Financial Reporting Supervisor jobs in New Mexico

Description

Assist the Branch Supervisor in creating a productive, rewarding, team and service-oriented work environment that provides for the development of employees, while meeting all established goals and metrics of the Credit Union. Emulates and promotes the Credit Union’s core values at all times. Manages the branch in the supervisor and/or manager’s absence.

Accountability/Job Duties:

• Work with the Branch Supervisor to hire, develop and lead the Teller/Financial Services staff to effectively utilize service and sales skills in order to enhance member service and loyalty and achieve branch and department goals. Ensure employees have the proper tools and resources to successfully perform the requirements of their job.
• Perform all duties of a Teller/FSC.
• Assist in supervisory duties of the Branch Supervisor and/or Branch Manager.
• Plan and schedule staff effectively to achieve quality service goals and staff development plans.
• Develop and maintain strong relationships with all SLFCU stakeholders, exhibiting the Credit Union’s core values to enhance membership growth and loyalty.
• Ensure availability, security, and privacy of cash and negotiable items to provide member service and protect Credit Unions assets.
• Ensure that member and Credit Union information is treated with the utmost confidentiality and security to support the Credit Union’s core purpose of being “our members’ trusted partner”.
• Uphold the Credit Union’s compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.
• Report unusual or suspicious activity in writing to the Legal and Compliance Department.
• Recommend and implement department improvements for efficiency, branch consistency and cost effectiveness.
• Plan and contribute to the budget process, recommend staff and department additions and focus on maintaining department expenses within the approved budget limits.
• Complete annual BSA and OFAC training.
• Assist with management of the overall member service and sales process within the branch by:
• Providing service and sales coaching and feedback to employees
• Actively listening to and assessing the needs of the member, explaining the features and benefits of targeted products and services, and offering targeted solutions to meet the member’s needs

Requirements

Experience and Knowledge:

• Minimum two years’ experience in a member facing area of a financial institution.
• Minimum one year’ supervisory or team lead experience.
• Thorough knowledge of the products and services, features and benefits offered by the Credit Union.
• Highly proficient in the use of personal computer applications (i.e. Windows and MS Office) and in- house software; demonstrates ability to learn new software.

Education:

• Minimum high school diploma or GED equivalent.

Interpersonal Skills:

• Provides superior service to external and internal members. Able to handle difficult situations and persons in a positive and professional manner. Functions effectively within a team environment.
• Demonstrates daily the Credit Union’s commitment to maintaining a close and caring touch with its members.
• Exhibits appropriate leadership skills and strong service and sales skills. Consistently sets a good example and serves as a positive role model.
• Demonstrates willingness and ability to train others effectively.

Communication:

• Demonstrates excellent oral and written communication skills, with the ability to explain financial concepts, policies and procedures clearly and succinctly.
• Manage branch-related risks, making sound decisions in a manner that provides for maximum service

Other Skills:

• Exhibits high standards in accuracy, adaptability, judgment and initiative.
• Demonstrates excellent organizational and time management skills; able to handle/prioritize multiple tasks and meet deadlines effectively.
• Able to assist representatives in own department as well as others (i.e. teller).
• Able to supervise and train employees, to include organizing, prioritizing and scheduling work assignments.
• Flexible regarding schedule. Able to open and/or close branch and work Saturdays as needed.
• Possesses exemplary attendance and punctuality record.