POSITION SUMMARY

PERFORMANCE STANDARDS

MISSION CRITICAL FACTORS

• Asks the right questions to accurately analyze situations.
• Acquires data from multiple and diverse sources when solving problems.
• Uncovers root causes to difficult problems.
• Evaluates pros and cons, risks and benefits of different solution options.

• Comes up with useful ideas that are new, better, or unique.
• Introduces new ways of looking at problems.
• Can take a creative idea and put it into practice.
• Encourages diverse thinking to promote and nurture innovation.

• Identifies and creates the processes necessary to get work done.
• Separates and combines activities into efficient workflow.
• Designs processes and procedures that allow managing from a distance.
• Seeks ways to improve processes, from small tweaks to complete reengineering.

• Follows through on commitments and makes sure others do the same.
• Acts with a clear sense of ownership.
• Takes personal responsibility for decisions, actions, and failures.
• Establishes clear responsibilities and processes for monitoring work and measuring results.
• Designs feedback loops into work.

• Structures the work so it aligns with people’s goals and motivators.
• Empowers others.
• Makes each person feel his/her contributions are important.
• Invites input and shares ownership and visibility.
• Show a clear connection between people’s motivators and the organizational goals.

• Relates comfortably with people across level, functions, culture, and geography.
• Acts with diplomacy and tact.
• Builds rapport in an open, friendly, and accepting way.
• Builds constructive relationships with people both similar and different to self.
• Picks up on interpersonal group dynamics.

• Deals comfortably with the uncertainty of change.
• Effectively manages risk.
• Can decide and act without the total picture.
• Is calm and productive, even when things are up in the air.
• Deals constructively with problems that do not have clear solutions or outcomes.

• Picks up on situational cues and adjusts in the moment.
• Readily adapts personal, interpersonal, and leadership behavior.
• Understands that different situations may call for different approaches.
• Can act differently depending on the circumstances.

CORE VALUES

Commitment- Be all in.

Consistency- Be all in EVERY DAY.

Innovation- Think (UYH) and ASK WHY.

Integrity- Do the RIGHT thing, not the easy or quick thing.

Quality - Do an OUTSTANDING job, don’t run out of GAS.

Trust- Hold trust and be trustworthy.

Value- Make members lives better, easier, safer; help them fulfill dreams; help them do what they don’t know how to or think isn’t possible even if it’s not here (see integrity above); make them wiser; help them build wealth (beyond saving $$)

ACTIVITY & KNOWLEDGE REQUIREMENTS

• Normal accessibility of branch and corporate work sites required for the position.
• Normal exposure to cramped spaces, loud noises, dust, and work safety hazards.
• Normal amount of extended work hours required.

• Normal physical mobility, which includes movement from place to place on the job, taking speed and distance into account.
• Normal physical agility, which includes ability to maneuver body while in place.
• Normal physical strength to handle routine office materials and tools.
• Normal physical strength to handle 50-pound object, taking frequency into consideration.
• Normal dexterity of hands and fingers.
• Normal coordination, including eye-hand, hand-foot.
• Normal endurance.

• Strong service skills
• Strong service coaching skills
• Knowledge of markets, competitor activities, problems and developing trends within assigned location
• Strong knowledge of all electronic delivery products, other credit union products and services
• Loan trained and qualified
• Knowledge of the fundamentals of lending, policies, and principles
• Good motivational and training skills
• Good verbal communication skills
• Thorough knowledge of all deposit, small business and consumer loan products
• Adheres to all federal, state and credit union regulations and policies.

EDUCATION AND/OR EXPERIENCE

• High School diploma or equivalent
• 2-4 year college degree in business or related field
• 3-5 years of experience in branches, call center, retail, operations, and/or lending