What are the responsibilities and job description for the Sales and Service Leader - Tampa, FL position at Lake Michigan Credit Union?
Job Title: Sales and Service Leader
Primary Location: New Tampa Branch- 17635 Bruce B Downs Blvd, Tampa, FL 33647
Employee Status: full-time salary
Estimated Hours/Week: 38
Remote: No
What You’ll Get: (note varied offerings based on role and hours)
- Weekly Pay
- Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and Vision
- Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
- Retirement options like 401 (k) with company match and pension
- Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time
- Tuition reimbursement
- To see a full list of our benefit offerings – check out thishelpful guide!
About this position:
The Sales and Service Leader is responsible for leading member sales and service and the branch. Ensures compliance with regulatory guidelines and bank policies/procedures, mentors branch employees’ performance to promote a service and sales culture, and manages the daily interactions of staff with members. Recognizes and meets member needs by proactively selling and cross-selling appropriate products and services to new and existing clients. Supports the efforts and goals of the banking center.
What you’ll do:
- Conduct on the job training of, and continuing supervision of, Relationship Bankers.
- Ensure excellent Client Advocacy service on a daily basis. This includes client interactions with staff, quality of work processed to ensure client satisfaction, and scheduling for sufficient coverage necessary to handle client activity.
- Monitor, coach, and encourage sales and referrals by staff. Train staff on products and services of the bank.
- Monitor associate activities, assist with problems, and take action to ensure work standards and schedules are maintained.
- Ensure that the staff is trained on all bank security procedures and is strictly adhering to those procedures at all times.
- Ensure that all monthly and quarterly audits are conducted and that all audit procedures and policies are followed in the banking center.
- Perform supervision of office staff in the absence of the Market Leader. Fill in for absent staff members as needed.
- Promote positive bank image within the community which may include representing the bank in local organizations and events.
- Ensure maintenance and repair of office facilities and/or equipment as needed.
What You’ll Bring:
- A minimum of one year up to three years of similar or related experience.
- Experience in having served in an assistant branch manager capacity or related role required.
- Previous experience in sales, member service, and operations strongly preferred.
- Demonstrated understanding of retail banking operations and financial products and services.
Who We Are:
We’re proud of our past, thrilled with our present, and couldn’t be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.
As a credit union, LMCU is a not-for-profit institution, owned by its members, instead of corporate stockholders. We are accountable directly to our members, and they directly share in our success – benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don’t exist at traditional banks.
It’s about always doing what’s best and right for our members - it guides everything we do.
From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members.
Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members’ lifetime financial needs.
You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.
Have additional questions about the role?
You may email us at:
Careers@lmcu.org
.
If you lack access to the internet or internet connectivity, or have a disability that hinders your ability to apply online, please choose one of the following options to obtain assistance:
Call us at: (616) 242-9790
Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316
Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team, who will provide appropriate assistance to facilitate the completion of LMCU’s online application.
LMCU is an Equal Opportunity Employer
