The Luminus Member Relations Leader is responsible for performing intermediate duties and support related to branch operational activities; lending transactions; assisting member-owners in their selection of various accounts and financial services; cross-selling Luminus products and services; opening and maintaining all account types; backing up branch administrative responsibilities; promoting business for the organization by maintaining good owner relations and referring member-owners to appropriate staff and partners for new services. The position of Member Relations Leader is also required to be fully knowledgeable and skilled in the areas of teller, vault and treasury, partner products and services, and is required to provide leadership, training and support to less experienced branch staff members. The Member Services Representatives and Retail Branch Administration report to this role. This role also acts as the liaison between members-owners and various credit union departments (i.e., loans, deposits, accounting) and actively participates in all branch campaigns and promotions and champions the organization’s sales oriented culture by performing all aspects of the mandate. In addition, this role is responsible for assisting the Director of Member Relations & Corporate Culture.
Reporting Structure:
Reports to Director of Member Relations & Corporate Culture
Responsibilities
Oversees all branch operations and leads by example
Ensures that staff scheduling, audit, compliance and security requirements are met
Act as an ambassador for Luminus both internally and externally to promote the Luminus brand
Demonstrate a high level of professionalism at all times through attire, voice and actions
Maintain a team environment that is open and transparent
Develops and maintains transparent, relationship-driven culture
Acts as coach and demonstrates commitment to coaching/sales culture
Act as the secondary resource for opening new accounts and effectively manages the member-owner on-boarding process
Monitors performance of direct reports
Assigns special projects and responsibilities to direct reports as needed
Ensures Luminus’ compliance with applicable legislation and regulations
Knowledgeable of investment products like RRSP’s, RESP’s, RRIF’s, Investment Shares
Back-up processing appropriate documents associated with various Luminus products
Identify opportunities to promote, up sell, and cross sell the credit union credit products and partner products
Participate in all branch promotions as set out in the business plan
Participate in outbound calling programs
Work with branch partners to ensure the culture and brand is upheld
Support and uphold a team based work environment that includes cross-functional support that creates a proactive atmosphere of supporting one another
Grow the membership and assets of the branch
As required, represent the credit union in the community by participating in/organizing local business activities and community functions
Focuses and strictly manages all areas of compliance, branch operating procedures, lending policies and security requirements
Provide back up for Director of Member Relations & Corporate Culture as required
Other duties as assigned
Qualifications
BA or Degree
2-3 years financial services experience
Supervisory experience
Demonstrated ability to work within a team environment
Proven track record of reaching/surpassing sales targets
Demonstrated ability to identify addition member-owner needs
Decision Making
Uses sound judgment to make good decisions based on information gathered and analyzed
Considers all pertinent facts and alternatives before deciding on the most appropriate action
Commits to decision
Teamwork, Coaching and Member Service
Interacts with people effectively. Able and willing to share and receive information.
Leverage Collaborative Relationships
Provide coaching where appropriateSupports group decisions and focuses branch and team and personal goals
Looks for opportunities to help others
Leverages opportunities to grow the business
Reliability
Takes personal responsibility for job performance
Completes work in a timely and consistent manner
Focuses and follows through on commitments
Clearly articulates expectations
Apply to join Luminus Ready to transform your career and make a meaningful impact? Apply today and be part of a team committed to making a positive difference.
Name *
Email *
Message *
Resume & Cover Letter * Upload a file or drag and drop. pdf, doc, docxup to 3MB
#J-18808-Ljbffr
Reporting Structure:
Reports to Director of Member Relations & Corporate Culture
Responsibilities
Oversees all branch operations and leads by example
Ensures that staff scheduling, audit, compliance and security requirements are met
Act as an ambassador for Luminus both internally and externally to promote the Luminus brand
Demonstrate a high level of professionalism at all times through attire, voice and actions
Maintain a team environment that is open and transparent
Develops and maintains transparent, relationship-driven culture
Acts as coach and demonstrates commitment to coaching/sales culture
Act as the secondary resource for opening new accounts and effectively manages the member-owner on-boarding process
Monitors performance of direct reports
Assigns special projects and responsibilities to direct reports as needed
Ensures Luminus’ compliance with applicable legislation and regulations
Knowledgeable of investment products like RRSP’s, RESP’s, RRIF’s, Investment Shares
Back-up processing appropriate documents associated with various Luminus products
Identify opportunities to promote, up sell, and cross sell the credit union credit products and partner products
Participate in all branch promotions as set out in the business plan
Participate in outbound calling programs
Work with branch partners to ensure the culture and brand is upheld
Support and uphold a team based work environment that includes cross-functional support that creates a proactive atmosphere of supporting one another
Grow the membership and assets of the branch
As required, represent the credit union in the community by participating in/organizing local business activities and community functions
Focuses and strictly manages all areas of compliance, branch operating procedures, lending policies and security requirements
Provide back up for Director of Member Relations & Corporate Culture as required
Other duties as assigned
Qualifications
BA or Degree
2-3 years financial services experience
Supervisory experience
Demonstrated ability to work within a team environment
Proven track record of reaching/surpassing sales targets
Demonstrated ability to identify addition member-owner needs
Decision Making
Uses sound judgment to make good decisions based on information gathered and analyzed
Considers all pertinent facts and alternatives before deciding on the most appropriate action
Commits to decision
Teamwork, Coaching and Member Service
Interacts with people effectively. Able and willing to share and receive information.
Leverage Collaborative Relationships
Provide coaching where appropriateSupports group decisions and focuses branch and team and personal goals
Looks for opportunities to help others
Leverages opportunities to grow the business
Reliability
Takes personal responsibility for job performance
Completes work in a timely and consistent manner
Focuses and follows through on commitments
Clearly articulates expectations
Apply to join Luminus Ready to transform your career and make a meaningful impact? Apply today and be part of a team committed to making a positive difference.
Name *
Email *
Message *
Resume & Cover Letter * Upload a file or drag and drop. pdf, doc, docxup to 3MB
#J-18808-Ljbffr