• Assistant Manager, Deposit Operations- San Diego

    Job Locations US-CA-San Diego | US
    Req No.
    2018-1508
    Category
    Deposit Support Services
    Type
    Regular Full-Time
    Hours Per Week
    40
    Schedule
    Monday-Friday, 8 hour days between 8:15 a.m. - 6:00 p.m. Shift will rotate.
  • Overview

    General Summary

    Under the direction of the AVP, Deposit Operations, this position is responsible for providing leadership and direction to department employees including staff development, motivation, and training. This position carries out supervisory responsibilities in accordance with CCU’s policies and procedures. Responsibilities include training employees, planning, assigning, and directing work, addressing complaints, handling complex member deposit account transactions, providing support to member facing staff, and resolving problems. Ensures staff provide exceptional member service to both internal customers and Credit Union members.

    Responsibilities

    Essential Duties

    Assumes responsibility under the direction or absence of the department manager. Provides leadership and direction to department employees in addition to staff development, motivation, and training. Ensures compliance with regulatory rules and CCU policies and procedures. Assists with planning and conducting department meetings.

    • Schedules, evaluates, trains, supervises, and directs department personnel. Promotes positive attitudes and cooperation among employees.
    • Plans, motivates and develops a competent, high-performing staff to ensure maximum efficiency in daily operations and effective member relations.
    • Defines appropriate limitations of authority ensuring strong understanding of credit union policies and procedures.
    • Oversees loss prevention procedures.
    • Monitors adherence to deposit account regulatory rules and CCU policies and procedures.
    • Performs quality control of department work.
    • Ensures deadlines for check processing are met daily.
    • Schedules staff to ensure proper coverage for phone support.
    • Writes department procedures.
    • Assists with system upgrade testing.
    • Assists with escheat reporting.
    • Assists with deposit account tax reporting.
    • Monitors department reports.
    • Performs department tasks.

     

    Assumes responsibility for ensuring that department employees provide exceptional member service.

    • Ensures exceptional member service is delivered in a prompt, professional, courteous manner with the highest level of integrity in accordance with established Credit Union policy and standard.
    • Assists, addresses and resolves member concerns and inquiries in accordance to established guidelines and ensure that members are appropriately and accurately informed and serviced.
    • Ensures Credit Union’s professional reputation, image and standard of service excellence is represented and maintained at all times.

     

    Performs other duties as assigned.

    Qualifications

    Skills/Abilities:

    • Ability to work with minimum supervision and meet deadlines
    • Excellent attention to detail, analysis, problem-solving, teamwork, organization, time management, and member/customer service.
    • Excellent verbal communication and writing skills.
    • Strong leadership, team building and motivational skills.
    • Excellent PC and computer skills to be able to operate applicable software, applications, and programs including Excel, Word, and Microsoft Office Suite or equivalent.
    • Able to use member transactional and related system, such as DNA or equivalent.

    Education/Certifications:

    College degree or three years supervisory/management experience in deposit account operations

     

    Experience:

    Five years branch or back office operations working in all aspects of operations and new accounts

    Two years supervisory experience in a financial institution or equivalent

     

    Working Conditions and Physical Demands:

    Work is performed in a general office environment.  This position does not require significant physical efforts.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.  Refer to the Safety & Health Policy found in California Credit Union’s Employee Handbook.

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