What You'll Do: This position is responsible for providing support to the Financial Center Managers of the assigned branch(es) with particular emphasis on relationship sales; expands the sales culture and provides leadership support and resources to achieve desired results; assists in direction of branch staff activities towards attainment of branch goals; utilizes problem solving, decision making, team building skills, and maintains a high degree of flexibility; promotes high morale and exhibits positive attitudes towards members and fellow employees while instilling a sense of team spirit throughout the branch(es). Responsible for maintaining professional standards for quality member service, adherence to internal control policies, compliance regulations, and supervision of all financial center functions. Maintain composure in a high production and changing environment.
Essential Functions:
- Flexibility and willingness to assist different branches as assigned, occasionally without advance notice. This position is designed to optimize the interaction with various teams and leadership across LGE retail and maximize development towards future retail leadership opportunities.
- Work in coordination with the Financial Center Managers to ensure the centers are supportive of the Credit Union's Mission statement and achieving established sales and service goals.
- Act as and assume full responsibility in the absence of Financial Center Manager.
- Assist with training, monitoring, and coaching staff to effectively refer beneficial products and services to members while ensuring quality service standards are being maintained.
- Set the example of professional behavior and hold all employees accountable for their performance, attitude and behavior. Supervise and manage staff at all times during the day, with or without the direction of the Financial Center Manager.
- Assist with handling escalated member issues and employee concerns. The Assistant Center Manager is expected to use their judgment and discretion when addressing employee concerns at all times, even if the manager is present in the center.
- Assists in interview process and the hiring of staff for any branch, as requested.
- Demonstrate enthusiastic support of corporate mission, and long-term objectives.
- Analyze members' financial needs and educate them on appropriate account, loan and service options while maintaining a friendly, tactful and professional demeanor.
- Establish supportive and productive long-term member relationships through rapport, trust, and diplomacy.
- Responsible for processing transactions, opening accounts, loan interviewing and closings, cross-selling relevant, beneficial products/services, and resolving member related issues.
- Responsible for demonstrating sound judgment in loan origination and providing clear and detailed notes, while interviewing and assisting members.
- Maintain in depth knowledge to have the ability to answer routine to complex questions on products and services, policies and procedures, and rules and regulations.
- Participate in and assist in conjunction with Business Development and Community outreach programs to establish and maintain relationships that will enhance the growth and recognition of the credit union.
- In conjunction with the Financial Center Managers, communicate goals and direction with all staff to ensure clear understanding of rules, regulations, requirements and expectations.
- Responsible for and assists the Financial Center Managers with branch security at all levels to include open/close procedures of the branches.
- Provide policy and procedure revision recommendations to Financial Center Managers.
- Responsible for demonstrating sound judgment when assisting staff serving members with account problems.
- Responsible for proper security, control and documentation of all records.
- As a credit union employee, you may be transferred to different locations as business needs dictate.
- Be familiar with all rules and regulations pertaining to the center operations.
- Be familiar with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act.
Who you are:
- Required: 3-5+ years experience in financial industry OR 3-5+ years retail management experience
- Preferred: Bachelors or Associates Degree in business related field
- Preferred: Previous management, supervisory, or leadership experience
- Interpersonal Skills: Ability to effectively interact with all levels of personnel, industry peers, and members.
- Communication Skills: Ability to effectively communicate in oral and written form.
- Knowledge of lending practices regarding interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy.
- Analytical Skills: Ability to gather, interpret, and solve complex problems. Ability to make sound decisions, take action and accept responsibility for results.
- Other Skills: Basic understanding of computer operation and programs. Demonstrated proficiency with computer programs to include, but not limited to Microsoft Excel, PowerPoint, and Word.
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