Credit Union:

Central Willamette Credit Union

Region:

Albany, OR

Closing:

10/31/2025

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Job Description:

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

  1. Leadership and Branch Management (25%)
    • Provide leadership and daily management of member service functions.
    • Act as a role model, engage in decision-making, and help staff understand leadership decisions.
    • Lead branch strategy development to meet or exceed monthly goals and contribute to Credit Union strategic goals.
  2. Sales Coaching, Training, and Performance Management (20%)
    • Provide sales coaching, technical training, and support to staff.
    • Develop, motivate, and reward sales staff while communicating goals and recognizing achievements.
    • Conduct performance evaluations, give feedback, and recommend personnel changes.
  3. Member Service and Relationship Development (15%)
    • Interact with employees and members, model member service and sales behaviors.
    • Develop relationships, solve member problems, and work toward member satisfaction.
    • Serve as a resource for the team to ensure timely and accurate member assistance.
  4. Operational Efficiency and Compliance (15%)
    • Analyze workflows, recommend efficiency improvements, and reduce costs.
    • Ensure branch cleanliness, organization, and up-to-date marketing materials.
    • Maintain knowledge of all Credit Union products, services, and relevant compliance issues.
  5. Product and Market Analysis (10%)
    • Monitor market conditions, analyze financial service/product changes, and recommend improvements.
    • Research and recommend new services/products to the Director of Retail.
  6. Community Engagement and Relationship Building (5%)
    • Develop and maintain community relationships to enhance the Credit Union’s reputation.
    • Participate in community activities and initiatives to support Credit Union goals and values.
  7. Policy Administration and Procedure Development (5%)
    • Administer personnel policies and work rules in alignment with Credit Union philosophy.
    • Suggest and update procedures as necessary to improve operations and support team functions.
  8. Training and Development (5%)
    • Ensure employees participate in training programs and team Connections Trainings.
    • Attend required trainings and maintain up-to-date knowledge of policies, procedures, and regulations.