SECU

Role Description If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! As a Principal Enterprise IT Risk Engineer, you will serve as the technical leader and subject matter expert responsible for the design, configuration, development, integration, and continuous optimization of the Archer enterprise GRC platform. This senior role demands deep expertise in GRC (governance, risk, and compliance) platform engineering, hands-on configuration and development skills, agile delivery practices, and the ability to provide strategic guidance to senior leadership while mentoring junior team members and acting as a trusted advisor across the organization. We are looking for someone who is passionate about technology, systems, process improvement, learning new things, and whose strengths are in complete alignment with this position. May work in our Raleigh, NC office, or remotely (as long as located within NC). Responsibilities - Lead the configuration, customization, and ongoing support of the Archer enterprise GRC solution. - Gather feedback and requirements for GRC implementations, then reduce them to the simplest and most efficient technical designs and configurations. - Implement the various modules in the Archer platform with a focus on incremental delivery (minimal viable product/agile). - Make key decisions that influence the overall direction and architecture of the GRC platform. - Continually evaluate the environment to identify and implement continuous improvements to processes and platform design. - Provide guidance, coaching, and technical direction to more junior employees as appropriate. - Follow a continuous delivery agile release cycle, where configuration packages are installed weekly or more. - Establish and maintain data feeds and integrations with other enterprise solutions as necessary. - Protect operations by keeping information confidential and applying industry-standard security controls. - Serve as alternate technical SME and emergency backup for the Enterprise IT Risk Technology Manager. - Other responsibilities as necessary to support the enterprise GRC program. Experience - 7+ years of experience. - Successfully configured and implemented numerous Archer use cases at medium to large-sized company(s). - Hands-on experience configuring the Archer software platform. - Woven various Archer use cases into a unified framework using Risk and Control libraries and taxonomies. - Participated in an agile (or hybrid) software team with daily stand-ups. Technical Skills - Mastery of the Archer software platform. Proven advanced expertise in: - Calculated fields, calculated cross-references, and data publications. - Data Feeds, including Archer-to-Archer. - Archer Control Panel and Job Engine. - Advanced Workflow design, configuration, and automation. - Custom reporting, dashboards, data modeling, and advanced analytics. - Solution design, application building, workflows, and enterprise integrations. - API development and integration. - Ability to work in a truly Agile environment. - Demonstrated ability to lead technical projects, mentor junior staff, and collaborate effectively with cross-functional stakeholders. - Solid understanding of IT risk management, controls frameworks (e.g., NIST, ISO 27001), compliance processes, and risk assessment methodologies. Soft Skills - Genuine passion for the work - enthusiastic about system configuration, process improvement, GRC platform optimization, and helping others succeed in their goals. - High degree of independence, self-motivation, and the ability to manage competing priorities while continually seeking opportunities to help the team and drive continuous improvement with minimal bureaucracy. - High degree of intellectual humility and adaptability. Understands that just because a solution worked one way at another organization does not mean it is the right approach here; tailors solutions to the unique needs of the business. - Leads with honesty and integrity above all else; operates with radical candor, vulnerability, and transparency. - Pragmatic and results-oriented mindset: does not confuse “process” with “product,” comfortably navigates the gray areas of GRC program maturation, and applies the 80/20 principle to keep initiatives moving forward efficiently. - Exceptional analytical, problem-solving, and troubleshooting skills. - Excellent written and verbal communication skills with the proven ability to explain complex technical concepts clearly to any audience. - Strong collaboration and relationship-building skills; able to quickly establish trust, work effectively across departments and cultures, and get results from a wide variety of personality types. - Ability to connect dots between disparate processes and weave them into a unified, coherent framework. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Position Overview: - Sending notifications of and performing maintenance to resolve negative account balances. - Reviewing and processing charged off cash items, to include returned checks, fraud, forgeries, deposit accounts, etc., submitted by the branch network and internal departments. Essential Responsibilities: - 10% Use macros to prepare, mail, and track letters on negative accounts. - 40% Close negative accounts with excessive non-sufficient funds (NSF) activity by transfer of funds between deposit accounts and/or debit to a general ledger to offset negative balances. Performs all other maintenance related to the account closure. Data entry of charge offs submitted by Deposit Loss Mitigation (DLM) into an internal system for approval by DLM management. Track suspension of services due to account mismanagement. - 40% Review supporting documentation in a document image system for cash item charge off requests submitted by branches and other departments. Data entry of charge off information in an internal cash item charge off tracking system. - 10% Assist branch, Member Services Support, and departments by phone and through email with questions about negative deposit account and cash item charge off processing. Qualifications - High school diploma or GED - 0-2 years relevant experience Requirements - Bachelor of Arts in Business Administration or Banking and Finance (preferred) Benefits - Fully Remote – Employee is expected to report to an SECU location less than once per week on average; however, the employee may be expected to report onsite for trainings, meetings, work, etc. at the discretion of management. - Sitting for prolonged periods - Telephone for prolonged periods - Computer for prolonged periods - Some background noise from other employees, copy machine, etc. (when in the office) Company Description SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer: State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Financial Advisory Services Specialist with an investment/trust/estate planning focus is responsible for providing exemplary member service and helping members obtain life insurance policies, annuities, investment accounts, and identify their estate planning needs as appropriate based on the members’ financial goals and objectives, through branch, telephone and/or digital delivery channels. Specialists also work to engage member-facing employees on general financial advisory topics to support the referral process. This is a full time, remote position. Employee will need to report on-site for training and other business needs as determined by management. Schedule: 11:00AM – 8:00PM, Monday through Friday. Shifts require working holidays. Salary to be determined based on education, experience, and licenses. Performance Expectations and Essential Responsibilities - Develop or increase proficiency in meeting members’ needs in the areas of life insurance, investments, trust services, estate planning and retirement planning. This includes explaining products and services, writing policies, opening new accounts and setting Estate Planning Essentials appointments or making an outside attorney referral. - Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed obtain assistance with complex scenarios and ensure member needs are being met holistically. - Effectively works referrals to ensure members are connected with a qualified FAS employee. - Frequently communicates with management about activities and results within assigned area. - Develops a strong understanding of each platform’s products, services, policies, requirements and open new accounts / place new business effectively in light of those requirements. - Must develop a strong understanding and be able to navigate effectively in SECU operational systems, life insurance software, NetX 360, Envestnet and new systems as introduced in the future. - Utilize SECU technology, marketing campaigns, lead platforms, referrals and/or member branch visits to achieve daily activity levels that align with insurance productivity benchmarks as communicated by management. - Comply with all Credit Union policies and regulatory requirements. - Ensure all member information remains confidential and members’ accounts are accessed for business purposes only. - Follow all security and control procedures. - Greet and assist members in a courteous, professional, and timely manner through all service channels – in-person, phone, and digital communication. - Actively work with mentor and management team to strengthen proficiency in member service delivery. - Ensure that proper identification of members is taking place and all actions are compliant with SECU’s Member Information Security Procedure (MISP). - Willing to assist in other areas of the operation as needed. - Professionally interact with other departments to facilitate member requests. - Must maintain acceptable performance level based on Key Performance Indicators (KPI’s) and achieve and maintain standards as directed by management. - Regular attendance and punctuality are mandatory. - Soft skills and call quality must be maintained at an acceptable level. - Specialists in the FAS Contact Center must develop a strong understanding of CXOne platform and be available in member-facing phone skill sets as determined by management. - Maintain a current and comprehensive knowledge of credit union products and services and possess an ability to provide quality referrals. - Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor. - Complete all required quarterly training courses, continuing education & other training assigned by management. - Have completed, or complete promptly upon hiring, all of the following courses of the SECU Module Program with passing score on the corresponding examinations: - Member Eligibility - Money Market Share Accounts (MMSA) - NCUA Coverage - SECU Online Services - SECU Policies Overview - Share Accounts - Tax-Advantaged Accounts - We Are SECU! - Account Research in OnBase - Account Titling & Designations - Estate Basics - Financial Advisory Services (FAS) Overview - Life Stage - MARGO Platform - MARGO Teller - Member Identification - Relationship Manager - SECU’s Member Facing Websites - Share Term Certificates - U.S. Savings Bonds Minimum Requirements - Must have four-year degree in financial planning, finance, wealth management, math or a related field. Existing licenses, designations, experience, or coursework in investments, trust and estate planning, wealth management or a related area (in addition to a high school diploma or GED) may be considered in lieu of the degree requirement. - If unlicensed or partially licensed at the time of hire, must obtain the following within 6 months of registration with FINRA: - Life insurance license - Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66) - If hired primarily to be a trust representative, in lieu of investment licenses, must have: - Life insurance license - ATFA (Accredited Trust Fiduciary Advisor) certification or be eligible to quickly obtain. - Some experience as a licensed Insurance, Investment, or Trust Representative is preferred. - Some experience in the credit union or financial services industry is preferred. - Must maintain all required licenses after obtaining them and satisfy all continuing education requirements. - Ability to work independently and as part of a team. - Must develop and demonstrate excellent critical thinking skills, problem-solving skills, and good judgment. - Must demonstrate excellent written and verbal communication skills. - Must be self-motivated. - Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust in Credit Union. - Must be able to quickly adapt to changes in daily work based on immediate needs. - Must have strong multi-tasking and organizational skills. - Be discreet in performance of duties and hold information about member accounts in strict confidence. - Work additional hours when necessary to execute responsibilities. - Must complete training, modules and education as directed by management. - Must be able to speak English fluently. - Must be able to cooperate and collaborate with co-workers. - Must be cordial in all interactions with members and co-workers. - Must be willing to engage in ongoing training and professional development. - Must adhere to the work schedule and attendance policy established by manager. - Travel for training may be required. Must possess vehicle and valid driver’s license. Job Environment Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises. Physical Demands Must be able to comprehend and carry out verbal and written instructions. Sits 50%, walk 25%, and stands 25% of the time. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Must be able to communicate clearly in answering members questions. Must listen well to ascertain the services needed by each member. Climbing stairs may be necessary in MSS Centers that are housed on more than one floor. Visual acuity is required to complete necessary documentation. Must be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.