AVP Financial Center Manager

Description

Job Summary

The primary function of this position is to assist the credit union in achieving its vision to become the preferred financial service provider for all members. This is achieved by providing outstanding service to both Internal and External Members that meets the Service Promises and Standards of the credit union. A key component of this service is to identify the members’ financial needs and recommend appropriate credit union solutions.  

Safeguard member information and the credit union’s vital records in a manner commensurate with the sensitivity of the information and in compliance with laws, regulations and the credit union’s information security policies, standards and procedures.  

Perform a multifaceted retail role. Demonstrates the ability to work well in a team-oriented environment. Responsible for all performance functions and financial center objectives. Manages day-to-day activities of the financial center with the responsibility for the direct supervision of the entire staff. Develop staff by coaching sessions and implements plans for individual growth. Monitors both financial center and individual progress according to established goals. Solicits and identifies potential members through counter transactions and incoming telephone inquiries as well as prospecting potential members. Sells appropriate credit union products to fulfill member needs and assists in reaching its growth objectives. Responsible for ensuring financial center meets established sales and service goals set by management.

Primary Responsibilities

• Provides exceptional member service to all internal, external and potential credit union members; sets standard for financial center staff.   
• Manages the financial center staff to achieve established goals.
• Builds cohesive and effective teams: Develops the staff and creates a motivating environment.
• Holds weekly meetings to communicate progress towards year-end goals.
• Sets performance standards, conducts coaching sessions, and gives clear instruction, feedback, and direction.
• Monitors performance, documents disciplinary action, and conducts performance appraisals.
• Participates in interviews for qualified candidates.
• Has the responsibility for the effective day-to-day operations and growth objectives of the financial center.
• Ensures all credit union policies, procedures, and regulations are followed.
• Schedules staff to meet members demands.
• Ensures that all staff is trained and following credit union guidelines.
•  Ensures cross training of daily routine jobs to the entire staff for efficient financial center operation.
• Solicits new business through promotions at the financial center, telephone and mail. Identifies member needs and offers appropriate credit union products.
• Serves as a mentor and role model for all staff.  
• Monitors individual performance based on established financial center and individual goals.
• Interviews loan applicants, assists with applications, answers basic loan questions. Completes loan processing and communicates loan decisions.
• Represents the credit union in a courteous and professional manner. Delivers prompt, efficient, and accurate service to all members and potential members.  
• Services existing members with retail credit union needs including teller transactions.

Requirements

Skill Requirements

• Goal oriented.
• Customer service skills.
• Detail oriented.
• Initiative/self-starter.
• Good judgment and common sense.
• Listening, oral, and written communications, particularly in sensitive situations.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions.
• Ability to write routine reports, procedures, and correspondence.
• Effective interpersonal skills. Ability to effectively present information in one-on-one and small group situations to members and employees of the organization.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.  
• Ability to interpret a variety of instructions furnished in written, oral, or schedule form e.g. Policy Tech, e-University, Paycor, Time On Demand, TMS, Lobby Tracker, LOS, etc.
• Ability to work with frequent interruptions and multi-task for absolute accuracy within time limitations. 
• Conflict resolution and time management skills are essential.
• Ability to type, operating a computer, and utilize certain function of the core computer system.

Candidate Profile

• Bright
• Verbal
• Assertive
• Approachable
• Enthusiastic
• Energetic
• Flexible