UNCLE Credit Union Jobs Hiring Now
UNCLE Credit Union is hiring for 5 open roles on Migrate Mate as of July 16, 2026, concentrated in accounting and cloud & DevOps. Migrate Mate updates UNCLE Credit Union's live openings daily. UNCLE Credit Union is a member-owned financial cooperative serving communities in California's Tri-Valley and surrounding areas, offering personal banking, lending, and financial services.
Find UNCLE Credit Union JobsOverview
UNCLE Credit Union hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 5
- Top team
- Accounting
- Seniority
- Manager level or above
- Work type
- 0% remote or hybrid
- Top location
- Livermore
Open Roles at UNCLE Credit Union
Showing 5 of 5+ UNCLE Credit Union jobs
UNCLE Credit Union has been recognized as the Best Credit Union in the East Bay for 8 consecutive years and has been voted a Top Workplace for 5 consecutive years (2022–2026). We are committed to innovation, service excellence, and empowering our members through technology.
Job Description
UNCLE Credit Union is seeking a FINANCIAL CONSULTANT to join a dynamic and growing organization who will be responsible for member on-boarding, educating new and existing members of the various products and services that are offered at the credit union. Attain and maintain current knowledge of credit union products, policies, procedures and promotions. Determine the individual needs of our members and cross-sell products and services accordingly. In conjunction with branch manager, coach and assist staff to meet or exceed individual and branch production/sales goals. Within established guidelines, open new accounts and process loan applications. Assist branch manager with coordinating and participating in community activities to generate sales and further deepen UNCLE Credit Union’s relationships within the communities we serve. Represent the credit union at community functions, including luncheons/benefit fairs, and support business development efforts as needed.
Essential Job Functions:
Including the following. Other jobs may be assigned.
- Provide exceptional and friendly service externally and internally.
- Provide members, employees and other business contacts with timely and accurate information.
- Conduct financial profiles of our members in order to probe for service needs and use a method of follow up to maintain contact with new and existing members.
- Act as a resource for frontline staff regarding New Accounts, Loans and IRA’s.
- Meet or exceed established sales and other production goals.
- Assist manager in coaching staff to meet established individual and branch sales and service goals.
- Act in operational supervisory capacity in the absence of the Branch Manager
- Open new accounts including Living Trust, Gift to Minor, Block Trust, IRA’s, CD’s, Money Market accounts, etc.
- Accept and input loan applications.
- Act in capacity of loan interviewer.
- Assess the needs of members and offer suitable products and services.
- Review member credit reports for potential new business such as credit card balance transfers, auto loan refinance, etc.
- Respond to member inquiries on loan application status, approvals, denials, etc.
- Refer members as appropriate to our service partners for Mortgage and Investment products and services.
- Act in capacity of a notary within the policies and procedure guidelines.
- Represent UNCLE professionally in the community and to potential members by participating in business development and community involvement as determined by branch needs.
- Provide branch manager with input and ideas to maintain an active sales culture.
Knowledge, Skills and Abilities:
- The requirements listed below are representative of knowledge, skill and/or ability required.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
- Knowledge of: General office practices and procedures, Credit union philosophy and understanding of terminology; MS Word; Written communication format, business English and composition.
- Skill in: Operating personal computer and office equipment such as calculator, copy machine, facsimile machine, postage scale, typewriter, and telephone system.
- Ability to: Accurately input and retrieve data from the computer; Maintain confidentiality of classified information; Assess and discuss openly with members, the financial services best suited for their needs.
Education and Experience:
- Must have a minimum of 2 years’ experience in a financial institution, including experience with opening loans and new accounts.
- Must have strong sales skills and ability to demonstrate sounds written and oral communication skills, interpersonal skills and measurable leadership abilities to motivate others.
Pay:
$22-24.50/hr. DOE
Benefits:
- Competitive salary with performance-based and corporate bonuses.
- Comprehensive health, dental, and vision insurance.
- 401(k) with 4% employer match.
- Defined Benefit Plan—100% employer contribution.
- Professional development and career advancement opportunities.
UNCLE Credit Union has been recognized as the Best Credit Union in the East Bay for 8 consecutive years and has been voted a Top Workplace for 5 consecutive years (2022–2026). We are committed to innovation, service excellence, and empowering our members through technology.
Job Description
UNCLE Credit Union is seeking a FINANCIAL CONSULTANT to join a dynamic and growing organization who will be responsible for member on-boarding, educating new and existing members of the various products and services that are offered at the credit union. Attain and maintain current knowledge of credit union products, policies, procedures and promotions. Determine the individual needs of our members and cross-sell products and services accordingly. In conjunction with branch manager, coach and assist staff to meet or exceed individual and branch production/sales goals. Within established guidelines, open new accounts and process loan applications. Assist branch manager with coordinating and participating in community activities to generate sales and further deepen UNCLE Credit Union’s relationships within the communities we serve. Represent the credit union at community functions, including luncheons/benefit fairs, and support business development efforts as needed.
Essential Job Functions:
Including the following. Other jobs may be assigned.
- Provide exceptional and friendly service externally and internally.
- Provide members, employees and other business contacts with timely and accurate information.
- Conduct financial profiles of our members in order to probe for service needs and use a method of follow up to maintain contact with new and existing members.
- Act as a resource for frontline staff regarding New Accounts, Loans and IRA’s.
- Meet or exceed established sales and other production goals.
- Assist manager in coaching staff to meet established individual and branch sales and service goals.
- Act in operational supervisory capacity in the absence of the Branch Manager
- Open new accounts including Living Trust, Gift to Minor, Block Trust, IRA’s, CD’s, Money Market accounts, etc.
- Accept and input loan applications.
- Act in capacity of loan interviewer.
- Assess the needs of members and offer suitable products and services.
- Review member credit reports for potential new business such as credit card balance transfers, auto loan refinance, etc.
- Respond to member inquiries on loan application status, approvals, denials, etc.
- Refer members as appropriate to our service partners for Mortgage and Investment products and services.
- Act in capacity of a notary within the policies and procedure guidelines.
- Represent UNCLE professionally in the community and to potential members by participating in business development and community involvement as determined by branch needs.
- Provide branch manager with input and ideas to maintain an active sales culture.
Knowledge, Skills and Abilities:
- The requirements listed below are representative of knowledge, skill and/or ability required.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
- Knowledge of: General office practices and procedures, Credit union philosophy and understanding of terminology; MS Word; Written communication format, business English and composition.
- Skill in: Operating personal computer and office equipment such as calculator, copy machine, facsimile machine, postage scale, typewriter, and telephone system.
- Ability to: Accurately input and retrieve data from the computer; Maintain confidentiality of classified information; Assess and discuss openly with members, the financial services best suited for their needs.
Education and Experience:
- Must have a minimum of 2 years’ experience in a financial institution, including experience with opening loans and new accounts.
- Must have strong sales skills and ability to demonstrate sounds written and oral communication skills, interpersonal skills and measurable leadership abilities to motivate others.
Pay:
$22-24.50/hr. DOE
Benefits:
- Competitive salary with performance-based and corporate bonuses.
- Comprehensive health, dental, and vision insurance.
- 401(k) with 4% employer match.
- Defined Benefit Plan—100% employer contribution.
- Professional development and career advancement opportunities.
Job Roles at UNCLE Credit Union
Working at UNCLE Credit Union
UNCLE Credit Union's 5 open roles are manager level or above, and about 0% are remote or hybrid. The most active teams are accounting, cloud & DevOps, and business development. UNCLE Credit Union is a member-owned cooperative providing retail banking, lending, and financial consulting services to individuals and families in California. Roles at UNCLE Credit Union span accounting, payroll, IT support, area management, and financial consulting. Most UNCLE Credit Union roles are based in Livermore and Tracy.
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Browse jobs by roleUNCLE Credit Union Jobs: Frequently Asked Questions
How many jobs is UNCLE Credit Union hiring for right now?
UNCLE Credit Union is hiring for 5 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in accounting and cloud & DevOps. Positions currently posted include accounting, IT support, payroll, area management, and financial consulting roles. Migrate Mate refreshes UNCLE Credit Union's listings continuously so the count reflects what is actively open.
What kinds of roles does UNCLE Credit Union hire for?
The most active teams are accounting, cloud & DevOps, and business development. UNCLE Credit Union hires across finance and accounting, information technology, branch operations, and member-facing financial consulting. Roles range from individual contributor positions such as IT Support Specialist to leadership roles such as AVP Area Manager, and most postings are manager level or above.
Are UNCLE Credit Union jobs remote or in-person?
Mostly on-site. About 0% of UNCLE Credit Union's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Livermore. Each UNCLE Credit Union listing shows its work location so you can filter before applying.
How do I apply to a job at UNCLE Credit Union?
Find a UNCLE Credit Union role you want on Migrate Mate, then follow the listing through to UNCLE Credit Union's own careers page to complete your application. UNCLE Credit Union manages its own hiring process, including application review, interviews, and offers. Migrate Mate does not accept applications directly.
Does UNCLE Credit Union hire entry-level?
Most of UNCLE Credit Union's open roles on Migrate Mate are manager level or above as of July 16, 2026. Entry-level openings are limited. Check individual UNCLE Credit Union listings for stated experience requirements.
Where is UNCLE Credit Union hiring?
Most UNCLE Credit Union roles are based in Livermore and Tracy, and about 0% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.