POSITION:     OPERATIONS MANAGER              REPORTS TO:          VP-OPERATIONS

 

FLSA STATUS:         EXEMPT

 

 

JOB SUMMARY:  Job requires the ability to work at a fast pace managing multiple tasks.  Under general supervision, responsible for daily operation of all the branch offices seven days a week. Responsible for assisting the Vice President of Operations with the e-service department, automated teller machines and physical aspects of the credit union property.  Works to improve daily operations, member service and teamwork.  Presents a professional image at all times and maintains a flexible schedule. Develops, introduces and monitors operational policies and procedures. Responsible for branch employee counseling, performance evaluations, training, motivation and discipline.  Conduct effective needs analysis and reports results weekly to VP of Operations.

 

ESSENTIAL JOB FUNCTIONS:

 

1. Supervision of branch personnel on a daily basis, provides coaching, manages branch personnel and member issues. Keeps VP of Operations informed as necessary.
2. Ensures employees receive adequate training.
3. Works with Branch Trainer to improve and manage new Member Service Representative training as well as on-going training for branch staff.
4. Works with branch personnel to increase efficiency and maintain teamwork.
5. Assists Branch Leads with Member Service Representative reviews.
6. Ensures branches are staffed adequately at all times. Works with Branch Lead to create daily branch schedules, approves weekly schedules and approves all Member Service Representative vacation requests.
7. Works to create, implement and improve procedures.
8. Assist in resolving operating issues as needed.
9. Monitors deviations from operational policies and procedures. Keeps VP of Operations informed as necessary.
10. Manages daily, weekly, monthly and annual processes including but not limited to dormant accounts, escheat accounts, safe deposit boxes and club accounts.
11. Responsible to review and retain monthly branch audits.
12. Review employment application resumes, schedule interviews and assist with Member Service Representative interviews. Make recommendations to VP of Operations.
13. Creates, reviews and proofs all Operations disclosures and procedures.
14. Coaches to ensure relationship and new member growth.
15. Conducts monthly branch meetings.
16. Keeps the VP of Operations advised of member and employee complaints as necessary and makes recommendations.
17. Stays current on the Credit Union philosophy, policies and operational procedures.
18. Attends conferences and seminars to increase professional knowledge.
19. Assists with the hiring, training, and development of staff effectively. Takes corrective action as necessary on a timely basis and in accordance with company policy. Consults with Human Resources as appropriate.

1. Maintains member confidentiality.
2. Performs in a professional manner setting the highest possible standard for the credit union.

 

 

NON-ESSENTIAL JOB FUNCTIONS:

 

1. Performs other duties as assigned.

 

This work requires the following physical activities: climbing, bending, stooping, kneeling, twisting, reaching, sitting, standing, walking, lifting, finger dexterity, grasping, repetitive motions, talking, hearing and visual acuity. The work is performed primarily indoors.

 

 

QUALIFICATIONS REQUIRED:

 

1. Bachelor degree or minimum six (6) years of previous experience with a financial institution (preferably a Credit Union).
2. Supervisory experience
3. Previous experience in a management position within an operational department.
4. Excellent verbal and written communications.
5. Excellent organizational skills.
6. Proven ability to problem solve, make sound decisions and consistent follow through.
7. Proficient in PC software, Excel and Microsoft.
8. Exhibit a continued positive attitude.
9. Commitment to provide excellent member service.

 

 

SUPERVISORY RESPONSIBILITIES:

 

1. Responsible for supervision of branch staff.

 

 

WORK ENVIRONMENT:

Job requires little physical effort and is basically a desk assignment.  Work creates moderate to heavy stress during certain periods.  Job does not have specific volume and pace of work standards except that the job includes specific deadlines.  Job requires extensive contact with managers, employees, members, outside companies and vendors on a continual basis.  This work requires the following physical activities: sitting, standing, walking, finger dexterity, grasping, repetitive motions, talking, hearing and visual acuity. The work is performed primarily indoors.

 

Submit resume with salary requirements to:

 

Human Resources

AmeriChoice Federal Credit Union

2175 Bumble Bee Hollow Road

Mechanicsburg, PA  17055

 

humanresources@americhoice.org

 

FAX:  717-697-3713

 

 

EOE

MEMBER SERVICE REPRESENTATIVE

 

JOB SUMMARY:

Under general supervision, provides a variety of service functions directly to the members to include accurately processing deposits, transfers, withdrawals, loan payments, certified drafts, money orders, etc.  Assists members in setting up new accounts and in making changes to existing accounts.  Operates computer terminal to obtain information regarding member’s accounts.  Responsible for balancing each day’s transactions and verifying cash totals.   Follows security procedures to ensure the credit union’s assets are protected.  Proactively markets the credit union’s products and services in order to improve the financial well being of our members.

 

ESSENTIAL JOB FUNCTIONS:

1. Accurate and timely balancing of cash and daily transactions.
2. Professional, efficient and courteous service to members in person or by phone.
3. Have the ability to cross-sell and refer various products and services to our members.
4. Receive members, in person or by phone, determine nature of business, handle request(s), or refer to appropriate department.
5. Provide routine information, in person or by phone, concerning credit union services or policy.
6. Process member transactions accurately and in a timely manner.
7. Accurately process and disburse cash or check withdrawals in person, by phone or by mail.
8. Receive, and process loan payments in person or by mail; post to proper accounts.
9. Prepare and disburse money orders, official checks and certified checks. Maintain inventory, daily settlement and monthly audit.
10. Prepare cash and coin for cash delivery.
11. Prepare new accounts, change of addresses, and minor maintenance to existing member’s accounts and close accounts.
12. Process Visa credit card payments and Visa cash advances by mail or phone.
13. Prepare stop payments.
14. Have a thorough knowledge and understanding of the credit union’s products and services.
15. Process and settle the ATM machine. Keep customer area of ATM clean.
16. Process transactions and settle the Shared Service Center.
17. Order checks through the credit union’s check printer vendor.
18. Balance to the terminal teller closing report and account for assigned cash and transactions on a daily basis.
19. Audit teller drawer quarterly and vault monthly.
20. File currency transaction reports and suspicious activity reports as needed.
21. Performs in a professional manner setting the highest possible standard for the Credit Union.
22. Maintain Credit Union procedures/policies and member confidentiality.

 

NON-ESSENTIAL JOB FUNCTIONS:

1. Attend meetings and training sessions as required.
2. Perform other duties and responsibilities as required or assigned.

 

QUALIFICATION REQUIRED:

High School diploma or equivalent.  Working knowledge of computer software programs. Pleasant personality and ability to cross sell credit union products and services.

 

QUALIFICATIONS PREFERRED:

Previous experience as a teller. Up to one year cash handling experience and customer service experience.

 

KNOWLEDGE, SKILLS AND ABILITIES:

–           Ability to read and write.

–           Ability to count and work with numbers and details effectively.

–           Ability to effectively and efficiently communicate orally, in writing, and by phone.

–           Ability to effectively work with members (friendliness, tact and diplomacy).

–           Ability to work effectively with people.

–           Ability to learn, apply and communicate knowledge of teller department policies and procedures.

–           Ability to learn, apply knowledge and communicate credit union products and services.

–           Ability to discern currency and coin.

–           Ability to input and retrieve data from computer.

–           Ability to use a calculator.

–           Ability to use and learn office machines (i.e., copier, fax, terminals).

–           Ability to multi-task and prioritize work flow

 

WORK ENVIRONMENT:

Job requires little physical effort and is basically a desk assignment.  Work creates moderate to heavy stress during certain periods.  Job does not have specific volume and pace of work standards except that the job includes specific deadlines.  Job requires extensive contact with managers, employees, and members on a continual basis.  This work requires the following physical activities: sitting, standing, walking, finger dexterity, grasping, repetitive motions, talking, hearing and visual acuity. The work is performed primarily indoors.

 

Submit resume along with salary requirements to:

 

Human Resources

AmeriChoice Federal Credit Union

2175 Bumble Bee Hollow Road

Mechanicsburg, PA  17055

 

humanresources@americhoice.org

 

FAX:  717-697-3713

 

 

EOE