About This Role
Managing the daily operations and workflow of the credit union is the core of this role, advancing customer service and financial objectives through strategic programs and policies. The position requires a leader with strong financial acumen and a commitment to member satisfaction, overseeing all activities and ensuring compliance with regulations.
Responsibilities
- Supervise the daily activities of the Member Services Representative and Loan Specialist
- Ensure that the Credit Union is staffed appropriately
- Evaluate and provide coaching to staff
- Oversee member requests for new/closure of accounts, loans, withdrawals, and deposits to ensure accurate and timely processing of requests, protecting the assets of the member and the Credit Union
- Plan, recommend, develop, and implement policies and programs to advance the objectives and decisions of the Credit Union board of directors
- Lead and coordinate major activities, programs, and projects of the credit union staff
- Ensure that appropriate safeguard measures are implemented for all funds, physical assets, and other property
- Lead appropriate corrective responses to security concerns and emergency situations
- Plan, organize, and direct membership promotions and education/marketing programs in conjunction with the Credit Union board
- Evaluate membership promotions and make recommendations to fulfill membership goals
- Conduct, request, or facilitate surveys and other data collection to measure customer satisfaction and other quality and performance metrics
- Develop and maintain personal relationships with credit union members to the greatest degree possible
- Manage member complaints
- Establish and administer the credit union's budget, including oversight of operating expense payment requests
- Facilitate and assist with internal or external audits
- Ensure compliance with laws, regulations, standards, and best practices, including completion and maintenance of documentation and records
- Maintain knowledge of emerging technologies and trends in credit unions
- Perform other duties as requested by the Credit Union board
- Oversee third-party vendor relationships impacting Credit Union Protection, Credit Disability, and Credit Life Insurance
- Conduct late payment and outstanding check reviews to ensure proper processing and communication to members
- Oversee investment portfolios, balances, and certificates
- Routinely monitor interest rates and terms of individual accounts
- Oversee loan default, levies, collection, bankruptcy, and repossession reviews, ensuring proper procedures are followed
- Prepare daily, monthly, and year-end reports (Organizational, Federal, State)
