All One Credit Union · 2 months ago
Member Relationship Assistant Manager
Clinton, MA
Full-time
Onsite
Mid, Senior Level
$26.14/hr - $39.20/hrAll One Credit Union is seeking a Member Relationship Assistant Manager who will supervise and organize the daily activities of the branch to ensure compliance with policies and procedures. The role involves providing exceptional service to members, coaching staff, and managing member relationships throughout their lifecycle.
BankingFinanceFinancial Services
Responsibilities
Supervises and schedules the daily activities of the Member Relationship Representative staff
Organizes work schedules to ensure coverage is sufficient in relation to daily business activities; assigns and delegates duties and assists in the completion of assignments
Coaches and mentors the Member Relationship Representative staff to develop their abilities and potential, provide training and motivation
Conducts periodic performance evaluations
Greets and welcomes members and non-members into the credit union in a courteous and professional manner
Identifies the financial needs of each member served
Achieves all assigned member service and sales goals
Acquires and maintains all member relationships over the entire lifecycle of the member by identifying and understanding the financial needs of the member
Recommends appropriate solutions to meet member needs and provides excellent member service
Completes all member requests including, but not limited to, account openings, personal, car and equity loan applications and closings, mortgage applications, servicing requests, and routine bank transactions (deposits, withdrawals, check cashing, loan payments, etc.)
Participates in the branch’s operational tasks such as audits, cash settlements, daily recap, ATMs, cash recyclers, month reporting, etc
Develops and deepens member relationships by taking ownership to resolve member issues efficiently
Assists members with the most basic to the most complex situations
Maintains a strong knowledge of all credit union products and services to promote opportunities to introduce the member to all options available
Executes all sales, servicing, banking transactions and operational tasks accurately
Follows all credit union security and compliance policies and procedures, including the Teller Balancing Policy
Completes monthly reports such as NSF and Charge Off Report
In conjunction with the Member Relationship Manager, ensures all security equipment is in proper working order
Opens and closes the branch to ensure systems are properly set. Responds to alarms as required
Assists the Member Relationship Manager with the hiring process and promotional recommendations
Administers supervisor overrides for restricted transactions appropriately and within assigned limits to approve and take responsibility for the transaction
Adheres to all of All One Credit Union policies and procedures
Responsible for compliance with the following regulations: BSA, OFAC, and other regulations as required
Qualification
Required
Supervises and organizes the daily activities of the branch to ensure conformance with credit union policies and procedures
Acts as a role model to the staff while providing exceptional service and meeting all financial needs of each member served
Provides exceptional service and meets all financial needs of each member through the servicing of existing products and services
Makes new product and service recommendations and completes member requests
Supervises and schedules the daily activities of the Member Relationship Representative staff
Organizes work schedules to ensure coverage is sufficient in relation to daily business activities
Assigns and delegates duties and assists in the completion of assignments
Coaches and mentors the Member Relationship Representative staff to develop their abilities and potential
Provides training and motivation
Conducts periodic performance evaluations
Greets and welcomes members and non-members into the credit union in a courteous and professional manner
Identifies the financial needs of each member served
Achieves all assigned member service and sales goals
Acquires and maintains all member relationships over the entire lifecycle of the member
Recommends appropriate solutions to meet member needs and provides excellent member service
Completes all member requests including account openings, personal, car and equity loan applications and closings, mortgage applications, servicing requests, and routine bank transactions
Participates in the branch's operational tasks such as audits, cash settlements, daily recap, ATMs, cash recyclers, month reporting
Develops and deepens member relationships by taking ownership to resolve member issues efficiently
Assists members with the most basic to the most complex situations
Maintains a strong knowledge of all credit union products and services to promote opportunities to introduce the member to all options available
Executes all sales, servicing, banking transactions and operational tasks accurately
Follows all credit union security and compliance policies and procedures, including the Teller Balancing Policy
Completes monthly reports such as NSF and Charge Off Report
In conjunction with the Member Relationship Manager, ensures all security equipment is in proper working order
Opens and closes the branch to ensure systems are properly set
Responds to alarms as required
Assists the Member Relationship Manager with the hiring process and promotional recommendations
Administers supervisor overrides for restricted transactions appropriately and within assigned limits to approve and take responsibility for the transaction
Adheres to all of All One Credit Union policies and procedures
Responsible for compliance with the following regulations: BSA, OFAC, and other regulations as required
Company
All One Credit Union
All One Credit Union, formerly known as Leominster Credit Union, is headquartered in Leominster, MA, and offers deposit and lending products to meet all your personal and business financial service needs.
Founded in 1954
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
B
Barbara Mahoney
President & CEO
Recent News
2023-05-18
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