Lead Services Representative (Assistant Branch Manager)

Centris Federal Credit Union • Omaha, NE

9d • Onsite

About The Position

The Lead Services Representative assists Centris Federal Credit Union in being a trusted lifelong financial partner and helps members achieve their financial needs and goals. The role assists in directing and overseeing branch activities, originates loans for personal production, serves members, and promotes Credit Union products and services. It also supports the Financial Services Manager in overseeing branch activities and coaching branch staff.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• Two years of personal banking and lending experience.
• Sales and individual contribution experience.
• Ability to work effectively independently and in a team environment.
• Effective communication with members, staff, financial institutions, and other business contacts.
• Ability to lead and manage others effectively.
• Ability to access and interpret computer screens, documents, and reports.
• Ability to operate general office equipment.
• Ability to accurately enter data at 120 keystrokes per minute and key numbers at 100 keystrokes per minute.
• Ability to lift and carry up to 50 pounds.
• Must report to work regularly and on time, and work the hours necessary to fulfill the position’s responsibilities, including possible opening and closing shifts.
• Knowledge of BSA and applicable state and federal credit union compliance requirements.
• Must present a professional image and be bondable.

Nice To Haves

• Supervisory or leadership experience.

Responsibilities

• Promote and model Centris’s vision, mission, values, and team principles.
• Provide service to internal and external members in accordance with Centris Service Promises.
• Create and develop relationships with internal and external members.
• Identify members’ needs, educate them, and recommend appropriate products or services.
• Perform branch functions efficiently and accurately, including opening and maintaining accounts, originating loans, handling IRAs and certificates, account maintenance, and fraud-related matters.
• Assist the Financial Services Manager in directing and overseeing branch activities and coaching branch staff.

Benefits

• Tuition reimbursement.
• Potential pay increases of up to 5% in the first 12 months.
• Annual corporate incentives for all team members.
• Company-paid DoorDash membership.
• Health, dental, and vision benefits.
• 401(k) match.
• Paid time off.
• 11 paid holidays.
• Paid community volunteer time.
• Collaborative and inclusive work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager