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Careers

Join Our Team

A diverse group of professionals in portrait, looking at the camera.

Motivated, Consultative, Service-Minded, Detail-Oriented, Enthusiastic

As a company who has chosen to exclusively serve credit unions, we know the value of hiring the right people. We operate under the philosophy of “Earning your business every day,” so it’s important for us to employ the type of people that share this value and bring it to their work. For Client Support, that means we’re looking for problem solvers and consultants, not just order-takers. Our Production and Operations staff are empowered and rewarded for having a keen eye to spot and prevent anything short of perfection from making it out the door. And our IT Department is constantly developing and improving our systems, with the need for creative and talented individuals to continue making that a reality.

All of that translates into doing what’s genuinely in the best interest of our clients at every turn. If that sounds like something you’re interested in, check out our current job listings here, or send your resume and completed application to HR@xdi.com. We select only the best applicants, those committed to embracing our values and love serving credit union people. We’re excited to hear from you!

XDI is an Equal Opportunity employer.

Current Job Postings

  • Administration (0)

  • Client Support (2)

      Client Support Technician

      Charlotte, NC

       

      Job Description Summary/Objective

      Client Support Technicians (CST) work with various XDI departments and systems to provide exceptional service to our clients by accurately and efficiently fulfilling quick-turn requests. This role includes a blend of technical and visual skills to manage client’s services using a process-oriented workflow. Client Support Technicians also engage in problem solving and responding to various client requests. Full-time Client Support Technician roles are available in both our San Diego, CA and Charlotte, NC offices and report to the Manager of Client Support.

      Essential Functions
      1. Provide exceptional support for our new and existing clients.
      2. Respond quickly, consistently, and professionally to client requests and questions.
      3. Sense of urgency attitude towards production resolution items with accuracy and efficiency.
      4. Learn XDI software and tools for document composition maintenance.
      5. Manage client request priorities and execute all tasks necessary for timely completion of projects.
      6. Learn and apply XDI’s production system, the correct setup of all service offerings, and detailed knowledge of how all XDI systems work together.
      7. Follow detailed project plans and coordinate with the clients on all requirements for document modifications and maintenance.
      8. Perform testing to ensure a smooth implementation.
      9. Ensure that coordination of resources is in place to meet all project deliverables.
      10. Produce exceptional form design for clients.
      Competencies
      1. Demonstrates exceptional analytical skills, can consistently and accurately follow a process, has a keen eye for detail and strong time management.
      2. High level of comprehension of software and department knowledge/skills and executes to applicable tasks and projects.
      3. Provides on-going and as needed support for clients with questions, projects, and issue resolution.
      4. Collaborates with peers and other departments while working independently on tasks and projects as appropriate.
      5. Works in an organized manner, adhering to company standards and delivering output in a timely manner.
      6. The ideal candidate should be able to work autonomously with limited supervision.
      7. Clear, accurate communication and organizational skills are required.
      8. Candidates should have a client-first mentality and drive to exceed expectations every day.
      9. The ideal candidate will be solutions-driven and take the initiative to find the proper resolution to client requests.
      10. Candidates should have a passion to learn, share and contribute to a highly creative and productive team!
      11. Document/graphical design skills are a plus.
      Required Education and Experience

      A minimum of 3 years customer service experience

      Preferred Education and Experience

      Prior experience at or working with credit unions.

      Position Type/Expected Hours of Work

      This is a full-time in-office position, and hours of work and days are Monday through Friday, 8:30 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.

       

      Interested and qualified applicants should send resume/employment application to hr@xdi.com.

      Client Support Analyst

      San Diego, CA or Charlotte, NC

       

      Job Description Summary/Objective

      The main responsibility of this role is to provide exceptional service to our clients. This role is a blend of technical actions and client support management. The Document Composition Specialist works with various XDI departments and systems to complete projects as requested by our clients. The individual will engage in document composition, problem solving and respond to various client requests. The Document Composition Specialist will work out of our San Diego, CA or Charlotte, NC office and report to the Manager of Client Support.

      Essential Functions

      An ideal candidate for this position will have some work experience in credit unions or regional banking, and fully grasp principles of marrying variable data to dynamic forms. Practical knowledge of help desk operations and experience as a subject matter expert with OpenText Exstream is desirable. Additionally, they will possess familiarity with Microsoft Word, Microsoft Excel, Adobe Photoshop® and Acrobat.

      • Provide exceptional support for our new and existing clients.
      • Respond quickly, consistently and professionally to client requests and questions.
      • Learn XDI software and tools for project setup and document composition.
      • Manage project priorities and execute all tasks necessary for timely completion of projects.
      • Learn and apply XDI’s production system, the correct setup of all service offerings, and detailed knowledge of how all XDI systems work together.
      • Follow detailed project plans and coordinate with the clients on all requirements for document setup.
      • Perform testing to ensure smooth implementations.
      • Ensure that coordination of resources are in place to meet all project deliverables.
      Experience
      • Microsoft Word & Excel
      • Adobe Photoshop (Preferred)
      • Customer Service: 3 years (Preferred)
      • Problem Solving: 3 years (Preferred)
      • Open Text Exstream (a plus)
      Position Type/Expected Hours of Work

      This is a full-time in-office position, and hours of work and days are Monday through Friday, 8:30 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.

      This is a full-time in-office position, and hours of work and days are Monday through Friday, 8:30 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.

      Interested and qualified applicants should send resume/employment application to hr@xdi.com.
  • IT (1)

      IT Quality Assurance Analyst

      Full Job Description
      • Perform software quality assurance activities, including analyzing requirements, designing test plans, and executing test cases.
      • Collaborate with development teams to identify and resolve software defects.
      • Use version control systems such as SVN to manage code changes and track issues.
      • Participate in code reviews to ensure adherence to coding standards and best practices.
      • Conduct root cause analysis of software defects and provide recommendations for improvement.
      • Test applications developed using MVC frameworks, such as ASP.NET MVC or Laravel.
      • Utilize Visual Studio or other integrated development environments for testing and debugging purposes.
      • Perform regression testing to ensure the stability of software releases.
      • Create and execute automated test scripts using tools like Selenium or Cucumber.
      • Collaborate with cross-functional teams to ensure the quality of web services and APIs.
      • Conduct unit testing to verify the functionality of individual components.
      Skills
      • Strong knowledge of software quality assurance principles and methodologies.
      • Proficiency in analyzing software requirements and designing comprehensive test plans.
      • Experience with version control systems like SVN or Git.
      • Familiarity with MVC frameworks and their associated testing techniques (e.g., ASP.NET MVC, Laravel).
      • Proficient in using Visual Studio or similar IDEs for testing and debugging purposes.
      • Knowledge of automated testing tools like Selenium or Cucumber.
      • Ability to conduct root cause analysis to identify the underlying causes of software defects.
      • Understanding of web technologies such as CSS, HTML, JavaScript, etc., for effective testing.
      • Familiarity with testing web services and APIs using tools like Postman or SoapUI.
      • Strong attention to detail and ability to identify potential issues or risks.

      This is a great opportunity for a Quality Assurance Analyst who is passionate about ensuring the quality of software applications. We offer competitive compensation packages, including benefits such as health insurance, paid time off, and professional development opportunities. If you have the skills and experience required for this role, we encourage you to apply and join our dynamic teamQuality Assurance Analyst.

      Summary/Objective

      The Quality Assurance (QA) Analyst will conduct testing on software, websites, and other technical products to identify and resolve bugs, defects, and other potential issues.

      Essential Functions
      • Deliver the highest level of service experience and impressions of the XDI brand.
      • Responsible for upholding all standards for every channel of confidential information produced by XDI.
      • Create and foster an environment of teamwork and accountability.
      • Adhere to all XDI safety, security, and confidentiality guidelines.
      • Engages in cross functional meetings and initiatives as requested.
      • Reviews design specifications to understand the scope, requirements, and function of the software product.
      • Identifies appropriate parameters, functions, and data to test and validate; parameters may include general function, validity of results, accuracy, reliability, and compliance with industry standards.
      • Conducts testing to ensure products (applications, websites, etc.) perform according to user requirements and within established guidelines.
      • Identifies, logs, and recreates error codes, bugs, and defects.
      • When a product does not perform within specifications, reports defects to programmers while identifying and recommending solutions, improvements, and updates.
      • Create standardized workflows and procedures for testing methods.
      • Performs other duties as assigned.
      Competencies
      • Demonstrates exceptional analytical skills, a keen eye for detail, and strong time management.
      • Develops a mastery of software and department knowledge and skills and executes to applicable tasks and projects.
      • Provides on going and as needed support for clients with inquiries, projects, and issue resolution.
      • Collaborates with peers and other departments while working independently on tasks and projects as appropriate.
      • Works in an organized manner, adhering to company standards and delivering output in a timely manner.
      • The ideal candidate should be able to work autonomously with limited supervision.
      • Effective communication and organizational skills required.
      • Candidates should have a client-first mentality and drive to exceed expectations every day.
      • The ideal candidate will be solutions driven and take the initiative to find the proper resolution to client requests.
      • Candidates should have a passion to learn, share and contribute to a highly creative and productive team.
      Work Location: Hybrid remote in San Diego, CA 92127

      Interested and qualified applicants should send resume/employment application to hr@xdi.com.

  • Operations / Production (1)

      Class C Box Truck Driver

      Full Job Description

      Job Summary: We are seeking a reliable and skilled Class C Truck Driver to join our team. This position will be responsible for the safe and efficient transportation of goods and materials to the Post Office. The ideal candidate should have a clean driving record, excellent communication skills, and a strong commitment to safety.

      Full Job Description
      • Safely operate a Class C commercial vehicle to transport goods and materials to assigned destinations including Post Office, Vendor sites and other company needs.
      • Follow all traffic laws and maintain responsible driving behavior.
      • Adhere to delivery schedules and ensure timely arrival at each destination.
      • Inspect the truck and perform pre- and post-trip inspections to ensure its safety and functionality.
      • Load and unload postal and company supplies, ensuring that it is properly secured for transportation.
      • Maintain accurate records of deliveries, mileage, fuel consumption, and other relevant information.
      • Effectively Forecasts Postal Supply needs and communicates with leadership on the amount of time needed and current inventory counts.
      • Uses Postal systems, Postal One and Business Gateway.
      • Communicate effectively with leadership and team members to ensure smooth operations.
      • Handle any necessary paperwork, such as delivery receipts, bills of lading, and vehicle inspection reports.
      • Follow all company policies and procedures, including safety protocols and regulations.
      • Report any incidents, accidents, or mechanical issues to the appropriate supervisor.
      • Completes End of Day check to ensure jobs are 100% complete and meet postal standards.
      Requirements:
      • Valid Class C commercial driver’s license with a clean driving record.
      • Previous experience as a Class C Truck Driver or similar role preferred.
      • Knowledge of local traffic laws, regulations, and routes.
      • Ability to operate and maneuver large commercial vehicles in a safe and efficient manner.
      • Strong communication skills to interact with customers, dispatchers, and team members.
      Job types

      Part-time, Full-time

      Charlotte, NC 28217: Reliably commute or planning to relocate before starting work (Required)

      Shift availability

      Day Shift (Required)

      Work Location

      In person

      Interested and qualified applicants should send resume/employment application to hr@xdi.com.

  • Uncategorized (0)

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