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PenFed Credit Union Research Team Lead in San Antonio, Texas


Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family.

PenFed is hiring a Research Team Lead at our San Antonio, Texas service center. The primary purpose of this job is to oversee the daily activities of assigned Research team members. To include staff onboarding, coaching, scheduling, evaluation, corrective action and career development. The role may perform the duties of the Manager, Team Support in the manager’s absence.


Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

  • Supervise a team of Research department staff on a daily basis to include establishing goals, priorities and expected performance level of the team.

  • Administer stated objectives, goals and performance standards for team members and assist in ensuring that goals are met or exceeded.

  • Ensure proper schedule coverage by creating and maintaining a master schedule while monitoring staff schedule adherence.

  • Collaborate with Research Service Support team in the development and support of business unit-level initiatives.

  • Provide employee feedback and counseling in the form of monthly one-on-one coaching sessions and annual performance evaluations.

  • Mentor and coach employees while documenting and providing actionable feedback on individual performance.

  • Responsible for hiring, staffing, disciplinary action and training for Research team members.

  • Coordinate logistics and conduct new employee orientation/onboarding programs, which includes reviewing departmental policies and procedures, expectations and performance standards.

  • Maintain working knowledge of all department responsibilities to ensure the ability to lead specialized staff in various skills, including sales and technical support.

  • Plan and organize unit staff meetings.

  • Maintain current knowledge of PenFed products and procedures, and products offered by competitors.

  • Review policies, procedures, and guidelines and makes recommendations for improvement.


Equivalent combination of education and experience is considered.

  • Bachelor’s Degree in related field is preferred.

  • Minimum of four (4) years of progressively responsible work experience within Operations in a financial institution.

  • Minimum of two (2) years of experience in member service is required.

  • Minimum of one (1) to two (2) years of experience in a managerial or supervisory role.

  • Strong oral and written communication skills.

  • Strong analytical, interpersonal, and decision-making skills.

  • Technical proficiency in standard business computer operations.

  • Knowledge of financial institution structure, products, policies and procedures preferred.

Supervisory Responsibility

This position will directly supervise employees

Licenses and Certifications

There are no additional licenses and/or certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.


Ability to travel to various worksites and be on-call is required.

Special Message Regarding COVID 19

PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world. In light of the current situation with COVID-19, we have modified our hiring, onboarding, training, and deployment protocols in order to comply with applicable current local and state guidance.

About Us

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.

We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 240-224-4256.