Non-Executive Benchmarks | Executive Benchmarks | Bonus |
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1010 Member Service Representative II
What role processes cash related member transactions and basic non-cash related deposit and services, may also perform services related to deposit products.
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3000 - GM/CEO
What role reports into the Board of Directors, provides strategic leadership in the development and implementation of short and long-term strategies aimed to achieve the credit union’s vision and mission.
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1320 - Regional Manager
What role oversees the overall operations of multiple branches – the branches overseen by the Regional Manager have a Branch Manager on-site.
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1215 - Financial Planner
What role holds a mutual funds license, is a certified financial planner (CFP) and provides affluent clients with complex and diverse financial planning needs?
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3026 - Top Retail Sales and Service
What role typically reports in to the Top Operations executive and provides strategic leadership to the credit union in the area of retail sales and service delivery.
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1910 - Training Officer
What role develops and implements credit union training and development programs in support of the credit unions training needs.
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1120 - Financial Services Officer II
What role is responsible for developing member relationships, servicing both their lending and deposit needs, which may include investments. Differentiated from Position 1115 – Financial Services Officer I I in that this position has full lending authority and has responsibility for the active promotion and sale of deposit products.
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3040 - Top Information Technology
What role participates in the development of corporate strategies and provides strategic leadership and advice on all information technology related matters.
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2515 - Insurance Rep II
What role requires Level II licensing and is differentiated from Position 2510 - Insurance Services Representative I in that incumbents are licensed to represent commercial lines and do not need to work under the supervision of a senior broker.
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1150 Business Account Manager II
What role is responsible for business development for commercial or agricultural enterprise accounts with lending needs of up to $500,000; has lending limits and manages a portfolio of up to $25M.
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3070 - Chief Risk Officer
What role has a dual reporting relationship (to the CEO and the Board), participates in the development of corporate strategies and provides strategic leadership and advice on all enterprise risk management (ERM) and audit related matters.
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Team Survey Reviewer
What role reviews participant data, validate; conducts credit union follow ups, applies updates and tacks their review process
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1240 Payment Systems & Centralized Administration Manager
What role manages the operations of the credit union’s centralized administration and payment systems department and leads a team of staff engaged in all functions related to processing branch administration and payment services.
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