Member Service Manager II

Role

Responsible for directing and administering the operational efforts and strategic direction of the branch as

outlined in the credit union's strategic plan. Ensures established policies and procedures are followed.

Oversees provision of a full range of services to members and prospective members as well as the delivery of

the member experience. Trains, directs, and supervises branch staff.

WEIGHT DESCRIPTION ESSENTIAL



Manage direct reports to maximize productivity, efficiency, and the potential of the

human assets of the company, including: hiring, directing job assignments, monitoring

staff performance, coaching, counseling, training, assuring compliance with regulatory

requirements and organizational mission, values, policies and work rules. Appraise

performance and provide recommendations for staff compensation, promotion, and

termination, as appropriate.

 Ensures that branch achieves assigned loan production goal.



Ensures all branch transactions are balanced at the close of each day. Oversees

individual accountability for the handling of cash and assists in resolving balancing

outages.

Major Duties and Responsibilities

BalancedComp 2 MS Manager II | 02/21/2025

WEIGHT DESCRIPTION ESSENTIAL

 Ensures member's requests and questions are promptly resolved. Handles member's

complaints.



Ensures branch personnel are well trained in all phases of their respective jobs.

Completes orientation of new employees in overall branch procedures. Actively

participates in cross-training personnel and assures staff is kept abreast of all products

and services. Conducts security training.



Monitor closely industry trends in lending and deposit operations to feed research and

development activities and assure that the company’s products, services and processes

are remaining competitive. Manages and oversees expenses.



Primary Security Officer for the branch. Conducts required security meetings with staff

to ensure compliance. Opens and closes the building in accordance with set hours and

tests security equipment quarterly.

 Is responsible for notifying management of any repairs/maintenance of office building,

grounds, equipment and fixtures of the branch.



Must comply with all company policies and procedures, applicable laws and regulations,

including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of

Foreign Assets Control.

Knowledge and Skills

EXPERIENCE

Five to ten years of similar or related experience, including time spent in preparatory positions.

EDUCATION/CERTIFICATIONS/LICENSES

A two-year college degree or completion of a specialized course of study at a business or trade school.

INTERPERSONAL SKILLS

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Indepth

dialogues, conversations and explanations with customers, direct and indirect reports and outside

vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience.

Communications can involve motivating, influencing, educating and/or advising others on matters of

significance.

BalancedComp 3 MS Manager II | 02/21/2025

ADA Requirements

PHYSICAL REQUIREMENTS

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be

capable of climbing / descending stairs in emergency situation. Must be able to operate routine office

equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on

computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours

whenever required or requested by management. Must be capable of travel by automobile (as driver and

passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public

facilities. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS

Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently and work effectively either on own or as part of a team.

Must be able to plan and direct the work activities of self and others. Must be able to read and carry out

various written instructions and follow oral instructions. Must be able to speak clearly and deliver information

in a logical and understandable sequence. Must be able to perform basic mathematical calculations with

extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities

from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of

customer service and discretion when dealing with the public. Must be able to perform responsibilities with

composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.

Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of

exercising highest level of discretion on both internal and external confidential matters.

Job Type: Full-time

Pay: $68,640.00 - $92,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid time off
• Vision insurance

Schedule:

• Evenings as needed
• Extended hours
• Monday to Friday
• Weekends as needed

Experience:

• Management: 5 years (Preferred)

Location:

• Bishop, CA 93514 (Preferred)

Ability to Commute:

• Bishop, CA 93514 (Required)

Ability to Relocate:

• Bishop, CA 93514: Relocate before starting work (Required)

Work Location: In person

Salary : $68,640 - $92,000