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January 21, 2008 Please welcome the following NEW MEMBERS to the HRD Network: Brandi Stankovic BLS Consulting Anne McClure Cabrillo Credit Union Diane Jarecki LBS Financial Credit Union Jane Long San Diego
January 21, 2008 Please welcome the following NEW MEMBERS to the HRD Network: Brandi Stankovic BLS Consulting Anne McClure Cabrillo Credit Union Diane Jarecki LBS Financial Credit Union Jane Long San Diego County Credit Union Jan Larsen Solano First FCU Leida Mateo SONEPCO FCU Cindy Smolinski Southland CU Check out our NEW LOGO!!! It s Not Too Late To Make Your Reservations NOW For The 22 nd Annual HRD Conference February 20 22, 2008 At the Westin Hotel in Pasadena, CA Don t forget to RENEW your HRD Membership to continue receiving this InfoExchange. The Membership Renewal Form and the HR Professional of the Year Nomination Form are attached at the bottom. Nominations are due by this Friday, January 25, The mind is not a vessel to be filled but a fire to be kindled. ~ Plutarch (1st century A.D.) Greek historian and biographer BROWNBAG UPDATES Here are upcoming HRD Network Brownbags: Central California Area Contact Shonna Shearson at Kern Schools FCU (661) or for information on the next scheduled meeting. Inland Empire Area Contact Emily Pearl at Service Plus CU (909) x104 or for information on the next scheduled meeting. Long Beach/South Bay Area Contact Diane Jarecki at LBSFCU (714) x5205 or for information on the next scheduled meeting. Los Angeles Area When: Friday, January 25, 2008 Time: 12:oo noon 2:00pm Where: Los Angeles Police FCU, Sherman Way, Van Nuys, CA Speaker: Michele S Patterson Topic: Employment Legal Update RSVP: Janet Gaspard at LA Police FCU (818) or Orange County Area When: Wednesday, February 20, 2008 Time: 11:30am Where: AFCU 6805 Knott Ave, Buena Park, CA Speaker: Michele S Patterson Topic: Legal Update RSVP: Cathy Busse (562) Contact Courtnay Lynch at Wescom CU (888) x4653 or for information on the next scheduled meeting. Sacramento Area When: Tuesday, January 29, 2008 Time: 12:00 noon 2:00pm Where: CAHP Credit Union Topic: State of the Economy and Impact on HR Roundtable RSVP: Jenee Rawlings at Yolo FCU (530) or San Diego Area Contact Jose Ng at USA FCU (858) x511 or for information on the next scheduled meeting. San Francisco Bay Area Contact Dawn Smith at San Mateo CU at (650) or for more information on the next scheduled meeting. Southern Nevada Area 1 Contact Ann Johnson at Silver State Schools CU (702) or for information on the next scheduled meeting. Trainers Network (Southern California) When: Friday, January 25, 2008 Time: 11:00am-1:00pm Where: CCUL RMJ Building RSVP: Kate McPike at the California Nevada Credit Union League (909) or Mark your calendar and plan to join your colleagues at these FREE brownbag meetings! HRD NETWORK INFORMATION EXCHANGE The next Info Exchange will be sent out on Monday, February 4, Any information or job posting needs to be submitted by the Friday before. Thank you and please send your information to Nanette Dalo of Allied Healthcare FCU at JOB LISTINGS Finance or Accounting or equivalent experience and minimum 5 years of small business loan sales experience. SBA loan sales experience is highly desirable. COMMERICAL CREDIT ANALYST (Lompoc) Conducts credit investigations and analysis for small business loans, coordinates loan documents, reviews loan packages, communicates with business loan applicants, reviews loan documents, credit analysis and appraisals. Requires Bachelors degree in Business, Finance or Accounting or equivalent experience and minimum 2 years business loan underwriting experience. SBA loan underwriting experience is highly desirable. BRANCH MANAGER Offering management career opportunities in our service area from Lompoc to Paso Robles, Branch Managers are responsible for achievement of branch sales goals, member service, employee development, coaching, motivation, supervision, and branch activities management. We desire branch operations and lending knowledge and 5 years increasingly responsible supervisory/management work experience in a financial institution. Application at or resume to mail to: CoastHills, HR, P.O. Box 200, Lompoc, CA ; Fax Phone EOE/M/F/D/V [ ] We re a $590M asset credit union with 64,000 members served at 13 branches by 190 employees on in San Luis Obispo and Northern Santa Barbara counties. With competitive pay, incentives and outstanding benefits, we are offering the following career opportunities: BUSINESS SERVICES OFFICER (Lompoc) Provides administrative and operational support to Business Services Department by serving as department liaison, conducting training, performing report generation, research, loan document review and notarization, records maintenance and accounts audit. Requires minimum 5 years of comparable business banking experience. BUSINESS DEVELOPMENT OFFICER (San Luis Obispo) Establishes and maintains business relationships, develops and implements marketing plans for referral resources, partners with branch mgrs to identify business members, implements effective telemarketing program, makes effective sales presentations, participates in loan process. Requires Bachelors in Business, Sherman Way Van Nuys, CA / The Los Angeles Police FCU ($650M) is seeking: Branch Representative Under general supervision, but in accordance with established policies and procedures, provides a variety of member service functions, such as interviewing members who submit applications for consumer loans, evaluate member loan requests and makes sound loan decisions, within established policies and lending authority; processing share, checking and loan transactions; cashing checks, selling money orders and travelers cheques; processing mail, maintaining account records, etc. Is responsible for providing a high quality of customer service, cross-selling Credit Union services and balancing the department's daily activities and totals. Responsible for maintaining the Credit Union s Quality Service Standards. Handles IRA transactions, deceased accounts and reporting of the sales of negotiable instruments. Prepares Loan 2 month end reports. Education: High school diploma, GED or equivalent required. Training and Experience: Prior banking/financial services experience including lending and new accounts. Required License and/or Documentation: Notary License. LAPFCU offers an exceptional benefits & compensation package! All positions are based in Van Nuys unless stated otherwise. In addition to the related experience required for each position, candidates with experience in financial background are preferred. MS Office skills required. To apply, please send resume, salary requirements and position applied for to: Los Angeles Police Federal Credit Union, Human Resources/Job Code HRDN, Fax: 818/ , For more information, visit our website: EOE. [ ] Business Relationship Officer Kern Schools Federal Credit Union has been serving the financial community since With over $1.7 billion in assets, KSFCU is a rapidly growing credit union committed to worldclass service. The Business Relationship Officer is a newly created sales position that solicits and develops personal and business relationships for the purpose of improving and expanding credit union membership. The position has the responsibility of increasing membership penetration, recruiting, cultivating, and maintaining relationships with Primary Sponsor Group (PSG) and Select Employee Groups (SEGs). Ideal candidate will possess initiative, a competitive drive, and the ability to stay focused on results. A compensation package will be structured to meet the needs of the right candidate. To apply, please send resume, salary requirements and position applied for to: Kern Schools Federal Credit Union, Human Resources, PO Box 9506, Bakersfield, CA 93389, Fax: 661/ , [ ] At Point Loma Credit Union, we value offering a great work environment to our team. We also provide excellent benefits, including a 401k plan with match, Medical, Dental, Vision, Life insurance and Tuition Reimbursement. Eligible employees also receive discounts on some PLCU products, loans and services. Branch Manager Point Loma Credit Union is seeking a Branch Manager for our San Diego/ Catalina location. We are seeking a take-charge Manager with at least 2 years of prior proven supervisory experience in a credit union or banking environment. The successful candidate will be comfortable achieving and maintaining membership and sales goals for the credit union while managing a successful team. Must have a thorough knowledge of branch operations. Consumer and real estate loan experience highly preferred. Financial Services Officer-Full Time Floater Point Loma Credit Union is seeking a qualified FSO to serve the North San Diego County area. This is a full time regular position that will float among our North County branches as needed. The position is based out of our Carlsbad Branch. The successful candidate will possess prior credit union or banking experience in new accounts, loans, credit products and cash handling. Must have prior experience in a sales-driven environment and be comfortable achieving goals as defined by the credit union. This position also assists the Branch Manager with basic supervisory duties of the Branch as needed. The ability to be flexible while providing excellent member service is essential. PLCU has been serving our communities since 1948, and we offer a great work environment! PLCU is a great place to work. Please see our website at for more information. You may submit your resume, with salary requirements, to [ ] 3 Assistant Vice President/Branch Manager (New Branch in Atascadero!) Located on the beautiful California Central Coast, SESLOC Federal Credit Union, with $438 million in assets, is seeking an individual to oversee and manage branch operations, ensuring compliance and the highest quality standards and service. Maintain highly motivated staff, providing mentoring and coaching in support of the growth and development of assigned staff. Must possess in-depth knowledge and experience with all service aspects of the branch operation, combined with demonstrated record of leadership skills and committed member-focused service. B.A. from a four (4) year college or University; or Business school and/or five (5) years in a financial institution supervisory role; or equivalent combination of education and experience required. Five or more years (5) of financial institution experience required, new accounts, and operations. Lending preferred. SESLOC offers an excellent benefits package and competitive wages. Please send your application, resume, cover letter, and salary history to: SESLOC Federal Credit Union Los Osos Valley Road San Luis Obispo, CA [ ] Capture your time effectively One thing in life that is certain is that once time has passed, it can t be recaptured. This is what makes using our time well especially important, says Lodewijk van den Broek ( on the Zen Habits blog ( So how do you go about using your time as effectively as possible? Simplify, van den Broek says. Here are four ways to do just that: considerable time and brainpower. Whatever you do, do it smart. Most likely you re not the first one to attempt the task you re undertaking. Search the Internet and other sources to glean the experiences of those who have gone before you. Automate what you can. Use software to rid yourself of repetitive tasks. Try automating your everyday habits as well to maximize your efficiency. Outsource what you hate to do. Then you can spend your time on what you love and are motivated to work on. You ll likely find you end up with better results when you let go of something you truly don t like doing Integrity has no need of rules. ~ Albert Camus French author, philosopher ( ) ********************************************************* SAVE THE DATES 2008 for the HRD Network s 22 nd Annual Conference February 20 22, 2008 Pasadena, CA And Semi-Annual Conference September 17-18, 2008 San Diego, CA ******************************************************************** Do it once, and get on with things. Why? If you procrastinate, your mind will enjoy making you think about it over and over until you get it done. This wastes 4 Dear HRD NETWORK MEMBER, Where People and Ideas Meet For those of you who have not renewed your membership, the HRD NETWORK would like to extend to you this invitation to renew your membership and continue your networking experiences with the many credit unions that belong to the HRD NETWORK. Since 1986, CEOs, Managers, Vice Presidents, HR and Training professionals have met on a regular basis to participate in our programs and activities. By renewing your membership in the HRD NETWORK, you tap into resources that contribute to your credit union's success. Our Association provides opportunities to meet, network with and learn from a wide cross-section of credit union leaders, human resources and training professionals. We also partner with select HR and Training suppliers. These Associate Members come with the highest of recommendations and provide you with trusted, reliable resources when you need them. Our membership currently extends to over 100 credit unions throughout California, Nevada, Utah,Washington and Oregon. The HRD NETWORK is committed to continuing to provide valuable opportunities to learn and exchange best practices. ADDITIONAL BENEFITS INCLUDE: Access to resource list in the MEMBERSHIP DIRECTORY. White Page-Information Resource Kit Free LAWROOM.COM SUBSCRIPTION (a web-based employment law resource service for human resource information). INFORMATION EXCHANGE/JOB PLACEMENT S (enables members to share information and applications). Access to REGIONAL BROWN-BAG MEETINGS (lively discussions encompassing issues facing our credit unions). Attendance and participation in our ANNUAL AND SEMI-ANNUAL CONFERENCES which provide keynote speakers and interactive workshops. Recognition AWARDS AND SCHOLARSHIPS. Your HRD NETWORK membership provides your credit union access to all benefits for any participating member of your staff. ANNUAL MEMBERSHIP DUES ARE AS FOLLOWS: $ Credit Union-Asset base over $100MM 5 $ Credit Union-Asset base under $100.00MM $ Associate Membership (vendors/non-credit union members) $ Passport Membership (includes all fees and reservations for both 2008 Conferences at a discounted rate) Contact us today if you have any questions! Gwen White HRD Associate Member Addvantage Group Staffing H R D N E T W O R K STIMULATING GROWTH PROMOTING EDUCATION SHARING IDEAS CREATING VALUE 6 Membership Renewal Form Yes! I would like to be an HRD Network member in 2008! Your Name Title Credit Union / Organization Asset Size Number of Locations Headcount (FTE) Mailing address address Phone number Total to remit: Passport membership $ (annual dues + pre-payment for 2 educational conferences) or Annual dues only $ Names of co-workers to appear in HRD Network Directory (add $25 per additional person) Name Position $ Name Position $ Total $ I wish to pay by: Check payable to HRD Network (enclosed) Credit card (Visa or MasterCard) Card type (Visa or MC) Card number Name 3 Digits Expiration Date Signature Please remit by mail or fax to: HRD Network, c/o, San Mateo Credit Union, PO Box 910, Redwood City, CA Fax December 2007 Dear HRD Network Member: Please share your success with us! Recognizing valuable people is good for morale and demonstrates a commitment to making a difference. That Is why the Board of Directors for the HRD Network urges you to take a moment to nominate an HR Professional at your credit union as a candidate for the Virginia Baldauf Human Resources Professional of the Year Award, the HRD Network s prestigious annual salute to a deserving HR leader. The objective of this award is to recognize an HR professional (and, indirectly, his or her credit union) for making a significant contribution to his/her credit union, the credit union industry, and/or the HR profession. This contribution might involve introducing a program, initiative or cutting edge technological advancement to: Address an important HR issue or opportunity for your credit union or the industry Achieve an enhancement in organizational efficiency, performance or cost management Make a significant contribution in HR related to teaching, research or community service Nominations will be judged based on the importance of the HR issue or opportunity addressed, the innovative Nature of the action taken, and the tangible results derived. The individual you are nominating must be primarily responsible for the HR function within your credit union or another HRD Network-member credit union. Please complete the nomination form below and submit it to Nanette Dalo, HRD Network Director, c/o Allied Healthcare FCU, PO Box 93124, Long Beach, CA by January 25, The winner will be announced on February 22, 2008 during the Annual Meeting portion of the HRD Network 2008 Annual Conference in Pasadena, CA. We encourage you to take this opportunity to nominate a deserving HR professional! Sincerely, Lisa Pesta HRD Network President Meriwest Credit Union 8 2007 HR Professional of the Year Official Nomination Form Please include all requested information and limit your nomination to two pages in total. You can submit your completed nomination as follows: MAIL Nanette Dalo / HRD Network Allied Healthcare Federal Credit Union P.O. Box 93124, Long Beach, CA FAX (562) Nanette Dalo at HRD Network, Board of Director NOMINATIONS MUST BE RECEIVED NO LATER THAN JANUARY 25, 2008 A WINNER TO BE ANNOUNCED AT THE ANNUAL MEETING IN PASADENA, CA ON FRIDAY, FEBRUARY 22, 2008 Answering the following questions will help the Selection Committee give full consideration to the person you are nominating: 1. Describe the HR situation, problem or opportunity the nominee helped address and the environment in which this Situation existed. 2. Describe the actions taken by the individual to merit this nomination and the general time frame in which these actions were taken. 3. What were the outcomes/results of these actions and how did they make a difference? 4. What key measures were used to determine and measure success? 5. What key attributes were demonstrated by the nominee through this process? Select three or more of the following and give examples of how the nominee demonstrated them: (Provide specific examples) Leadership Teamwork Risk-taking Creativity & Innovation Vision & Focus Communication Interpersonal Skills Development Ethics 9
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