Burnett Specialists
https://cdn.haleymarketing.com/templates/61891/logos/square.png
https://www.burnettspecialists.com
https://www.burnettspecialists.com
USD
60000
65000
YEAR
true
SUMMARY:
Successfully assist in the management of the member service, call center, and teller department by ensuring staff is properly trained and knowledgeable of products and services we offer. Ensure members are taken care of in a timely manner and we exceed their expectations.
ESSENTIAL DUTIES & RESPONSIBILITIES:
· Simultaneously keep track of all department duties and responsibilities of each employee.
· Be the point of contact for all staff assigned to those departments and serve as the problem solver for them.
· Hold staff accountable to assigned responsibilities and conduct coaching when needed with proper documentation.
· Conduct daily huddles that cover tasks for the day along with performance of sales goals.
· Ensure positive team morale is kept throughout the MS and teller departments.
· Communicate with supervisor any challenges that are being faced in the departments.
· Periodically spot check that tasks are being completed (Originate, Contact Managers, Live chat, call backs, wires, call board and reports, etc) whether some of those are daily, weekly, bi-weekly, or monthly.
· Ensure work areas are kept clean, organized and a professional in appearance.
· Must be proficient at creating and working with Contact Managers. Daily follow-up of the CM queue is crucial to member service.
· Process operations reports including open/close, shared branching, and other admin back-office reports as needed.
· Stay up-to-date and focused on all regulations, policies, and procedures related to Teller and other branch operations
· Performs such other functions that might be needed from time to time and assists others to complete tasks and work assignments.
· Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, OFAC, NCUA Privacy Regulations, Reg DD, Reg D, Reg E, Reg CC, Reg Z, Reg B, Service Members Civil Relief, FCRA/FACTA, and Right to Financial Privacy Act.
·
Other Duties and Responsibilities:
· Play an active part in aiding that credit union departments function smoothly and efficiently.
· Stay alert to potential problems and propose changes to policies and programs.
· Back-up other coworkers as needed.
KNOWLEDGE AND EXPERIENCE:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
· Ability to calculate figures and amounts such as interest, rates, percentages, ratios
· Ability to read, analyze and interpret instructions, procedures, and regulations
· Two years of PC experience including word, excel, and other Microsoft applications
· Experience leading and managing a team 3+ years
Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, OFAC, NCUA Privacy Regulations, Reg DD, Reg D, Reg E, Reg CC, Reg Z, Reg B, Service Members Civil Relief, FCRA/FACTA, and Right to Financial Privacy Act.
Renee Bayer
Assistant Branch Manager
2024-02-12
2024-03-27
Employment Type:
Direct Hire
Job Function: Mortgage/Banking
Job ID:: 130503
Pay Range: $60,000-65,000 / year
Job Description
SUMMARY:
Successfully assist in the management of the member service, call center, and teller department by ensuring staff is properly trained and knowledgeable of products and services we offer. Ensure members are taken care of in a timely manner and we exceed their expectations.
ESSENTIAL DUTIES & RESPONSIBILITIES:
· Simultaneously keep track of all department duties and responsibilities of each employee.
· Be the point of contact for all staff assigned to those departments and serve as the problem solver for them.
· Hold staff accountable to assigned responsibilities and conduct coaching when needed with proper documentation.
· Conduct daily huddles that cover tasks for the day along with performance of sales goals.
· Ensure positive team morale is kept throughout the MS and teller departments.
· Communicate with supervisor any challenges that are being faced in the departments.
· Periodically spot check that tasks are being completed (Originate, Contact Managers, Live chat, call backs, wires, call board and reports, etc) whether some of those are daily, weekly, bi-weekly, or monthly.
· Ensure work areas are kept clean, organized and a professional in appearance.
· Must be proficient at creating and working with Contact Managers. Daily follow-up of the CM queue is crucial to member service.
· Process operations reports including open/close, shared branching, and other admin back-office reports as needed.
· Stay up-to-date and focused on all regulations, policies, and procedures related to Teller and other branch operations
· Performs such other functions that might be needed from time to time and assists others to complete tasks and work assignments.
· Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, OFAC, NCUA Privacy Regulations, Reg DD, Reg D, Reg E, Reg CC, Reg Z, Reg B, Service Members Civil Relief, FCRA/FACTA, and Right to Financial Privacy Act.
·
Other Duties and Responsibilities:
· Play an active part in aiding that credit union departments function smoothly and efficiently.
· Stay alert to potential problems and propose changes to policies and programs.
· Back-up other coworkers as needed.
KNOWLEDGE AND EXPERIENCE:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
· Ability to calculate figures and amounts such as interest, rates, percentages, ratios
· Ability to read, analyze and interpret instructions, procedures, and regulations
· Two years of PC experience including word, excel, and other Microsoft applications
· Experience leading and managing a team 3+ years
Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, OFAC, NCUA Privacy Regulations, Reg DD, Reg D, Reg E, Reg CC, Reg Z, Reg B, Service Members Civil Relief, FCRA/FACTA, and Right to Financial Privacy Act.
Meet The Recruiter
Renee Bayer
Direct-Hire Recruiter
I am an HR graduate from Texas A&M University! I am passionate about recruiting and helping candidates find their perfect roles. I am currently a Direct Hire Recruiter with Burnett Specialists focusing on accounting, finance, and supply chain. Let me help you find your next career!
Burnett, a Texas-based staffing and recruiting company, has been consistently ranked number 1 by the Houston Business Journal. Our extensive network of connections with hiring managers and candidates across all industries makes us an invaluable asset to your growth and success.
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Houston, TX
Discover exciting job opportunities in the vibrant region around Houston, Texas! Known for its thriving economy, diverse industries, and endless growth prospects, Houston offers an enticing landscape for career-minded individuals. With world-class museums like the Museum of Fine Arts and a rich culinary scene showcasing Tex-Mex delights, BBQ joints, and food trucks serving up local flavors, Houston is a melting pot of culture and creativity. Home to the renowned Space Center Houston, the historic Astrodome, and professional sports teams like the Rockets and the Astros, this region exudes energy and excitement. Embrace the charm of this dynamic area while exploring job listings that could lead you to a fulfilling career right here in Houston!