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Dover Federal Credit Union

MEMBER EXPERIENCE MANAGER (Kent County)

Dover Federal Credit Union, Los Angeles, California, United States

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MEMBER EXPERIENCE MANAGER (Kent County)

role at

Dover Federal Credit Union

The primary function of this position is to deliver exceptional service by projecting a positive image as a Member Experience Manager. This includes administering, directing team members, and guiding branch operations. The role ensures that established policies and procedures are followed while coaching, developing, and training branch team members on product knowledge, cross-selling products/services, and operational growth.

Essential Functions

Perform all essential functions of the Assistant Member Experience Manager position and below.

Meet all established branch sales and service goals, referring appropriate products and services in alignment with the branch scorecard.

Meet minimum requirements for the position as set forth on the Branch Scorecard.

Perform various branch functions as required and assigned by the Area Support Manager.

Possess adequate product knowledge.

Effectively supervise the branch team, ensuring optimal performance by meeting monthly to review previous month’s performance, setting goals for upcoming month’s performance, developing plans to improve employee performance, delegating, and communicating any areas needing improvement via Scorecard management.

Participate in Financial Literacy/BVS classes as instructed by management and actively manage in-branch training and educational classes/sessions including Wednesday morning training, in unison with the Assistant Member Experience Manager.

Recognize employees who perform at a high level.

Hold employees accountable for their performance, attitude, and behavior via Scorecard documentation, recommending corrective action when appropriate.

Demonstrate enthusiastic support of corporate mission, core values, and long-term strategic initiatives.

Perform job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and work procedures.

Train and supervise branch staff. Assign, direct, coordinate, and review work performed by staff.

Maintain a highly motivated, well-trained staff with effective employee relations.

Ensure adequate staffing for efficient and secure branch operations, covering other branches as required.

Conduct interviews and coordinate hiring decisions in conjunction with the Assistant Member Experience Manager/Area Support Manager and Human Resources.

Ensure branch staff is in compliance with policies, procedures, and all Credit Union requirements.

Ensure branch staff completes outbound calls as required.

Monitor branch operations to ensure a professional image and approach are consistently exercised.

Maintain and re-order office equipment, supplies, and inventory to ensure minimum limits at all times.

Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.

Process membership (loan and deposit) applications, establish new accounts for eligible members, and ethically cross-sell products and services that best meet the financial needs of the member.

Assist members in performing transactions including opening and closing accounts, withdrawals, transfers, loans, including interviewing, system input, processing, and decisions, etc.

Manage the security and safety for the branch, maintaining the alarm system and alerting team members of any changes, including dual control procedures.

Complete security checklist monthly according to auditing guidelines.

Observe cash intake/output and order accordingly to branch limit.

Maintain branch facility, production workflow, and physical environment.

Provide a friendly, professional, fair, standardized, non-discriminatory, and non-preferential environment for members and team members.

Attend various meetings and create/submit necessary reports as needed, in a timely manner.

Provide Notary service and Medallion Signature services.

Participate in marketing/community events and branch-related activities to increase member experience and culture.

Actively visit local businesses to cultivate new relationships and strengthen existing ones, promoting beneficial partnerships.

Perform any other duties as assigned.

NOTE:

The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.

Requirements

Requires education equivalent to a 4-year high school education, plus additional post-secondary technical coursework.

Requires at least 4 years of experience in the credit union or financial services industry.

Requires professional, well-developed interpersonal skills essential for interviewing loan applicants and projecting a positive image as a Credit Union representative.

Requires knowledge of all Credit Union policies and procedures and all branch services and products.

Requires at least 2 years of prior supervisory experience.

Requires appropriate judgment to apply broader aspects of established practices to situations that go beyond clear, concise guidelines.

Requires intermediate working knowledge of PC and applications (Word, Excel, MS Outlook).

Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.).

Lending and Cash Handling experience preferred.

NMLS required, or ability to obtain within six months of hire.

Physical Requirements The physical demands described here are representative of those that must be met by an employee 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 employee is frequently required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk, bend, kneel, and reach above or at shoulder level. The employee may occasionally lift/push/pull or carry up to 50 pounds.

Seniority level Mid‑Senior level

Employment type Full‑time

Job function Business Development and Sales

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