Member Center Manager 2

POSITION TITLE: Member Center Manager –
LOCATION: Baytown (Garth) . The position is in the community developing deep relationships with business partners up to 20% of the time.
REPORTS TO: Regional Vice President

Position Summary: Member Center Managers are responsible for coaching, developing and leading team members that connect members to their financial goals and opportunities.

Essential Duties and Responsibilities:
1. Creates and develops an engaging experience through positive coaching relationships with their team. Proactively identifies Employee talents and provides coaching, mentoring and stretch goals for advancement. Provides training on life-improving products, services and relationship building techniques to improve the lives of the members – helping them light the path to financial freedom.
2. Establishes and maintains a positive advisory relationship by creating a “wow factor” experience making the member feel valued by showing immediate interest in their life. Proactively identifies changes in a member’s life events, and banking needs and recommends relevant services and solutions to solve member opportunities as well as to enable members to achieve financial and life goals.
3. Proactively seeks out new business opportunities and engage in business development to promote life improving products and solutions by facilitating break room banking sessions, neighborhood visits, and community event sponsorships.
4. Defines, measures and creates accountability for Member Center performance through operational metrics, coaching tools and techniques aligned to the organizational business strategy. Effectively contributes to employee development developmental road map (DRM).
5. Effectively communicates polices and procedures to manage Employee and Member expectations. Invites input from others and supports their team member’s license to make decisions about the work that needs to be done. Proactively manages change to support organizational growth.
6. Supports business continuity plans by coordinating disaster recovery, security programs, robbery procedures, and the loss/fraud prevention processes.
7. Completes all mandatory compliance testing within designated time frame and other compliance assignments including Office of Foreign Assets Control (OFAC), Unusual Activity Reports (UAR), and Security processes.
Implements processes as required by the Bank Secrecy Act and TDECU policies and procedures including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure.
Stays abreast of changes within the credit union relating to services and procedures.
8. Ensures Member Center security processes and procedures are adhered to at all times.
9. Supports Regional Vice President to mentor and develop other Member Center Managers to enhance their professional growth. Provides managerial support and coverage to multiple Member Centers based upon organizational needs.
10. Actively participates in community relations activities and groups to represent the Credit Union. Establishes relationships and serves as a center of influence in community. Takes initiative to connect with individuals and organizations outside of the credit union.

Minimum Qualifications:
Education: Bachelor’s degree in Accounting, Business Administration, Finance, Financial Management, Economics, Management or other applicable field from an accredited university or equivalent mix of education and experience required.
Experience: Five to Seven years of experience and/or training in member service, management, and financial industry preferred. Management experience is required.

Knowledge, Skills and Abilities:
1. Strong interpersonal communication skills and strategic and creative thinking abilities.
2. Assumes responsibility for achieving results.
3. Identifies members banking issues and needs.
4. Passion for accuracy.
5. Serves as a resource to members, prospective members, and employees.
6. Continually learns and stays current trends in the marketplace.
7. Builds collaborative and productive relationships in the branch.
8. Provides world class, REAL legendary service.
9. Demonstrates effective time management.
10. Strong working knowledge of relevant software including Microsoft Office, Word and Excel.

Physical Demands and Work Environment:
(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
Regular onsite attendance is an essential function of this position. This means that the employee is required to report to work on time and must remain available to clients during scheduled hours.
This position requires face-to-face interaction in person or by telephone and e-mail with members, clients, and vendors.

Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.