SUMMARY:

Successfully manage La Porte branch by ensuring staff is properly trained and knowledgeable of products and services we offer. Ensure members are taken care of in a timely manner and we exceed their expectations.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Simultaneously keep track of all department duties and responsibilities of each employee.
• Serve as back up to teller and member service department.
• Assist with phone calls and ensuring staff is assisting with calls as well.
• Be the point of contact for staff and serve as the problem solver for them.
• Hold staff accountable to assigned responsibilities and conduct coaching when needed with proper documentation.
• Conduct daily huddles that cover tasks for the day along with performance of sales goals.
• Ensure positive team morale is kept throughout the branch.
• Communicate with supervisor any challenges that are being faced in the branch.
• Periodically spot check that tasks are being completed (Originate, CM’s, Live chat, call backs, wires, call board and reports, etc) whether some of those are daily, weekly, bi-weekly, or monthly.
• Keeping a clean, organized work area and a professional appearance.
• Must be proficient at creating and working with Contact Managers. Daily follow-up of the CM queue is crucial to member service.
• Process operations reports including open/close, shared branching, and other admin back-office reports as needed.
• Stay up-to-date and focused on all regulations, policies, and procedures related to Teller and other branch operations
• Performs such other functions that might be needed from time to time and assists others to complete tasks and work assignments.
• Play an active part in aiding that credit union departments function smoothly and efficiently.
• Stay alert to potential problems and propose changes to policies and programs.
• Back-up other coworkers as needed.

Other Duties and Responsibilities:

• Play an active part in aiding that credit union departments function smoothly and efficiently.
• Stay alert to potential problems and propose changes to policies and programs.

KNOWLEDGE AND EXPERIENCE:

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Ability to calculate figures and amounts such as interest, rates, percentages, ratios
• Ability to read, analyze and interpret instructions, procedures, and regulations
• Two years of PC experience including word, excel, and other Microsoft applications
• Experience leading and managing a team 3+ years
  

Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, OFAC, NCUA Privacy Regulations, Reg DD, Reg D, Reg E, Reg CC, Reg Z, Reg B, Service Members Civil Relief, FCRA/FACTA, and Right to Financial Privacy Act.