Qureos Mentor

Vantage Credit Union

<div><h1 class="jobSectionHeader">JOB FUNCTIONS</h1><ul><li>
Proactively and successfully meet individual performance goals while contributing to branch and credit union goal. Leverage member engagement strategies to build meaningful relationships, identify needs, and deliver personalized solutions. Actively support membership growth through referrals and community-based business development. Recommend and refer cross-sell opportunities to enhance member value and loyalty.</li><li>
Create a welcoming and engaging environment by warmly greeting all individuals upon arrival and expressing appreciation as they depart. Use these interactions as opportunities to build rapport, reinforce our brand promise, and identify potential member needs. Ensure public areas reflect our brand image and are consistently stocked and maintained to support a positive member experience.</li><li>
Support members with a wide range of account and loan inquiries, including but not limited to completing fraud forms, processing wire transfers, issuing instant cards, and closing accounts. Ensure efficient and accurate service to maintain smooth branch operations and a positive member experience.</li><li>
Assign new loan applications, deposit applications, and member referrals to appropriate team members, ensuring timely and effective follow-up. Develop and implement personalized onboarding action plans to support new members in their financial journey</li><li>
Responsible for performing cash advances, bond cashing, coin machine usage and transactions, and PTM related issues as the primary point of contact.
</li><li>Utilize the cash recycler to meet member needs and perform routine member transactions as needed.
</li><li>Assist with completing systems testing as required</li><li>
Complete daily and monthly tasks such as the branch inspection log, vault balancing, end of day branch balancing, instant issue balancing, alarm testing, branch audits.</li><li>
Order monthly branch supplies to ensure adequate inventory of materials and resources within budget guidelines.
</li><li>Coordinate branch scheduling, including appointment setting, walk-in member flow, and staff coverage for lunches, vacations, and PTO. Maintain and update the branch calendar to ensure optimal staffing and seamless daily operations. Utilize an appointment scheduling tool to streamline scheduling processes and support leadership with calendar management, enhancing team efficiency and the overall member experience.</li><li>
Assist branch management with opening and closing the building, ensuring the secure and timely opening and closing of the branch/building, following established procedures to maintain safety and operational readiness. Perform daily security checks and secure all access points at the end of the day.</li><li>
Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, centralized lending, and quality assurance. Always maintain confidentiality.</li><li>
Performs other tasks as assigned.</li></ul>
KNOWLEDGE<ul><li>
Possesses ability for independent thinking that allows for identification of problems and corresponding solutions. Develops and executes action plans where needed.</li><li>
Possesses a thorough knowledge of credit union operations, including loan and deposit products and departmental operations.</li><li>
Keeps current with industry trends and changes in regulations.</li><li>
Sensitive to the credit union philosophy, understands the difference between a credit union and a bank, and works with members based on their individual needs.</li></ul> 
SKILLS 
<ul><li>
Time Management &ndash; Has the ability to process a large volume of work while maintaining member service standards. Possesses good ability to organize work, plan activities, prioritize tasks and meet deadlines/standards for work assigned. Must be flexible and have a strong ability to adapt to changing situations.</li><li>
Interpersonal Skills &ndash; Interacts professionally and positively with others, cultivating positive relationships that further the goals of the credit union and meet member needs. Uses tact and diplomacy in difficult situations, approaching conflicts from a positive angle and striving to find a win-win solution by using sound negotiating skills. Works well with other team members to achieve group cohesiveness and objectives.</li><li>
Accuracy &ndash; Performs tasks correctly and efficiently. Keeps teller drawer and vault within balance. Has strong attention to detail.</li><li>
Communication &ndash; Expresses self honestly, positively, and professionally in both oral and written communication. Speaks correctly and uses correct grammar and spelling in all communications.
</li><li>Dependability &ndash; Possesses strong sense of ownership and responsibility for branch&rsquo;s operations. Displays integrity and high moral responsibility.</li><li>
Technical &ndash; Displays a solid analytical ability, with the ability to be direct and ask discerning questions. Has a strong understanding of the various programs/software used in their position.</li></ul> 
EDUCATION AND EXPERIENCE
Incumbent should possess at least one year of experience in a sales or service position. At least one year of experience in a financial institution is preferred. Some college education is desirable.
Attendance of credit union industry seminars, workshops and conventions may be required. Ongoing professional development is expected.
PHYSICAL REQUIREMENTS
The position requires the following physical activities within varying environmental conditions:<ul><li>
Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time.</li><li>
Occasional travel or moving from one office location to another or from one department to another at the headquarters building.</li><li>
Occasional lifting, moving, or adjusting objects up to 20 pounds.</li><li>
Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.</li><li>
Work will be in a commercially reasonable temperature-controlled environment.
</li><li>Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.</li></ul></div>

Front Desk Attendant

<div>JOB FUNCTIONS<ul><li>
Assists the Branch Manager with the daily management of branch operations and associates to ensure sales, growth, and profit objectives. Delegate portion of authority when necessary but may neither delegate overall responsibility for results nor any portion of accountability. Leads team to provide superior service to members.</li><li>
Assists the Branch Manager with the successful completion of all required branch reporting. Also, responsible for consistent adherence to operational procedures and regulations regarding account and lending functions. Maintains the smooth daily operations of the branch, including but not limited to facilities operations, security controls, audits, opening / closing procedures, balancing, and supplies.
</li><li>Assists the Branch Manager with respect to hires, terminations, promotions, transfers, performance appraisals and interpretation of credit union policies for branch associates. Provides appropriate and timely feedback to branch associates and communicates staffing needs to the Branch Manager.</li><li>
Coach, mentor, lead, and motivate branch associates to meet and exceed branch sales and production goals as well as contribute to the overall credit union goals. Provide ongoing training and mentoring to branch associates to maximize opportunities to gain and grow member wallet. Recommend and refer cross-sell opportunities as appropriate.</li><li>
Assists the Branch Manager with monitoring sales and service within the branch to ensure sound business practices for the credit union, exceptional service for members and professional development of branch staff. Provides consistent, timely coaching and guidance to associates to assist with strengthening their product knowledge and identifying member needs.
</li><li>Assist members with account and loan needs and inquiries, as necessary. Ensures a consistent optimal member experience. Ensures work quality standards are met regarding completion of all required paperwork and information in the system. Assists members with complaint resolution, as necessary.</li><li>
Maintain prescribed security controls to protect the facility and its contents against criminal and fraudulent operations and unnecessary risk or exposure and notify the Branch Manager, Facilities, Security, and the Regional Managers of any irregularities immediately.</li><li>
Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, central operations and records, central lending, and quality assurance. Always maintain confidentiality.</li><li>
Assists with initial quality control assessments on loan and account documentation of their own work and documents prepared for member signature by other areas. Consistently scores at an excellent level on quality reviews of their work and leads their team to perform the same. Coaches associates that are underperforming in this area. Works with branch team to resolve any issues/errors and communicates progress to appropriate areas in a timely manner.</li><li>
Assists the Member Care Center with answering calls during times of high call volume.</li><li>
Participate in departmental, branch and credit union projects and assist with system testing as needed.</li><li>
In partnership with the Branch Manager, support the growth of the branch and the credit union, and achievement of goals through business development and community involvement. Assists in building the credit union&rsquo;s presence in the community. Represents the branch, as appropriate, in its relationships with members, community organizations, and vendors.</li><li>
Perform other tasks or special project work as assigned.</li><li>
In the absence of the Branch Manager, or as required, assume the responsibilities of that position. These responsibilities include, but are not limited to, the supervision of branch employees, overseeing all member complaints requiring supervisory attention, and ensuring the overall safety and well-being of the branch operation.</li></ul>
REQUIREMENTS<ul><li>
Possesses an exceptional knowledge of banking/credit union operations and sales leadership.</li><li>
Time Management: possesses a strong grasp of branch operations and can plan, organize, prioritize, schedule, and direct staff to accomplish outstanding work or meet Member volume demands.</li><li>
Communication: expresses self honestly, positively, and professionally in both oral and written communication.</li><li>
Interpersonal Skills: interacts professionally and positively with Members and staff at all levels cultivating positive relationships that further the goals of the credit union and meet Member needs.</li><li>
Dependability: possesses keen sense of ownership and responsibility for branch sales and operations.</li><li>
Leadership: possesses strong ability to motivate staff and cultivate a collaborative organization by clearly communicating credit union strategies, mission, and vision.</li></ul> 
QUALITIES 
<ul><li>
Passionate about helping people and possesses a thorough understanding of credit union philosophy.</li><li>
Integrity and high moral responsibility.</li><li>
Creative, problem-solving leader, results driven.</li><li>
Analytical ability, with the incisiveness to ask discerning questions.</li><li>
Works well with staff at all levels to achieve group cohesiveness and objectives.</li><li>
Possesses strong leadership capabilities/skills.</li><li>
Excellent decision-making abilities required.</li><li>
Committed to the credit unions Culture Code shared convictions.</li></ul> 
EDUCATION AND EXPERIENCE 
<ul><li>
Incumbent should possess two to four years of financial institution experience, preferably in a credit union. A college degree in a business-related field or its equivalent of three to five years of financial institution experience is desirable, supplemented by a strong curriculum of specific credit union and general business courses in a continuing education setting. Attendance of credit union industry seminars, workshops, and conventions as appropriate.</li><li>
One to two years of supervisory experience is desirable but not required if closely supervised and assisted by the Branch Manager.</li></ul> 
PHYSICAL REQUIREMENTS 
 
 
<ul><li>Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time.</li><li>
Occasional travel or moving from one office location to another or from one department to another at the headquarters building.</li><li>
Occasional lifting, moving, or adjusting objects up to 20 pounds.</li><li>
Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.</li><li>
Work will be in a commercially reasonable temperature-controlled environment.</li><li>
Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.</li></ul></div>

Assistant Branch Manager

Join Vantage Credit Union and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Vantage Credit Union

ABOUT_COMPANY

Front Desk Attendant

Front Desk Attendant

Assistant Branch Manager