Wednesday, March 10, 2010
Materials & Downloads
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Page Contents
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Participating This Year?
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Click Here to let us know if you'll be participating in this years survey!



PolicyCentral
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Compensation related policy and practices information for our surveys is collected and analyzed at PolicyCentral, now with over 100 topics from which you can choose.

Learn more

Need Help? 
Call us at 408 399 4900 or
send an e-mail to:
policycentral@wmgnet.com



WMG Contacts
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Donna Bowman
408 399 4900 ext.228
donnab@wmgnet.com



2009 Credit Union Salary Survey

We invite you to participate in the 29th annual edition of the 2009 Credit Union Salary Survey. The survey is aimed at collecting and reporting accurate, reliable compensation data for Credit Unions across the West Coast.

NEW PRICING
We have introduced new reduced pricing for both Data Central and our Standard Reports for the 2009 edition.

KEY SURVEY FEATURES
Total Cash Compensation data including Base Salary, Profit Sharing, Performance Bonuses, Team Awards, Discretionary Bonuses, etc.: Geographic, Industry and Asset Level breakouts provided. A variety of input and output options; including numerous electronic alternatives: Access to nationwide data through the COMPBASE®-USA Survey.

We would like to thank the members of the 2009 Advisory Board for their support and assistance.

Alliance FCU
California Coast CU
Commonwealth CU
Contra Costa CU
Monterey CU
Patelco CU
Stanford FCU
San Mateo CU

To learn more about how to participate, contact us: 

Donna Bowman
408 399 4900 ext.228
donnab@wmgnet.com

2009 Credit Union - New This Year
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Here are some of the changes to the 2009 Credit Union Salary Survey you should be aware of:

NEW PRICING:
We introduced new reduced pricing for both Data Central and our Standard Reports for the 2009 edition. Data Central pricing has decreased by 25% and our Standard Reports have an overall decrease in cost of 22%.

POLICY CENTRAL:
Update your PolicyCentral data by May 29, 2009 and receive a $100.00 discount on your initial survey report. Over 100 topics are covered, but you need to update 15 to qualify for the discount. For the list of required topics log onto PolicyCentral at www.wmgnet.com and click on PolicyCentral to complete this portion of your survey.

NEW FOR 2009:
Rather than have WMG create your reports, participants can now choose to subscribe to DataCentral, our on-line report generation tool that allows you to create as many customized reports as you’d like within the timeframe for which you subscribe.  This option is much more cost effective for those who order more than one report.  

NEW ADDRESS AND PHONE NUMBERS FOR WMG:
Effective February 1, 2009 our new address is 237 West Main Street, Los Gatos, CA 95030 and our new phone number is 408 399 4900. The new fax number is 408 399 4901.

SIMIPLIFIED ACCESS TO PREVIOUS JOB MATCH REPORT:
Previous participants now have access to a report of the jobs they reported in previous years, directly from the SmartScreen. A copy of your prior SmartScreen is also available, so you can identify each employee reported to a specific job. All you need are your WMG login credentials. Please call us if you have misplaced or forgotten yours. Once logged in, choose My Recent Survey History.

NEW JOBS:
The following jobs have been added to the 2009 edition of the Credit Union Salary Survey:

1151
3131
3255
4153
4154
4451
4499
6032
6033
6141
6142
6143
6144
6231
6232
6233
6242
6243
6271
6272
6273
6313


Items Processing Specialist
Sales Specialist
Senior Marketing Specialist
Financial Analyst 3
Financial Analyst 4
Personal Financial Counselor
Assistant Vice President-Controller
Database Administrator 2
Database Administrator 3
Telecommunications/Network Tech 1
Telecommunications/Network Tech 2
Telecommunications/Network Tech 3
Telecommunications/Network Tech 4
IS Support Specialist 1
IS Support Specialist 2
IS Support Specialist 3
Personal Computer Support Specialist 2
Personal Computer Support Specialist 3
Help Desk Coordinator 1
Help Desk Coordinator 2
Help Desk Coordinator 3
Programmer Analyst 3

6812
10051
10052
10053
12011
12051
12052
12053
12072
12073
12078
12081
12082
12127
12151
12158
12159
12737
12801
12802
12803
  Risk Management Specialist
Branch Support Specialist 1
Branch Support Specialist 2
Branch Support Specialist 3
Senior Mortgage Collections Specialist
Operations Trainer 1
Operations Trainer 2
Operations Trainer 3
Community Relations Specialist
Community Relations Officer
Community Relations Manager
Policy and Procedure Writer 1
Policy and Procedure Writer 2
Real Estate Supervision
Business Lending Loan Processor
Business Lending Administration Manager
Business Lending Relationship Manager
Assistant Manager Support Services
DMV Clerk
DMV Senior Specialist
DMV Processor


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2009 Credit Union Survey Schedule
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Our schedule calls for the production and distribution of this year’s survey in July 2009.  In order to meet this output schedule, it is extremely important for you to submit your information to us as soon as possible, so we may audit and verify your entries, and have ample time to clarify any data or policy questions with you.

 

May 1, 2009 Effective date of data
May 29 , 2009

Input Due to Western Management Group - $50 Discount

May 29 , 2009

PolicyCentral Topic Update due - $100 Discount

July 2009

Final Report Publication Date


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2009 Credit Union Participants
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1st United Services CU
Aerospace FCU
Aftra-Sag FCU
Alliance CU
Altaone FCU
Bay Cities CU
Bay Federal CU
Boeing Employees CU
Bourns Employees FCU
Burbank City Employees FCU
C.A.H.P. CU
Cabrillo FCU
California Coast CU
Caltech Employees FCU
Camino FCU
Christian Community CU
Coast Central CU
Commonwealth Central CU
Contra Costa FCU
Educational Employees CU
Evangelical Christian CU
Farmers Insurance Group Employees FCU
Financial Partners CU
First California FCU
First City CU
First Financial CU
Foothill FCU
Fresno County FCU
Harbor FCU
Heritage Community CU
Inland Empire CU
Keypoint CU
LA Financial CU
LBS Financial CU
Los Angeles FCU
Mckesson EMPLOYEES FCU
Meriwest CU
Mission FCU
Mountain America CU
MWD FCU
National 1st CU
North Island Financial CU
North Orange County CU
Northrop Grumman FCU
Nuvision Financial FCU
Oakland Municipal CU
Ontario-Montclair School Employees FCU
Operating Engineering Local #3 FCU
Orange County CU
Pacific Postal CU
Pacific Service CU
Parishioners FCU
Partners FCU
Pasadena Service FCU
Patelco CU
Rancho FCU
Safe CU
San Diego County CU
San Francisco FCU
San Francisco Police CU
San Mateo CU
Santa Clara County FCU
SCE FCU
Schools Financial CU
Sea West Coast Guard FCU
Sierra Point CU
Solano First FCU
Southland CU
SRI FCU
Star One CU
Telesis Community CU
Travis CU
University CU
USC CU
Ventura County CU
Westworks CU
Woodstone CU

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DataCentral / Standard Reports
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Report results are available to you from either of two methods.  You have the choice of generating your own reports through DataCentral, our on-line report generation system, or ordering the Standard Reports below.

Report Ordering
The WMG Report Order System will be available to you in July to select either DataCentral or the Standard Reports.  You will be invoiced following the receipt of your order and the distribution of your reports.

DataCentral®
Provides participants detailed and customized reports beyond those available in the Standard Reports, we offer subscription access to the survey database for your own generation of reports built to your specifications. It is ideal for those who want reports on selected sets of companies or to meet selected scooping specifications. It also provides comparative analysis reports, to review how your organization compares to others.

You can access DataCentral on a 24x7 basis and generate your own reports online, and get immediate results. You have complete flexibility in defining your own reports. Output is available in PDF and Excel formats. Pricing is based on a subscription basis, with unlimited access for a pre-determined period of time. Your DataCentral access allows you to run as many reports and formats as you need for the full period of your subscription. Subscriptions are available in 2 weeks, 3 months or 1 year increments. Uploadable job descriptions in Excel, Word and Adobe Acrobat are also available at no additional cost.

 Advantages of DataCentral are:
• Maximum flexibility in report definitions
• Generate as many reports as you need with 24x7 access
• Graphic comparison reports – displays how you compare to the market
• PDF and Excel results immediately available for viewing, printing or uploading
• Complete control in selecting your report coverage by:
     o Company Selections
     o Company Size by Asset
     o Company Size by Employment
     o Industry Type
     o Geographic Area: Region/State/Metro Area
     o Data Elements and Statistics Calculations
     o Percentiles
     o Standard Deviations
     o Weighted and Simple Averages
     o And more!

For a live demonstration of the power, flexibility and capabilities of DataCentral go to www.wmgnet.com and log on to DataCentral with the User Name: DEMO and the Password: DEMO, or call Donna Bowman at 408 399 4900 ext.228 for a guided tour. 

The Standard Reports
These reports are designed for the user who needs the total report covering all participants and all jobs.   It provides aggregate data on the total survey population. Your own data is included in all statistical calculations, but is not reported separately. Participants can choose to receive nationwide data or data from a single geographic area, state, region or predetermined participant group. 
 
Two Standard Report versions are available. 
 
• BASIC REPORT: Contains ALL data from ALL participants. Your company’s data is included in the job data totals.
 
• COMPARISON REPORT: Contains ALL data from ALL participants as in the Basic Report; however,your company’s data is not included in the job data totals. A comparison of your company’s data to the other participants is shown.
 
In the Standard Reports, data is provided and displayed in three different formats: Summary, Detail and Breakout. The Breakout format portrays aggregate data by major geographic region, industry type and company revenue level. Output is in Adobe Acrobat PDF format, with Excel available as an additional option.
 
Standard Reports are distributed electronically. You may choose either the e-mail or CD-ROM version. This is an Adobe Acrobat PDF file, which can be viewed on any PC with Acrobat Reader version 6.0 and printed as needed. It is not intended for uploading of data. The convenience of the electronic PDF file means that you can easily share the survey with others within your organization, access the survey from your laptop, and forget about lost reports or missing pages. 
 
Excel Spreadsheet of Survey Results: For those who need to upload the survey results, an Excel spreadsheet version is available at an additional $200, available on a CD-ROM or via e-mail. It contains summary information on each job, and can be loaded to common survey analysis tools for further analysis, manipulation, editing and review. An uploadable Job Description file in Word, Excel or Adobe Acrobat is also available.

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2009 Credit Union Participation Fees
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DataCentral® – User generated customized reports.
Includes Summary, Detail, and Excel generation capabilities.

 
 


Under
 $50 Million
 in Assets


$50-$249 
Million 
in Assets


Over $250
 Million
 in Assets

 

2 Weeks – Unlimited Access

$600

$800

$1,000

 

3 Months – Unlimited Access

$1,000

$1,150

$1,300

 

1 Year – Unlimited Access

$1,250

$1,500

$1,750

 
   
Standard Report Fees 
Less than $50 Million

Basic Report

Comparison Report

Initial Report - .pdf

$350

$650

Additional Report - .pdf

$200

$400

Excel Spreadsheet - Data Only

$200

$200

     
$50 - $249 Million    
Initial Report - .pdf

$675

$875

Additional Report - .pdf

$200

$400

Excel Spreadsheet - Data Only

$200

$200

     
Greater than $250 Million    
Initial Report - .pdf

$1,000

$1,200

Additional Report - .pdf

$200

$400

Excel Spreadsheet - Data Only

$200

$200

     
All Final Reports are provided in Adobe Acrobat® (.pdf) format, delivered via e-mail, unless otherwise specified. 


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2009 Credit Union Discounts
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YOU CAN EARN SIGNIFICANT DISCOUNTS on your 2009 Credit Union Survey fees! Western Management Group is offering the following discounts:

$50 - Early Order Discount -  New for this year! 
Place your report order at the time you submit your data, or any time before May 29, and receive $50 off your order. You will also be credited for any other discounts for which you may be eligible. The Early Order form is included in a worksheet in the SmartScreen.

$100 - PolicyCentral® Discount
Update your PolicyCentral data by May 29, 2009 and receive a $100 discount on your initial survey report. Over 100 topics are covered, but you need to update 15 to qualify for the discount. Log onto PolicyCentral at
www.wmgnet.com and click on PolicyCentral to complete this portion of your survey.

$300 Discount - New Participant Referrals
For each new participant you bring to the survey, we will credit both you and your referral with a $300 discount off of your normal survey fees.

$75 Discount - Repeat Participant Reward
To show our appreciation for your continued participation, companies that participated in Credit Union Salary Survey last year will receive a $75 discount on their 2009 survey.

$50 Discount - On Time Discount
Submit your data by May 29, 2009 and receive $50 on-time discount.


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2009 Credit Union Sample Report Formats
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The survey results will include data for each position broken out by Industry, Asset Level, and Geographic Area. A number of reports are available in Adobe Acrobat (.pdf) and Excel formats:

Summary Report: Displays the employee weighted or simple average of each pay element for each survey job. Click here to view a sample of the Summary Report

Detail Report: For each survey job, displays employee weighted averages, simple averages and percentile data for each pay element as well as base-to-bonus earnings mix data, and number of employees reported to each FLSA Status, and Job Match Level. Click here to view a sample of the Detail Report

Breakout Report: For each survey job, displays employee weighted or simple averages of each pay element broken out by Geographic Area, Industry, and Asset Level. Click here to view a sample of the Breakout Report

Market Comparison Report: Removes your companies data from the rest of the participants, and provides a comparison of your data to the rest of the market in tabular and graphic format. Click here to view a sample of the Market Comparison Report

Participants can choose to receive Standard Basic or Comparison Reports generated by WMG, or subscribe to DataCentral, our online report generator, which allows custom reporting.

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2009 Credit Union Job Coverage
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Survey Job List
     

SENIOR EXECUTIVES/OFFICERS

22
23
24
25
26
27
28
29
65
100
110
300
430
610
620
760
900
950
960
  CEO/PRES/General Manager 2
CEO/PRES/General Manager 3
CEO/PRES/General Manager 4
CEO/PRES/General Manager 5
CEO/PRES/General Manager 6
CEO/PRES/General Manager 7
CEO/PRES/General Manager 8
CEO/PRES/General Manager 9
Executive VP/Assist GM
Controller
Administration Executive
Finance Executive/CFO
Marketing Executive/Director
Information Systems/MIS Executive
Electronic Services Executive
Operations Executive/Director
Loans/Lending Executive
Service Center /Member Services Executive
Financial Services Executive
 

GENERAL ADMINISTRATION  * = New Position or Revised Position

1001
1002
1003
1011
1012
1022
1032
1041
1051
1054
1056
1121
1140
*1151
1198
1283
1285
1801
8051
8052
8053
  Administrative Support 1
Administrative Support 2
Administrative Support 3
Secretary/Administrator 1
Secretary/Administrator 2
Executive Secretary/Administrator 2
Secretary to the CEO/GM/PRES
Administrative Assistant
Receptionist
PBX Receptionist
PBX Operator
Messenger/Mail Clerk
Records/Retention Archivist
Items Processing Specialist
Office Manager
Exceptions Processor
Proof Operator
Paralegal
Technical Writer 1
Technical Writer 2
Technical Writer 3
 

HUMAN RESOURCES

2002
2011
2012
2013
2113
2114
2115
2116
2117
2181
2182
2187
2418
 

Human Resources Assistant
Human Resources Representative 1
Human Resources Representative 2
Human Resources Representative 3
Assistant Vice President Human Resources
VP Human Resources/Director 1
VP Human Resources/Director 2
VP Human Resources/Director 3
VP Human Resources/Director 4
Training & Development Specialist 1
Training & Development Specialist 2
Training & Development Manger
Human Resources Manager

 

MARKETING / SALES  * = New Position or Revised Position

*3131
3152
3254
*3255
3351
3352
3501
3502
3507
3512
3596
3708
3997
3998
3999
*12072
*12073
*12078
  Sales Specialist
Marketing Communications Specialist
Marketing Specialist
Senior Marketing Specialist
Graphic Design Specialist 1
Graphic Design Specialist 2
Telemarketing Representative 1
Telemarketing Representative 2
Telemarketing Supervisor
Telemarketing Specialist 2
e-Commerce Marketing Director
Product Marketing Manager
Marketing Supervisor
Marketing Manager
Assistant Vice President Marketing
Community Relations Specialist
Community Relations Officer
Community Relations Manager
 

AUDIT/FRAUD  * = New Position or Revised Position

4251
4252
4253
4501
6690
6691
*6812
  Internal Auditor 1
Internal Auditor 2
Internal Auditor 3
Compliance Officer
Loss Specialist 1
Loss Specialist 2
Risk Management Specialist
 

FINANCE/ACCOUNTING  * = New Position or Revised Position

4001
4002
4003
4021
4022
4023
4047
4052
4053
4097
4151
4152
*4153
*4154
*4451

4492
*4499
4507
  Accounting Assistant 1
Accounting Assistant 2
Accounting Assistant 3
Accountant 1
Accountant 2
Accountant 3
Accounting Supervisor
Payroll Assistant 2
Payroll Assistant 3
Payroll Supervisor
Financial Analyst 1
Financial Analyst 2
Financial Analyst 3
Financial Analyst 4
Personal Financial Counselor
Accounting/Finance Manager
Assistant Vice President -Controller
Electronic Service Support Supervisor
 

FACILITIES/PLANNING

5003
5004
6502
6698
  Purchasing Assistant 3
Purchasing Assistant 4
Facilities Maintenance Worker
Facilities Manager
 

INFORMATION TECHNOLOGY  * = New Position or Revised Position 

6001
6002
6003
*6032
*6033

6097
6098
6121
6122
6128
*6141
*6142
*6143
*6144

6202
6212
*6231
*6232
*6233
*6242
*6243
*6271
*6272
*6273

6311
6312
*6313
6498
6499

  Computer Operator 1
Computer Operator 2
Computer Operator 3
Database Administrator 2
Database Administrator 3
Computer Operations Supervisor
Computer Operations Manager
Network Engineering/Administrator 1
Network Engineering/Administrator 2
Network Engineering Manager
Telecommunications/Network Technician 1
Telecommunications/Network Technician 2
Telecommunications/Network Technician 3
Telecommunications/Network Technician 4
Webmaster
Web Designer/Administrator 2
IS Support Specialist 1
IS Support Specialist 2
IS Support Specialist 3
Personal Computer Support Specialist 2
Personal Computer Support Specialist 3
Help Desk Coordinator 1
Help Desk Coordinator 2
Help Desk Coordinator 3
Programmer/Analyst 1
Programmer/Analyst 2
Programmer/Analyst 3
Information Technology Manager
Assist. Vice President Information Technology
 

BRANCH OPERATIONS  * = New Position or Revised Position

10010
10011
10012
10021
10022
10023
10024
10027
10031
10032
10033
10037
10038
10041
10042
*10051
*10052
*10053

12005
12031
12041
12042
*12051
*12052
*12053

12061
12062
12063
12064
*12081
*12082

12438
12439
12471
12472
12473
12474
12622
12721
12722
*12737
  General Teller
On-Call Teller 1
On-Call Teller 2
Member Services Representative 1
Member Services Representative 2
Member Services Representative 3
Member Services Representative 4
Member Services Supervisor
Call Center Representative 1
Call Center Representative 2
Call Center Representative 3
Call Center Supervisor
Call Center Manager
Floater 1
Floater 2
Branch Support Specialist 1
Branch Support Specialist 2
Branch Support Specialist 3
Head Teller
Vault Teller
Branch Customer Service Rep / Teller 1
Branch Customer Service Rep / Teller 2
Operations Trainer 1
Operations Trainer 2
Operations Trainer 3
IRA/KEOGH Specialist 1
IRA/KEOGH Specialist 2
Business Development Officer 1
Business Development Officer 2
Policy and Procedure  Writer 1
Policy and Procedure  Writer 2
Operations Manager
Assistant Vice President Operations
Branch Manager 1
Branch Manager 2
Branch Manager 3
Branch Director
Personal Trust Officer 2
Operations Supervisor 1
Operations Supervisor 2
Assistant Manager Support Services
 

LOAN ADMINISTRATION/PROCESSING  * = New Position or Revised Position

12001
12002
12003
12007
12009
*12011
12121
12131
12132
12133
12135
12137
12138
12141
12142
12143
12146
*12151
*12158
*12159

12161
12162
12168
12171
12181
12182
12183
12191
12192
12193
12248
12249
12401
*12801
*12802
*12803

13002
13003
13007
13008
13009

  Collection Specialist 1
Collection Specialist 2
Collection Specialist 3
Collections Supervisor
Collections Manager
Senior Mortgage Collections Specialist
Loan Documentation Specialist 1
Loan Service Assistant 1
Loan Service Assistant 2
Loan Service Assistant 3
Loan Specialist
Loan Supervisor
Loan Manager
Loan Adjuster 1
Loan Adjuster 2
Loan Adjuster 3
Quality Service Specialist 2
Business Lending Loan Processor
Business Lending Administration Manager
Business Lending Relationship Manager
Consumer Loan Processor 2
Consumer Loan Collector 2
Consumer Loan Manager
Loan Processor
Loan Officer 1
Loan Officer 2
Loan Officer 3
Commercial Loan Officer 1
Commercial Loan Officer 2
Commercial Loan Officer 3
Assistant Branch Manager
Assistant Vice President Lending
Loan Underwriter 1
DMV Clerk
DMV Senior Specialist
DMV Processor

Auto Loan Processor
Dealer Relationship Officer
Retail Underwriting/Flooring Manager
Installment Loan Manager
Lease Manager
 
REAL ESTATE  * = New Position or Revised Position 
*12127
12128
12201
12202
12211
12901
12904
12905
12908
  Real Estate Loan Supervisor
Real Estate Loan Production Manager
Real Estate Loan Officer 1
Real Estate Loan Officer 2
Real Estate Service Portfolio Specialist
Escrow Specialist
Escrow Officer 1
Escrow Officer 2
Escrow Area Manager
 
CENTRALIZED OPERATIONS
12021
12022
12101
12442
12511
12512
12517
12518
12521
12522
12523
12601
12602
12607
12608
12731
  ATM Teller 1
ATM Teller 2
Electronic Funds Transfer Representative 1
Electronic Banking Processor 2
Check Processing Clerk 1
Check Processing Clerk 2
Check Processing Supervisor
Check Processing Manager
Product Support Service Rep 1
Product Support Service Rep 2
Product Support Service Rep 3
Credit Card Processor 1
Credit Card Processor 2
Credit Card Supervisor
Credit Card Manager
ATM Maintenance


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