Member Advisor Team Leader

As a Member Advisor Team Leader you will be responsible for supporting the Branch Manager with sales and service coaching of the branch staff and coordinates the daily operational functions as well as meeting individual production goals. Provide back-up to the Branch Manager as required and brings value by the open exchange of ideas and opinions around how to connect spend save borrow and protect solutions to both current and prospective members. Partners with the Branch Manager to evaluate concerns of how to meet the needs of the branch while maintaining a membership mindset. Works as a member of the advisor team focusing on specialized accounts and loans and provides support for processing transactions as needed. Accountable for always demonstrating operational integrity for our internal and external members and ensures that actions and behaviors drive a positive member experience.

Lead minimum team size of at least 3 full time employees.

HOW YOU WILL MAKE AN IMPACT

35% Create a positive memorable member experience by cultivating maintaining and enhancing relationships in person over the phone or other channels as appropriate. Assist members with opening and closing accounts answers questions regarding products and services offered by the credit union. Assist with problem resolution within scope of authority. Responsible for referring more complex problems to senior authority along with resolution recommendations.

30% Assist the branch manager in maintaining efficient branch operations to include facilitating opening and/or closing procedures and periodic audit needs as well as overseeing branch operations staffing needs and production. Create a culture that attracts retains and grows a team that builds trust and brings value. Partner with branch manager to ensure staff receives proper development in finding connect spend save borrow and protect solutions to reach individual/team objectives.

25% Establish relationships with current and potential members to identify account and loan needs. Assist members with opening and closing accounts answer questions about products and services and resolve problems that are within the given authority to resolve. Interview member applicants to develop information concerning their consumer small business home equity and second mortgage loan needs earnings and financial condition. Explain consumer loan programs and recommend options. Obtain all necessary documentation processes and complete account and loan applications. Refer problems that are beyond authority to a supervisor along with any recommendations.

10% Process consultant transactions and adhere to balancing guidelines. Responsible for training junior level staff and communicating with team members of any process changes. Maintain knowledge of regulations (i.e. Reg CC Bank Secrecy Act OFAC Patriot Act Reg E Reg DD etc.) and model the ethical behavior expected from every employee. Other job duties as assigned.

-- Must comply with all company policies and procedures applicable laws and regulations including but not limited to the Credit Union Secrecy Act the USA PATRIOT Act and the Office of Foreign Assets Control.

-- If applicable: this position may have additional duties to include bilingual duties noted in the Bilingual Policy.

WHAT YOU WILL NEED TO SUCCEED

Experience

5 years customer service experience in banking retail or related field. Lending experience preferred.

Education / Certifications / Licenses

A high school diploma or equivalent. Must have and maintain a valid drivers license. Must have the ability to become a notary public and obtain a NMLS#. Internal candidates must have successfully passed Member Advisor Exam (score of 80% or higher). Must have successfully passed Lending training. External candidates must successfully pass Member Advisor Exam (score of 80% or higher) within 12 months of hire.

PREFERRED SKILLS

Ability to establish oneself as a people and sales and service leader in the branch.
Strong organizational skills and ability to multi-task.
Must be able to work in a team environment with the ability to interact in a positive manner with peers management and other departments.
Professional level of verbal and written communication skills are essential to the position.
Capable of analyzing credit and financial information.
The ability to motivate or influence internal staff and external members is a critical part of the job requiring a significant level of influence and trust.
Ability to evaluate pros and cons risks and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems.
Demonstrated ability to plan and prioritize work to meet commitments by breaking down objectives into appropriate actions and anticipate and adjust plans as needed.
Ability to provide world class member service while executing Interras vision mission and delivery of Core Values.

INTERPERSONAL SKILLS

Courtesy and tact are essential elements of the job.
Work involves personal contact with members and others inside and outside the organization generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions updating or referring.
Communications generally require shorter and not in-depth discussions.

COMPETENCIES

Drive Results - Consistently accomplishes goals even under adverse conditions. Has a strong bottom-line orientation. Pushes self and helps others achieve results.
Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.
Interpersonal Savvy - Relates to and can connect with diverse individuals and groups at all levels within the organization. Externally builds appropriate relationships and rapport with members and external partners.
Manage Complexity - Makes sense of complex information processes and activities to effectively solve problems. Defines situations accurately before determining problems and formulating approaches to solutions; is able to accomplish complex tasks with minimal guidance or instruction.
Manage Work - Clearly assigns tasks; sets clear objectives and measures; and monitors process progress and results.
Teambuilding - Builds strength-based teams with a strong identity morale spirit and purpose. Clearly defines team success and fosters the environment for shared goals to be achieved. Encourages accountability and ownership for individual work. Creates a sense of inclusion and belonging in the team.

ADA REQUIREMENTS

Physical Requirements

Able to bend sit and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
Must be capable of climbing / descending stairs in an emergency situation.
Must be able to operate routine office equipment including computer terminals and keyboards telephones copiers facsimiles and calculators.
Must be able to routinely perform work on computer for an average of 6-8 hours per day when necessary.
Must be able to work extended hours or travel off site whenever required or requested by management.
Must be capable of regular reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to complete basic mathematical calculations spell accurately and understand computer basics.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple simultaneous and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.

ACKNOWLEDGEMENT

Nothing in the position description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time. Interra Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color religion sex/gender national origin disability age or any other category protected by law.

Equal Employment Opportunity and Affirmative Action
Interra is an equal opportunity and affirmative action employer committed to creating a diverse workforce.
Qualified applicants will receive consideration without regard to their race religion color sex national origin age sexual orientation gender identity disability or status as a protected veteran among other factors.

Accessibility Accommodation
Interra Credit Union invites all qualified and interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity please contact and one of our Human Resources Consultants will contact you within 48 hours.

Why JoinIN
Culture: We believe that a positive work environment is key to success. Staying engaged informed and keeping it fun is how we achieve this.
Professional Growth: Our Learning and Development Team not only provide day 1 training but continuous improvement and career development for all levels.
Competitive Salary: Attractive compensation package with performance-based incentives and bonuses.
Benefits: Comprehensive health insurance 401(k) matching tuition reimbursement company holidays and generous PTO.
Community Involvement: Being an active member in communities that we are a part of is important to us. We live here work here and stay involved here!
Visit our Opportunities page for more information.

Required Experience:

Unclear Seniority