MAX Credit Union Jobs Hiring Now
MAX Credit Union is hiring for 5 open roles on Migrate Mate as of July 16, 2026, concentrated in account management and compliance & legal. Migrate Mate updates MAX Credit Union's live openings daily. MAX Credit Union is a member-owned financial cooperative serving consumers and businesses in the banking and financial services sector.
Find MAX Credit Union JobsOverview
MAX Credit Union hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 5
- Top team
- Account Management
- Seniority
- Across all levels
- Work type
- 0% remote or hybrid
- Top location
- Montgomery
Open Roles at MAX Credit Union
Showing 5 of 5+ MAX Credit Union jobs
Essential Functions & Responsibilities:
- Supports the implementation of investment strategies and execution of trades under the direction of management.
- Maintains accurate and timely trade execution records with strict adherence to regulatory and compliance standards.
- Monitors and manages client portfolios, ensuring alignment with established investment objectives and risk profiles.
- Addresses and resolves client inquiries or service issues with professionalism and efficiency.
- Manages and maintains scheduling, documentation, and administrative workflows to ensure operational efficiency.
- Assists in preparing materials for client meetings, portfolio reviews, and investment proposals.
- Upholds strict confidentiality of all client information and investment transactions.
- Meets with clients and prospects at designated branch locations to support relationship-building efforts.
- Supports management in identifying opportunities to expand wallet share and deepen client relationships.
- Cultivates a personal book of business with strategic guidance, earning commission based on performance.
- Ensures timely completion of all required continuing education, RegEd modules, and CE requirements for securities and insurance licenses.
- Executes tasks with full adherence to industry regulations, organizational policies, and risk management frameworks.
- Progresses toward Financial Advisor status through structured learning, performance milestones, and mentorship by management.
- Demonstrates ownership in personal growth by actively developing technical competencies in investment products, market analysis, and financial planning tools.
- Stays informed of industry trends, regulatory changes, and investment strategies.
- Contributes to a collaborative, knowledge-sharing environment focused on long-term success and operational integrity.
- Maintains a member first mindset.
- Upholds core values and builds team member and customer relationships.
- Completes all training as required.
- Performs other duties as assigned.
Licenses & Certifications
Required- Life/Health Insurance
- Series 7
- Series 66
- Securities Industry Ess
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Essential Functions & Responsibilities:
- Supports the implementation of investment strategies and execution of trades under the direction of management.
- Maintains accurate and timely trade execution records with strict adherence to regulatory and compliance standards.
- Monitors and manages client portfolios, ensuring alignment with established investment objectives and risk profiles.
- Addresses and resolves client inquiries or service issues with professionalism and efficiency.
- Manages and maintains scheduling, documentation, and administrative workflows to ensure operational efficiency.
- Assists in preparing materials for client meetings, portfolio reviews, and investment proposals.
- Upholds strict confidentiality of all client information and investment transactions.
- Meets with clients and prospects at designated branch locations to support relationship-building efforts.
- Supports management in identifying opportunities to expand wallet share and deepen client relationships.
- Cultivates a personal book of business with strategic guidance, earning commission based on performance.
- Ensures timely completion of all required continuing education, RegEd modules, and CE requirements for securities and insurance licenses.
- Executes tasks with full adherence to industry regulations, organizational policies, and risk management frameworks.
- Progresses toward Financial Advisor status through structured learning, performance milestones, and mentorship by management.
- Demonstrates ownership in personal growth by actively developing technical competencies in investment products, market analysis, and financial planning tools.
- Stays informed of industry trends, regulatory changes, and investment strategies.
- Contributes to a collaborative, knowledge-sharing environment focused on long-term success and operational integrity.
- Maintains a member first mindset.
- Upholds core values and builds team member and customer relationships.
- Completes all training as required.
- Performs other duties as assigned.
Licenses & Certifications
Required- Life/Health Insurance
- Series 7
- Series 66
- Securities Industry Ess
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Job Roles at MAX Credit Union
Working at MAX Credit Union
MAX Credit Union's 5 open roles are across all levels, and about 0% are remote or hybrid. The most active teams are account management, compliance & legal, and business operations. MAX Credit Union is a member-owned credit union offering personal and business financial services, including deposits, lending, wealth advisory, and business banking. Roles span customer-facing positions, business services, technology, and risk and loss prevention functions. Most MAX Credit Union roles are based in Montgomery.
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Browse jobs by roleMAX Credit Union Jobs: Frequently Asked Questions
How many jobs is MAX Credit Union hiring for right now?
MAX Credit Union is hiring for 5 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in account management and compliance & legal. Recent postings have included positions in wealth advisory, customer experience, business services, systems engineering, and loss prevention across the banking and financial services sector.
What kinds of roles does MAX Credit Union hire for?
The most active teams are account management, compliance & legal, and business operations. MAX Credit Union hires across customer-facing banking roles, business services management, technology and systems engineering, and risk and compliance functions such as loss prevention. Wealth advisory and member experience positions also appear regularly. Most postings are across all levels, covering both specialist and management tracks.
Are MAX Credit Union jobs remote or in-person?
Mostly on-site. About 0% of MAX Credit Union's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Montgomery. Each MAX Credit Union listing shows its work location so you can filter before applying.
How do I apply to a job at MAX Credit Union?
Find a MAX Credit Union role that matches your background on Migrate Mate, then follow the listing directly through to MAX Credit Union's own application process. MAX Credit Union manages its own hiring, so your application goes straight to their team. Migrate Mate keeps listings current so you're always applying to roles that are actively open.
Does MAX Credit Union hire entry-level?
Most of MAX Credit Union's open roles on Migrate Mate are across all levels as of July 16, 2026. Check individual MAX Credit Union listings for stated experience requirements.
Where is MAX Credit Union hiring?
Most MAX Credit Union roles are based in Montgomery, and about 0% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.