Branch Coordinator - Hwy 68

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Branch Coordinator supports and assists the Branch Manager in day-to-day responsibilities of operating the Branch by coordinating activities and schedules consistent with established goals, objectives and policies. Branch Coordinators assists in operations as well as team development and must act as a positive role model for all employees by executing the organization's mission of meeting the financial needs of the Credit Union's member-owners.

Essential Functions and Responsibilities

• Ensures the Branch functions as desired through management and leadership skills.
• Helps to develop and direct the branch's plan to ensure achievement of goals and objectives, including but not limited to member service scores, loan production, deposit production and new member growth.
• Leads by example by engaging in meaningful financial conversations with members, by following all required components of member interactions, and achieve personal production and service goals set by senior management.
• Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction including problem resolution.
• Drives efforts in the branch to identify and implement service behaviors that improve the overall member experience.
• Performs all MSR and MSS functions accurately and efficiently, as needed.
• Participates and coaches the branch team to make qualified referrals to the Truliant Financial Advisors, Truliant at Work, Mortgage Loan Officers, and to Member Business Lending areas.
• Assists the Manager by ensuring adherence to the branch budget by managing controllable operation expenses and payroll.
• Mentors, coaches and develops staff to promote highest level of performance. Responsible for providing the required daily, weekly, and monthly coaching to Member Service Specialists and others as assigned.
• Supervises scheduling of staff to maximize member service.
• Works with other departments to ensure equipment and facility needs are maintained.
• Coordinates training classes and departmental visitations for staff.
• Provides direction and structure for branch team to be in compliance with all regulations. Ensures adherence to policies and procedures to prevent internal and member fraud losses.
• Actively develops branch management knowledge and decision making abilities.
• Directly supervises all branch staff in the absence of the Branch Manager.
• Assists Manager with interviewing, hiring, and training employees. Helps in planning, assigning, and directing work as well as appraising performance, addressing complaints and resolving problems.

• Advanced Functions and Responsibilities
• Embodies Truliant's corporate identity in spirit, mission, values, and ethics and inspires others to do the same.
• Provides leadership and structure for the branch team allowing for smooth overall operation.
• Demonstrates professional maturity and mentors staff members who are developing this skill set.
• Shows consistent good judgment in decision making and provides appropriate leadership to the branch in the absence of the branch Manager.
• Generates new consumer and business development opportunities and drives branch performance, including outside business development.
• Viewed as a leader amongst peers due to their willingness and ability to assist other Coordinators and Managers in executing proper procedures and sharing best practices.
• Serves as a mentor for new employees or existing, to include Coordinators and Member Service Specialist throughout the footprint of the Credit Union.

Other Duties and Responsibilities

• Assists with other tasks and projects as assigned.

Knowledge, Skills, and Abilities

• Must have the ability to recognize and respond to member relationship opportunities
• Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature,

• flexible, compassionate
• Must have advanced understanding of credit union operations, financial products, services, and delivery
• systems
• Must be able to lead and motivate teams
• Must maintain integrity and confidentiality when handling difficult situations concerning member's accounts or employee information
• Must have excellent communication skills in English, both verbal and written
• Must have strong arithmetic skills
• Must be able to resolve member complaints
• Must have advanced PC skills, with intermediate level knowledge on Microsoft Excel and Word
• Must have ability to work well under pressure in a goal oriented environment
• Must be detail oriented and well organized, with the ability to multi-task
• Must be flexible and able to shift resources and priorities as required
• Must be able to complete all assignments with minimal supervision
• Must possess a strong commitment to providing excellent service to Truliant's members

Physical Requirements

• Standing, walking, bending, and stooping required
• Must be able to sit at a desk and stand for long periods of time and use a computer
• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Education and Background

• High School Diploma or equivalent required; Bachelor's or Associate's Degree preferred
• 2 to 3 years previous experience in the financial or retail industry required
• Must have at least one year related supervisory experience and/or training, or equivalent combination of education and experience in the following areas: Branch Operations (vault, security, scheduling, opening/closing procedures), Consumer/Mortgage Lending and Staff Development

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Retirement/pension plan
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account