Responsible for the development, implementation, enhancement and support of the digital banking products and services (online banking, mobile banking, mobile apps, remote deposit capture, eStatements, Web BillPay, mobile wallets, online account opening, DocuSign, and P2P) that United Heritage provides to its members.

Responsibilities include:• Subject Matter Expert (SME) for all internal products as well as those provided by third parties• Providing support to branch employees with regards to compliance with credit union policy and procedure and mitigate risk at account establishment• Project Manager for financial services process improvement initiatives• Technical writer for job aids and other training materials for staff regarding products• Identifying and communicating core system issues that support the handling of deposit products, and recommend solutions for resolution• Testing software prior to implementation and the vetting of testing issues reported• Annual reporting of unclaimed property to the Texas Comptroller of Public Accounts• Annual review of IRS tax forms 1099-INT, 1099-R, 1099-Q, 5498, 5498-ESA, and 1042-S for accuracy prior to distribution• Conducting any necessary research and, when applicable, corrections to the IRS tax forms mentioned above• Manage various Credit Union inventory items and pricing

Responsibilities included:• Planning, directing, and maintaining sales and service efforts of branch/staff• Meeting defined strategic, sales, and quality goals• Recruiting, training, and the ongoing coaching of employees• Evaluation of staff performance• Staff schedule creation, leave review, and timecard approval• Resolution of any escalated member or staff issue• Identifying and evaluating branch trends