending appropriate allocation of monies to Training area
  • Participate in the development of hands-on educational courses on the OSI TCCUS platform. Work with Information Technology (IT) in coordinating training for all system changes as appropriate
  • Perform a variety of clerical duties related to the Education & Development Department such as keeping class records, ordering supplies and materials, keeping track of training costs
  • Assist Human Resources on program and projects as requested
  • Evaluate and recommend various educational programs, including off-the-shelf programs, computer based training (CBT), online, video, etc., that support organizational goals
  • Coordinate the development of educational programs using subject matter experts
  • Customize training outlines, trainer’s notes, visuals, exercises, participant manuals, flip charts, job aides and miscellaneous items as necessary

Basic Requirements:

  • Five years of experience in training
  • Experience in the credit union or financial industry preferred
  • Must have prior experience in developing and implementing training programs and working with a variety of training programs
  • Must have excellent communication skills and the ability to work independently, perform multiple tasks, be detail and deadline oriented to ensure accurate and timely completion of all work
  • Must exercise good judgment and maintain confidentiality
  • Computer literacy is required
  • Must have the ability to develop and maintain effective working relationships
  • Travel will be required to other Xceed Financial Credit Union locations as applicable
  • B.A./B.S. preferred

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Title: Universal Associate - Generalist
Location: San Jose, CA • Rochester, NY

Primary Functions:

  • Primary associate responsible for teller functions, account setup, (not closures), and maintenance following established XFCU policy and procedure guidelines
  • Build positive relationships with members, assess member requirements and recommend financial solutions
  • Assist members with consumer loans & savings products
  • Responsible for proactive sales initiatives and lead follow-up activities in accordance with established procedures and quality standards
  • Ensure district quality service, standards, and member satisfaction is maintained and is consistent with XFCU policy, standards, and procedures guidelines
  • Maintain thorough knowledge of all credit union products, policies, and standards

Basic Requirements:

  • Two (2) to seven (7) years of work experience in sales
  • Must be reliable, cooperative, self-motivated, a team player and possess a quality and sales focus
  • Must have a professional image and demeanor
  • Excellent oral/written communication and time management skills required
  • Must be results-oriented and accurate in processing data
  • Excellent problem solving and consultative selling
  • Must be computer literate
  • Bondability required
  • B.A./B.S. preferred

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Title: Universal Associate - Specialist
Location: San Jose, CA

Primary Functions:

  • Build positive relationships with members, assess member requirements and recommend financial solutions
  • Maintain sales contact, pipeline, and other pertinent sales activity reports
  • Assist members with mortgage loan/consumer loans & savings products explanation pre-qualifying through closing
  • Conduct educational and product sales seminars
  • Responsible for proactive sales initiatives and lead follow-up activities in accordance with established procedures and quality standards
  • Maintain thorough knowledge of all credit union products, policies, and standards
  • Responsible for tellering, account setup, closures, and maintenance following established XFCU policy and procedure guidelines.

Basic Requirements:

  • Seven (7) to ten (10) years of work experience in sales
  • Must be reliable, cooperative, self-motivated, a team player and possess a quality and sales focus
  • Must have a professional image and demeanor
  • Excellent oral/written communication and time management skills required
  • Must be results-oriented and accurate in processing data
  • Excellent problem solving and consultative selling
  • Must be computer literate
  • Bondability required
  • B.A./B.S. preferred

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Title: Financial Consultant
Location: Parsippany, NJ • Rochester, NY • San Jose, CA

Primary Functions:

  • Currently seeking Series 7 or 24 licensed Financial Consultants. Several branch locations available
  • As a Financial Consultant to our clients and members, you will assess, assist, and advise clients, offering the services best suited for their needs
  • You will create, and maintain relationships with existing clients and build relationships with new clients, resulting in asset accumulation and retention
  • Day-to-day activities include proactive, business development calls to prospects and clients; presentation of solutions to clients and prospects through face-to-face meetings, maintain records of your activities, continuing to update your sales skills, and responding to leads generated through our supplemental business development efforts
  • The Financial Consultant positions can be established as Independent Contractors or employee status. Industry leading payouts are possible
  • CFP’s ® are a plus

Basic Requirements:

  • Minimum of five (5) to ten (10) years experience in the financial services industry (preferably in consultative sales)
  • Product expertise in Mutual Funds / Fixed Annuities / Variable Annuities / Individual Securities / 401 (K) Plans / Life Insurance / Investment / Advisory Business
  • Must be dependable, accustomed to time management, and highly motivated individual
  • Maintains professional image, internally, with outside vendors, and clients
  • Candidates must have strong analytical capabilities and excellent verbal and written communication skills

If you are interested in applying for this position, please forward your resume to:
Email: mangelova@xfcu.org

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Title: Information Specialist - Call Center
Location: El Segundo , CA (Full & Part Time); Pittsford, NY (Full Time)

Primary Functions:

  • Provide member phone service for XFCU on a nationwide level
  • Ability to cross-sell financial products and services
  • Assist with member transactions and account resolutions.
  • Resolve account problems
  • Receive and process member information, including loan applications
  • Process member product and service orders; process loan payments and payoffs

Basic Requirements:

  • One to two years relevant member/customer service experience in a telephone environment, preferably in a financial institution.
  • Ability to communicate effectively and efficiently while multi-tasking
  • Technologically proficient
  • A.A.; B.A. /B.S. preferred

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Title: Senior Communications Specialist
Location: El Segundo , CA

Primary Functions:

  • Serve as primary writer for corporate communications
  • Develop key messages and write internal and external publications and materials to enhance and communicate brand image with Associates, members and public
  • Coordinate internal and external written communications to convey key corporate messages in a clear and professional manner
  • Ensure all written communication supports the name and brand identity including letters, notices, and forms
  • Coordinate graphic designs to complement written materials through in-house resources and design agency relationships
  • Assist with media and public relations by coordinating press releases, reporter interviews and planning corporate events
  • Develop member educational materials and seminars
  • Assist senior management with writing and editing of letters, memos, speeches, presentations
  • Manage assigned communication projects from concept through completion within the time allotted
  • Approve department projects and invoices within assigned limits

Basic Requirements:

  • A minimum of three (3) to five (5) years experience in marketing, communications or related field
  • Excellent communication (verbal/written), interpersonal/teamwork (inter/intra/extra) and computer literacy required
  • Copywriting abilities and familiarity with graphic design on computer
  • Must be able to manage multiple projects and vendor relationships
  • Maintains professional image, internally and with outside vendors
  • Must be familiar with financial products and services
  • Must be organized, familiar with time management and self-motivated, and have the ability to self-manage
  • B.A./B.S. preferred with emphasis in Marketing, Communication or equivalent experience and published writing/portfolio samples

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Title: Financial Center Manager
Location: San Jose, CA

Primary Functions:

  • Manage the branch associates, sales programs, and member service activities of the assigned area that could include multiple branch office locations
  • Develop and coordinate sales programs and activities to sustain growth, ensure profitability and attain quality standards
  • Supports and coaches branch associates to follow and value the Strategic Initiatives that will drive the success of the Credit Union
  • Build positive relationships with members, assess member requirements and recommend financial solutions
  • Recommend and maintain formal branch business development plans, associate sales goals and referral programs
  • Maintain thorough knowledge of all credit union products, policies, and standards
  • Provide local market analysis/reports and recommend product/service changes
  • Have the ability to travel to assigned branch locations, meetings, and company functions
  • Conduct XFCU product/service presentations as required following XFCU quality standards and guidelines.
  • Responsible for account setup, maintenance, closures, and teller functions as needed

Basic Requirements:

  • Three (3) to five (5) years of financial services experience in a supervisory or management capacity
  • Working knowledge of sales culture and work team concepts
  • Possess a thorough understanding of financial operations, applicable federal/state laws, and financial and cash management operations
  • Must show proven records of past sales goal oriented achievement and be adept at problem solving, organization, and time management
  • Needs to be highly professional with the ability maintain positive working relationships both internally and externally
  • Must be detail oriented and able to grasp changes to systems, policy, and procedures easily
  • Travel is required
  • BA/BS Degree Required

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If you are interested in working for our credit union, we will be happy to keep your resume on file for future consideration. Please send your resume to one of the following, noting what position you are applying for:

eMail: careers@xfcu.org
FAX: .310.640.9484
Mail: Xceed Financial Credit Union
2200 East Grand Avenue
El Segundo, California 90245

Here is a listing of all of the areas of the Credit Union:

Accounting
Administration
Branch Sales
Business Development
Business Services
Finance
HRM
Information Technology
Lending
Marketing
Member Contact Center
Mortgage Operations
Operations
Risk Management
Support Services - Facilities/Mail/Purchasing

We are an Equal Opportunity Employer