Assistant Financial Center Manager

Description

• Salary/Exempt
• Hours Monday - Friday 8:30am - 5:30 pm & Saturdays 8:30am
  -12:30pm

Join the energized team at Kinetic Credit Union!!

Our benefits package is very competitive and is designed to meet the needs of employees and their dependents. Employees are provided with a benefit package that includes paid time off; 11 paid holidays; group insurance such as medical, dental, vision, FSA, life, dependent life and long-term disability; and a 401(k)-retirement plan with matching company contributions.

The primary role of the Assistant Financial Center Manager is to engage members in the Financial Center and educate them about Kinetic’s products and services. The Assistant Financial Center Manager will perform as an expert and trusted advisor for Kinetic members and prospects. The Assistant Financial Center Manager is a leader in sales, product knowledge and solutions who must have a professional demeanor and a high level of integrity, along with exceptional time management skills.

This position takes complete ownership of the members’ needs while meeting Kinetic’s performance standards. Performs all duties in branch in addition to directing operations of the Financial Center. Assists in implementing & directing actions to achieve or exceed budgeted tasks and key goals that are consistent with the strategic plan of the credit union.

1. Assists members using the Personal Teller. Educates members to make them comfortable and competent using the new interactive teller technology.

2. Assumes responsibility for the effective and professional performance of member service functions.

• Assists with processing all Teller transactions and Shared Branching transactions, in applicable branches, including but not limited to:
• Verifies Identification on all transactions required. (Split deposits, withdrawing funds, transferring out of account, cash advances, cashing checks, when completing CTR report, LOC cash advance, requesting information).
• Receives share deposits, credit card and loan payments in person.
• Processes transfers and disburses cash or check share withdrawals requested in person.
• Issues Money Orders, Corp. checks and processes VISA cash advance requests and processes LOC cash advances.
• Manages vault cash, including ordering and shipping currency. Maintains vault records, accepts deposits, verifies cash.
• Manages Recycler vault cash, balances and replenishes cash
• Complete Currency Transaction Reports for applicable transactions of $10,000 or more. Cashes checks within the credit union’s check cashing policy and informs member of any checks that are deposited and placed on hold.
• Provides comprehensive, prompt, accurate and efficient member transactions.
• Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Orders checks for members' accounts.
• Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party.
• Performs membership maintenance and account changes as needed.
• Keeps members informed of Credit Union services and policies, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
• Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.
• Completes on-boarding activities for new members.
• Opens new accounts (consumer and business) and utilizes consultative selling skills to actively cross sell appropriate Kinetic products and services to deepen member relationships while developing professional and personal trust among members. Uses needs-identification questions and professional expertise to effectively cross-sell credit union products and services.
• Processes loan closings for those loans originated and approved in the Kinetic Service Center, when applicable. Includes review of documents with the member and in-depth knowledge of ancillary products, including Credit Insurance Protection, GAP and Vehicle Service Agreements in order to answer any questions posed by the member.

3. Resets…