Lead Services Representative (Assistant Branch Manager)
About The Position
The Lead Services Representative assists Centris Federal Credit Union in serving as a trusted lifelong financial partner and helping 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 by coaching branch staff and helping oversee branch operations. The position is based at the 117th & M Circle branch and is scheduled for 40 hours per week. Hours are Monday through Friday between 7:15 a.m. and 6:15 p.m., with rotating Saturdays from 8:45 a.m. to 1:15 p.m. Opening and closing shifts may be required.
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 as part of a team.
- Effective communication with members, staff, financial institutions, and other business contacts.
- Ability to effectively lead and manage others.
- 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.
- Regular, punctual attendance and ability to work the hours needed to fulfill the role, including possible opening and closing shifts.
- Knowledge of BSA and applicable state and federal credit union compliance requirements.
- Professional image and bondability.
Nice To Haves
- Supervisory or leadership experience preferred.
Responsibilities
- Promote and model Centris 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 member-service duties 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.
- Coach branch staff.
- Promote Credit Union products and services.
Benefits
- Tuition reimbursement.
- Potential pay increases 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
