Insight Credit Union
  • 28-Nov-2017 to 08-Feb-2018 (EST)
  • Wekiva Branch
  • Apopka, FL, USA
  • $18.56 to $20.87 based on experience.
  • Hourly
  • Full Time

To direct and coordinate the activities of personnel in a branch, assisting the Branch Manager in ensuring the branch meets organizational, financial, operational, service and growth plans.


This position is located at:

2143 E. Semoran Blvd.
Apopka, FL 32703


Monday - Thursday 9am - 5pm 
Friday 9am - 6pm 
Saturday 9am - Noon



Essential Functions & Responsibilities:

30% Hires, reviews, schedules, trains, and monitors the work of branch personnel: conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates.

25% Assist members/non members with opening and closing accounts, answers questions about products and services, and refers credit union products and services beyond the members stated needs. Resolves problems that are within their authority to resolve.

15% Monitors branch operating results and ensures appropriate steps are taken to correct unsatisfactory conditions.

10% Monitors and corrects all branch activities to ensure compliance with established policy and regulations. Performs quality control on all branch documents and directly coaches employees on errors found including corrective action.

10% Resolve account related concerns that have been escalated to management by subordinate employees.

5% Coaches employees on member satisfaction surveys, monitors performance gaps and documents results for additional corrective action.

5% Performs other duties as assigned.

Performance Measurements: 

1. To provide and ensure that the Credit Union Core Values are met on a consistent basis. The employee should obtain an average Quality Loop score of 2.5 or better each quarter.

2. Responsible for compliance with BSA, AML, OFAC, and CIP as set forth in Credit Union policy.

3. To carry out assigned responsibilities with zero errors as it related to member/non member interaction.

4. To meet assigned credit union performance expectations on a quarterly basis.

5. To make partner referrals.

6. Consistently refer credit union products and services to grow the credit union and serve our members. Ensure staff is doing the same.

7. To keep management informed regarding key operating issues affecting the branch.

8. To maintain a professional work environment and businesslike appearance.

9. Assist manager in maintaining a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.

10. Actively promote an environment where credit union policies and procedures are carefully followed by your direct reports.

11. Coach and develop skills of direct reports to identify opportunities to cross sell products and services for the betterment of the member's financial well being.

12. Note observations of employee performance, assist in performance evaluations within prescribed time frame.

13. Encourage staff to participate in the credit union's Insight Inspire volunteer program.

14. To maintain a dependable record of attendance and timeliness.

15. To maintain a NMLS ID and comply with the requirements of the SAFE Act.


Knowledge and Skills:

Experience:  Three years to five years of similar or related experience.

Education:  A high school education or GED.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills: Must have good communication skills for training other tellers. 10-key calculator and computer keyboard skills. Accurate with numbers and names.

Physical Requirements: While performing the duties of this job, the employee is regularly required to talk or hear, sit or stand and walk or maneuver around the branch.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment.

This position requires availability to work Saturdays.

Insight Credit Union is an EO Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Insight Credit Union
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