ABOUT:

People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.

Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.

Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.

Our Core Values consist of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.

Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.

If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!

ABOUT THE ROLE:

Under general supervision, but following established policies and procedures, is responsible for providing leadership and direction to daily branch operations. Supervises and trains branch personnel in lending and deposit services. Ensures all branch personnel deliver exceptional customer service, aligned with the Credit Union's core values and mission statement. Ensures that all branch personnel are working as a team and are providing efficient, effective and professional member service. Ensures branch is in compliance and is operating within Credit Union policies and procedures. Accountable for maximizing branch sales and minimizing operating losses. Responds to questions and/or provides information upon request from members (internal & external). Processes requests/transactions as appropriate. Assists members and potential members in understanding and utilizing Credit Union products and services.

WHAT YOU WILL DO: (in descending order of importance)

• Ensures that the branch is open and ready to conduct business each business day.
• Responsible for general maintenance, security and safety of the branch.
• Oversees the ordering and verifying of currency shipments for the branch.
• Ensures that the branch balances all transactions at the close of each business day. May assist tellers and others to resolve adjustments.
• Authorizes adjustments. Maintains petty cash records. Audits safe deposit boxes.
• Ensures all equipment is in proper working order. Oversees department data retention.
• Promotes cross sales of the credit unions products and services.
• Supervises and directs branch personnel to ensure a trained, motivated and professional staff capable of providing efficient and effective Branch and Member services to members. Interviews, recommends for hire, schedules, assigns work to, establishes performance expectations and recommends the necessary discipline and/or discharge of subordinate staff members, while maintaining required personnel documentation. Coaches and counsels staff on an on-gong basis.
• Coaches and develops staff in the area of sales. Plans and conducts weekly sales meetings. Maintains target cross-sell ratio. Creates, implements, and monitors branch sales campaigns.
• Provides such member services as explaining savings and checking programs, opening new accounts, issuing traveler's checks, IRA's, certificates, approving checks and dealing with members with special concerns.
• Researches and resolves member inquiries, explains specific policies and procedures. Assists branch personnel by answering questions and resolving more complex work-related problems. Proactively identifies potential members and works to retain existing members. Ensures that branch complies with member service standards.
• Performs all duties of a Loan Officer. Takes loan applications, interviews member, provides disclosures, conducts credit checks, etc and ensures documentation is complete.
• Maintains a positive working relationship with outside vendors to resolve problems and remains current on new product development. Keeps abreast of new rules and regulations that may impact Retail Banking Operations. Ensures that the branch is in compliance.
• Participates in management meetings. Communicates information to subordinate staff. Participates in local civic and community organizations to seek new business opportunities.
• Performs other managerial and/or branch related duties as assigned by the VP- Regional Branch Manager. Performs all duties of an Assistant Manager, Member Services Representative, Head Teller, Assistant Head Teller and/or Teller as needed.

QUALIFICATIONS:

Education

High school diploma or equivalent (GED) education required. BA/BS in Business, Finance or related field preferred. Equivalent experience may be substituted for a degree.

Experience/Skills/Knowledge:

• Minimum 3 to 5 years progressively responsible experience in branch operations. Knowledge of teller, member service, and loan policies. Minimum two years previous supervisory experience.
• Must possess excellent verbal, written, telephone and interpersonal communication skills.
• PC proficient including Microsoft Office (Word, Excel, Outlook) and the Internet.
• Ability to manage multiple projects/priorities simultaneously.
• Ability to sell products and services and conduct business development calls on members and potential members.
• Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc. Travel required.