Credit Union:

Embold Credit Union

Region:

Canby, OR

Closing:

1/1/2025

Learn More

Job Description:

Essential Functions: 

  • Responsible for driving performance results in assigned branches through direction, leadership and execution of superior service behaviors and sales practices. Maintains a high level of quality service for members and ensures that employees are utilizing opportunities to educate members on products and services.
  • Coordinates and reviews the work of assigned branch staff.  Creates an encouraging work environment by coaching and mentoring employees weekly, or more frequently if required, to achieve their service and sales objectives, performance expectations, and individual or team goals.
  • Regularly assesses employee skill levels, through observation and report tracking, to identify any factors interfering with achieving performance goals and provide feedback/support/coaching that builds on the employee strengths while providing opportunity for learning and growth.
  • Objectively and consistently documents employee performance (coaching, notes, appraisals) in the performance management system
  • Ensures employees receive ongoing service, technical skills and sales training, including timely completion of annual compliance training.
  • Manages employees’ schedules and staff coverage, to ensure the daily branch operation runs efficiently and effectively.
  • Responsible for timely and accurate payroll submission, hiring decisions, promoting, transferring, corrective action and discharging of branch staff, while following company policy and with consultation from Human Resources.
  • Assists in developing, administering, maintaining, and communicating general branch security protocol or requirements, and works with team to make necessary changes to security processes as needed.
  • Actively participates in community events, business development, and is a recognized partner in the community.

Competencies: 

  • Accountability
  • Professionalism
  • Coaching and Mentoring
  • Collaboration / Teamwork
  • Communication Skills
  • Decision Quality
  • Follow Up / Responsiveness
  • Management
  • Member / Market Focus

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.
  • Consumer lending and Home Equity experience.
  • 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.

Management Scope: 

  • Has supervisory/managerial responsibilities over a branch or small to medium sized department. Supervises, coordinates and reviews the work of assigned staff, typically with a subordinate group of up to 15 employees. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy. Can include department heads with no staff.

Interpersonal Skills: 

  • A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Independent Judgement: 

  • A professional level of self-direction and autonomy is expected of this position. Diversified procedures, specialized job standards, and specific policies, as well as agreed upon objectives, deadlines and priorities limit the latitude permitted for independent judgment requiring analytical ability, judgment, and time management skills. The employee prioritizes their work-flow, carries out the successive steps and handles problems and deviations in the work assignment in accordance with instructions, policies, previous training, or accepted practices in the occupation. This can be a mid-level manager or a high individual contributor.

Mental Complexity: 

  • Problems encountered are somewhat complex, and may involve consideration of a variety or breadth of data and information. Frequently requires a mental focus of 1 hour or more per assignment or task. However, problems are generally similar in nature, with previous precedent to draw upon.

Organizational Impact: 

  • The position is designed to produce financial or strategic results that are expected to have a minor impact on current organizational results and/or would only impact a small segment of members or employees.

Potential for Error: 

  • Very limited supervision of work. Errors can be very difficult to resolve and/or consequences of potential errors can be of greater significance. OR Under general management, directs the activities of a small department, branch or a functional unit within a larger department. Usually involved in the identification and resolution of problems and errors of others.

Physical Requirements: 

  • Perform primarily sedentary work with limited physical exertion and lifting up to 10lbs regularly; on occasion lifting up to 30lbs.
  • Must be capable of climbing / descending stairs in emergency situation.
  • Must be able to operate routine office equipment; e.g. computer, telephone, scanner, copier, facsimile, and calculator.
  • Must be able to sit or stand for long periods of time.
  • Must be able to routinely perform work on computer for an average of 6-8 hours per day.
  • Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
  • Must be capable of regular, reliable and timely attendance.

Working Conditions:   

  • This job operates in a professional environment.
  • Days and hours of work will be established to cover office operations, typically ranging Monday through Saturday.
  • Must be able to work extended hours whenever required or requested by management.
  • This position may be required to travel to other branches for coverage, and to all staff meetings.
  • Potential exposure to hazards, i.e. robbery, etc.

Mental and/or Emotional Requirements: 

  • Must be able to perform job functions independently and work effectively as part of a team.
  • Must be able to plan and direct the work activities of self and others.
  • Must be able to read and carry out various written and oral instructions.
  • Must be able to speak clearly and deliver information in a logical and understandable sequence.
  • Must be able to perform basic financial calculations with extreme accuracy.
  • Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.
  • Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
  • Must be able to effectively handle multiple, simultaneous, and changing priorities.
  • Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Requirements

Experience: 

  • REQUIRED:  Five (5) years of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions.
  • PREFERRED:  Greater than five (5) years of similar or related duties.

Education: 

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

Work Schedule

FULL-TIME – Exempt – 8:45 AM – 5:45 PM Monday thru Friday, with alternating Saturdays (required) from 8:45 AM – 1:15 PM

Starting Pay Range

$78,816.96 to $92,725.84 annually based on experience. This range includes a 5% pay differential for the Molalla Branch responsibilities. 

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

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.