Assistant Manager - Houston, United States - TDECU

TDECU

Verified Company

Houston, United States

9 hours ago

Posted by:

Mark Lane

beBee recruiter

Description

Position Summary:

The Assistant Member Center Manager's responsibilities are to partner with the Member Center Manager to coach, develop and lead branch employees to obtain individual, branch and organizational growth goals while delivering an exceptional member service experience.

Fosters a positive can-do attitude and successfully motivates staff to strive towards goal objectives by understanding and supporting the Credit Union's business plan and their branch's member experience, key plays and community service objectives.

Successfully establishes strong member relationships and teaches techniques.

Uses critical thinking skills to problem solve and create solutions when there is in policy or procedure to address it.

Executes exceptions to policy and procedures based on business acumen and risk management.

Creates a memorable Member experience by cultivating, maintaining, and enhancing relationships in a book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate, processing account and loan transactions.

Using a consultative approach with current or prospective Members to uncover and identify their needs while tailoring recommendations and solutions.

Able to troubleshoot and resolve Member and internal inquiries in a timely, friendly, and accurate manner on multiple complex issues.

Can easily navigate our services and offer solutions to navigate the journey of life.

Adheres to all TDECU policies, procedures, and behavioral excellence. This is a key position and is intended to convey to members a professional image of TDECU.

Essential Duties and Responsibilities:

Leads by example:

Performs banking services (opening deposit and loan accounts), achieves sales (cross-selling banking products and services including partner referrals), educates members on digital solutions, and completes proactive outreach activities with members and non-members.

These tasks are routinely performed to retain and enhance sales and service skills as well as provide coverage during training and staffing shortages.

Exercises a business owner mindset by making independent decisions, including but not limited to overrides in consumer lending, check hold decision, and fee waivers.

Uses all information available to make the best decision at the time of service. Sound decision making should mitigate risk and provide a high level of member service.

Problem Resolution:
Owns Member issues through resolution. Troubleshoots and resolves inquiries in a timely, friendly and accurate manner. Escalates Member feedback to Management and makes Member call backs to support Net Promoter efforts. Treats Members and Employees with professionalism, courtesy, respect and empathy through challenges. Keeps the TDECU Mission, Vision, and Purpose at the top of mind when dealing with challenging situations. Provides Management overview and decision making.

Member Experience:

Facilitates a positive member experience in the branch by developing employees, monitoring service standards through role play, observations, coaching sessions and on-the-spot feedback.

Responsible for leveling-up feedback that impacts New Promoter Score and implementing tools and programs that implement NPS.

Training and Coaching:

Ensures strong technical and service skills by providing in-center training or scheduling appropriate training for employees and coordinating delivery with Member Center Manager.

Informs Member Center Manager of employee progress, status and accomplishments to support annual performance reviews and quarterly check-ins. Responsible for onboarding and training coordination of new hires.

Team Engagement:

Working with Member Center Manager, leverages internal recognition programs and engagement principles to incent and reward team members for efforts and results.

Member Center Operations:
Designs staff schedules ensuring coverage according to procedure. Gauges coverage needs during high volume seasons. Provides schedules in a timely manner. Monitors cash operations and branch self-audits according to procedure and policy. Administers branch budget, purchases and records retention policies.

Actively participates in community development activities as assigned in the support of the Credit Union's Mission, Vision, Purpose and Values and business development.

Conducts Marketing and promotion activities like financial presentations, at local events and trade shows.
Completes all mandatory compliance testing on time. Implements processes as required by the Bank Secrecy Act and TDECU policies and procedures.

# of Indirect Reports:

Varies - 8

Financial Responsibility:
(Indicate type and amount of budget, sales volume, etc. for which this position is responsible)

Branch loan goals vary from $600,000 - $3 million monthly. Deposit Growth varies depending on season. Operational expenses vary depending on employee count of branch.

Minimum Qualifications:
(Education