Credit Union:

Rivermark Community Credit Union


Beaverton, OR



Job Description:

Primary Duties & Responsibilities

Branch Goals/Sales

  1. Partners with the manager to achieve Credit Union and team goals. Supports management decisions to ensure the success of the Credit Union.
  2. Conducts regular operational and sales-focused staff meetings.
  3. Supervises and monitors production to meet/exceed expectations and goals.

Coaching & Development

  1. Conducts one-on-one, observational and on-the-spot coaching of branch staff, as directed by the manager.
  2. Provides regular and empowering coaching sessions with each team member and is fully engaged in the development of staff.
  3. Ensures that team members are trained and cross-trained in all phases of their particular jobs to ensure quality service to the membership. Establishes and implements systems and procedures to ensure maximum efficiency. Recognizes inefficiencies and makes recommendations for improvement.
  4. Reviews and documents job performance of assigned staff in designated performance tracking system.
  5. Works with manager to complete periodic employee performance evaluations.
  6. Makes recommendations regarding hiring, promotion and disciplinary actions to management.


  1. Acts as a role model for the staff in all operational areas.
  2. Assigns work, maintains work schedules, answers questions and solves problems. Assists with complex transactions, member problems and explains policies and procedures.
  3. Responds to member concerns and complaints in a timely, professional manner. Approaches resolution with a desire to enhance member satisfaction with the Credit Union and its products and services.
  4. Works with the manager and is accountable for compliance of certifications and all internal controls.
  5. Ensures all negotiables and sensitive material are secure according to security procedures.
  6. Monitors team’s action items to ensure timely completion.
  7. Complies with all policies, procedures, guidelines and work rules.
  8. Seeks ways to streamline work processes and continuously improve the Credit Union.


High school diploma or equivalent. Minimum two years of progressively responsible operations and/or consumer lending experience in a financial institution. Minimum two years of lead, supervisory or management experience.

Requirements – Skills, Job Knowledge & Abilities

  1. Ability to relate management goals and objectives to budgets and action plans, while focusing on increasing profitability and maintaining superior member service.
  2. Ability to quickly gain thorough knowledge of all reporting positions in order to coordinate daily functions and resolve employee and member issues, including security and negotiable instruments (when applicable).  Understanding of audits, compliance, fraud and loss.
  3. Ability to acquire knowledge of and be comfortable conducting member transactions as part of daily job responsibilities.
  4. Strong knowledge of operational and lending (when applicable) policies and guidelines. Specific knowledge of all loan and deposit product offerings.
  5. Well-developed leadership and management skills. Proven ability to lead and motivate in a sales and service environment.
  6. Ability to plan and schedule to maintain effective workflow within the branch or team.
  7. Ability to act in an appropriate business-like manner and cope with a multitude of competing priorities while remaining calm.
  8. Ability to exercise discretion and independent judgment when interpreting policies and procedures, making exceptions as appropriate. Ability to make decisions, take action and accept responsibility for results.
  9. Professional written and verbal communication skills. Strong interpersonal and service skills to amicably solve member complaints.
  10. Ability to use Microsoft Office software.  Comfortable using computer to access core system member information, enter memberships and loans (when applicable) and review sales results.

Supervisory Responsibility

This position has direct supervisory responsibility.

Interpersonal Contacts

Continuous contact with employees and members.


Occasional local travel.