Credit Union:

Gesa Credit Union

Region:

Pasco, WA

Closing:

7/30/2022

Job Description:

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us: www.gesa.com/aboutus

Role Summary:

The Assistant Branch Manager/Team Leader reviews documents and transactions prepared by team members, oversees scheduling, employment decisions, the dynamic disciplinary process, and timely team member performance evaluations. The Assistant Manager/Team Leader is a coach and mentor to team members and uses their exceptional member service and experience to onboard all new Member Service Associate (MSA), Sr. MSA, Personal Financial Representative (PFR), and Sr. PFR Team Members in the branch. Additionally, the Assistant Branch Manager/Team Leader can fluidly transition between tasks assisting members, and supporting the branch as an MSA, Sr. MSA, PFR, and Sr. PFR. The Assistant Branch Manager/Team Leader is excellent at deepening member relationships by referring, following-up, and contacting members through phone calls and other communication methods.

What You Will Be Doing:

  1. Provide exceptional member service
  2. Tackle problems, take ownership of member concerns, provide prompt resolutions, and follow-up
  3. Have a core understanding of financial literacy and be able to discuss it with members
  4. Demonstrate an up-to-date and extensive knowledge of all credit union products, services, policies, and procedures
  5. Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate
  6. Make outbound telephone calls to members for the purpose of establishing, growing, and nurturing member relationships
  7. Meet or exceed established service levels, job performance, and organizational goals
  8. Constantly adapt to changing priorities with a positive attitude
  9. Review documents and transactions prepared by team members to ensure they accurately implement regulations and credit union policies and procedures
  10. Work with team members and other departments to ensure proper branch safety and security policies are being followed
  11. Successfully perform the duties, responsibilities, and job functions as the Branch Manager/Team Leader in their absence
  12. Proficient in understanding, discussing, and opening business accounts, deceased-owner accounts, and other sophisticated accounts and distributions
  13. Proficient in discussing, gathering, and working with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
  14. Proficient at understanding and completing branch audits and certifications
  15. Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
  16. Proficient in opening, discussing, and understanding IRAs and HSAs
  17. Process international and domestic wire requests
  18. Provide Notary Public services in accordance with state regulations and credit union policies
  19. Observe and supervise cash activity to ensure the branch and team members are following cash limits
  20. Able to place cash orders, supply orders, balance vault cash, and maintain ATMs
  21. Review and process overrides/approvals within your authority while minimizing risk
  22. Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
  23. Perform transactions and service requests on member accounts in an accurate and timely manner
  24. Accurately follow all cash handling procedures and balance your cash drawer at the end of every day
  25. Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
  26. Assist members with Digital Banking enrollment, navigation, resets, and maintenance
  27. Assist members with fraud disputes

About You:

  1. Professional written and verbal communication
  2. Make sound decisions that minimizes risk in a timely manner
  3. Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
  4. Display professional communication skills to relate effectively to members, the public, colleagues, and all levels of leadership
  5. Respect and support all areas of diversity in the workplace and our membership
  6. Complete assigned training programs in timely and accurate manner
  7. Participate in and support a team environment

Leadership core competencies:

Leaders at Gesa Credit Union are lifelong learners who, by developing themselves, are better able to grow our team members and our organization as well as serve as influential role models for each other. We believe that every team leader, no matter their position or years of experience, must model and continue to strengthen these competencies which are foundational to our view of leadership and support the achievement of our strategic goals.

  • Leading Others
  • Developing Others
  • Emotional Intelligence
  • Social Responsibility
  • Performance & Results Orientation
Qualifications

What You Will Need:

  1. High School Degree (or equivalent) required
  2. At least two years financial industry experience required
  3. Lending and account opening experience required
  4. Sales/relationship building experience required
  5. Cash handling experience preferred
  6. At least one year of customer service experience preferred
  7. Demonstrate and support credit union values and service standards
  8. Attend and engage in community events on behalf of the credit union
  9. Maintain confidentiality, control risk, and lead operations in accordance with company policies, procedures, and regulatory requirements
  10. Demonstrate a high level of personal integrity and ethics
  11. Report for work on time and maintain a schedule of regular attendance
  12. Some travel may be required
  13. Proficient with varying levels of technology
  14. Notary Public

Our Team Member Value Proposition:

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:

  • Competitive Pay
  • Medical, Dental, Vision, and Life Insurance
  • Paid Time Off – Plus 10 Paid Holidays!
  • 401(k) Match
  • Incentive Program
  • Tuition Assistance and Student Loan Repayment
  • Commuter Benefits
  • Paid Time Off to Volunteer in the Community
  • Product discounts
  • Engaging Work Environment
  • Rewards and Recognition Programs

Get wise to what’s possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment drug screen which includes screening for all drugs considered illegal or controlled by the State of Washington, as well as, a credit/background check and a skills assessment.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

https://www.gesa.com/pdfs/careers/eeo_policy_statement.pdf