This position is located at our Mānoa Marketplace Branch.

Position Description

Assist the Member Relationship Manager with the overall operations of the branch. Assume responsibility for the branch when the manager is absent.

This is a high member contact position that assists members by processing transactions and actively cross-sells credit union products and services.

Ensures all operational support functions are accurately performed in accordance with established policies and procedures.

This position is responsible for assisting with the direction and administration of the Branch member service, new accounts and lending operations.

Essential FunctionsAssist the Branch Manager with the operations of the branch. Schedule staff, answer routine to complex questions on products and services, policies, or rules and regulations.

Assist the Branch Manager with branch security at all levels to include open / close of the facility and vault. Ensure that staff receives on-going training on security and robbery procedures.

Monitor work of branch staff to ensure highest level of quality service to members.Act as a loan officer with an assigned level of authority.

Provide input into performance reviews of branch staff.Assist staff or members in solving complex account problems.Maintain a cross-selling environment within the branch.

Hold periodic staff members to discuss areas needing improvement, changes in procedures, new developments, or services, and to present general information.

Encourage the exchange of ideas.Manage and recommend the purchase of equipment and supplies.Act as a Branch manager in the absence of that person.

Provides training to new and existing department staff, as needed and ensures cross-training of staff.Assists in planning and assigning duties for the department.

Performs other duties as required.

Performance StandardsPlans effectively, anticipating issues, taking the initiative to address issues, and developing innovative approaches to resolving issues.

Consistently display timeliness in the management of projectsDemonstrate professionalism by exercising sound judgment and creativity and by representing the credit union in a positive manner.

Be a trusted source of clear and accurate information to the branch staff and membersReports completed as required.Specific goals and objectives for the department are met in a consistent and timely manner.

Timely reporting to management.

Qualifications

Education / Certification :

High school diploma, GED, college degree or equivalent work experience required.

Required Knowledge :

Must be proficient in MS Office Suite.Thorough knowledge of member services and productsKnowledge of credit union loan services, policies, and procedures.

Understanding of lending standards and documentation.Knowledge of consumer lending practices.

Experience Required :

Five to six years prior experience in supervising full-service branch operations.Credit union industry experience a plus.

Skills / Abilities :

Able to multi-task, work under pressure and meet deadlines.Excellent customer service & interpersonal skills.Able to work in a fast-paced environment.

Effective and clear verbal and written communication skills.Excellent coaching and mentoring skills.Excellent analytical, creative, and problem-solving skills.

Able to work independently and make sound decisions.Notary Public License.

Activities and Requirements of this Position

Repetitive Motion :

Movements frequently and regularly required using wrists, hands, and / or fingers.

Communication Skills :

Must frequently convey detailed or important instructions or ideas accurately and quickly.

Visual Abilities :

Average visual acuity necessary to read, prepare and inspect documents or products.

Hearing :

Able to hear average or normal conversations and receive information.

Physical Strength :

Sedentary work (sitting most of the time). Able to lift and carry up to 25 lbs.

Reasoning Ability :

Able to apply common sense understanding to carry-out detailed instructions and to deal with problems involving variables.

Mathematics Ability :

Able to perform basic math skills including adding, subtracting, multiplying and dividing using a calculator.

Language Ability :

Able to write complex sentences using normal word order with present and past tenses, as well as a command of the English vocabulary.

Working Conditions :

Air-conditioned, smoke-free office setting.

Attendance Requirements :

Please note that scheduled attendance requirements may change due to business needs.

Business Hours :

Monday through Saturday. Business hours are subject to change. Must be able to work additional hours, weekends, and holidays as needed.

Last updated : 2024-05-03