Provide assistance and guidance to Member Service Representatives in conducting routine account transactions including but not limited to deposits and withdrawals, transfers, loan and VISA payments, check cashing, direct deposits and ordering members checks.
January 02, 2023
Train MSRs and promote the use of the credit union's Member Relationship Management software (ResourceOne) requiring MSRs to track, document and monitor referral and production goals and member interactions.
May 06, 2023
Maintains awareness of customer flows and needs and directs Team Members as necessary to satisfy and delight customers.
November 19, 2022
Acts like an owner, assisting the Store Manager in leading strong operational processes and routines that minimize shrink and drive profitability.
January 06, 2023
Manage performance of direct reports, as well as all store associates through performance planning, coaching, appraisal, recognition, and disciplinary efforts.
February 06, 2023
Demonstrated ability to apply effective written and verbal communication and presentation skills when developing proposals, preparing technical reports and documentation, conducting project interviews, leading team meetings, and engaging in discussions related to market and divisional operations.
May 02, 2023
Leads and directs company USA program including re-wraps, even exchanges, ISAC Meeting, mismates, damages, defectives and store inventory shortage plans.
May 09, 2023