General Summary:
Under the direction of the VP, Branch Manager, this position is responsible for providing leadership and direction to branch employees including staff development, motivation, and training. In the absence of the Branch Manager, this position is responsible for the overall direction, coordination, and evaluation of branch. This position carries out supervisory responsibilities in accordance with CCU’s policies and procedures. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work, appraising performance, rewarding and disciplining employees, addressing complaints and resolving problems. Will ensure that branch employees provide exceptional member service and participate in Credit Union growth through sales and service excellence. Position is also responsible for overseeing the physical security, audit integrity and risk management of the branch and manages branch expenses and loss control.
Santa Ana Branch
Essential Duties:
Assumes responsibility, under the direction of or absence of the Branch Manager, for providing leadership and direction to branch employees in addition to staff development, motivation and training.
Assumes responsibility for ensuring that branch employees provide exceptional member service.
Assumes responsibility, in conjunction with Branch Manager for the growth of the credit union by promoting a sales and service culture, making appropriate referrals and coordinating Insurance, Financial Services, Lending, etc.
Assumes responsibility for overseeing the physical security, audit integrity and risk management of the branch.
Assumes responsibility, in conjunction with or in the absence of the Branch Manager, for managing branch expenses and loss control.
Assumes responsibility for establishing and maintaining effective, professional business relations with members, regulatory agencies, external auditors, consultants, and legal.
Assumes responsibility for other duties and special assignments as directed.
Performs other duties as assigned.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
Performance Measurements
Qualifications
Education/Certification: College Degree and/or three years supervisory/management experience working in banking or other retail related sales and service.
Required Knowledge: Knowledge of regulations related to financial institutions.
Experience Required: Three to five years of supervisory/management experience.
Skills/Abilities:
Excellent verbal and written communication skills.
Strong leadership, team building and motivational skills.
Knowledge of regulations related to financial institutions.
Computer proficiency, including word processing (Microsoft Word and Excel preferred).
Professional demeanor and appearance.
EOE
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