WeStreet Credit Union
Leadership and Management Responsibilities
Partner with retail senior leadership to ensure successful execution of the retail network objectives, initiatives and programs within the branches / care center.
Weekly travel to branch offices to assist in elevating the skill set of the employees and ensure consistency in the areas of operations, sales and service.
In collaboration with FCM and AFCM, provide coaching to elevate the team's ability to deliver and adhere to the expectations outlined in the member service program and exceed key metrics.
Actively promote a sales and service environment consistent with the Credit Union's culture and business plan goals.
Assist in the coaching of staff to help them meet their established goals at an individual and branch level.
Carry out responsibilities in accordance with the Credit Union's policies and applicable laws.
Prepare and / or assist with the preparation of appropriate annual, monthly and weekly reports as needed.
In the absence of the management team be an additional resource for support, direction and guidance to staff in branch.
Provide regular feedback to the Financial Center Managers throughout the month and in the branch management monthly coaching's.
Provide recommendations about changes in policies, process and/or procedures based on analysis.
Additional Responsibilities
Partner with the senior leadership team across the Credit Union on different projects and strategic initiatives.
Responsible for the operations of the branch in partnership with the Retail Operations Manager in the absence of the Financial Center Manager and Assistant Financial Manager.
Serve as a resource to branch staff by providing coaching, direction, and assistance in resolving member problems when needed.
Make updates to the branch network policies and procedures as needed and be an additional resource to add content to the Credit Unions intranet site for the branch operations department.
Partner with Director of Retail and Chief Retail Officer in creating/maintaining an engaging work environment for all branch staff.
Make exceptions to policy as appropriate and within established authority.
Monitor and enforce adherence to all internal controls and security procedures on the branch staff line.
Follow and ensure that branch staff follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives.
Perform other duties as assigned and be available to work in excess of 40 hours a week if requested.
Qualifications Behaviors
Team Player - Works well as a member of a group
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Leader - Inspires teammates to follow them
Motivations
Goal Completion - Inspired to perform well by the completion of tasks
Ability to Make an Impact - Inspired to perform well by the ability to contribute to the success of a project or the organization
Education Bachelors (required)
Experience
Prior project management experience preferred (preferred)
Experience in managing within a structured and defined employee engagement program (preferred)
Prior sales management experience including experience leading other leaders and influence management (preferred)
Experience managing / coaching to an established and robust internal customer service program (preferred)
6 years: Leadership role at financial institution (required)
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Partner with retail senior leadership to ensure successful execution of the retail network objectives, initiatives and programs within the branches / care center.
Weekly travel to branch offices to assist in elevating the skill set of the employees and ensure consistency in the areas of operations, sales and service.
In collaboration with FCM and AFCM, provide coaching to elevate the team's ability to deliver and adhere to the expectations outlined in the member service program and exceed key metrics.
Actively promote a sales and service environment consistent with the Credit Union's culture and business plan goals.
Assist in the coaching of staff to help them meet their established goals at an individual and branch level.
Carry out responsibilities in accordance with the Credit Union's policies and applicable laws.
Prepare and / or assist with the preparation of appropriate annual, monthly and weekly reports as needed.
In the absence of the management team be an additional resource for support, direction and guidance to staff in branch.
Provide regular feedback to the Financial Center Managers throughout the month and in the branch management monthly coaching's.
Provide recommendations about changes in policies, process and/or procedures based on analysis.
Additional Responsibilities
Partner with the senior leadership team across the Credit Union on different projects and strategic initiatives.
Responsible for the operations of the branch in partnership with the Retail Operations Manager in the absence of the Financial Center Manager and Assistant Financial Manager.
Serve as a resource to branch staff by providing coaching, direction, and assistance in resolving member problems when needed.
Make updates to the branch network policies and procedures as needed and be an additional resource to add content to the Credit Unions intranet site for the branch operations department.
Partner with Director of Retail and Chief Retail Officer in creating/maintaining an engaging work environment for all branch staff.
Make exceptions to policy as appropriate and within established authority.
Monitor and enforce adherence to all internal controls and security procedures on the branch staff line.
Follow and ensure that branch staff follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives.
Perform other duties as assigned and be available to work in excess of 40 hours a week if requested.
Qualifications Behaviors
Team Player - Works well as a member of a group
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Leader - Inspires teammates to follow them
Motivations
Goal Completion - Inspired to perform well by the completion of tasks
Ability to Make an Impact - Inspired to perform well by the ability to contribute to the success of a project or the organization
Education Bachelors (required)
Experience
Prior project management experience preferred (preferred)
Experience in managing within a structured and defined employee engagement program (preferred)
Prior sales management experience including experience leading other leaders and influence management (preferred)
Experience managing / coaching to an established and robust internal customer service program (preferred)
6 years: Leadership role at financial institution (required)
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr