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Assistant Manager or MSR - Floater 

Description

Job Title: Assistant Manager or MSR - Floater Positions

Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace four years in a row.  Being part of the Member Relations Team and TFCU overall will provide you with opportunities to engage by learning, growing, contributing, collaborating, and developing professionally. Join us for a great employee experience focused on engaging employees and members alike.

GENERAL RESPONSIBILITIES: This position assists the Regional Market Manager in providing support and managing the different branch offices by providing World Class Service to our membership and community by directing and coordinating all the operation and referral activities of the Credit Union branch facility, including assisting with the direct supervision of all office personnel and ensuring the team consistently provides the best member experience possible. The Assistant Manager (AM) assists in leading the team to guide and advise members on products and services offered by the credit union that fits their financial needs and promotes growth and profitability by developing and expanding member relationships and retention.

 

JOB-SPECIFIC DUTIES

  • Ensures that all members and visitors are greeted and welcomed to the credit union in a courteous, professional, and timely manner.
  • Ensure operations are successfully conducted in accordance with established Credit Union policies, procedures, Federal, State legal, and regulatory requirements. Seeks and encourages continuous improvement opportunities with all sales and operations processes.
  • Monitors office operations, including balancing all transactions throughout the day. Resolves out-of-balance problems. Authorizes over/short adjustments and notifies the appropriate departments. Schedules and conducts “surprise audits” as necessary to verify the accuracy of the vault cash, teller balances, etc. Produces required reports and records and ensures that branch operations are properly documented.
  • Respond to escalated members' requests, complex problems, and complaints, resolves issues, and if necessary coordinate with the appropriate department for specific information and assistance while displaying a strong sense of urgency in resolution.
  • Hold periodic staff meetings to discuss areas related to operations, sales, and overall staff development.
  • Responsible for assisting with hiring, mentoring, feedback and evaluation, scheduling, and developing branch employees.
  • Ensure staff is well trained in all Credit Union products and services and all related job responsibilities.
  • Mentor, coach, and train employees on how to deal professionally and effectively with members, SEGs, and other Credit Union vendors.
  • Support and assist with the development and maintenance of current SEG’s and PC’s relationships.
  • Analyze the workflow on an ongoing basis to determine staffing requirements. Oversee work schedules for full-time and part-time employees in their area to ensure proper branch coverage in order to provide the best service to our members.
  • Perform audits of Team to ensure the quality of work, documentation, and compliance to all established Credit Union policies, procedures, Federal, State legal, and regulatory requirements.
  • Assists subordinate personnel in balancing daily transactions; examine, evaluate, and processes loan applications in absence of subordinate personnel.
  • Research teller out of balances and institute corrective flow of work and/or corrective disciplinary action where required
  • Responsible to support quality service and sales activities, including marketing input, sales results, call nights, and quality service efforts.
  • Oversee the branch goals to ensure branch and individual employee success in the overall credit union strategy. Monitor branch reports ensuring consistency in operations and success in sales.
  • Manages branch office in absence of the manager.
  • Assists members with opening and closing accounts, answer questions about products and services, and resolves problems that are within their authority to resolve. Escalates problems that are beyond their authority to their supervisor/department leader/support departments, along with their recommendations.
  • May perform as a teller as needed, filling for peak schedules or for an absence or shortage on the teller line. May process member transactions, including but not limited to deposits, withdrawals, payments, transfers, check cashing, bonds, etc. ensuring compliance with Credit Union policies and procedures.
  • BSA Compliance: every employee is required to uphold the credit union’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions within TFCU will take into consideration the awareness of unusual or suspicious activity that is relevant to the department.
  • In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually, as made available by the Training and/or Compliance Departments.
  • Ensure ongoing individual compliance with all regulatory requirements established in the SAFE Act, if required.
  • Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending, and Credit Card Act.
  • Comply with all TFCU policies and procedures to ensure compliance with such regulations.
  • Performs related duties as required with or without accommodation.
 
Position Requirements

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • An individual in this position is required to interact regularly with all credit union members, shared services members, employees, and external insurance vendors; therefore outstanding interpersonal skills are a must.
  • Ability to assist in handling escalated member issues
  • Ability to read and interpret documents such as procedure manuals and provide feedback for improvement as necessary.
  • Ability to write, review and analyze reports and correspondence.
  • Ability to effectively communicate in writing and verbal with members or employees of the organization and community and business liaisons.
  • Ability to provide feedback, coach, document and hold team members accountable.
  • Ability to add, subtract, multiple and divide, using whole numbers, common fractions, and decimals.
  • Ability to apply good business sense understanding to delivering to staff detailed written or oral instructions.
  • Ability to deal with problems involving a few concrete variables in standardized situations
  • Ability to meet deadlines in an organized and timely fashion.
  • Ability to work independently, with minimal supervision and delegate when required.
  • Ability display initiative and flexibility
  • a willingness to adhere to organizational policies and objectives;
  • Encourage and participate in team work, as well as, the willingness and ability to learn, communicate and train new tasks and duties within a changing and work in a high volume, fast-paced work environment.
  • Ability to ensure minimal to no errors are made while handling job functions.
  • Ability to mitigate fraud and adhere closely to security standards of operation.
  • Ability to demonstrate critical thinking skills

Education and/or Experience

  • Four year degree in business/finance related subject preferred. High School Diploma or general education equivalent required.
  • A minimum of 5 years relevant branch management and member sales and service experience required and 3 years customer service experience preferred
  • Experience with assisting in the management a financial institution branch or related and experience with scheduling and staff management required.
  • Knowledge of Credit Union product offerings, as well as all services, provided preferred.
  • Intermediate knowledge of computers (MS Office, Outlook, Word and Excel)
  • Excellent written and oral communication skills.
  • Written skills to include email etiquette.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to stand, walk, sit and use hands to handle or touch. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities require by the job include close vision, and ability to focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 
Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Exempt  
Location Broward County Market  
About the Organization Tropical is a not-for-profit, member-owned and member operated financial cooperative, serving South Florida since 1935. We operate a fun, and family-oriented work environment where every employee has the opportunity to learn and grow in their career and move up within the organization. It's an organization that values your contributions and rewards you for your performance. TFCU has proven to be an organization that is dedicated not only to TFCU's success, but the success of its employees and the financial success of our members.  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

To search for an open position, please go to http://TropicalFinancialCreditUnion.appone.com



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