Assistant Financial Center Manager- Lakeline
Company: UFCU
Location: Austin
Posted on: January 10, 2021
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Job Description:
Under general direction of the Financial Center Manager,
supervises all Financial Center (FC) office activities, including
coordinating and directing all daily operations. Directs personnel
activities to ensure convenient and efficient operations of the
staff and Financial Center within the framework of the federal and
state laws, NCUA regulations, and the UFCU policies and procedures.
Successfully resolves escalated member issues, and effectively
collaborates with other UFCU departments. Empowers and develops
employees to support the FC and Credit Union initiatives.ESSENTIAL
DUTIES AND RESPONSIBILITIESRelative Weight (in %; all functions'
total should = 100%)Essential Function Description35%Employee
Development:* Effectively coaches frontline staff in the successful
promotion and sales of assigned UFCU products and services to meet
and exceed both personal and FC sales objectives.* Model UFCU's
vision, mission and values creating and fostering a work
environment which encourages a motivated, committed staff that
consistently delivers exceptional member service.30%Financial
Center Management:* Use principles of continuing process
improvement to streamline and enhance FC operations according to
UFCU's strategic initiatives.* Responsible for managing the overall
ongoing operations of the Financial Center including the staffing,
training and employee relations of all branch office employees.*
Responsible for the branch staff's delivery of personal financial
services through the teller, new accounts, loan closing and
electronic delivery systems located at the branch. Ensure quality
service is provided by all branch employees.* Hold staff
accountable to goals, initiatives and UFCU's policies and
procedures.25%Compliance:* Ensure Financial Center compliance on
all expectations set forth by Assurance Services.10%* Performs
other duties as assigned.* Adhere to all company policies,
procedures and business ethics codes and ensures that they are
communicated and implemented within the team.100%* Performs other
duties as assigned.* Adhere to all company policies, procedures and
business ethics codes.* Complete required regulatory Training as
assigned.* Maintain strict adherence and compliance to all laws,
rules, regulations and internal controls specific to your role,
including but not limited to Bank Secrecy Act, Anti-Money
Laundering, USA Patriot Act, OFAC and Fair Lending
regulations.QUALIFICATIONSEducation* High school diploma or
equivalent required.Experience* Minimum of two (2) years
supervisory experience required.* Minimum of two (2) years of
related financial services or retail experience.Specialized
Knowledge, Licenses, Certifications, etc.* Proven ability and
demonstrated success in a sales and service role.* Proven ability
to coach and guide others in a sales and service role.*
Demonstrated ability as a strong leader, either in a formal or
informal capacity.* Demonstrated ability to resolve difficult
situations.* Must possess proficient knowledge of UFCU products and
services and/or other similar services in a different financial
institution.* Must be proficient in all MS Office applications.*
Familiarity with financial services software/systems preferred.*
Bilingual in Spanish preferred.* Must be bondableEqual Opportunity
Employer/Protected Veterans/Individuals with DisabilitiesThe
contractor will not discharge or in any other manner discriminate
against employees or applicants because they have inquired about,
discussed, or disclosed their own pay or the pay of another
employee or applicant. However, employees who have access to the
compensation information of other employees or applicants as a part
of their essential job functions cannot disclose the pay of other
employees or applicants to individuals who do not otherwise have
access to compensation information, unless the disclosure is (a) in
response to a formal complaint or charge, (b) in furtherance of an
investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractor's legal duty to furnish information.INDUFCU
Keywords: UFCU, Austin , Assistant Financial Center Manager- Lakeline, Executive , Austin, Texas
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