BayPort Credit Union
This position provides quality service to credit union members and supports branch and contact center staff by serving as a liaison for products and services related to IRAs, Trusts, Power of Attorneys, Conservatorships, Estates, and deceased member accounts. The role involves overseeing the management and efficiency of the Special Accounts Servicing Department, collaborating with other departments to develop new business and workflows, and ensuring compliance with federal and state regulations. The incumbent leads daily operations, mentors staff, and maintains professional relationships with members and external contacts.
Discover financial solutions tailored to your needs with BayPort Credit Union. Join us for loans, rewards, and smarter money choices.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BayPort Credit Union.
BayPort Credit Union didn’t post a salary, so this is our estimate from similar listings.