Learn more about working at Embold here: http://bit.ly/clackamas-youtube
Expand your career and join the Embold Credit Union Team!
We are boldly growing to new heights while deepening our community roots.
Since 1957, we have served Clackamas County with the mission of helping our members meet their financial goals. In 2021, an expansion allowed the credit union to begin serving anyone who lives, works, worships or attends school in Clackamas, Marion, Multnomah, Polk, Washington, and Yamhill counties.
From these roots, Embold Credit Union was born. Our name change helps demonstrate our commitment to our entire service area, but the important things remain the same — our commitment to serving our members and our communities.
What makes Embold different from a bank? Our structure, values, and impact. We put people before profits. We’re committed to bringing innovative financial services to our membership, including ITIN lending services, Payday Alternative Loans, and financial planning specific to families of special needs children. And we’re dedicated to making an impact in our communities through volunteerism, investment, and fundraising.
Those who are fluent in Spanish are eligible for a language differential pay of $100 per pay period.
Embold believes that each employee makes a significant contribution to the success of our Mission, Vision, Values and service standards. This position description is designed to outline primary duties, qualifications and job scope, but not limit the incumbent nor the Credit Union to just the work identified. Your contributions should not be limited by the assigned responsibilities. It is our expectation that each employee will offer their services where needed to ensure the success of our endeavors.
Position Summary:
This position is responsible for assisting the Branch Manager in the overall management of the branch – may step in for Branch Manager in their absence. This individual supports efforts to maximize revenue, sales, member satisfaction, and minimize operational losses as well as deepening existing relationships and minimizing member attrition. Contributes to the implementation of promotional campaigns and product initiatives at the branch level.
Essential Functions:
Branch Performance, Growth & Operations:
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Support execution of branch growth plans focused on member relationships, financial wellness, and service quality
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Assist in driving daily sales, service, and operational activities to meet branch goals
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Reinforce performance expectations tied to member outcomes and relationship growth
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Communicate branch priorities and ensure team understanding of goals and expectations
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Monitor daily performance and provide feedback to improve results
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Help maintain efficient, consistent branch operations
Member Experience & Relationship Development:
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Support a member-first culture centered on trust and strong relationships
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Identify opportunities to enhance member relationships and meet financial needs
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Ensure consistent, high-quality service in all member interactions
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Address member concerns and escalate issues when appropriate
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Model behaviors that prioritize doing what’s right for the member
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Partner with internal teams to deliver a seamless member experience
Sales Leadership & Ethical Performance:
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Support branch sales efforts and help drive achievement of goals
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Individual production of loans, new accounts and performing teller transactions when needed.
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Reinforce sales expectations and track team progress
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Coach team members on effective and ethical sales practices
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Recognize and promote successful behaviors within the team
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Ensure all sales activities follow policies and regulatory requirements
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Participate in community outreach, dedicating time to building relationships and contributing to a pipeline of new business for the branch
Leadership, Coaching & Talent Development:
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Assist in supervising and supporting branch staff to achieve goals
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Provide ongoing coaching and feedback to team members
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Support onboarding and training of new employees
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Identify development opportunities and encourage employee growth
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Promote teamwork, engagement, and accountability
Compliance, Risk & Operational Governance:
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Ensure team adherence to policies, procedures, and regulations
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Help identify and escalate operational or compliance risks
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Follow established controls and operational standards
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Support implementation of process improvements
Performance Management, Reporting & Financial Oversight:
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Assist with documenting employee performance and coaching discussions
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Monitor branch metrics and support efforts to improve results
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Use performance data to inform daily actions and team focus
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Support management of branch resources and expenses
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Assist with coordination of vendor and operational needs
Workforce Administration, Security & Safety:
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Support consistent application of HR policies and procedures
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Partner with Branch Manager and HR on staffing and employee relations
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Assist with scheduling, timekeeping, and coverage needs
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Maintain branch security procedures and safety standards
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Ensure team adherence to security protocols
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Support completion of required branch audits and certifications
Collaboration, Community & Organizational Impact:
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Collaborate with internal partners to support branch goals
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Participate in organizational initiatives and projects
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Assist in building and maintaining a local community presence
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Support and participate in community events and outreach activities
Competencies:
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Communication / Teamwork
- Job Knowledge
- Member / Market Focus
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Leads by Example
- Professionalism
- Priority Setting / Time Management
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Product Knowledge
- Delegating
Other Expectations:
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This position is responsible for providing support to other departments/branches as needed. This could result in a temporary or permanent reassignment to another department/branch based on organizational needs.
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Continual understanding, applied knowledge of, and adherence to the Bank Secrecy Act and all federal, state, and local financial regulations and reporting.
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Ongoing professional development – must complete the annual required courses and trainings; must meet expectations on Performance Evaluations and Behavioral Expectations.
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Must complete annual training on the SAFE ACT and meet testing requirements.
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This position requires NMLS registration at the time of employment. Embold Credit Union will initiate the NMLS registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.
Management Scope:
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Has partial or part-time supervisory/managerial responsibilities and/or restricted to assigning work and supervising the efforts of a small subordinate group of non-exempt employees (typically up to 5). Much of the time may be spent performing work of the type supervised. This job may be titled "team leader."
Interpersonal Skills:
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A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
Independent Judgement:
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Specific standards and operating procedures provide some options and latitude for independent decision and action. The employee uses initiative in carrying out recurring assignments independently without specific instruction, but refers deviations, problems, and unfamiliar situations not covered by instructions to the supervisor for decision or help. Decisions are usually limited to choosing between two or three known options. Decisions normally take the form of recommendations or giving input.
Mental Complexity:
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Problems encountered are relatively simple in nature, requiring some analysis or research to determine the best solution from a limited number of prescribed options. Generally, average transactions and tasks can take between 15 minutes and 30 minutes.
Organizational Impact:
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The position is expected to have a notable impact on current financial or strategic organizational goals and objectives. The effects of the job could impact a segment of customers and/or employees across several functional areas. However, decisions or results that could have an organization wide impact would be preapproved by a more senior level position.
Potential for Error:
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Limited supervision and inspection of work. Errors can be difficult to detect and resolve and/or the consequences of potential errors can be of significance including, but not limited to lawsuits, lost assets or revenue of a significant value or poor external audit.
Physical Requirements:
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Perform primarily sedentary work with limited physical exertion and lifting up to 10lbs regularly; on occasion lifting up to 30lbs.
- Must be capable of climbing / descending stairs in emergency situation.
- Must be able to operate routine office equipment; e.g. computer, telephone, scanner, copier, facsimile, and calculator.
- Must be able to sit or stand for long periods of time.
- Must be able to routinely perform work on computer for an average of 6-8 hours per day.
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Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
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Must be capable of regular, reliable and timely attendance.
Working Conditions:
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This job operates in a professional environment.
- Days and hours of work will be established to cover office operations, typically ranging Monday through Saturday.
- Must be able to work extended hours whenever required or requested by management.
- This position may be required to travel to other branches for coverage, and to all staff meetings.
- Potential exposure to hazards, i.e. robbery, etc.
Mental and/or Emotional Requirements:
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Must be able to perform job functions independently and work effectively as part of a team.
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Must be able to plan and direct the work activities of self and others.
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Must be able to read and carry out various written and oral instructions.
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Must be able to speak clearly and deliver information in a logical and understandable sequence.
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Must be able to perform basic financial calculations with extreme accuracy.
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Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.
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Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
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Must be able to effectively handle multiple, simultaneous, and changing priorities.
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Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Experience:
REQUIRED: Two to Five years of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions.
PREFERRED: Greater than five years of similar or related duties.
Education:
REQUIRED: A high school degree or GED.
PREFERRED: A two-year college degree or completion of a specialized course of study.
Work Schedule
FULL-TIME – Non-Exempt - 8:45 AM – 5:45 PM Monday thru Friday, with Saturdays (required) from 8:45 AM – 1:15 PM based on business needs.
Starting Pay Expectations:
Minimum of $35.15 an hour to pay range midpoint of $37.00 an hour. Placement will generally not exceed the midpoint based on qualifications, experience, and internal equity.
Those who are fluent in Spanish are eligible for a language differential pay.
How We Determine Pay:
This position is covered by the Oregon Equal Pay Act. Your salary is determined based on the experience listed in your resume that is directly related and equivalent to the position for which you are applying. It is strongly encouraged to include any transferable experience (paid or unpaid regardless of how recent) to ensure your offer is reflective of all your relevant experience.
Benefits: Here are a few of our great benefits.
Medical, Vision, and Dental- Generous PTO-401k- Education Reimbursement & Student Loan Repayment Assistance and the onsite gym at administrative headquarters.
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
