Jobs at CommunityAmerica Credit Union

Build and manage member relationships by providing comprehensive financial planning, investment management, retirement, insurance, and legacy strategies. Develop a book of business through referrals and proactive outreach, provide personalized investment recommendations, meet sales and production goals, maintain regulatory compliance, and collaborate with credit union teams to deliver holistic member service.

Develop and manage Commercial & Industrial lending relationships, grow loan, deposit, and fee-income portfolios, assess borrower creditworthiness and industry risks, prepare lending recommendations, and ensure regulatory compliance. The role drives business development, cross-sells commercial banking and treasury products, coordinates with credit and internal teams, manages loan participations, and provides financial guidance and community resources to business members.

Manages commercial banking relationships and loan portfolios, develops new business, analyzes borrower creditworthiness, prepares lending packages, and makes lending recommendations. Supports commercial lending, C&I, CRE, and SBA products while identifying cross-selling opportunities across treasury, retail, deposit, and financial services. Conducts annual portfolio reviews, ensures regulatory compliance, provides business education and advice, and connects members with community resources.

Develops and expands business member relationships by identifying treasury management needs, recommending cash management and payment solutions, growing deposits, and achieving business development goals. Builds sales pipelines, conducts relationship reviews, partners with commercial banking and operations teams, supports proposals and implementation, and coordinates issue resolution. Promotes treasury services including ACH, remote deposit capture, online banking, positive pay, fraud mitigation, commercial cards, and liquidity solutions.