WEOKIE Federal Credit Union
Member Relationship Assistant Manager
WEOKIE Federal Credit Union, Yukon, Oklahoma, us, 73085
Title:
Member Relationship Assistant Manager (Asst. Branch Manager)
Revised:
05/04/2025
Salary Grade:
Exempt
Reports to:
Member Relationship Manager
Department:
Member Relationship Center
# Supervised Staff:
1-15 indirect
Mobile Device Eligible:
Yes
Laptop Eligible:
No
Overview The Assistant Member Relationship Center Manager assists in all aspects of managing the WEOKIE Member Relationship Center, including membership service and membership growth for his/her Member Relationship Center, in alignment with the organization's Service Delivery Strategy.
Responsibilities
Lead the member relationship center's service delivery strategy and manage the delivery of an extraordinary service experience for all members and staff.
Assist with supervisory duties for Member Relationship Center employees, including training, certification, coaching, performance reviews and development for advancement.
Interact with members as a working Manager to help meet their needs, educate and train members on how to utilize convenient services, products, online banking technology, and encourage increased use of the cooperative while building member engagement.
Establish expectations, manage results, hold regular staff meetings, communicate results, relay expectations, and recognize successes and opportunities for improvement.
Ensure the assigned Member Relationship Center operates efficiently and reliably, in compliance with applicable laws, regulations and rules, with appropriate operating controls to mitigate risk, and performs at a high level.
Provide support with budgets, reporting and operating plans for the Member Relationship Center and projects impacting the Member Relationship Center Network.
Perform other duties as required, including representing WFCU at community and public events:
Driving to a different Member Relationship Center or work events.
Helping other Member Relationship Centers when needed with staff or managing the Member Relationship Center when asked.
Perform other duties as assigned.
Service expectations of members are exceeded (as measured by member satisfaction surveys) through consistent application of providing extraordinary member service during member transactions with few, if any, complaints.
Ensure the Member Relationship Center is adequately staffed to meet member needs with minimal overstaffing and unwanted turnover.
Ensure established performance objectives, as identified in the Success Plans, are met or exceeded.
Employees are thoroughly trained and certified according to their respective job functions and appropriately developed for future opportunities.
Assist with Member Relationship Center operations efficiently, under appropriate operating controls and com-pliant with applicable state and federal laws/regulations.
Complete performance reviews in the primary areas of responsibility on or before the review date, supported by consistent coaching, observations and interactions with employees.
Publish schedules in the primary area of responsibility within established guidelines, maintaining adequate service levels to handle predicted member volume, including management coverage.
Maintain Member Relationship Center operating expenses within budget and documented.
Prepare and use reports to monitor performance, recognize top performers, identify problem areas, manage service levels and staffing, address errors and quickly correct deficiencies.
Apply and maintain operational processes and company policies consistently.
Maintain the highest degree of confidentiality and professional discretion.
Maintain a positive, motivating and fun workplace for members and employees alike.
Qualifications
High school diploma or equivalent.
At least two years in the retail financial services industry, with at least two years in a supervisory position. Familiarity with supervising a consultative service operation is a plus.
Business management experience including process management, operational analysis, report writing, presentation and writing skills, and use of technology solutions.
Demonstrated ability to interview, coach and develop staff to create a team environment.
Proficiency with various software applications such as Microsoft Office (Outlook, Word, Excel, PowerPoint) and the credit union's core processing systems.
Valid state driver's license at all times; must be bondable.
Excellent communication skills, including written and verbal.
Required to hold Certified Credit Union Financial Counselor (CCUFC) designation or be able to earn it within 24 months of employment.
Behavioral Competencies Core Competencies : Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments are met and solicits member input.
Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure and meets attendance and punctuality requirements.
Integrity/Ethics: Deals with others straightforwardly and honestly, is accountable for actions, maintains confidentiality, supports company values and conveys good and bad news.
Job Specific Competencies : Leadership: Leads through change and adversity, makes tough calls when needed, builds consensus, motivates and encourages others.
Managing for Results: Sets challenging and productive expectations for the team, keeps the team accountable, provides leadership and motivation, supplies resources and support, uses checkpoints and data to track progress.
Managing Performance: Applies clear and consistent performance standards, handles performance problems decisively and objectively, is direct but tactful, provides guidance and assistance to improve performance.
People Development: Provides feedback and coaching, rewards hard work and risk-taking, takes mentoring role, challenges employees, accepts mistakes and provides visibility or opportunity.
Job Knowledge: Understands duties and responsibilities, has necessary technical skills and job knowledge, keeps knowledge current, and is in command of critical issues.
Physical Demands 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 frequently required to stand and walk, occasionally sit; use hands to handle or feel, reach with hands and arms, climb or balance, and talk or hear. The employee must occasionally lift and/or move up to 50 pounds.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Equal Employment Opportunity / Affidavititive Action Employer WEOKIE does not and shall not discriminate on the basis of Protected Status, marital status, and political belief or any other status or condition protected by applicable federal and/or state law. Bona fide occupational qualifications will be applied impartially. We are committed to providing an inclusive and welcoming environment for all our members, staff, clients, volunteers, subcontractors, vendors and clients.
Equal Opportunity Employer, including disability/protected veterans.
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Member Relationship Assistant Manager (Asst. Branch Manager)
Revised:
05/04/2025
Salary Grade:
Exempt
Reports to:
Member Relationship Manager
Department:
Member Relationship Center
# Supervised Staff:
1-15 indirect
Mobile Device Eligible:
Yes
Laptop Eligible:
No
Overview The Assistant Member Relationship Center Manager assists in all aspects of managing the WEOKIE Member Relationship Center, including membership service and membership growth for his/her Member Relationship Center, in alignment with the organization's Service Delivery Strategy.
Responsibilities
Lead the member relationship center's service delivery strategy and manage the delivery of an extraordinary service experience for all members and staff.
Assist with supervisory duties for Member Relationship Center employees, including training, certification, coaching, performance reviews and development for advancement.
Interact with members as a working Manager to help meet their needs, educate and train members on how to utilize convenient services, products, online banking technology, and encourage increased use of the cooperative while building member engagement.
Establish expectations, manage results, hold regular staff meetings, communicate results, relay expectations, and recognize successes and opportunities for improvement.
Ensure the assigned Member Relationship Center operates efficiently and reliably, in compliance with applicable laws, regulations and rules, with appropriate operating controls to mitigate risk, and performs at a high level.
Provide support with budgets, reporting and operating plans for the Member Relationship Center and projects impacting the Member Relationship Center Network.
Perform other duties as required, including representing WFCU at community and public events:
Driving to a different Member Relationship Center or work events.
Helping other Member Relationship Centers when needed with staff or managing the Member Relationship Center when asked.
Perform other duties as assigned.
Service expectations of members are exceeded (as measured by member satisfaction surveys) through consistent application of providing extraordinary member service during member transactions with few, if any, complaints.
Ensure the Member Relationship Center is adequately staffed to meet member needs with minimal overstaffing and unwanted turnover.
Ensure established performance objectives, as identified in the Success Plans, are met or exceeded.
Employees are thoroughly trained and certified according to their respective job functions and appropriately developed for future opportunities.
Assist with Member Relationship Center operations efficiently, under appropriate operating controls and com-pliant with applicable state and federal laws/regulations.
Complete performance reviews in the primary areas of responsibility on or before the review date, supported by consistent coaching, observations and interactions with employees.
Publish schedules in the primary area of responsibility within established guidelines, maintaining adequate service levels to handle predicted member volume, including management coverage.
Maintain Member Relationship Center operating expenses within budget and documented.
Prepare and use reports to monitor performance, recognize top performers, identify problem areas, manage service levels and staffing, address errors and quickly correct deficiencies.
Apply and maintain operational processes and company policies consistently.
Maintain the highest degree of confidentiality and professional discretion.
Maintain a positive, motivating and fun workplace for members and employees alike.
Qualifications
High school diploma or equivalent.
At least two years in the retail financial services industry, with at least two years in a supervisory position. Familiarity with supervising a consultative service operation is a plus.
Business management experience including process management, operational analysis, report writing, presentation and writing skills, and use of technology solutions.
Demonstrated ability to interview, coach and develop staff to create a team environment.
Proficiency with various software applications such as Microsoft Office (Outlook, Word, Excel, PowerPoint) and the credit union's core processing systems.
Valid state driver's license at all times; must be bondable.
Excellent communication skills, including written and verbal.
Required to hold Certified Credit Union Financial Counselor (CCUFC) designation or be able to earn it within 24 months of employment.
Behavioral Competencies Core Competencies : Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments are met and solicits member input.
Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure and meets attendance and punctuality requirements.
Integrity/Ethics: Deals with others straightforwardly and honestly, is accountable for actions, maintains confidentiality, supports company values and conveys good and bad news.
Job Specific Competencies : Leadership: Leads through change and adversity, makes tough calls when needed, builds consensus, motivates and encourages others.
Managing for Results: Sets challenging and productive expectations for the team, keeps the team accountable, provides leadership and motivation, supplies resources and support, uses checkpoints and data to track progress.
Managing Performance: Applies clear and consistent performance standards, handles performance problems decisively and objectively, is direct but tactful, provides guidance and assistance to improve performance.
People Development: Provides feedback and coaching, rewards hard work and risk-taking, takes mentoring role, challenges employees, accepts mistakes and provides visibility or opportunity.
Job Knowledge: Understands duties and responsibilities, has necessary technical skills and job knowledge, keeps knowledge current, and is in command of critical issues.
Physical Demands 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 frequently required to stand and walk, occasionally sit; use hands to handle or feel, reach with hands and arms, climb or balance, and talk or hear. The employee must occasionally lift and/or move up to 50 pounds.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Equal Employment Opportunity / Affidavititive Action Employer WEOKIE does not and shall not discriminate on the basis of Protected Status, marital status, and political belief or any other status or condition protected by applicable federal and/or state law. Bona fide occupational qualifications will be applied impartially. We are committed to providing an inclusive and welcoming environment for all our members, staff, clients, volunteers, subcontractors, vendors and clients.
Equal Opportunity Employer, including disability/protected veterans.
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