Chevron Federal Credit Union

• Own lifecycle marketing across acquisition, onboarding, engagement, and retention journeys end-to-end • Design, build, and launch trigger-based and always-on campaigns with defined segmentation and targeting • Directly execute campaigns in Salesforce Marketing Cloud, including builds, QA, deployment, and scheduling • Implement and optimize triggered communications (e.g., onboarding milestones, product nudges) • Establish scalable templates, processes, and workflows to improve execution speed and consistency • Identify and execute opportunities to improve conversion across email, web, and lifecycle touchpoints • Lead A/B and multivariate testing to continuously improve engagement and performance • Define, track, and report on KPIs tied to business outcomes (conversion, product adoption, engagement) • Partner cross-functionally (Product, Lending, CX, Brand, Technology) to align strategy, execution, and performance

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $5 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including: - Bonus/incentives for all regular employees - 401(k) with 8% company contribution - Medical, dental, and vision insurance for employees and dependents paid at 80% - PTO and paid sabbaticals - Tuition reimbursement GENERAL SUMMARY The Project Support Coordinator is a key operational role within CFCU's Project Management Office (PMO). By providing essential administrative, organizational, and coordination support to strategic initiative owners, project managers, and cross-functional teams, the Project Support Coordinator ensures that CFCU’s initiatives and projects run smoothly by managing tactical and administrative workloads, allowing leadership and subject matter experts to focus on strategic decision-making and execution. Position Duties & Functions Administrative & Organizational Support - Schedules and coordinates meetings, workshops, and working sessions for initiative owners and cross-functional teams across multiple departments - Prepares detailed meeting agendas, takes comprehensive notes, documents decisions, and tracks follow-up actions with accountability - Maintains initiative logs capturing ideas, assumptions, decisions, risks, and action items—even in early-stage, pre-project phases via enterprise approved methodologies. - Organizes and maintains shared folders, documents, and working drafts to ensure information accessibility and consistency across teams Cross-Functional Coordination - Ensures business units and stakeholders understand assigned tasks, required next steps, and deadlines; follows up to confirm completion - Ensures project milestones are met by proactively following up on required inputs, updates, and approvals. - Facilitates communication among stakeholders with different priorities and perspectives; escalates blockers when resolution requires leadership intervention - Monitors alignment between PMO expectations and initiative team delivery; flags scope creep, governance gaps, or standard deviations early Lightweight Planning & Pre-Execution Readiness - Helps initiative owners outline early-stage scope, key milestones, and resource needs before formal project authorization or charter approval - Maintains preliminary timelines and schedules and drafts charters or one-page executive summaries to support leadership review and decision-making - Tracks dependencies across teams and flags emerging risks early, even when project details are still forming - Ensures initiative milestones are tracked, updated, and communicated to stakeholders regularly Documentation & Reporting - Captures and maintains early-stage requirements, problem statements, and stakeholder feedback in organized, accessible formats - Summarizes initiative progress, status updates, and key decisions for leadership touchpoints and Strategic Council briefings - Drafts and maintains working artifacts such as action logs, issue logs, risk registers, discovery summaries, and status dashboards Stakeholder Engagement - Coordinates with subject matter experts, vendor partners, and cross-functional teams to collect necessary information and inputs for initiatives - Prepares pre-read materials, executive summaries, and decision decks for leadership review to enable fast, informed decision-making - Other duties as assigned POSITION REQUIREMENTS EXPERIENCE and EDUCATION - High school diploma or equivalent. - Experience in a matrixed, cross-functional environment or fast-paced startup/corporate setting. - Familiarity with project management tools or Agile methodologies (Jira, Asana, Smartsheet, or similar) a plus but not required. - Familiarity with AI tools, prompting experience and usage in a PMO environment. - Preferred qualifications: - Associate's degree in business administration, project management, or related field. - Experience with financial services, banking, or credit union operations. - Experience with Agile/Scrum frameworks or Kanban methodologies. - Familiarity with enterprise systems (ERP, core processing, or CRM platforms). KNOWLEDGE and SKILLS - Exceptional organizational and time management skills; ability to manage multiple priorities and deadlines simultaneously. - Strong written and verbal communication skills; ability to articulate complex information clearly and concisely. - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Google Workspace familiarity a plus. - Detail-oriented with strong attention to accuracy, consistency, and follow-through on commitments. - Proactive problem-solver with ability to anticipate needs and flag risks before they escalate. - Comfortable with ambiguity; adaptable to changing priorities and emerging organizational needs. - Professional demeanor; ability to work effectively with leaders and peers at all levels; excellent interpersonal skills. - Ability to maintain confidentiality and handle sensitive information appropriately. - Ability to write and speak effectively in English using correct spelling and grammar. - Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key. - Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm. - Excellent customer service skills. COMPETENCIES - Ownership mentality: Takes initiative to identify what's needed and acts without being asked. - Trustworthiness: Reliable partner who delivers on commitments and maintains confidentiality. - Adaptability: Comfortable pivoting quickly as priorities shift and details emerge. - Curiosity: Eager to learn and understand how initiatives and projects connect to broader organizational strategy. - Service orientation: Focused on supporting others' success; sees the role as essential execution support, not a limiting "administrative" position. - Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems. - Initiative and self-direction. - Ability to effectively communicate and collaborate with people at all levels. - Sound problem-solving and decision-making ability, including the ability to prioritize. - Ability to understand and align with our core competencies through daily projects and tasks: Growth Mindset Diversity & Inclusion Communication Change Ready Leadership Responsibility Problem Solving Tech & Data Savvy CU Business Acumen PHYSICAL DEMANDS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Comfortable facilitating collaboration and relationship-building in a remote work environment. - Available for occasional in-person workshops, steering committee meetings, or initiative kickoff events. - Able to sit for extended periods, use a computer, and communicate verbally with multiple stakeholders. - Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required. - May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds. - Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SALARY AND BENEFITS: Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers Zone 1: $62,624.00 - $86,108.00 Zone 2: $56,987.84 - $78,358.28 Zone 3: $52,604.16 - $72,330.72 Zone 4: $50,099.20 - $68,886.40 This position is eligible to participate in the Corporate Incentive Plan. Annual incentive opportunity ranges from 0–8% of incentive eligible earnings, based on a combination of institutional performance (0–2%) and individual performance (0–6%). Incentive payments are discretionary and subject to approval. EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Chevron Federal Credit Union (CFCU) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. CFCU participates in E-Verify. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 800-232-8101 for assistance. CFCU Is CPRA Compliant for California Employees and Applicants, to review the Notice at Collection, click here. To submit a request, please refer to the Careers page for the CPRA Request Form. #LI-AK1 #LI-REMOTE

• The Sr. Learning & Development Specialist serves as a strategic partner in designing, developing, and delivering comprehensive learning solutions that drive organizational performance and employee growth. • This role integrates instructional design expertise, adult learning science, change management principles, consulting capabilities, and use of AI enabled tools to identify training needs, create engaging learning experiences across multiple modalities, and measure the impact of development initiatives. • Leads end-to-end design and development of interactive learning experiences, programs, and curriculum that support and drive Credit Union organizational strategy forward. • Selects appropriate instructional methods to maximize skill development such as e-learning courses, micro learnings, webinars, job aids, quick reference guides, meeting-in-a-box, simulation exercises, role play, and blended learning solutions. • Analyzes complex content and structure into sequenced, digestible modules, ensuring clarity, relevance, and learner motivation. • Develops course content using traditional authoring tools such as Articulate Storyline/Rise and proactively identifies new tools to enhance content design and delivery. • Applies adult learning theory, learning science principles (ADDIE/SAM), and accessibility standards to ensure effective and inclusive training design. • Creates detailed storyboards, scripts, and design documents to support multimedia development and ensure high-quality execution. • Designs and facilitates high-impact workshops, virtual and hybrid learning sessions, and Train-the-Trainer programs as appropriate. • Designs formative and summative assessments, including quizzes and knowledge-checks to validate learning objectives are achieved. • Designs reinforcement strategies and post-learning adoption plans to ensure sustained behavior change and measurable performance impact. • Establishes measurable success criteria in partnership with stakeholders and evaluates impact through behavioral indicators, performance metrics, and business outcomes. • Uses AI-powered and emerging learning technology to streamline content development and enhance learner engagement and operational efficiency while maintaining quality standards.

• Provides executive leadership for the Credit Union’s enterprise project delivery, portfolio management, and execution excellence. • Accountable for building, operating, and continuously improving a world-class execution engine that translates strategy into predictable, high-quality outcomes. • Owns enterprise delivery performance end-to-end: intake, prioritization, resourcing, governance, execution, value realization, and continuous improvement. • Operates as both strategist and operator, ensuring the organization can reliably deliver its most critical initiatives. • Establishes the PMO as a strategic asset and change agent, not a project administration function. • Responsible for defining and communicating the PMO's value proposition to senior leadership and the broader organization.

• Answer calls in the general workgroup and provide information to members and potential members on Credit Union membership, products and services and other pertinent Credit Union information • Process basic non-cash financial transactions, such as share and loan transfers, loan payments, loan advances, fee reversals, and check disbursements • Process basic account maintenance transaction, including but not limited to address changes and other contact information, stop payments, wire transfers, ATM and Debit Cards, and resetting passwords • Send members information and forms via DocuSign • Handle basic internet and mobile banking requests, including but not limited to password changes, multi-layer authentication changes and bill payment inquiries • Generate member interest in Credit Union Products and Services, making referrals when appropriate • Research information to resolve member requests and concerns, working closely with supervisors and other departments • Escalate issues in a timely manner to ensure service level agreements are met • Track trends and system issues to ensure accurate reporting to appropriate lines of business and management • Adhere to security and confidentiality protocols, operational procedures, and best practice guidelines • Document member interactions accurately and clearly in our Customer Relationship Management system • Perform outbound service calls for afterhours calls and solar loan welcome calls • Complete required security and regulatory online training modules • Stays current with eMails, Knowledgebase, and Intranet content • Perform other duties as assigned by Call Center Manger • Maintain complete confidentiality of member, employee, and Credit Union information

• Translate VP/executive deposit strategy into detailed operational execution plans and roadmaps; provide frontline insights to ensure strategies are grounded in operational reality • Design and execute year-round deposit campaign strategy including CD promotions, seasonal campaigns, and checking/savings offers that drive member acquisition, balance growth, and retention • Own the deposit promotional calendar, offer design, multi-channel execution, and performance optimization to maximize ROI and member value • Advise on pricing strategy in partnership with Finance/ALCO; serve as the operational link between strategic pricing direction and deposit product execution • Connect deposit portfolio goals to Credit Union-wide objectives and enterprise priorities, ensuring departmental work advances the whole organization • Serve as the organization’s subject matter expert on deposit products with hands-on technical capability; personally step in to solve problems, train others, and handle critical situations • Maintain comprehensive understanding of deposit product workflows, systems, regulatory requirements (Reg E, Reg DD, fee disclosures), and upstream/downstream dependencies • Lead new deposit product development and product refresh initiatives from concept through launch, including requirements definition, market research, cross-functional delivery, go-to-market strategy, enablement, and post-launch optimization to drive deposit utilization and interchange growth • Develop and optimize member lifecycle marketing journeys (onboarding, funding, engagement, renewal, win-back) that increase direct deposit adoption, checking product penetration, and long-term relationship value • Drive checking account penetration and primary account status through strategic initiatives that increase average balances and member engagement • Drive product enhancement for debit cards; drive debit card adoption and utilization • Partner with other departments to increase engagement for sticky products related to deposit products and payments including but not limited to direct deposit and digital engagement • Own measurable outcomes for all deposit product initiatives; take a player-coach approach—accountable for results while actively involved in execution; step in to drive work when needed • Monitor and optimize deposit portfolio health, campaign performance, and member behaviors through partnership with the Analytics team to build dashboards, conduct A/B tests, and translate insights into action • Analyze deposit mix, attrition patterns, and pricing effectiveness to develop and execute targeted retention programs, win-back campaigns, and balance optimization strategies • Lead the Deposit Steering Committee by setting agendas, driving decisions, tracking actions, escalating blockers, and ensuring cross-functional alignment on deposit strategy and performance • Identify and execute compliant, member-friendly non-interest income opportunities related to deposit products and services (fees, interchange, digital wallet adoption) while monitoring complaint rates and member satisfaction • Communicate clearly and concisely with executive-level stakeholders and cross-functional teams; present deposit strategy and performance results with data-driven substance and confidence • Escalate blockers, risks, and issues appropriately and in a timely manner; identify and engage stakeholders proactively without passing accountability upward • Seek feedback actively to improve performance; remain open-minded and collaborative across functions • Provide developmental coaching and timely, constructive feedback to direct reports or project team members as applicable

• Oversees the Credit Union’s Enterprise Risk Management, Business Information Security, and Vendor Management programs • Responsible for directing, executing, and managing the Credit Union’s Enterprise Risk Management (ERM) program • Establishes and promotes the ERM risk framework • Develops and maintains a trusted, collaborative relationship with operational and senior management • Creates and delivers risk reporting presentations to senior management and risk management committees • Directs the development and delivery of ERM/BCP/BIS/VM training programs

• Translate VP/executive deposit strategy into detailed operational execution plans and roadmaps; provide frontline insights to ensure strategies are grounded in operational reality • Design and execute year-round deposit campaign strategy including CD promotions, seasonal campaigns, and checking/savings offers that drive member acquisition, balance growth, and retention • Own the deposit promotional calendar, offer design, multi-channel execution, and performance optimization to maximize ROI and member value • Advise on pricing strategy in partnership with Finance/ALCO; serve as the operational link between strategic pricing direction and deposit product execution • Connect deposit portfolio goals to Credit Union-wide objectives and enterprise priorities, ensuring departmental work advances the whole organization • Serve as the organization’s subject matter expert on deposit products with hands-on technical capability; personally step in to solve problems, train others, and handle critical situations • Lead new deposit product development and product refresh initiatives from concept through launch, including requirements definition, market research, cross-functional delivery, go-to-market strategy, enablement, and post-launch optimization to drive deposit utilization and interchange growth • Drive checking account penetration and primary account status through strategic initiatives that increase average balances and member engagement • Monitor and optimize deposit portfolio health, campaign performance, and member behaviors through partnership with the Analytics team to build dashboards, conduct A/B tests, and translate insights into action • Communicate clearly and concisely with executive-level stakeholders and cross-functional teams; present deposit strategy and performance results with data-driven substance and confidence