Location: San Jose,CA, USA
Assistant Virtual Branch ManagerMember ServicesPosition SummaryThe Assistant Member Care Center Manager will help to oversee the daily member care operations, which includes guiding and supporting the Member Care Specialists along with the Digital team. In addition, provide exceptional member service while achieving ambitious sales and service goals.Essential Duties and ResponsibilitiesHelp oversee daily operations, including sales production, member satisfaction, and member escalations.Lead a team of high-performing and engaged Advice Specialists through effective people leadership practices, including regular communication of performance expectations and coaching to maintain high performance.Meet assigned referral goals, including but not limited to, share, deposit, lending, and partner referrals. Assist with coaching and training of the Virtual Branch team to cross sell credit union products and services. Accountable to help assist in all aspects of performance including member service, sales goals, various service level agreements, security, operations and personnel administration. Foster a positive and productive work environment with a strong focus on employee engagement and development.Develop, manage and execute on key strategies and initiatives within the Virtual Branch and greater organization to further the transformation of the Virtual Branch. Responsible to ensure all policies and procedures are followed to proactively mitigate risk within the department.Performs other duties as assigned.Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.Minimum QualificationsMinimum four years' banking or financial services experience, required.Minimum two years' experience in supervisory or lead capacity, required.Two years' experience in a call center, preferred.A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.Must be able to participate in Saturday rotation schedule as assigned.Broad knowledge of, and practical experience with, financial institution operating areas, functions, products and services and the laws and regulations that apply to the credit union.Demonstrated experience in consultative selling techniques.Ability to successfully drive projects, processes and change management concepts in a dynamic and complex operating environment.Demonstrates the ability to lead and supervise team members to achieve results related to service level agreements, sales, and operations.Demonstrates the ability to advise, provide member services, and achieve relationship sales objectives by anticipating and understanding member's needs and recommending products that will benefit them.Detailed oriented, excellent organization, verbal, and written communication skills.This position requires that you obtain, and maintain, a National Mortgage Licensing System (NMLS) number as required by SAFE Act.Verifiable job history showing stability, consistency, dependability, and accountability.Do you want to be valued as an employee?Employees are Meriwest's most valuable resource. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Assistant Virtual Branch Manager position is a Grade 10.Target Range: $36.85 to $46.06*The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications.We also offer an excellent, fully comprehensive benefits program, including:Medical/Dental/Vision on the first day of employment for full-time employeesFree Long Term Care Insurance for employeesTuition Reimbursement/Student Loan Repayment ProgramPension Plan/401KBonus and incentive potentialGenerous Paid Time Off (PTO)/Holiday programCareer growth support and planning programsIn-house fitness centerDiscounts on new Mortgage after 6 months of employmentMeriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.#J-18808-Ljbffr