JOB SUMMARY

This position provides exceptional member service through effective supervision of retail employees and day-to-day branch operations.

ESSENTIAL FUNCTIONS
May include any and/or all of the following:

1. Develop effective employees through training, coaching, evaluating, motivating and goal-setting.
2. Oversee the daily operations of the office, addressing questions, coaching employees, ensuring compliance to standards and guaranteeing the delivery of superior member service.
3. Identify and establish goals in line with the strategic initiatives with emphasis on membership, deposit, and loan growth.
4. Develop and carry out action steps for achieving branch goals.
5. Propose capital budget items annually.
6. Review and manage branch controlled expenses (i.e. overtime) to ensure they are within budget and cost effective.
7. Maintain working vendor relationships for operation of the branch.
8. Work with managers, business development officers and other personnel to identify and implement strategic initiatives that achieve branch growth, including product promotions, community partner relations, and community involvement.
9. Foster and maintain effective relationships with local law enforcement.
10. Prepare daily and monthly reports and conduct regular departmental meetings.
11. Perform Member Service duties as needed to serve members.
12. Assist Senior Management with special projects as needed.
13. Participate in community events as a representative of the organization.
14. Coordinate schedules to ensure that there is sufficient coverage at all times.
15. Assist in the coordination of work flow with other departments. i.e. consumer lending, mortgage lending, Contact Center, business services, Credit Resolutions.
16. Perform other duties and responsibilities as assigned.
17. Creating and updating procedures.

KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

· Knowledge of:

• • • Modern office equipment
    • Credit Union operations, procedures, products, services, philosophies, practices, and systems
    • Technology and various software programs
• Ability to:
  • • Speak with confidence and ability
    • Strategic thinking and planning capability
    • Develop, motivate, guide, and evaluate staff
    • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
    • Self direct with the initiative and drive necessary to activate a project from conception through completion
    • Organize and prioritize in order to meet deadlines
    • Solve practical problems and deal with variables in situations
    • Write reports and correspondence and to speak effectively before members and employees
    • Maintain confidentiality and professionalism
• Skill in:
  • • Excellent communication and interpersonal skills to effectively work with members and co-employees
    • Strong attention to detail and analytical skills
    • Interpersonal and human relations
    • Making effective and timely decisions
    • Effectively operate the various software applications required for branch operations

QUALIFICATIONS
Critical Development Experiences:

Pursue opportunities for professional growth and development through training, education and self-study

Successfully complete all applicable compliance training and testing

Education and experience equivalent to:

Five to eight years of similar or related experience, including preparatory experience

A high school degree or equivalent.

Affirmative Action Plan/Policy

We encourage you to learn about your EEO rights under the law.

Equal Opportunity Employer/Veterans/Disabled

Truity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race,
color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and
will not be discriminated against on the basis of disability.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 or jobs@truitycu.org for assistance. You may also contact us at that same number and email, if you would like to see a copy of our Affirmative Action Plan.

REQUIREMENTS

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

REGULATORY COMPLIANCE & CONFIDENTIALITY

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.

Equal Opportunity Employer/Veterans/Disabled

Truity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 or jobs@truitycu.org for assistance. You may also contact us at that same number and email, if you would like to see a copy of our Affirmative Action Plan.