Job Description
SUMMARY: Responsible for executing service and sales strategies to achieve overall credit union goals and objectives. Manages service center staff in the areas of service, transactions, and sales, while meeting organizational compliance, quality and security standards.
ESSENTIAL FUNCTIONS:
Executes service programs that motivate Service Center to operate at or above organizational service standards and goals
Executes sales programs that motivate Service Center to meet or exceed organizational sales expectations and goals
Responsible for Service Center compliance with state and federal credit union regulations
Reviews costs and volume of ITM activities, adjusting staffing and providing recommendations for other changes as appropriate.
Reviews ITM recorded sessions to ensure consistent high levels of service.
Monitors and orders cash for ITM machines as needed.
Monitors downtime of ITM machines and reports issues to vendor as required.
Ensures compliance with credit union internal controls.
Performs monthly and quarterly coaching with staff
Ensures service centers meet quality expectations in the areas of teller transactions, branch audits, member files, loan files, and other service center operations
Ensures that security and loss control policies and procedures followed by service center
Manages all office activity, including ATMs, Coin machine, TCRs teller errors, teller sales, vault controls, cash controls, check administration, and security/safety procedures and processes
SECONDARY FUNCTIONS:
Works on Saturdays in Gurnee Service Center on rotating basis
Other duties as may be assigned
QUALIFICATIONS:
Education Required: High School Diploma or equivalent (GED), Nationwide Multistate Licensing System (NMLS) Certification
Education Preferred: Bachelor’s degree in Business Administration or related field
Experience Required: Three (3) years of management experience in a financial institution or retail environment.
Experience Preferred: Experience managing multiple locations
Knowledge, Skills and Abilities (KSAs):
Knowledge of credit union products, services, policies and procedures
Ability to perform job functions independently
Ability to work as part of a team
Ability to verbally communicate effectively with internal and/or external members
Ability to use computers and job-specific technology/software efficiently
Maintains confidentiality
Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements
Must be able to plan and direct the work of self and others
Ability to attract, develop and retain talent and build high performing teams
SUPERVISORY RESPONSIBILITIES:
Responsible for overseeing employees’ performance, identifying development areas, addressing employee relations issues and providing direction, support, training and regular coaching.
Responsible for communicating organizational needs and updates
Supervises: Senior MSR, MSR, Teller, Floating Teller, Teller Supervisor, ITM MSR
TRAVEL: Up to 20% local travel to assist with service center coverage