What are the responsibilities and job description for the Operations Manager position at UCCU?
Responsible for directing and administering the operational efforts of the Branch. This includes managing a team of Member Service Representatives. Trains, directs, and supervises. Monitors and analyzes department performance, implementing strategies to improve the member experience, branch efficiency, and leads the administration of all branch operations. Ensures that established policies and procedures are followed. Creates and enhances long-term relationships with both new and existing members.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for the effective and efficient performance of Branch operations.
a. Supervises work scheduling and workflow of daily routine operations.
b. Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements.
c. Ensures Branch security. Opens and closes the building in accordance with set hours and tests security equipment quarterly.
d. Acts as an MSR, processing and approving member loans within established policies and limits.
e. Supervises and assists with member service functions. Cross-sells Credit Union services.
f. Implements changes to established policy and procedures within the Branch.
2. Assumes responsibility for maintaining proper cash controls.
a. Ensures that all Branch transactions are balanced at the close of each day.
b. Oversees individual accountability for the handling of cash and assists MSR’s in resolving balancing problems.
c. Controls and handles daily deposits in accordance with established policies and procedures.
d. Periodically verifies cash on hand at branch premises.
3. Effectively supervises Branch staff, ensuring optimal performance.
a. Provides leadership through effective objective setting and communication.
b. Directly supervises all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.
c. Conducts regular meetings with Branch employees to inform and train.
d. Conducts weekly meetings with Branch management team to coordinate activities for the following week.
e. Ensures that personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures. Performs cross training as necessary. Conducts security training.
f. Ensures that personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources.
g. Tracks individual progress and conducts performance appraisals on each employee. Formulates and implements corrective action as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities.
h. Approves all sick leave, vacation, overtime, and timecards for each Branch employee. Keeps accurate payroll and attendance records.
i. Conducts interviews and hires as needed.
4. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
a. Ensures that members’ requests and questions are promptly resolved. Handles members’ complaints.
b. Ensures that members are informed of Credit Union services and policies. Counsel’s members regarding their financial needs and services requested.
c. Ensures that the Credit Union’s quality reputation is maintained and projected.
5. Assumes responsibility for the effective administration of Branch functions.
a. Ensures that Branch operations are well coordinated with Credit Union accounting, loan processing, and credit functions.
b. Manages and oversees expenses. Pursues cost-saving measures.
c. Continually seeks ways to improve Branch operations and productivity and to meet established goals.
d. Prepares periodic Branch activity reports and makes recommendations to management for improvements.
e. Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, equipment is carried out, including snow and ice removal.
f. Ensures that adequate supplies, forms, and equipment are available for personnel.
g. Institutes prudent safety measures.
h. Keeps management informed of Branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary.
6. Assumes responsibility for related functions as required or assigned.
a. Fills in and performs duties in Branch positions as needed.
b. Attends assigned training sessions and stays current on new operational procedures.
c. Works a regular and predictable schedule.
PERFORMANCE MEASUREMENTS
1. Branch services are efficiently and efficiently delivered in accordance with established Credit Union policies and standards.
2. Current member accounts are maintained or expanded, and additional ones solicited. Good business relationships exist with members and their questions and problems promptly resolved.
3. Branch personnel are well trained and efficient, and their activities well-coordinated.
4. Reports and records are verified for accuracy and timeliness.
5. Management is appropriately informed of area activities and of any significant problems. Suggestions are provided for improved efficiency or effectiveness in operations.
6. Good working relationships exist with Branch personnel. Assistance is provided as needed.
7. Branch transactions, loan volumes, expenses, and profitability are in line with Credit Union standards.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school graduate or equivalent. Additional college coursework in business or finance preferred.
REQUIRED KNOWLEDGE: Understanding of the Credit Union’s field of membership. Knowledge of Credit Union philosophy, services, and products. Understanding of leadership functions.
EXPERIENCE REQUIRED: At least three to five years of management experiences preferred.
SKILLS/ABILITIES: Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and related business equipment. Attention to detail. Ability to maintain an effective and efficient work flow.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.
AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity necessary to prepare or inspect documents or products or operate machinery.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)
WORKING CONDITIONS
NONE: No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. Able to interpret various instructions.
MATHEMATICS ABILITY: Able to perform very simple algebra.
LANGUAGE ABILITY: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias. Ability to prepare memos, reports, and essays using proper punctuation, spelling and grammar. Ability to communicate distinctly with appropriate pauses and emphasis; correct punctuation (or sign equivalent), and variation in word order; using present, perfect, and future tenses.
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for the effective and efficient performance of Branch operations.
a. Supervises work scheduling and workflow of daily routine operations.
b. Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements.
c. Ensures Branch security. Opens and closes the building in accordance with set hours and tests security equipment quarterly.
d. Acts as an MSR, processing and approving member loans within established policies and limits.
e. Supervises and assists with member service functions. Cross-sells Credit Union services.
f. Implements changes to established policy and procedures within the Branch.
2. Assumes responsibility for maintaining proper cash controls.
a. Ensures that all Branch transactions are balanced at the close of each day.
b. Oversees individual accountability for the handling of cash and assists MSR’s in resolving balancing problems.
c. Controls and handles daily deposits in accordance with established policies and procedures.
d. Periodically verifies cash on hand at branch premises.
3. Effectively supervises Branch staff, ensuring optimal performance.
a. Provides leadership through effective objective setting and communication.
b. Directly supervises all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.
c. Conducts regular meetings with Branch employees to inform and train.
d. Conducts weekly meetings with Branch management team to coordinate activities for the following week.
e. Ensures that personnel are well trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures. Performs cross training as necessary. Conducts security training.
f. Ensures that personnel are effective and optimally used. Determines appropriate staffing levels for proper utilization of human resources.
g. Tracks individual progress and conducts performance appraisals on each employee. Formulates and implements corrective action as needed. Recommends promotions for employees as appropriate. Provides leadership training to employees seeking management opportunities.
h. Approves all sick leave, vacation, overtime, and timecards for each Branch employee. Keeps accurate payroll and attendance records.
i. Conducts interviews and hires as needed.
4. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
a. Ensures that members’ requests and questions are promptly resolved. Handles members’ complaints.
b. Ensures that members are informed of Credit Union services and policies. Counsel’s members regarding their financial needs and services requested.
c. Ensures that the Credit Union’s quality reputation is maintained and projected.
5. Assumes responsibility for the effective administration of Branch functions.
a. Ensures that Branch operations are well coordinated with Credit Union accounting, loan processing, and credit functions.
b. Manages and oversees expenses. Pursues cost-saving measures.
c. Continually seeks ways to improve Branch operations and productivity and to meet established goals.
d. Prepares periodic Branch activity reports and makes recommendations to management for improvements.
e. Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, equipment is carried out, including snow and ice removal.
f. Ensures that adequate supplies, forms, and equipment are available for personnel.
g. Institutes prudent safety measures.
h. Keeps management informed of Branch activities, progress toward established objectives, and of any significant problems. Requests assistance when necessary.
6. Assumes responsibility for related functions as required or assigned.
a. Fills in and performs duties in Branch positions as needed.
b. Attends assigned training sessions and stays current on new operational procedures.
c. Works a regular and predictable schedule.
PERFORMANCE MEASUREMENTS
1. Branch services are efficiently and efficiently delivered in accordance with established Credit Union policies and standards.
2. Current member accounts are maintained or expanded, and additional ones solicited. Good business relationships exist with members and their questions and problems promptly resolved.
3. Branch personnel are well trained and efficient, and their activities well-coordinated.
4. Reports and records are verified for accuracy and timeliness.
5. Management is appropriately informed of area activities and of any significant problems. Suggestions are provided for improved efficiency or effectiveness in operations.
6. Good working relationships exist with Branch personnel. Assistance is provided as needed.
7. Branch transactions, loan volumes, expenses, and profitability are in line with Credit Union standards.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school graduate or equivalent. Additional college coursework in business or finance preferred.
REQUIRED KNOWLEDGE: Understanding of the Credit Union’s field of membership. Knowledge of Credit Union philosophy, services, and products. Understanding of leadership functions.
EXPERIENCE REQUIRED: At least three to five years of management experiences preferred.
SKILLS/ABILITIES: Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and related business equipment. Attention to detail. Ability to maintain an effective and efficient work flow.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.
AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity necessary to prepare or inspect documents or products or operate machinery.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)
WORKING CONDITIONS
NONE: No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. Able to interpret various instructions.
MATHEMATICS ABILITY: Able to perform very simple algebra.
LANGUAGE ABILITY: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias. Ability to prepare memos, reports, and essays using proper punctuation, spelling and grammar. Ability to communicate distinctly with appropriate pauses and emphasis; correct punctuation (or sign equivalent), and variation in word order; using present, perfect, and future tenses.
INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.