Overview

Position Summary

In this service-centric role, you will be responsible for maintaining member and co-worker relationships, and branch operations, by building on our team-focused environment which centers on providing a high-quality member service experience.

Position Duties and Responsibilities

To succeed in this position, you must be able to satisfactorily perform each of the following under indirect supervision from your manager: 

• Responsible for providing branch coverage assistance at various branch locations in the absence of branch staff or branch management.
• Actively listen, educate, and cross-sell products and services that will help members reach their financial goals.
• Provide additional support to branch staff with more complicated member requests.
• Manage cash drawer and branch vault while adhering to policy limits.
• Communicate problems, special circumstances of branch operations, union activity, and employee situations to management.
• Maintain a current notary public certificate.
• Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships with co-workers.
• Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures.
• Perform other related duties as assigned.

Position Qualifications and Skill Requirements

• Associates degree in an applicable field AND Internal: minimum 3 years of work experience in Junior Lead role; External: minimum 4 years of work experience in a similar role OR High School Diploma/GED AND Internal: minimum 5 years of work experience in a Junior Lead role; External: minimum 6 years of work experience in a Lead-level role.
• Effective organizational, multi-tasking and prioritizing skills required.
• Excellent interpersonal, verbal and written communication skills required.
• Proficiency with Microsoft Word, Excel and Outlook required.
• Proficiency with JHA Symitar preferred.
• Bilingual in English and Spanish preferred.

Physical Requirements

• Must be able to travel at least 75 - 90% of time, occasionally on a weekend, or as needed.
• Must have a valid state issued driver’s license.
• Must be able to occasionally lift, carry, push or pull up to 15 lbs.
• Physical activities include a combination of constant sitting and hand motion, and occasional standing and walking. These activities are not necessarily performed to the same degree and combination every day.
• Must be able to repetitively use a telephone and a computer mouse and keyboard.

We have great people working together at OE. Join a team of union members working for union members! Apply online today by completing our online application and submitting your resume.

A list of some of the benefits we offer:

• We emphasize a work/life balance
• Premium pay for bilingual skills (English/Spanish)
• Medical, dental and vision benefits that cover the employee, spouse and dependents
• Retiree medical benefits
• A defined benefit Pension Plan with employer contributions of $5.57/hour
• Life Insurance/AD&D
• 11 ½ Paid Holidays per year
• 17 days of Paid Time Off (PTO) to start
• A 401(k) plan
• Employee loan discounts
• Credit Union Membership eligible on your first day of employment
• Casual dress code

Salary Range: $67,000 - $82,000

OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore. .

Are you ready to join our team?

If you think this job is the right fit for you, fill out our online application. Our application is pretty simple – you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.