Floating Retail Manager at Credit Union West

Surprise, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

28 May, 26

Salary

0.0

Posted On

27 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Servant Leadership, Coaching, Supervision, Member Service, Sales Production, Operational Soundness, Quality Control, Compliance, Loan Application Processing, Account Management, Teller Operations Support, Scheduling, Training, Procedure Creation, Call Handling, Metric Analysis

Industry

Financial Services

Description

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: * Full-time employees receive 100% paid health, dental & vision insurance * Earn incentives up to 15%, depending on position * 401K plan with employer matching funds up to 5% * Profit Sharing * Tuition reimbursement * Gym membership reimbursement * Paid time off for holidays, vacation, and sick days * Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY The Floating Retail Manager is expected to embody the essence of servant leadership, prioritizing the needs of employees, members, and communities. The Floating Retail Manager will be committed to fostering a positive and inclusive workplace culture. They will promote an environment where all employees feel valued, respected, and empowered to contribute to the organization's success. The individual serves as a champion of the credit union’s strategic direction, leading by example to innovate, adapt, and drive initiatives that propel Credit Union West towards a shared vision of growth, financial stability and community prosperity. The Floating Retail Manager enhances the quality of life for our members/team members by meeting or exceeding their services expectations either personally or through effective supervision and coaching of employees to ensure locations of assignment meet the required service standards. The Floating Retail Manager provides coverage and effective leadership to support continuous operations of branches, the Member Contact Center and Operations Support. Ensures effective supervision and coaching of Floating Retail Specialists. The individual will assist in managing various key roles ensuring excellence in member service, sales production and operational soundness. The Floating Manager actively completes quality control reviews of all areas of compliance at assigned locations. As a member of the leadership team, this person looks for opportunities to recognize team members and contributes to the “Great Place to Work” culture. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service – Works at various locations as needed to ensure continuation of employee support, development, and leadership. Ensure target sales and production results are achieved. Reviews and audits new accounts, loans, and title work. Provide feedback and coaching on application development, accuracy, follow up, and sales opportunities. Process loan applications, fund loans and open new membership accounts as needed. • Operations Management– Operational duties may include but are not limited to: Preparation of professional written employee documentation, deescalate member concerns and provide management resolution, demonstrate a commitment to security by following established security protocols, provide teller operations support including cash ordering, transaction approvals, outgoing wire reviews and Currency Transaction Reports, appraisal delivery, scheduling, timecard validation, training, completion of designated reports, attending and contributing to meetings and projects. • Leadership - Consistently demonstrates and coaches’ behaviors that reflect the mission, core values and service standards of the Credit Union. Provides meaningful coaching and support to team members. • Department Support – Supports the Member Contact Center, Operations Support, and on projects as needed. Able to provide management coverage for the Member Contact Center overseeing representative adherence to call handling and availability. Performs objective evaluations and measures quality standards including call monitoring and metric analysis. Assists with handling branch support calls and the creation or revisions to procedures. Thoroughly understands policies and procedures and provides direction and expertise on specialty accounts such as Business, Trust, Estates and Conservatorships. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: Equivalent to a two-year college degree or completion of a specialized course of study at an accredited educational facility preferred. EXPERIENCE: 5-8 years of leadership experience in a financial institution or similar industry; or an equivalent combination of education and experience.

Responsibilities

The Floating Retail Manager provides coverage and leadership across branches, the Member Contact Center, and Operations Support, ensuring service standards are met through effective supervision and coaching of staff. This role involves managing key areas like member service, sales production, and operational soundness while actively completing quality control reviews.