Universal Associate Lead

ASSOCIATED CREDIT UNION • Evans, GA

3d • Onsite

About The Position

The primary purpose of this position is to assist Associated Credit Union in living out its Mission: To offer members financial products that fulfill their needs, service that exceeds their expectations, and relationships that inspire their trust.

The primary purpose of the Universal Associate Lead position is to exceed member’s expectations by meeting a broad range of financial service needs. A key element in this service delivery is leading the Universal Associate team to identify the member’s financial needs and recommend an appropriate solution. This role is responsible for providing a high level of service to our members and team members. Responsible for the smooth flow of branch floor operations, resolving more complex problems, and overseeing balancing duties. Adheres to all credit union established policies, procedures, and overall regulatory guidelines and rules.

Requirements

• A high school diploma or equivalent is required.
• One to three years of prior banking or relevant customer service experience is preferred.
• Must be proficient with the Microsoft Office Suite (Word, Excel, and Outlook) or similar software programs.
• Leadership: the ability to bring trust, action, perspective, and focus to a team allowing the team to perform efficiently and independently. Possess a congenial attitude by being personable and tactful.
• Member Focused: proficient in anticipating member needs and taking the initiative to drive solutions in effective value-added ways. Courteous and professional member service attitude.
• Integrity: operate with complete transparency, and hold ourselves to high ethical standards. Act in the best interest of our membership, staff, and community, even when no one is watching.
• Committed: desire to make an impact in people’s lives. We develop relationships that make a positive difference in the financial lives of our members, team members, and community.
• Accountability: ability to hold self and others accountable for achievement of key results and to persevere through challenges, setbacks, or difficulties. We own, we learn, and we improve.
• Operational Soundness: thorough in-depth knowledge of Credit Union products and services and familiarity with Retail Services functions, policies, and procedures.
• Teaming: ability to work well with your retail team and other business units to achieve a shared goal or outcome in an effective way. Ability to relate well with others.
• Mathematics Ability: ability to perform basic math skills, use decimals to compute ratios and percentages, and to draw and interpret graphs.
• Communication/Interpersonal Skills: clearly understand what the Branch Manager wants, and then articulate that to other retail team members. Clearly explain points of view to members when unusual or complicated issues arise. Maintain good business writing skills and active listening. Ability to read and understand documents such as policies and procedures, operating and maintenance instructions.
• Time Management: effectively prioritizes tasks to use time efficiently and attend to a broad range of activities. Ability to manage work efficiently and effectively and manage shifting priorities and carry-on through task completion.
• Attentiveness to Detail: demonstrates keenness while exploring the issue or topic at hand as well as issues surrounding it and reasons behind it. Takes thoroughness to a new level and energizes other colleagues to work carefully.
• Problem Solving: identify problems in a timely manner, research and develop alternative solutions, and resolve problems in early stages. Must be capable of breaking problems into component parts and addressing each individual issue in order to develop an appropriate thorough solution.
• Reasoning: ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving few variables.
• Technical: ability to input and retrieve computerized information. Proficient with cash recyclers and tablet devices.
• Ability to work a flexible work schedule including mornings, evenings, weekends, and holidays.
• May be required to travel to and from other branch locations for work or training.
• Combined sitting, standing, and moving throughout the workday to accomplish tasks or engage the membership and team.
• Must be able to bend, turn, twist, lift, and move up to 30lbs of office supplies, equipment, and coin.

Nice To Haves

• An Associate’s Degree from an accredited college is preferred.
• Knowledge of Jack Henry’s Symitar – Episys or MeridianLink is a plus.
• Notary public preferred.
• Bi-lingual is desirable.

Responsibilities

• Set Tone For Experience and Culture
• Create Raving Fans
• Maintain Operational Soundness
• Generate New Business
• Actively participates in branch huddles, individual and group coaching/training sessions.
• Maintains comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete or ensure all audit and security policies and procedures are followed in accordance with credit union policies and Federal regulations. Complete required compliance and job specific training. Familiarity and adherence of all Bank Secrecy Act requirements including the ability to identify and properly report fraudulent and suspicious activity.
• Maintains a professional work environment and businesslike appearance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED