Company: University Credit Union
Posted on: January 12, 2022
Plans, manages, directs, oversees and coordinates the overall
management of one or more operations (Member Services) within
Member Services. Ensures Members receive prompt, efficient, and
high quality service. Manages Member Services activities to meet
the financial services needs of members within assigned market area
and to achieve credit union goals.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Communicates job expectations to obtain staff results;
Plans, monitors and appraises job results;
Coaches, counsels, and disciplines employees;
Develops, coordinates and enforces systems, policies, procedures,
and productivity standards;
Meets financial objectives by forecasting requirements;
Ensures compliance with state and federal laws as well as any other
Provides daily support to staff, including answering questions and
Provides training and coaching and counseling to team members for
the purpose of developing the team and maintaining the credit
union's primary focus on Member Services;
Understands the credit union organizational goals and key
performance indicators and takes the necessary actions to achieve
Evaluates operating procedures and policies, ensuring the highest
levels of Member Service, productivity and internal control;
Researches, evaluates and implements department and/or divisional
Appropriately identifies, evaluates and manages risk within area
and implements risk mitigation strategies and activities as
Ensures accuracy of information given to members in relation to
Consumer and Real Estate lending, Account Services, Card Services,
and other related functions through on-going communication with
Provides consultative services to Members regarding credit union
products and services and ensures the team members are providing
consultative services by assessing the Member's needs, addressing
their concerns and gaining agreement;
Manages member service activities through assistant managers. Works
with others to coordinate and oversee department operations;
Must comply with regulatory compliance and assigned training
requirements, including, but not limited to BSA regulations
corresponding to job duties;
Performs other related duties as assigned or requested.
1. Achieving sales, service and compliance goals including
ancillary loan products, referrals, member satisfaction and loyalty
scores, new account and loan productivity;
2. Documentation including files, records and reports are current,
correct and timely, and adhere to quality standards and are in
accordance and compliance with government regulations;
3. Accounting and/or record keeping errors or discrepancies are
promptly identified and resolved;
4. Policies and procedures are modified to ensure effective and
efficient service delivery;
5. Managing employees so that they are well-trained.
6. At least an overall 80% customer satisfaction survey rate.
Bachelor's Degree or equivalent experience.
Five to seven years of related experience.
Two to four years of previous management experience.
Must be able to carry out supervisory responsibilities, which
includes but is not
limited to interviewing, hiring and training team members;
and directing work; appraising performance; rewarding and
discipling team members; addressing complaints and resolving
Must have knowledge of ACH, direct deposit, Truth in Savings, Truth
IRA, Consumer Lending, Real Estate Lending, Bank Secrecy Act,
Laundering Act, OFAC, and other applicable financial institution
Must have knowledge of business services, member services and
Must have at least intermediate expertise in MS Word, Excel,
Strong math skills.
Strong communication skills.
Must have physical dexterity to perform frequent keyboarding and
Must be able to stand, sit, walk, stoop, bend and reach above
Must be able to flex neck due to keyboarding and review of
documents and data.
Holding and grasping.
Lift by raising or lowering an object from one level to
Must be able to lift up to ten pounds.
Must be able to sit for extended periods of time
University Credit Union is an Equal Opportunity Employer
Keywords: University Credit Union, Dublin , Branch Manager, Executive , Dublin, California
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