Job Description

GENERAL PURPOSE

Supports the Branch Manager in leading a high-performing team focused on exceptional member service and operational excellence. This role drives employee development through training and coaching, promotes a needs-based approach to deepen member relationships, and ensures compliance while overseeing daily operations and branch security.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Uphold CCU'S core values: Advocate for members, embrace curiosity, and show compassion. Maintain a highly motivated, skilled team by delivering ongoing training, coaching, and professional development opportunities. Support the Branch Manager and Learning & Development Manager in implementing training initiatives and performance improvement plans. Supports our membership and team by acting as a back-up whenever additional member-facing interaction is needed. Participate in employee interactions, including feedback sessions, reviews, and performance improvement processes. Communicate and reinforce branch policies and procedures, ensuring staff competency in all daily and transactional activities. Promote a needs-based member service approach through individualized coaching and goal setting to deepen member relationships and align with credit union objectives. Oversee branch product and sales activities to maintain profitability, uphold service standards, and ensure employees identify member needs and offer appropriate solutions. Collaborate with management to develop promotions and strategies that support credit union goals. Participate in business development and community relations activities to enhance credit union visibility and growth. Ensure branch compliance with federal regulations, NCUA guidelines, and internal policies, including BSA/AML requirements (OFAC, CTR, SAR). Monitor lending operations for adherence to credit union policies and fair lending laws. Work with auditors and the Director of Operations to maintain compliance with internal controls. Manage branch security and safety, including policy reviews and staff alerts on changes. Supervise daily branch operations by delegating tasks, resolving issues, assisting with complex transactions, and ensuring high service levels. Monitor office activity such as teller balancing, loan referrals, and new accounts. Manage daily staffing levels, cash supply, negotiables, and money orders. Keep the Branch Manager informed of all branch conditions and key operational factors impacting performance. Perform other duties as assigned.

KNOWLEDGE, SKILL AND ABILITY

Knowledge of and ability to apply basic supervisory skills, effective member service and proper phone etiquette skills. Knowledge of financial products and services and basic computer operations. Ability to perform basic mathematical calculations such as adding, subtracting, multiplying and dividing. Ability to verbally communicate in person and by phone, read, type, make judgment and count currency and coin. Ability to detect and trace errors, trouble-shoot and solve problems. Highly motivated, energetic candidate that leads with a positive attitude.

EDUCATION OR FORMAL TRAINING

Associate degree or equivalent training/experience.

EXPERIENCE

Two years of previous teller experience, one of which must be in a lead or supervisory position with sales emphasis is required. Three to five years of experience in a financial services setting is preferred. Additionally, experience in the lending process within a financial institution is required.

WORK ENVIRONMENT/PHYSICAL ACTIVITES

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and ability to adjust focus. While performing the duties, the employee is regularly required to use hands to finger, handle, or feel and talk and hear. The employee is frequently required to stand; walk and reach with hands and arms. The employee is occasionally required to sit and stoop, kneel or crouch.

BENEFITS

This position is eligible for the following benefits:

Medical/Dental/Vision Insurance Company Paid Life, Short-term Disability, and Long-term Disability Insurance 401k Employer Contributions & Match Annual Profit Sharing funded into the 401k Tuition Reimbursement (Max $5,250.00/annually) Paid Time Off Company Paid Holidays Work-Life Balance and Flexible Work Schedules Cross-Training and Career Development Opportunities Employee Recognition Program Monthly Commission Opportunities Annual Bonus Based on Company Performance * Bilingual Pay Differential for Employees Fluent in Spanish