Under general direction of the Financial Center Manager, supervises all Financial Center (FC) office activities, including coordinating and directing all daily operations. Directs personnel activities to ensure convenient and efficient operations of the staff and Financial Center within the framework of the federal and state laws, NCUA regulations, and the UFCU policies and procedures. Successfully resolves escalated member issues, and effectively collaborates with other UFCU departments. Empowers and develops employees to support the FC and Credit Union initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Relative Weight (in %; all functions' total should = 100%)
Essential Function Description
Effectively coaches frontline staff in the successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and FC sales objectives.
Model UFCU's vision, mission and values creating and fostering a work environment which encourages a motivated, committed staff that consistently delivers exceptional member service.
Financial Center Management:
Use principles of continuing process improvement to streamline and enhance FC operations according to UFCU's strategic initiatives.
Responsible for managing the overall ongoing operations of the Financial Center including the staffing, training and employee relations of all branch office employees.
Responsible for the branch staff's delivery of personal financial services through the teller, new accounts, loan closing and electronic delivery systems located at the branch. Ensure quality service is provided by all branch employees.
Hold staff accountable to goals, initiatives and UFCU's policies and procedures.
Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team.
Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory Training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.
Minimum of two (2) years supervisory experience required.
Minimum of two (2) years of related financial services or retail experience.
Specialized Knowledge, Licenses, Certifications, etc.
Proven ability and demonstrated success in a sales and service role.
Proven ability to coach and guide others in a sales and service role.
Demonstrated ability as a strong leader, either in a formal or informal capacity.
Demonstrated ability to resolve difficult situations.
Must possess proficient knowledge of UFCU products and services and/or other similar services in a different financial institution.
Must be proficient in all MS Office applications.
Familiarity with financial services software/systems preferred.
Bilingual in Spanish preferred.
Must be bondable
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
University Federal Credit Union