Branch Operations Supervisor - #1406300

Description

The Branch Operations Supervisor assists the Branch Manager with all daily functions of the branch including; training, coaching and monitoring staff to meet all assigned individual goals and objectives. Provide oversight and approval within assigned limits to staff. Communicate and review all procedures with processing staff ensuring all regulatory and compliance aspects are met. Conducts audits; including cash, branch procedures and process completed by branch staff. Assist the branch manager with interviewing, hiring and disciplinary action steps.

• Maintain and balance a cash drawer daily.
• Process all teller transactions including deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
• Provide approvals and overrides to member facing staff within limits.
• Perform daily, weekly, monthly, and quarterly audits as outlined.
• Respond and resolve members’ requests, problems, and complaints.
• Provide information regarding Credit Union services and policies.
• Promote and cross-sell Credit Union products and services.
• Support staff as a back up to the new accounts processes, services, and maintenance.
• Ensure compliance with all rules, regulations and processes pertaining to BSA and CIP programs.
• Development and coaching of staff. Make recommendations to branch manager related to action items needed.
• Oversee all functions of the branch in the absence of the branch manager.
• Participate in branch meetings. Make suggestions for individual and branch improvement.
• Other duties as may be assigned.
  
  

Requirements

• High school diploma or equivalent.
• Minimum of two years of financial industry experience.
• Minimum of one-year of new accounts and supervisory experience.
• Staff development experience i.e. coaching, training, tracking and monitoring.
• Knowledge of consumer lending practices and processes preferred.
• Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge.
• Experience with interviewing, counseling, writing reviews, recommendations for promotion and/or termination.
• Proficiency with 10 key adding machine, on-line computer system, and typewriter (minimum typing speed of 40 w.p.m.).
• Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
• Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.