What are the responsibilities and job description for the Investment Services Manager position at Rogue Credit Union?
Department: Investment Services
Reports To: Chief Financial Officer
Classification: Exempt
Role:
Directs and manages the daily operations of the Investment Services team. Prepares financial reports, including annual plan and operating budgets. Ensures the Credit Union's Mission, Vision and Values are upheld. Inspires loyalty and creates exceptional experiences utilizing the Service Promises. Makes sound, measured and methodical decisions in conjunction with the Loyalty Filter.
Essential Functions & Responsibilities:
35% Meets with members to prepare retirement plans, investment portfolios, and makes investment recommendations.
20% Oversees the daily operations of department.
15% Recruits, hires, trains, coaches and manages qualified staff sufficient to meet the needs of the department. Establishes and maintains objective accountability measurements and evaluates performance on all direct reports. Creates and maintains a coaching culture to consistently strive toward the highest level of achievement and performance.
15% Administers the research, implementation and ongoing relationships with vendors as they relate to the Investment Services function.
10% Monitors the departments operating results relative to established objectives and ensures that appropriate steps are taken to correct unsatisfactory conditions.
5% Proactively performs other duties as needed or assigned.
Knowledge and Skills:
Experience: Three years to five years of similar or related experience.
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: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: Critical thinking and decision making skills. Analysis and negotiation skills. Good judgment. Excellent time management and organizational skills. Professionalism with the ability to conduct effective and persuasive presentations. Resourceful and trouble shooting skills. Excellent verbal and written communication skills required. Strong computer and applicable software skills. Makes sound, measured and methodical decisions in conjunction with the Loyalty Filter. Inspires loyalty and creates exceptional experiences utilizing the Service Promises. Positively supports and promotes the community and Credit Union movement.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.
Work Environment: This job is an exempt position that requires flexibility in scheduling tasks and projects. The employee must independently monitor hours and judge the time needed to be spent on applicable duties. Employee must be capable of adjusting to unpredictable schedules proactively. As a direct representative of the Credit Union, the employee must conduct and present themselves courteously and professionally. Exposed to potentially hazardous condition, i.e., robbery.
Disclaimer:
Job descriptions are not intended, and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.
Note: Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call (541) 622-7577 or email cnunez@roguecu.org.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
