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Branch Operations Supervisor- Fountain Valley in Fountain Valley, CA at Nuvision Credit Union

Date Posted: 4/11/2018

Job Snapshot

Job Description

Pay Range:$49,204.32-$61,505.40 Yearly

The Branch Operations Supervisor typically exists in a medium to large size Branch, where the staff is equivalent to three or more full-time / part-time employees including tellers and Member Service Representatives.  Under limited supervision, and within established guidelines, assists the Branch Sales Manager and Retail Service Manager in all assigned areas of Branch operations, with an immediate area of responsibility for the teller line.  This position assumes the responsibilities of the Branch Sales Manager in their absence.  The Branch Supervisor assists the Branch Sales Manager in the achievement of sales goals by supporting the attainment of Teller and Member Service Representatives cross-selling and referral objectives.  The Branch Supervisor adds value to the organization as it allows for immediate approval authority, fills in for the BSM, supervisor override for tellers and other frontline staff, lowers the decision making authority, allows for in-person, personalized service and provides opportunities to conduct needs-based sales using referrals for other credit union products and services that support various production goals.                                                                                                                                  

 Responsibilities

  • Plan, organize, assign, and monitor workflow of the teller area to ensure the effective delivery of products and services.  Together with Operations management, direct Branch personnel by establishing annual performance goals consistent with the Board-approved strategic and operational plan.  Guide staff activities toward the attainment of branch goals.

  • Open and/or close Branch in absence of Branch Sales Manager or as required by Branch operations schedule.  Perform all required operational and procedural duties, consistent with Credit Union guidelines, related to opening and/or closing the Branch.

  • Assist Operations management by providing feedback and recommendations for the recruitment, selection, promotion and advancement, corrective action, and termination of employees.  Interview potential candidates for hire, coach and mentor employees, write up and deliver corrective actions, assess staff performance, and write annual performance appraisals for management review and approval.

  • Approve overrides, check holds, deposit items, and withdrawal amounts that are above and beyond a teller’s assigned limits.

  • Implement, monitor, and ensure compliance with Credit Union policies and procedures in relation to teller operations.  Review and recommend changes to Branch procedures to improve efficiencies and exceed member service and sales goals. 

  • Orient and train new tellers, and conduct/oversee operational, service and sales, and compliance training to ensure staff has thorough knowledge of all Credit Union products and services.  Personally attend all training sessions mandated by Credit Union management.

  • Provide for effective member relations by responding quickly and professionally to the more complex, sensitive member issues escalated from the teller line.  Use sound judgment when investigating and resolving problems with member accounts, while striving to obtain an equitable resolution and assure a high degree of member satisfaction.

  • Conduct all daily, weekly, monthly, and quarterly operational, transaction, and fraud audits as required by the Credit Union’s audit checklist, and submit final reports to Branch Management.

Job Requirements

Qualifications

  • 3+ years teller experience in a Credit Union or financial services industry, including a minimum of 1 year lead teller experience in financial operations, regulatory compliance, and overseeing a staff of at least 3 employees. 3+ year’s Senior Teller / Supervisor experience in a Credit Union or financial services industry is preferred.

  • Knowledge of financial products and services Knowledge of all applicable Federal, State, and NCUA regulations.

  • Demonstrated ability to operate office machines to include 10-key; use of Microsoft Word and Excel applications; ability to follow written and verbal instructions.

  • Excellent problem solving skills, organizational skills, and attention to detail.

  • Ability to access strengths across diversity of team members; develop skills, knowledge and abilities through coaching; influence and guide others toward the accomplishment of goals; organize tasks and develop plans within time and resource constraints.

  • High school diploma or GED. College level coursework in related business classes is preferred.

  • Bi-lingual preferred.