Supervises the financial activities and sales functions provided at the branch location. Responsible for the administration of established TDECU REAL standards and positive member service specifically providing oversight to the functions performed by the Financial Service Representative, Safe Deposit, and Receptionist team members. Coordinates with the Branch Manager to ensure compliance with procedures and regulations through the front line financial member services transactions. Performs all other duties as assigned. Implements and performs according to the established TDECU REAL standards.
Essential Duties and Responsibilities:
(To perform successfully in this position, an individual must be able to perform essential duties satisfactorily as well as possess education/experience, knowledge, skill, and ability as listed in representative fashion: reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position - this listing of essential duties is not all inclusive, but representative, other duties may be assigned.)
1. Employee Management
Provides the financial service representative staff with transaction and consumer loan approvals and any other relevant functions.
Ensures that standard operating procedures are being followed and provides guidance and training to branch personnel with operational exceptions and adjustments.
Prepares employee scheduling and effectively utilizes overtime, extended hours, vacation, and other options to ensure the best use of staff resources and sufficient coverage.
Directs, plans, organizes, and monitors performance of daily work tasks and assignments.Answers member calls regarding mortgage products including pre-qualification, applications, servicing, origination, and all other operational functions for Real Estate services.
2. Performance Management
Oversees the Financial Service Representative, Safe Deposit, and Receptionist functions to ensure adequate staffing and efficiency through training, counseling, supervising, and reviewing performance of employees.
Monitors and mentors employee performance within the financial services staff to ensure a positive member service atmosphere and to enhance the TDECU REAL standards.
Meets production guidelines for self and team as assigned.
3. Member Services
Educates team and members on TDECU services, answers questions, and directs members to appropriate department for specialized services.
Produces knowledge of credit union services, industry trends, and branch information to efficiently coordinate and promote branch sales and business opportunities.
4. Departmental Administration
Assists with a variety of administrative duties including ordering departmental supplies, placing service calls, balancing, ATM recaptures, monthly audits, cash orders, and loan reviews.
Confers and participates with the branch manager to review reports such as pending IRAs, loan rejections and exceptions, SAIL, Chex systems, and employee incentives.
Coordinates with the branch manager and departmental staff to ensure that all the opening and closing procedures are followed.
Monitors the lobby central queue to accommodate member satisfaction and reduce wait time.
Completes all mandatory compliance testing within designated time frames and other compliance assignments including Office of Foreign Assets Control (OFAC), Unusual Activity Reports (UAR), and Security processes.
7. Community Relations
Actively participates in internal and external community relations activities and groups to represent the Credit Union.
(Education, Experience, Knowledge, Skills, and Abilities)
High School diploma or equivalent work experience is required.
Some additional business, technical, or vocational training is required.
Level 1: May require up to one year of similar or related work experience.
Level 2: One to two years experience including familiarity with customer service, financial transactions, credit reporting, etc.
Level 3: Two to three years of similar or closely related work experience is required.
Previous supervisory experience is preferred.
3. Knowledge, Skills, and Abilities
Knowledge in new accounts and consumer lending.
Strong working knowledge of relevant computer software including Microsoft Office.
Ability to prioritize tasks, organize, negotiate, and make important decisions.
Strong communication skills both verbally and in writing.
Ability to interpret data efficiently.
Reading and comprehension skills required.
Physical Demands and Work Environment:
(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit.
An employee must frequently life and/or move up to 10 pounds and may occasionally lift and/or move up to 25 pounds to perform essential position functions.
Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Regular attendance is an essential function of this position. This means that the employee is required to report to work on time and must remain available to clients during scheduled hours.
This position requires face-to-face interaction in person or by telephone and e-mail with customers, clients, and vendors.
Texas Dow Employees Credit Union - 20 months ago
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