Floating Retail Manager

Credit Union West•Surprise, AZ

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About The Position

The Floating Retail Manager is expected to embody the essence of servant leadership, prioritizing the needs of employees, members, and communities. The Floating Retail Manager will be committed to fostering a positive and inclusive workplace culture. They will promote an environment where all employees feel valued, respected, and empowered to contribute to the organization's success. The individual serves as a champion of the credit union’s strategic direction, leading by example to innovate, adapt, and drive initiatives that propel Credit Union West towards a shared vision of growth, financial stability and community prosperity. The Floating Retail Manager enhances the quality of life for our members/team members by meeting or exceeding their services expectations either personally or through effective supervision and coaching of employees to ensure locations of assignment meet the required service standards. The Floating Retail Manager provides coverage and effective leadership to support continuous operations of branches, the Member Contact Center and Operations Support. Ensures effective supervision and coaching of Floating Retail Specialists. The individual will assist in managing various key roles ensuring excellence in member service, sales production and operational soundness. The Floating Manager actively completes quality control reviews of all areas of compliance at assigned locations. As a member of the leadership team, this person looks for opportunities to recognize team members and contributes to the “Great Place to Work” culture.

Requirements

Equivalent to a two-year college degree or completion of a specialized course of study at an accredited educational facility preferred.
5-8 years of leadership experience in a financial institution or similar industry; or an equivalent combination of education and experience.

Responsibilities

Sales and Service – Works at various locations as needed to ensure continuation of employee support, development, and leadership. Ensure target sales and production results are achieved. Reviews and audits new accounts, loans, and title work. Provide feedback and coaching on application development, accuracy, follow up, and sales opportunities. Process loan applications, fund loans and open new membership accounts as needed.
Operations Management– Operational duties may include but are not limited to: Preparation of professional written employee documentation, deescalate member concerns and provide management resolution, demonstrate a commitment to security by following established security protocols, provide teller operations support including cash ordering, transaction approvals, outgoing wire reviews and Currency Transaction Reports, appraisal delivery, scheduling, timecard validation, training, completion of designated reports, attending and contributing to meetings and projects.
Leadership - Consistently demonstrates and coaches’ behaviors that reflect the mission, core values and service standards of the Credit Union. Provides meaningful coaching and support to team members.
Department Support – Supports the Member Contact Center, Operations Support, and on projects as needed. Able to provide management coverage for the Member Contact Center overseeing representative adherence to call handling and availability. Performs objective evaluations and measures quality standards including call monitoring and metric analysis. Assists with handling branch support calls and the creation or revisions to procedures. Thoroughly understands policies and procedures and provides direction and expertise on specialty accounts such as Business, Trust, Estates and Conservatorships.
Performs other duties as assigned.