Branch Supervisor, Full Time (West Allis)

Guardians Credit Union

West Allis, WI

JOB DETAILS
SKILLS
Coaching, Communication Skills, Credit Union, Cross-Selling, Customer Support/Service, Detail Oriented, File Maintenance, High School Diploma, Housekeeping/Cleaning, Interpersonal Skills, Lift/Move 50 Pounds, Office Equipment, People Management, Physical Demands, Project Portfolio Management (PPM), Safety/Work Safety, Team Player, Transaction Processing/Management, Typing, Willing to Travel, Wire Bonding
LOCATION
West Allis, WI
POSTED
30+ days ago

BASIC RESPONSIBILITES:

Under direct supervision, responsible for providing members with service on a variety of transactions. Welcomes members to the Credit Union and provides general information concerning Credit Union products and services. Under specific direction, provides a variety of member services in savings. When the Branch Manager is absent, acts in the capacity of Branch Manager.

OUR CORE VALUES:

The Branch Supervisor will be expected to act in a manner which is in accordance with Guardian Credit Union's values:

  • Relationships - We treat each other, our members, and our community with respect.
  • Accountability - We hold ourselves to a higher standard.
  • Teamwork - We work together to reach our goals.
  • Honesty - We believe in conducting ourselves with honesty, integrity, trust, and fairness.

ESSENTIAL FUNCTIONS:

  • Represent the Credit Union to the members in a friendly, positive and professional manner, and provide prompt, efficient, confidential, and accurate service in the processing of transactions over the counter, by phone, and by mail.
  • Assist in the ongoing training and education of new/current employee staff to provide the expertise necessary to perform duties effectively.
  • Open and close accounts for new and existing members under Credit Union guidelines, ensuring all documents and information is recorded and accurate. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
  • Assist branch staff in complex transactions, member questions/issues, and daily needs/requests including researching teller variances.
  • Meet all assigned production and referral goals and successfully cross-sell all services offered by the Credit Union. Assist Branch Manager in coaching MSR staff to help increase direct members and products per member (PPM).
  • Handle all special member requests such as IRAs, Certificates of Deposit, and transfers of deceased members.
  • Perform branch opening and closing duties acting as supervisor following dual control. Is available to answer branch alarm company calls during non-business hours and act appropriately to ensure the safety and soundness of the branch.
  • Perform daily cash advance balancing.
  • Ensure that the branch is kept neat and clean on a consistent basis.
  • Serves as Notary Public.

SECONDARY FUNCTIONS:

  • Perform miscellaneous duties as assigned (e.g., debit disputes, automatic transfers, bond redemption, and wire transfers).
  • Assist Branch Manager with monthly and quarterly security testing.
  • Handle all monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing) and other normal inquiries by members.

SKILLS AND ABILITIES REQUIRED:

Education/Experience: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying. Typical qualifications would be equivalent to: Successful completion of high school diploma or GED. A minimum of 2 years experience in cash handling and customer service.

SKILLS:

  • Ability to operate routine office equipment; typing at 35 words per minute minimum.
  • Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
  • Thorough knowledge of Credit Union services offered to membership and demonstrated ability to cross-sell/refer such services effectively.
  • Interpersonal skills to represent Credit Union positively in dealing with members and staff. Work well in a group environment.
  • Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, members, and staff.
  • Must present a professional, business-like appearance and manner.
  • Must maintain confidentiality.
  • Must be detail-oriented, accurate in a fast-paced environment, and adapt to change quickly.
  • Must be bondable.

WORK ENVIRONMENT:

While performing the duties of this job, the employee regularly works in an office setting.

PHYSICAL DEMANDS:

The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation.

  • Must be able to remain in a stationary position and occasionally move about the inside of the office and vault.
  • Frequently move boxes weighing up to 50 pounds across the office for various needs.
  • Requires the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
  • Requires one to position self to maintain files in file cabinets.
  • Must be able to remain in a stationary position while assisting members (majority of workday).

TRAVEL:

  • Travel to different worksites is required at times.
  • Must have reliable transportation.

HOURS:

Hours vary depending upon branch coverage; Monday through Friday, 8:15 am until 6:15 pm; Saturdays 8:15 am until 1:15 pm.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

About the Company

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Guardians Credit Union