Finance OPT Jobs in Texas

Department: Retail Delivery

Classification: Exempt

Grade: 11

Role:

Assists the credit union by transforming communities through the power of financial freedom by delivering high-quality service and actively engaging members in a sales-driven environment. Identifies member needs through meaningful conversations and recommends appropriate products and services to enhance financial well-being. Responsible for directing all branch operations to achieve organizational, financial, service, and growth goals, with a strong focus on driving sales performance and member relationship growth. Coaches and develops staff to consistently meet sales and service expectations, while actively participating in community outreach to build new business relationships. Ensures adherence to all security procedures, internal controls, policies, and applicable federal and state regulation.

Essential Functions & Responsibilities:

• Directs Sales and Service activities to ensure monthly goals are met and that relationships with current and potential members are maximized. Contributes to the organizational goal by identifying and acting on product and sales opportunities consistent with established sales objectives to deepen member relationship.

• Meets the service standards for the credit union, direct, develop, motivate and coach branch staff. Monitors branch operating results relative to established objectives and ensure that appropriate steps are taken to correct unsatisfactory conditions. Service members, open new accounts, take loan applications, conduct loan closings. Provides support to staff serving members and resolves problems as necessary.

• Represents the branch as appropriate in its relationships with members, sponsor organizations(s), supplier, other financial institutions, and similar groups. Participate in and attend various community, chamber and charitable organization meetings to enhance the credit union’s image and visibility to perspective members.

• Works with Learning and Development Manager to plan and develop specific training programs. Follows-up to ensure training is applied on the job and procedures are followed.

• Hires, trains, directs and evaluates employee’s performance within the department; recommend promotions, transfers and salary adjustments; identify performance problems and take appropriate disciplinary actions.

• Monitors all branch activities to ensure it’s compliance with established credit union policies and procedures.

• Performs other related duties as assigned.

Performance Measurements:

1. Delivers high quality member service by meeting the following service standards: Commits to providing service that enhances member’s financial life, is friendly and treats everyone with respect, calls members by name, thanks members for their business, helps members in a timely manner, is knowledgeable about products and services, leads by example, coaches, develops, and mentors the team for professional success and growth, and provides friendly, professional and accurate services and supports to all members and co-workers.

2. Provides friendly, professional and accurate service and support to all members and co-workers.

3. Maintains and develops a qualified staff sufficient to meet the needs of members.

4. Ensures that staff work with a minimum number of documentation/transaction errors and that tellers function within the pre-set balancing standard policy.

5. Fosters an environment for employee empowerment to ensure member service expectations are met.

6. Achieves branch goals as determined by the Management Team.

7. Completes performance reviews within the prescribed time frame.

8. Develops and maintains business partner relationships within the community.

9. Develops and fosters business relationships with our internal departments.

10. Follows all security policies and procedures and report discrepancies or suspicious activity to Retail Sales & Operations Manager immediately.

11. Maintains a professional work environment, promotes teamwork, build respect among coworkers and present a businesslike appearance.

12. Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employees shall be trained annually in BSA/AML compliance.

Knowledge and Skills:

Experience

One year to three years of similar or related experience. Financial Management experience is strongly preferred.

Education

(1) A two-year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.

Interpersonal Skills

Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills

Demonstrates professionalism at all times. Strong supervisory, PC (technology), compliance, leadership, written and verbal communication skills. Functional knowledge of Microsoft Office suite is essential.

Physical Requirements

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.

Work Environment

Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potentially hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.