What are the responsibilities and job description for the Assistant Manager of Account Services position at Sunbelt Federal Credit Union?
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Free uniforms
- Health insurance
- Paid time off
- Profit sharing
- Tuition assistance
- Vision insurance
POSITION: Assistant Manager of Account Services
SUMMARY/OBJECTIVE:
Under the direction and supervision of the Account Services Manager, provide information and customer service concerning the credit union and its products and services to employees, credit union members and prospective members, while ensuring the highest quality of member service. Enforce strict adherence to established policies and procedures by all. Have the ability to assist in training employees and be able to explain products’ and/or services and their values, benefits, features, rates and fees to members, while maintaining the highest quality of member service.
Under the direction and supervision of the Account Services Manager, provide information and customer service concerning the credit union and its products and services to employees, credit union members and prospective members, while ensuring the highest quality of member service. Enforce strict adherence to established policies and procedures by all. Have the ability to assist in training employees and be able to explain products’ and/or services and their values, benefits, features, rates and fees to members, while maintaining the highest quality of member service.
Ensure the Member Services team represents the credit union in a professional, friendly, and courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns.
FLSA Classification: Non-Exempt
Supervisory Responsibilities:
Assist the Member Services Manager in all aspects and function of supervising the Member Services Employees and perform all the managing duties in the absence of the manager.
Assist the Member Services Manager in all aspects and function of supervising the Member Services Employees and perform all the managing duties in the absence of the manager.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Process various types of Member requests and serve membership by providing excellent service and information in a pleasant, professional, and efficient manner via telephone, email or other correspondence.
- Research and resolve routine member questions, problems, and complaints concerning credit union accounts and effectively act on member requests or refer appropriately.
- Monitor required weekly/monthly reports and resolve issues with them.
- Order supplies.
- Understand and be accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/customer identification Act (CIP).
- Assist in cross training member service representatives.
- Aide the manager in some day-to-day decisions.
- Other duties as assigned.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required.
- Business Acumen
- Customer/Client Focus
- Financial Management
- Decision Making
- Dependability – Job requires being reliable, responsible and dependable and fulfilling obligations.
- Attention to Detail – Job requires being careful about detail and thorough in completing work tasks.
- Leadership – Job requires a willingness to lead, take charge, and offer opinions and direction.
- Computer Proficiency
Education:
High School Graduate or Equivalent (GED).
High School Graduate or Equivalent (GED).
Experience, Skills and Other Requirements:
- Must possess strong basic math skills, accuracy and attention to detail.
- Must demonstrate an ability to understand and implement changing policies and procedures.
- Exceptional oral and written communication skills required.
- Must possess interpersonal skills including courtesy, tact, and diplomacy as they 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.
- Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail.
- Must be familiar with home banking and bill paying services.
Certificates, Licenses and Registrations:
- Must successfully complete BSA training as required
- Employee must be bondable (insurable)
Employment Requirements:
All applicants must meet the certain conditions of employment to be eligible for employment at Sunbelt Federal Credit Union:
All applicants must meet the certain conditions of employment to be eligible for employment at Sunbelt Federal Credit Union:
- U.S. Citizenship
- Successfully passing a background investigation
Benefits Offered:
- 401K, With employee match and profit shares.
- Medical, Dental & Vision, Life, STD, LTD
- Paid Holidays
- Employee Education Assistance Program (Tuition Reimbursement).
- PTO (Paid time off) that begins accruing day one. (usable after 90 days)
- Employee Assistance Program (EAP)
DECLARATION
This job description is designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Sunbelt FCU is an Equal Opportunity Employer.
This job description is designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Sunbelt FCU is an Equal Opportunity Employer.
Salary : $18 - $22