JOB SUMMARY
Lead a highly focused and productive team by motivating, mentoring and developing branch team members around accountability and continued improvement. In conjunction with the Team Lead and/or Member Relationship Advisor, maintain a positive team member experience, for both internal branch team members as well as other members of the FCFCU team. Support and monitor recommendations around efficiencies, initiatives and improvements in assigned branch. Safeguard the integrity of the branch, assuring all policies and procedures of the credit union are followed and that the branch is operationally sound. Monitor branch reporting to maintain knowledge and understanding of branch profitability. Meet all stated growth and retention goals by being active in the community and working alongside business partners to ensure a superior customer experience.
ESSENTIAL FUNCTIONS - Listed below are some of the essential functions to carry out this job.
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Oversee the day-to-day operation and activities of assigned branch(s) including member experience, operations, compliance and team members.
- Lead team members in understanding and following through with the objectives of the company, ensuring recognition of the importance of the overall achievement of them. Accomplish company objectives by leading team members and branch activities to ensure organizational awareness and collaboration.
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Oversee team member experience, performance, and development by mentoring, motivating, and leading team members. Identify performance concerns and execute plans to resolve immediately.
- Greet members to the credit union, assisting them with their banking and fostering relationships to ensure that member’s needs are being met.
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Oversee operational soundness of the branch and ensure the branch is in compliance at all times.
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Able to perform essential functions of any branch team member to ensure a positive member experience:
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Cashing checks, processing deposits and withdrawals, as well as loan, mortgage and safe deposit payments.
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Open new accounts, including savings, checking, money market and certificates.
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Process member IRA transactions; council members on IRA contributions and distributions.
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Renew certificate accounts, transfer funds and disburse checks as necessary.
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Conduct loan interviews, process loan applications, loan closings and fund disbursements
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Partner with RDO and all other business partners to ensure members needs are consistently being met. Identify and resolve member issues brought forth by team members at both the branch level or from additional departments and customers.
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Participate in local community affairs and volunteer opportunities to promote the overall image of the credit union.
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Collaborate with Retail Management on training related to team member learning and growth opportunities.
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Ensure confidentiality within all areas of responsibility.
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Act as an ambassador to the company and promote credit union products; including deposit and loan products, online offerings and business services.
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Adherence with credit union policies that could be amended from time to time.
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Follow all procedures pertaining to the Credit Union’s policies of BSA, USA Patriot Act, and OFAC. Attend trainings when available and to keep abreast of all information regarding changes and updates. Report to Management any acts of disregard to these policies. Successfully complete all company required and job specific training.
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Perform additional duties as required.
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Managerial and supervisory skills required to supervise a managerial/professional staff of one or more people.
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Lead assigned team members; make routine employment decisions, review performance; assign work, provide coaching and training, advise team members as necessary; resolve team member issues.
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Maintain department staff attendance records utilizing online timekeeping system.
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High school diploma or equivalent.
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Three plus years’ experience working in a financial institution to include some teller and/or member service experience.
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Two plus years’ experience leading a team.
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Extensive knowledge of banking products, processes, and banking compliance.
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Excellent relationship skills, ability to work with a variety of team members and customers.
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Must be organized and detail oriented.
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Ability to multi-task and prioritize.
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Excellent written and verbal communication skills.
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Proficient with Microsoft Office.
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Bilingual (Spanish and/or Portuguese) a plus.
The work environment characteristics described here are representative of those the team member encounters while performing the essential functions of this job.
Physical Demands Efforts
This function requires moderate standing, walking and sitting. Will be sitting while performing computer data entry functions. Position does not involve climbing or crawling but may on occasion kneel/squat. Requires lifting and moderate carrying of items up to 25 pounds such as a banker’s box. Ability to operate normal office equipment such as, telephone, copy machine, fax, scanner, and computer.
Mental & Visual Demands
Specific vision abilities required by this job include: close vision and ability to adjust focus
Work Environment
This position typically works in an office environment. Noise is moderate and typical of conversations and office equipment.
Americans with Disabilities Act
First Citizens’ Federal Credit Union complies with all aspects of the Americans with Disabilities Act (ADA) and state disability laws. This means that we will not discriminate against qualified individuals with a disability in any phase of the employment relationship including application for employment, hiring, promotions and/or advancement opportunities, termination, compensation, training and any other conditions or privileges of employment. The company will provide reasonable accommodations that do not cause an undue hardship.
- Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
- This job description is subject to change at any time.
