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    Assistant Member Service Manager - Waldorf, United States - Charlescountychamber

    Charlescountychamber
    Charlescountychamber Waldorf, United States

    1 week ago

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    Description

    Active - Full-Time Regular Full-Time Management

    Waldorf Branch, Waldorf MD, Waldorf, MD, US

    **Role**

    The primary function of this role is to assist the Branch Manager in developing and managing a branch operation that increases sales, profitability, market shares, and member and employee satisfaction by directing, coordinating and monitoring sales, branch operations and personnel development. Directs, supervises and coordinates the work of the Member Service Consultants of a full service branch whose focus is loan and membership growth, training, staff development, and service and sales management.

    **Major Duties and Responsibilities**

    **40%** - Staff Management. Direct, develop, and motive branch personnel; provide feedback for performance evaluations and recommend appropriate personnel actions. Hold periodic meetings to discuss goals, changes in procedures, new developments or services and to present general information. Cross train personnel in all products and services offered at the credit union and systems utilized by the member services staff. Provide assistance in resolving member and employee problems and concerns. Keeps the Branch Manager aware of member service activities, sales efforts, results, needs, roadblocks and occasionally prepares and submit standard reports.

    **30%** - Production. Monitor branch activity and results relative to established objectives and ensure appropriate steps are taken to maintain high levels of member satisfaction. Underwrite loan applications up to an assigned level of authority, and make decision recommendations on applications requiring a higher level of lending authority for approval. Provide decisions to employees with lower levels of authority.

    **30%** - Member Service. Assist the Branch Manager with the planning and direction of activities to promote efforts to meet strategic goals through service and sales meetings, tracking, coaching and follow up. Develop and promote Spectra CU relationships via various means including involvement in the current membership, community associations and SEGs to increase loan and membership growth. Participate in various activities such as local Spectra CU sponsored events.

    Must comply with applicable laws and regulation, including but not limited to, the Bank Secrecy Act, the USA PATRIOT Act, the Office of Foreign Assets Control, and the SAFE Act.

    **Knowledge and Skills**

    *Experience* - Two to Five years of similar or related experience, including time spent in preparatory positions.

    *Education* - A two-year college degree or completion of a specialized course of study at a business or trade school.

    *Interpersonal Skills* - A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In- depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.

    *Other Skills* - Demonstrated decision making and problem-solving skills; sales and productivity skills. Knowledge of member services/loan policies and procedures. Demonstrated ability to provide courteous, professional service and establish member relations. Excellent oral and written communication skills; ability to express ideas and procedures clearly and concisely. Knowledge and proficient use of computer applications to include Spectra CUs accounting and core data processing systems, spreadsheet and word processing programs.

    **ADA Requirements**

    *Physical Requirements* - Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. 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* - Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

    *Mental and/or Emotional Requirements* - Must be able to perform job functions independently and work effectively either on own or 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 instructions and follow 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 customer 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.

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