SchoolsFirst Federal Credit Union

SchoolsFirst Federal Credit Union is a leading financial institution dedicated to serving the education community in Southern California. The website, schoolsfirstfcu.org, offers a wide range of banking services and resources for members, including online banking, account management tools, educational articles, and information about various financial products and services. With a focus on helping members achieve their financial goals and providing exceptional customer service, SchoolsFirst FCU is committed to making banking convenient and accessible for teachers, school employees, and their families.

  • Encrypted
    Site is Encrypted

  • Country
    Hosted in United States

  • City
    Tustin, California

  • Latitude\Longitude
    33.7372 / -117.823    Google Map

  • Traffic rank
    #42,491 Site Rank

  • Site age
    17 yrs old

  • Site Owner information
    Whois info

  • Founded
    1934

  • Headquarters
    Tustin, California,, United States

  • Number of locations
    69

  • Key people
    Bill Cheney, . Greg Marchant ,

  • Number of employees
    2,332 (2020)

  • Area served
    Educators and family Members in California

  • Products
    Savings,;,Checking,;,Consumer loans,;,Auto loans,;,Mortgages,;,Credit cards,;,Investments,;,Retirement,;,Insurances,;,Online banking,;,Mobile banking

  • Total assets
    $26.9B USD (2021)

Traffic rank
#42,491
Site age
17 yrs
Location
United States
Popular Questions for SchoolsFirst Federal Credit Union
Newest job postings for SchoolsFirst Federal Credit Union
via Jobilize posted_at: 8 days agoschedule_type: Full-time
Position Details The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time... Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, Position Details
The pay range for this position is listed below.
Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time...
Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates.
Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Minimum:
$72,507
Midpoint:
$90,634
Maximum:
$108,761
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway.
Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
What You’ll Be Doing
Responsible for developing end-to-end integrated marketing campaigns to increase awareness, participation (usage), and retention of the products and services that help our Members invest for a strong financial future and retire comfortably.
• Remains abreast of new ideas, practices, principals and techniques in integrated marketing and share and implements new practices in campaigns.
• Develops strong relationships with assigned areas by demonstrating strategic marketing expertise.
Contributes to the marketing plans for his or her assigned areas of responsibility.
Effectively evaluates new requests, insightfully interpreting their needs.
• Communicates marketing projects thoroughly and successfully to team members through written and oral communication anticipating Member and team member questions and concerns.
• Communications
• Responsible for brainstorming and developing ideas for innovative, integrated marketing campaigns, promotions and communications to attract new Members, promote Members’ knowledge and participation (usage) of Credit Union products and services, support Member engagement and ensure Member retention.
• Studies the marketplace, data and competitive marketing to uncover opportunities and generate new ideas.
• Uses data to develop Member personas and uses journey mapping techniques to understand and improve their experiences.
• Contributes to the marketing plans for his or her assigned areas of responsibility.
• Writes and edits copy for integrated marketing materials, demonstrating an ability to capture our brand tone of voice and use technically correct grammar.
Writes thoughtful and inspirational briefs to coax on-brand creative from writers and designers.
• Analyzes campaign results and response and Member feedback to continuously improve campaign performance.
• Operations
• Manages the production of strategic marketing campaigns – including, but not limited to, print advertising, out-of-home (OOH), retail point-of-sale (POS), collateral, events, direct mail and email for integrated marketing and Member communications.
• Manages the inventory of marketing collateral by continually monitoring the stock mix and demands and proactively replenishing inventory.
• Serves as the main point of contact for Branches and Membership Development for marketing support requests.
• Works with procurement to source promotional items for marketing campaigns and events.
• Directs internal teams or external vendors/agencies on the execution of assigned campaigns.
• Obtains competitive bids and estimates from agencies and vendors.
• Periodically conducts due diligence audits of print vendor pricing and service levels.
• Ensures campaigns are thoroughly tested and proofed to guarantee accuracy and quality.
Additional Job Functions
• Performs other duties as assigned
• Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.
Failure to do so may result in disciplinary and other employment related actions
Qualifications
• Required Bachelor's Degree or equivalent years of experience
• 3-5 years of previous related experience Required

Knowledge, Skills, and Abilities
• Demonstrates expertise in various integrated marketing channels – including, but not limited to, advertising, direct marketing, online advertising, email marketing, search engine marketing, website, merchandising and social media – and uses strategic thinking to recommend the appropriate mix for the marketing objective and target audience.
• Deeply understands how Members research, learn and ultimately choose their assigned product or service and uses that understanding to compose multichannel campaigns.
• Develops and manages timelines and displays strong organization and time management skills to handle multiple projects and campaigns at once, on time and within budget.
• Exhibits strong knowledge of financial services as well as deep understanding of Credit Union products and services and operations.
• Experience in financial services strongly preferred
• Excellent written and verbal communication skills
• Excellent copywriting and editing skills
• Excellent project/time management skills
• Committed to quality
• Self-motivated
• Familiarity with AP style
• Working knowledge of graphic design
• Working knowledge of website content management systems, email application service providers, social media monitoring tools, and tag management
Show more details...
via Jobilize posted_at: 21 days agoschedule_type: Full-time
This Position Schedule Monday through Thursday 8: 30am to 5... 30pm Friday 8: 30 am to 6: 00 pm Saturday 8: 45 am to 3: 15 pm (Approximately one Saturday per month), with day off during the week to compensate Position Details The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over This Position Schedule
Monday through Thursday 8:
30am to 5...
30pm
Friday 8:
30 am to 6:
00 pm
Saturday 8:
45 am to 3:
15 pm (Approximately one Saturday per month), with day off during the week to compensate
Position Details
The pay range for this position is listed below.
Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time.
Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates.
Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Minimum:
$64,480
Midpoint:
$78,812
Maximum:
$93,288
This position is incentive eligible.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway.
Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
What You’ll Be Doing
Promotes 403(b)/457 Retirement Plans to the educational community by conducting workshops, promotions and events.
Develops relationships within our core Membership to attract and retain new contributors to the 403(b)/457 Retirement Plans.
Develop and manage district and school relationships necessary to increase participation in the plans as well as reach established goals and objectives.
Plans and coordinates business development activities to meet organizational goals and objectives as they relate to the Retirement Plans.
Assists school employees in establishing retirement accounts in addition to analyzing Member's current retirement plans and investments in order to provide proper investment recommendations based on Member's financial position.
This position covers our Antelope Valley branches (Valencia, Lancaster, Palmdale) and districts.
• Provides World-Class Personal Service in every Member and non-Member interaction.
• Promotes the credit union’s retirement products and services to existing and potential Members through district and school visitations, promotional campaigns and marketing tools.
• Meet with Superintendents, Chief Business Officers, Payroll Managers, Principals and other key contacts at districts and schools to plan, schedule, and conduct retirement planning workshops.
• Plans, schedules, and conducts school district visits to increase 403(b)/457 Retirement Plan participation and awareness among school employees.
• Actively seeks out new relationships with school districts in order to develop/increase awareness around our 403(b)/457 Retirement Plans and increase participation.
• Trains SchoolsFirst FCU frontline team members relating to retirement products by holding frequent training classes and emphasizing the importance of creating awareness with Members.
• Meets established goals for new 403(b)/457 Retirement Plans opened in addition to high service delivery goals.
• Interview Members to determine and assess their current income, expenses, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Analyze financial information obtained from Members to determine strategies for meeting Members financial objectives.
• Recommend and implement financial planning strategies to help Members achieve their financial goals.
• Monitor financial market trends and effectively communicate market knowledge to Members.
• Prepare and interpret for Members information such as investment performance reports, financial document summaries, and income projections.
• Review Member retirement plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
• Contact Members periodically to determine if there have been changes in their financial status to keep Members on track and engaged.
• Maintains an updated and faultless FINRA Form U4 by completing all necessary continuing education training in addition to annual Firm Element Training and annual recertification.
• Required to attend in-person functions and/or presentations at school campuses, district offices or other off-site locations, after-hours events and weekend functions as necessary.
Additional Job Functions
• Performs other duties as assigned
• Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.
Failure to do so may result in disciplinary and other employment related actions
Qualifications
• Required Bachelor's Degree or equivalent years of experience
• 3-5 years of previous related experience Required
• 65 or 66 license in order to perform essential job responsibilities
• California Insurance Life Disability Licenses
• Valid California driver’s license and insurance

Knowledge, Skills, and Abilities
• Must have excellent Member service skills as well as the knowledge and understanding of sales.
• In depth knowledge of investment products including mutual funds, variable and fixed annuities, IRA’s, 403(b), 457 (deferred Compensation), STRS and PERS.
• CFP or other recognized designation preferred.
• FINRA Series 6, 63 and 65 or 7 and 66
Show more details...
via Jobilize schedule_type: Full-time
This Position Schedule Shifts Options: 7:00 am to 4:00 pm, 8:00 am to 5:00 pm, 9:00 am to 6:00 pm... 24/7 On-call rotation Additional hours may be required to support projects or other events Position Details The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new This Position Schedule
Shifts Options:
7:00 am to 4:00 pm, 8:00 am to 5:00 pm, 9:00 am to 6:00 pm...
24/7 On-call rotation
Additional hours may be required to support projects or other events
Position Details
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Minimum: $110,274
Midpoint: $137,843
Maximum: $165,412
This position is incentive eligible.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
What You’ll Be Doing
Under general direction, devises or modifies procedures to solve complex problems considering computer equipment capacity and limitations, operating time, and form of desired results. Designs, codes, tests, debugs, and documents those programs. Competent to work at the highest technical level of all phases of applications programming activities
• Possess strong database design concepts including complex design, development and maintenance of SQL code.
• Design and create engineering specifications for software programs and applications.
• Responsible for the development of new systems, research existing system and processes and provides design proposals and recommendations to management for increased efficiency.
• Apply significant knowledge of industry trends and developments to improve service.
• Assess, design and develop level of effort estimates.
• Lead technical teams in the development of mid to large size project development efforts.
• Work closely with business partners to develop technical solutions.
• Coordinate projects impacting more than one business unit. Inform project managers of development status and serves as liaison between development staff and project manager.
• Participate in efforts to share technology expertise and train and mentor others in the use of technologies and development processes.
• Implement a specific development methodology
Additional Job Functions
• Performs other duties as assigned
• Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
• Required Bachelor's Degree in Computer Science, Engineering, Math, Physics or related technical field or equivalent years of experience
• 5-7 years progressive experience in a software related field. Required
Knowledge, Skills, and Abilities
• .NET/C#, ASP.NET - required
• Visual Studio - required
• Visual SourceSafe and/or Team Foundation Server - required
• JavaScript - required
• HTML 5.0 - required
• SQL Server/TSQL - required
• Agile Methodology, SCRUM - required
• XML - required
• Episys/Repgen/PowerOn - preferred
• Web Services - required
• Symitar - preferred
• Strong software design and architecture skills required for supporting and developing complex environments - required
• Comprehensive knowledge of web content management systems - preferred
• Comprehensive knowledge of web service development and integration - preferred
Show more details...
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