Job Description:

Essential Functions:

Branch Performance, Growth & Operations:

• Support execution of branch growth plans focused on member relationships, financial wellness, and service quality
• Assist in driving daily sales, service, and operational activities to meet branch goals
• Reinforce performance expectations tied to member outcomes and relationship growth
• Communicate branch priorities and ensure team understanding of goals and expectations
• Monitor daily performance and provide feedback to improve results
• Help maintain efficient, consistent branch operations

Member Experience & Relationship Development:

• Support a member-first culture centered on trust and strong relationships
• Identify opportunities to enhance member relationships and meet financial needs
• Ensure consistent, high-quality service in all member interactions
• Address member concerns and escalate issues when appropriate
• Model behaviors that prioritize doing what’s right for the member
• Partner with internal teams to deliver a seamless member experience

Sales Leadership & Ethical Performance:

• Support branch sales efforts and help drive achievement of goals
• Individual production of loans, new accounts and performing teller transactions when needed.
• Reinforce sales expectations and track team progress
• Coach team members on effective and ethical sales practices
• Recognize and promote successful behaviors within the team
• Ensure all sales activities follow policies and regulatory requirements
• Participate in community outreach, dedicating time to building relationships and contributing to a pipeline of new business for the branch

Leadership, Coaching & Talent Development:

• Assist in supervising and supporting branch staff to achieve goals
• Provide ongoing coaching and feedback to team members
• Support onboarding and training of new employees
• Identify development opportunities and encourage employee growth
• Promote teamwork, engagement, and accountability

Compliance, Risk & Operational Governance:

• Ensure team adherence to policies, procedures, and regulations
• Help identify and escalate operational or compliance risks
• Follow established controls and operational standards
• Support implementation of process improvements

Performance Management, Reporting & Financial Oversight:

• Assist with documenting employee performance and coaching discussions
• Monitor branch metrics and support efforts to improve results
• Use performance data to inform daily actions and team focus
• Support management of branch resources and expenses
• Assist with coordination of vendor and operational needs

Workforce Administration, Security & Safety:

• Support consistent application of HR policies and procedures
• Partner with Branch Manager and HR on staffing and employee relations
• Assist with scheduling, timekeeping, and coverage needs
• Maintain branch security procedures and safety standards
• Ensure team adherence to security protocols
• Support completion of required branch audits and certifications

Collaboration, Community & Organizational Impact:

• Collaborate with internal partners to support branch goals
• Participate in organizational initiatives and projects
• Assist in building and maintaining a local community presence
• Support and participate in community events and outreach activities

 

Competencies:

• Communication / Teamwork
• Job Knowledge
• Member / Market Focus
• Leads by Example
• Professionalism
• Priority Setting / Time Management
• Product Knowledge
• Delegating

 

Other Expectations:

• This position is responsible for providing support to other departments/branches as needed. This could result in a temporary or permanent reassignment to another department/branch based on organizational needs.
• Continual understanding, applied knowledge of, and adherence to the Bank Secrecy Act and all federal, state, and local financial regulations and reporting.
• Ongoing professional development – must complete the annual required courses and trainings; must meet expectations on Performance Evaluations and Behavioral Expectations.
• Must complete annual training on the SAFE ACT and meet testing requirements.
• This position requires NMLS registration at the time of employment. Embold Credit Union will initiate the NMLS registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.

 

Experience:

• REQUIRED: Two to Five years of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions.
• PREFERRED: Greater than five years of similar or related duties.

 

Education:

• REQUIRED: A high school degree or GED.
• PREFERRED: A two-year college degree or completion of a specialized course of study.

 

Work Schedule

FULL-TIME – Non-Exempt – 8:45 AM – 5:45 PM Monday thru Friday, with Saturdays (required) from 8:45 AM – 1:15 PM based on business needs.

 

Starting Pay Expectations:

Minimum of $35.15 an hour to pay range midpoint of $37.00 an hour. Placement will generally not exceed the midpoint based on qualifications, experience, and internal equity.

Those who are fluent in Spanish are eligible for a language differential pay.

 

How We Determine Pay:

This position is covered by the Oregon Equal Pay Act. Your salary is determined based on the experience listed in your resume that is directly related and equivalent to the position for which you are applying. It is strongly encouraged to include any transferable experience (paid or unpaid regardless of how recent) to ensure your offer is reflective of all your relevant experience.

 

Benefits: Here are a few of our great benefits.

Medical, Vision, and Dental- Generous PTO-401k- Education Reimbursement & Student Loan Repayment Assistance and the onsite gym at administrative headquarters.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.