Career Opportunities

The League assists credit unions in finding qualified job applicants for their open positions, and assists individuals seeking to further their credit union careers, thereby strengthening professionalism within the movement.  The League bears no responsibility for the availability of positions posted nor does it play any role in the hiring of these positions (unless the position is with the League). Applicants are advised to contact the credit union directly. 

Opportunities in Kentucky:

Account Resolution Specialist - Class Act Federal CU
Community Relations Representative Senior for the Louisville Market - Commonwealth CU
Financial Account Manager - Signet Federal Credit Union
Financial Services Representative - Market Street Branch - Commonwealth CU
Financial Services Representative - Cane Run - Commonwealth CU
Financial Services Representative - St. Matthews - Commonwealth CU
Interactive MSR - Park Community CU
Loan Officer - Chemco Federal Credit Union
Loan Servicing Manager - Service One Credit Union
Member Service Rep - KEMBA Louisville CU
Member Service Rep (TELLER) - Park Community Credit Union
Member Service Specialist (Experienced Teller) - Service One Credit Union
Mortgage Lending Manager - Class Act Federal Credit Union
Regional Branch Manager - Heritage Federal CU (Newburgh, IN)

Opportunities Nationwide:

Executive Opportunities

Account Resolution Specialist - Class Act Federal CU

Class Act Federal Credit Union is seeking a qualified candidate for an Account Resolution Specialist.

Role:
This position will be under the direct supervision of the Chief Lending Officer. The Account Resolution Specialist is responsible for all phases of the collection process to preserve the Credit Union's assets by monitoring overdrawn, delinquent, and charged-off accounts, collecting payments and recovering collateral in a timely manner to minimize losses. Requires extensive contact with members and the ability to exercise independent judgment with minimal supervision. Maintains thorough and accurate documentation in the collection data base to ensure compliance with all applicable laws, regulations, policies and procedures.

Major Duties and Responsibilities:

• Contact members to negotiate payment arrangements on consumer loans and negative shares, determine the cause of delinquency, offer suggestions as to how members can meet their obligations and propose alternative repayment plans. Accurately and professionally document account information and collection activities. Empathize and find solutions while always maintaining the borrower’s dignity.
• Advise members when there has been a lapse of insurance coverage on their auto or home. Work to obtain the necessary information to resolve the situation and avoid a lender-placed CPI policy being added. If force-placed insurance needs to be imposed then proceed with handling CPI premiums/refunds accordingly.
• Analyze financial situation of delinquent borrowers to complete right of offset, removal of account privileges and credit line reductions on members’ accounts according to department procedures and guidelines. Make recommendations to supervisor for further action when arrangements to bring loan current are unsuccessful.
• Monitor Courtesy Pay activity to track the negative accounts and initiate appropriate letters. Be diligent in collection follow up and document collection activity in collection data base.
• Responsible for recommending accounts for repossession to supervisor and summarizing collection efforts to warrant this action.
• Assist in preparing Bankruptcy related documents for processing as directed.
• Assist in processing GAP claims on total loss autos to ensure the Credit Union receives the maximum recovery on the collateral.
• Assign charged-off accounts to a third party collection agency as directed.
• Report charged-off share accounts to ChexSystems.
• Responsible for working deceased member accounts. Collect all necessary documents for filing claims in probate court to protect the assets of the Credit Union.
• Monitor safe deposit boxes for collection of payments and closing of boxes.

Knowledge and Skills:

• Experience: Two years to five years of similar or related experience.
• Education: A high school diploma or equivalent.
• 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/or is usually of a personal or sensitive nature. Must possess strong verbal, written, and interpersonal skills. Work may involve motivating or influencing others. Present a positive and professional image to all employees and members. Ability to work independently and as a team player.

Other Skills: Ability to prioritize work flow. Ability to learn new things in a relatively short amount of time. Initiative and ability to handle multiple assignments concurrently. Ability to use an array of workplace technologies. Attention to detail and accuracy is essential. Possess solid problem-solving and negotiation skills. Must be bondable.

If interested, please send a resume to [email protected] or apply online at www.louisvilleworks.com EOE

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Community Relations Representative Senior for Louisville Market - Commonwealth CU

We have a career opportunity for a Community Relations Representative Senior for the Louisville, KY market. A key requirement for this position is marketing experience. A track record of building solid relationships with different business groups, and/or affiliation with the various chambers of commerce in the Louisville area, are a plus.

Position Summary:

Extremely self-motivated and goal driven individual that represents the credit union with our Business Partner groups and within the communities we serve. Promotes membership with participating Business Partners; strategically solicits non-participating eligible groups on continual basis, communicates with Business Partners concerning products/services, provides ideas/input on business development projects as required; Maintains accurate Business Partner records, continually reports member feedback to Community Relations Supervisor, devotes time and resources to community and networking activities on behalf of the Credit Union, as approved by the Community Relations Supervisor.

Education / Experience

• Bachelor’s Degree or equivalent experience in sales/community relations field
• B2B sales experience and financial industry experience preferred but not required
• Advanced knowledge in various PC applications, including CRM/Sales Systems

Requirements

• Must be bondable and successfully pass background screening
• Must be able to obtain/maintain required certifications/licenses applicable to position
• Must annually attend training and pass exams for compliance with the Bank Secrecy Act (BSA)
• Must annually attend training and pass exams for compliance with the USA Patriot Act
• Must annually attend training and pass exams for compliance with the Office of Foreign Asset Control

Click HERE to apply for this position.

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e-Branch Contact Center Representative - Class Act Federal CU

Class Act Federal Credit Union is seeking a qualified candidate for an e-Branch Contact Center Representative.

Role:
Project a friendly and professional attitude while aiding all members and potential members with their financial needs. Using an enthusiastic approach, the member service representative will introduce and cross-sell to new members and current members, all of the credit union services by explaining credit union policies and furnishing account statuses. Be knowledgeable of all products and services the credit union offers and provide the member with the information to make the best informed financial decision while adhering to all credit union policies and procedures.

Knowledge and Skills:

• Experience: Two years of similar or related experience. Prefer call center
• experience.
• Education: A high school education or equivalent.
• Interpersonal Skills: A significant level of trust, diplomacy and professionalism is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivation or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
• Other Skills: Ability to prioritize work flow. Ability to learn new things in a relatively short amount of time. Initiative and ability to handle numerous assignments concurrently. Must have basic understanding of operating a computer. Ability to use Microsoft outlook, word and excel. Ability to navigate the internet, use a 10 key calculator and computer keyboard by touch. Attention to detail and ability to maintain accuracy. Must be Bondable.

If interested, please send a resume to [email protected] or apply online at www.louisvilleworks.com EOE

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Financial Account Manager - Signet Federal CU

Signet Federal Credit Union, with over $250 million in assets, is currently in search of a Financial Account Manager.  Signet is located in beautiful Western KY, twenty minutes from KY Lake in Paducah, KY.  You will be reporting directly to the President, experience in areas of overseeing asset liability management, financial forecasting & reporting, risk management, the NCUA call report and budgeting would be helpful.  The ideal candidate could have board relations experience.  Will assume the responsibilities for ensuring that reports, accounts, systems, polices, and practices adhere to generally accepted accounting principles (GAAP).   Bachelor’s degree in accounting or finance is required, and at least two years of experience managing fiscal operations for a credit union.

To apply, please visit: 

https://www.signetfcu.com/employment-application/

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Financial Service Representative - Commonwealth CU (Louisville, KY)

We have a career opportunity for a full-time Financial Service Representative (FSR) at our Market Street Branch, located at 900 West Market Street in Louisville.

Position Summary:

Accurately performs financial transactions affecting the accounts or loans of credit union members, in accordance with established policies, procedures and applicable laws. Represents the credit union in a professional manner. Maintains acceptable cash/negotiable balancing standards, follows internal controls to safeguard credit union funds and assets, consistently maintains cross selling standards and organizes work and maintains accurate records. Demonstrates leadership qualities and strong communication skills, including face to face, telephone, and email correspondence. Responds in a professional and pleasant manner to member and co-worker problems or concerns.

Opens/closes memberships and accounts. Takes loan applications and obtains the appropriate documentation and information. Performs loan and account functions in accordance with credit union policies, procedures and applicable laws and holds a standard level of lending authority. Demonstrates ability to make sound lending decisions matching the best product for the member’s needs. Maintains department cross-selling standards, and is knowledgeable of products, services, and promotions. Assist members with IRA and Certificate Portfolios, fulfill related reporting requirements, ensure rules and regulatory compliance are followed and assist other staff members on the proper preparation and completion of IRA documents.

This position does not require the individual to provide detailed information on Home Equity Loans and/or Mortgage Loans; therefore, NMLS registration is not required.

Education / Experience

• High School Diploma/GED
• Minimum of 2 years credit union or comparable financial institution experience

Requirements

• Must be bondable and successfully pass background screening
• Must be able to obtain/maintain required certifications/licenses applicable to position
• Must annually attend training and pass exams for compliance with the Bank Secrecy Act (BSA)
• Must annually attend training and pass exams for compliance with the USA Patriot Act
• Must annually attend training and pass exams for compliance with the Office of Foreign Asset Control

APPLY

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Financial Service Representative - Commonwealth CU (Louisville, KY)

We have a career opportunity for a full-time Financial Service Representative (FSR) at our Cane Run Road Branch, located at 4415 Cane Run Road in Louisville.

Position Summary:

Accurately performs financial transactions affecting the accounts or loans of credit union members, in accordance with established policies, procedures and applicable laws. Represents the credit union in a professional manner. Maintains acceptable cash/negotiable balancing standards, follows internal controls to safeguard credit union funds and assets, consistently maintains cross selling standards and organizes work and maintains accurate records. Demonstrates leadership qualities and strong communication skills, including face to face, telephone, and email correspondence. Responds in a professional and pleasant manner to member and co-worker problems or concerns.

Opens/closes memberships and accounts. Takes loan applications and obtains the appropriate documentation and information. Performs loan and account functions in accordance with credit union policies, procedures and applicable laws and holds a standard level of lending authority. Demonstrates ability to make sound lending decisions matching the best product for the member’s needs. Maintains department cross-selling standards, and is knowledgeable of products, services, and promotions. Assist members with IRA and Certificate Portfolios, fulfill related reporting requirements, ensure rules and regulatory compliance are followed and assist other staff members on the proper preparation and completion of IRA documents.

This position does not require the individual to provide detailed information on Home Equity Loans and/or Mortgage Loans; therefore, NMLS registration is not required.

Education / Experience

• High School Diploma/GED
• Minimum of 2 years credit union or comparable financial institution experience

Requirements

• Must be bondable and successfully pass background screening
• Must be able to obtain/maintain required certifications/licenses applicable to position
• Must annually attend training and pass exams for compliance with the Bank Secrecy Act (BSA)
• Must annually attend training and pass exams for compliance with the USA Patriot Act
• Must annually attend training and pass exams for compliance with the Office of Foreign Asset Control

APPLY

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Financial Service Representative - Commonwealth CU (Louisville, KY)

We have a career opportunity for a full-time Financial Service Representative (FSR) at our St. Matthews Branch, located at 3704 Frankfort Avenue in Louisville.

Position Summary:

Accurately performs financial transactions affecting the accounts or loans of credit union members, in accordance with established policies, procedures and applicable laws. Represents the credit union in a professional manner. Maintains acceptable cash/negotiable balancing standards, follows internal controls to safeguard credit union funds and assets, consistently maintains cross selling standards and organizes work and maintains accurate records. Demonstrates leadership qualities and strong communication skills, including face to face, telephone, and email correspondence. Responds in a professional and pleasant manner to member and co-worker problems or concerns.

Opens/closes memberships and accounts. Takes loan applications and obtains the appropriate documentation and information. Performs loan and account functions in accordance with credit union policies, procedures and applicable laws and holds a standard level of lending authority. Demonstrates ability to make sound lending decisions matching the best product for the member’s needs. Maintains department cross-selling standards, and is knowledgeable of products, services, and promotions. Assist members with IRA and Certificate Portfolios, fulfill related reporting requirements, ensure rules and regulatory compliance are followed and assist other staff members on the proper preparation and completion of IRA documents.

This position does not require the individual to provide detailed information on Home Equity Loans and/or Mortgage Loans; therefore, NMLS registration is not required.

Education / Experience

• High School Diploma/GED
• Minimum of 2 years credit union or comparable financial institution experience

Requirements

• Must be bondable and successfully pass background screening
• Must be able to obtain/maintain required certifications/licenses applicable to position
• Must annually attend training and pass exams for compliance with the Bank Secrecy Act (BSA)
• Must annually attend training and pass exams for compliance with the USA Patriot Act
• Must annually attend training and pass exams for compliance with the Office of Foreign Asset Control

APPLY

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Interactive MSR - Park Community CU

Do you have a face and a voice that should be on camera?!  Then the newest Interactive Teller technology will be perfect for you!  Assist members with financial transactions at a variety of locations through a video screen.  Focus remains on member interaction, accuracy with no actual cash handling.  Park Community Credit Union currently has FT and PT openings.  Schedules vary.  PT schedules are perfect for students! Please apply online at www.parkcommunity.comor send resume to [email protected].  EOE

Loan Officer - Chemco Federal Credit Union

Chemco Federal Credit Union is looking for a loan officer who is prepared to make a difference in the lives of members. 

Responsibilities:

Develops loan applications by evaluating applicant information and documentation.

Primary Job Duties:

• Evaluates loan applications and documentation.
• Helps members by answering questions; responding to requests.
• Maintains member confidence by keeping loan information confidential.
• Accomplishes credit union mission by completing related results as needed.

Skills and Qualification:

• 2-5 years of credit union (or banking) experience required.
• 2 years of college preferred but not required.
• Excellent communications and member service skills
• Strong attention to detail and a mind for numbers

If interested, please send your resume to [email protected].  EOE

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Loan Servicing Manager - Service One Credit Union

TITLE: Loan Servicing Manager

REPORTS TO:  VP/Chief Credit Officer

SUPERVISES:  Asset Protection Specialist, Senior Asset Protection Specialist, Loan Servicing Specialist

Position Summary

This position is responsible for managing, leading and directing all aspects of loan post-closing functions including consumer, commercial, participation and mortgage loan servicing and collections.  Supports the marketing and promotional efforts of the Credit Union and works with Executive Management to develop and achieve growth and service goals.  Responsible for creating a climate that delivers an exceptional experience for both members and associates.  Supports and promotes the Credit Union’s Vision, Mission and Core Values. 

Primary Responsibilities

• Responsible for selecting, training, coaching, motivating and developing the loan servicing/loan collections staff. 
• Provides leadership to staff through effective delegation and communication.  Responsible for building a cohesive team and fostering positive open communication with team members. 
• Works with associates to establish individual performance goals and effectively communicates department goals and objectives. 
• Ensures that individual and department goals and objective are met or exceeded. 
• Reviews and approves non-exempt timecards for bi-weekly payroll and approves time off requests.
• Provides on-going feedback on associate performance both formally and informally. 
• Conducts 90-day reviews, Quarterly Check-ins and annual Performance Appraisals. 
• Manages all aspects of loan servicing and loan collections functions to ensure quality control.
• Responsible for protecting the loan portfolio against losses through ongoing collection efforts.
• Recommends accounts for charge-off and performs charge-off functions.
• Consults with Credit Union collection attorney when necessary.
• Establishes and manages the loan collections budget.  Approves invoices and submits to Accounts Payable for processing.
• Oversees HMDA reporting/compliance program and mortgage escrow analysis and tax payments.
• Oversees special loan programs such as Skip-a-Pay and others.
• Maintains and demonstrates proficiency with internal systems and loan software applications including loan collections system, loan data analytics system, loan origination system, core processing system and digital services system.
• Analyzes loan data and produces a variety of periodic reports for Senior Management and the Board of Directors. 
• Evaluates and recommends changes to loan servicing/loan collection policies and procedures and ensures lending personnel are provided with updates and procedural changes.
• Ensures the adherence to all internal policies and procedures.  Maintains compliance with federal, state, and local laws and regulations set forth by all regulatory agencies.
• Responds to members and Credit Union staff to provide documentation, explain procedures, resolve discrepancies and handle complex problems.
• Works directly with the Internal Auditor and Compliance Manager regarding audit and compliance issues. 
• Perform such duties as may be required from time to time for the overall management and operation of the Credit Union. 

Additional Responsibilities

• Participates in Credit Union special projects and initiatives. 
• Represents Service One at Credit Union events and in the community through professional networking groups, partnering with charitable organizations and attending civic events.
• Monitors expenditures and implements corrective action to exercise fiscal responsibility.
• Assists members with more complex or difficult member service issues.

Educational/Experience Requirements

• Bachelor’s Degree in a related field.
• Minimum of three years of lending experience. 
• Minimum of three years of loan operations, loan servicing or loan collections experience preferred.
• Minimum of two years of managerial or supervisory experience. 
• Equivalent work experience may be substituted for education requirement. 

Qualifications

• Excellent interpersonal, verbal and written communication skills.
• Excellent member service, problem solving, decision-making and relationship management skills.
• Strong practical knowledge of banking and lending products, policies, procedures and regulatory guidelines.
• Strong leadership skills with the ability to motivate and/or influence others. 
• Solid technology skills that include Microsoft Office products and Credit Union software applications.
• Strong data analytical skills.
• Ability to travel to other branches as needed.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.

**Please apply online at www.socu.com.

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Member Service Rep (TELLER) - Park Community Credit Union

Park Community Credit Union, a winner of "Best Places to Work in KY", is seeking Full Time and Part Time tellers for our Fern Valley Branch Office. The successful candidate will be eager to serve the members of Park Community, and ensure they are offered the best products and services to meet their financial needs. Duties include processing member transactions, balancing with accuracy, cross-selling products/services, meeting individual performance goals.

Must be available for Saturday hours from 8:45 – 12:15 p.m. -- some schedules may alternate Saturdays, others include every Saturday. Financial/sales experience is not required but is preferred. Full benefits available for FT and PT positions including 401k, health insurance, holiday, paid time off, etc. Pay Rate $11.00+ per hour. Satisfactory Credit Record is required. Apply online at www.parkcommunity.com EOE

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Member Service Specialist (Experienced Teller) - Service One Credit Union

Position Summary

This position is primarily responsible for providing a high level of quality service to every member and associate. A Member Service Specialist provides members with timely, courteous and professional paying and receiving services, and responds to more complex service issues in person and over the telephone. Maintains an in-depth knowledge of all Credit Union products, services and programs.

Demonstrates the cross-sales and referral process. Adheres to all Credit Union policies and procedures,demonstrating sound judgement within established limits. This position requires cross-training on all branch related systems and equipment. Demonstrates teamwork through positive interaction and cooperation with fellow associates, members of management and other departments. Supports and promotes the Credit Union's Vision, Mission and Core Values.

Primary Responsibilities

In addition to proficiency in all Teller duties and responsibilities, the Member Service Specialist will also be responsible for the following:

• Welcomes and serves members in a friendly and courteous manner, thanking the member for their business and using the member's name during the transaction.
• Ensures compliance with all applicable regulatory requirements.
• Exercises discretion when dealing with confidential information.
• Complies with member identification procedures.
• Maintains an in-depth knowledge of all Credit Union products, services and programs.
• Performs opening and closing procedures for main vault and branch.
• Provides member services such as checkbook orders, stop payments, etc.
• Orders debit cards and resolves debit card issues including disputes.
• Handles more complex account servicing issues, maintenance and troubleshooting including fraud.
• Answers incoming phone calls and responds to in-depth member inquiries and requests.
• Performs such duties as may be required from time to time for the overall management and operation of the Credit Union.
  

Additional Responsibilities

• Maintains working knowledge of Electronic Services such as Mobile Banking, Home Branch, BillPay, etc.
• Services, balances and replenishes the ATM, Cash Dispenser/Recycler and coin counter (if applicable).
• Establishes membership and opens basic consumer deposit accounts.
• Assists with the training and development of new team members.
• Provides coverage for Call Center as needed.
• Serves as the back up to the Senior Member Service Specialist.

Education/Experience Requirements

• High school diploma or GED.
• Minimum two years of similar or related experience including customer service and/or cash handling experience.
• Minimum one year of previous Teller experience preferred.

Qualifications

• Must be able to speak, read, write and understand English.
• Basic clerical skills and knowledge of general office equipment.
• Good mathematical skills and business aptitude.
• Positive, outgoing personality and a "can-do" attitude.
• Strong verbal and written communications skills.
• Intermediate computer skills with the ability to work in Window-based systems/Microsoft applications.
• Bilingual language skills a plus.
• Ability to work various schedules and on Saturdays as needed
• Ability to travel to other branches as needed.

Physical Requirements

• The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
   
• While performing the duties of this job, the associate is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, and see, talk or hear. The associate is frequently required to stand and walk. May be a required to stand for extended periods of time. The associate must regularly lift and/or move 20-35 pounds and occasionally lift and/or move up to 80 pounds.

**Please apply online at www.socu.com.

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Mortgage Lending Manager - Class Act Federal Credit Union

Class Act Federal Credit Union is seeking a qualified candidate for a Mortgage Lending Manager at our Main Office.

Role:
Plan, direct, and control the activities of the mortgage department to deliver outstanding service professionally and efficiently. Accountable for the development, implementation, ongoing review and continuous improvement of the credit union’s mortgage loan underwriting, processing, closing, and funding functions. Ensure all areas of mortgage lending operations are in compliance with applicable laws, regulations and credit union policies and procedures. Major Duties and Responsibilities: Plan, organize, and direct the mortgage department’s activities in order to increase mortgage loan production, while providing optimal service and mortgage products to meet member demand. Supervise department staff; hire, train, direct and monitor the work of direct reports, conduct performance reviews and allocate resources to meet operational needs within the department. Establish quality control processes and measurements to ensure accurate mortgage loan document processing and adherence to underwriting guidelines and regulatory requirements. Develop policies and procedures for mortgage lending activities and ensure compliance with all applicable federal and state laws, regulations, and reporting requirements. Monitor current trends and developments in mortgage lending and market factors; recommend pricing for mortgage loan products, and establish mortgage loan programs and promotions to support the Credit Union’s objectives and goals. Foster strong working relationships with vendors, attorneys, title companies. Perform other job related duties or special assignments as directed.

Knowledge and Skills:

• Experience: Five years of similar or related experience in managing mortgage loan originators, underwriters and processors. Must be knowledgeable of rules and regulations applicable to mortgage lending.
• Education: A four year college degree is desired but may be substituted with relative experience in mortgage lending.
• Interpersonal Skills: Must have strong managerial skills and possess excellent communication skills, both verbal and written. Position involves ability to organize and delegate work assignments, motivate others to achieve desired outcomes and promote a team environment. A significant level of trust, diplomacy and professionalism is required, and possess a cooperative attitude in relations with members, vendors and other employees.
• Other Skills: Must be self-motivated, able to prioritize work flow, handle multiple assignments concurrently, work a flexible schedule, and perform under time constraints. Must have working knowledge of PC and general office equipment, with experience using Microsoft outlook, word and excel. Attention to detail and accuracy is essential. Must be bondable and able to register with the Nationwide Mortgage Licensing System and Registry (NMLS).

If interested, please send a resume to [email protected] or apply online at www.louisvilleworks.com EOE

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Regional Branch Manager - Heritage Federal CU (Newburgh, IN)

Heritage Federal Credit Union is experiencing growth and expansion. Why? Because we provide service to our members that is Seriously Different, Seriously! The key to our success is having exceptional employees. We are seeking applicants for our new position of Regional Branch Manager, with oversight of 4 - 6 branches.

Apply at https://www.hfcu.info/careers/

The Regional Branch Manager will be responsible for all aspects of the operations and management of several retail branch offices located within the field of membership.  Specific responsibilities include implementing credit union strategies relative to the retail branch function, ensure exemplary member service, drive growth and profitability and coach to goal achievement, and ensure that financial rules and regulations are adhered to within the scope of responsibility.  Also ensures that branch security is maintained and all internal security policies are followed by branch personnel.  Will execute all requirements for supervision of assigned staff members including assisting direct reports with human resource related matters.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1.  Assume responsibility for providing exceptional support and assistance to credit union personnel in the operations / sales functions and member service within the designated branches. 

• Functions in the position of overseeing day-to-day management of the assigned branches to ensure delivery of the strategic objectives through the most efficient means, including monitoring, implementation, and business fundamentals as they apply to the daily operations. Ensure that standard operation policies are followed.
• Manages branch sales performance and profitability through operational metrics, management tools/reports/surveys, techniques, and seeks improvement opportunities through tracking.
• Utilize knowledge of credit union products/services, industry trends, and team information to efficiently coordinate and promote sales and operational success and business opportunities.
• Ensure exceptional member service is delivered by implementing service standards, training managers to provide prompt and accurate service, and exceed the member expectations.  Ensure the daily branch operations have a focus on member service.
• Oversee work activities with the staff relating to training, procedures, and makes recommendations to the Director of Retail to make changes for enhanced retail success, disaster recovery, security programs, robbery procedures, and the loss/fraud prevention processes.
• Manage risk and compliance for the assigned branches in the effort of mitigating risk for the credit union by updating, implementing, monitoring, communicating retail policies, procedures, standard operating procedures, and adherence. 

2.  Effectively supervises area staff, ensuring optimal performance and exceptional member service.

• Manage, coach and, counsel retail staff in the assigned branches including how to provide fair and objective feedback to staff, managing performance, and career development through training, supervising, maintaining consistency in reviews, and recognition in a timely manner. 
• Ensure staffing levels are appropriate via recommending staffing levels, interviewing potential candidates, making solid recommendations for new hires, and assigning personnel as needed by utilizing an approved staffing metric.
• Review and approve employee scheduling which effectively utilizes and manages overtime, extended hours, vacation, and other options to ensure the best use of staff resources and sufficient coverage.
• Assists staff to reach goals and objectives through coaching to achieve their full potential by providing the employee quantifiable feedback of their results and performance. 
• Facilitate individual and area meetings to develop team motivation; project and performance management; and enhance employee communication along with gathering employee feedback to act on opportunities in a timely manner. 
• Fill in at a location when warranted in any retail position.

3.  Assume responsibility for ensuring that professional business relationships exist with members, vendors and trade professionals  

• Act as a community leader; actively participate and inspire team to participate in the community relations activities, groups, and boards to represent the credit union.
• Coach and counsel branch managers on developing professional business relationships to enhance sales for the branch.          
• Assume responsibility for related duties and completes special projects as required or assigned by the Director of Retail.

QUALIFICATIONS

EDUCATION / CERTIFICATION:     

Bachelor's degree in business, finance, or a related discipline; or equivalent experience (5 to 8 years) preferably at a financial institution

REQUIRED KNOWLEDGE:             

Thorough knowledge of credit union branch operations, including all products and services and applicable policies and standard operating procedures.

Financial Institution rules and regulations.

Lending with underwriting, funding, sales, and service.

Functional knowledge and service experience with leading technologies used in the Credit Union industry as a delivery channel (i.e. WebEx, mobile banking, online banking, remote deposit capture, bill pay, etc.).

Intermediate understanding of financial statements, branch profitability, data analysis, budget preparation, and management.

EXPERIENCE REQUIRED:              

At least three to five years of progressive experience in sales, lending, and deposit related positions as they relate to retail branch management.

At least 5 years of branch operations supervisory or manager experience.

Self-starter with experience successfully managing remote operations.

Multi-branch leadership experience.                                                               

SKILLS / ABILITIES:                          

Strong leadership, supervisory, project management, and organizational skills.

Able to operate related computer applications and business equipment.

Depth of PC and automated branch processes, including, but not limited to:  word processing, spreadsheet, and database applications.

Superb interpersonal skills to motivate and develop staff and enhance employee morale.

Excellent communication skills in written and verbal format with the ability to make presentations and draft proposals that engage and compel others to positive action.

Ability to travel extensively between locations and lead a team remotely.    

About Heritage Federal Credit Union

Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, or attends school in Vanderburgh, Warrick, and Posey Counties in Indiana and Henderson County in Kentucky, or has an immediate family member who does. Heritage Federal Credit Union is a community-chartered Federal credit union with over $585 million in assets and serves more than 59,700 members, and operates ten branches, nine in Vanderburgh, Warrick, and Posey Counties in Southwestern Indiana and one branch in Henderson County in Kentucky.  More information regarding Heritage Federal Credit Union can be located at hfcu.info.

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