Insight Credit Union
  • 19-Dec-2017 to 28-Jan-2018 (EST)
  • Deltona Branch
  • Deltona, FL, USA
  • $43,733 to $49,199 based on experience.
  • Salary
  • Full Time

To direct the operations of a medium to large sized Credit Union branch with deposits of $10 million and above; ensuring the branch meets organizational, financial, operational, service, and growth plans.

This position is located at:

1235-A Providence Blvd.
Deltona, FL 32725 
 
Hours:
 
Monday - Thursday 9am - 5pm 
Friday 9am - 6pm 
 

 

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. Coaching of branch personnel on a regular basis to update on new promotions.

20% 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 and refers problems that are beyond their authority to their supervisor, along with their recommendations.

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

10% Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions and similar groups.

5% Responsible for ensuring that all membership applications and loan documents are complete and distributed to the appropriate departments.

5% Responsible for security and maintenance of building and equipment.

5% Ensures communications with other departments and management is consistent; prepares and submits standard reports; attends scheduled management meetings.

5% Monitors all branch activities to ensure they are in compliance with established Credit Union policies and procedures.

5% Performs other job related duties as assigned.

 

 Performance Measurements:

1. To provide and ensure that the Credit Union Core Values are met on a consistent basis. The employee 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. Maintain a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.

4. Maintain or exceed annual budgeted branch operating and growth plan while maintaining or improving the financial stability of the branch.

5. Develop and maintain business partner relationships with the community and area schools by calling on potential SEG's and coordinating branch participation in community activities.

6. Effectively evaluate the efficiency of the branch and develop specific recommendations for improvements to personnel, facilities, products, pricing, policies, and processes.

7. Meet or exceed the established branch/credit union goals each month and ensure direct reports achieve 100% of their individual goals.

8. Ensure recovery of all critical branch functions for business contingency within recovery times set by business constraints or disaster recovery plan.

9. Note observations of employee performance. Give and receive feedback from employee on the same; completing performance reviews within the prescribed timeframe.

10. To make partner referrals.

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

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

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

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

 

Knowledge, Skills and Abilities:

Experience:  One year to five years of supervisory/management experience within the financial industry.

Education: A high school education or GED.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills 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.

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

Insight Credit Union
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