Job Information
SAN DIEGO METROPOLITAN CREDIT UNION Operations Supervisor in SAN DIEGO, California
Summary:
The Operations Supervisor assists the Branch Manager with all daily functions of the branch including training, coaching and monitoring staff to meet all assigned individual goals and objectives. Provide oversight and approval within assigned limits to staff. Communicate and review all procedures with processing staff ensuring all regulatory and compliance aspects are met. Conduct audits; including cash, branch procedures and process completed by branch staff. Assist the Branch Manager with interviewing, hiring and disciplinary action steps.
Essential Duties and Responsibilities:
1.
Maintain and balance a cash drawer daily.
2.
Process all teller transactions including deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily.
3.
Provide approvals and overrides to member facing staff within limits.
4.
Perform daily, weekly, monthly, and quarterly audits as outlined.
5.
Respond and resolve members requests, problems, and complaints.
6.
Provide information regarding Credit Union services and policies.
7.
Promote and cross-sell Credit Union products and services.
8.
Support staff as a back up to the new accounts processes, services, and maintenance.
9.
Ensure compliance with all rules, regulations and processes pertaining to BSA and CIP programs
.
10.
Development and coaching of staff. Make recommendations to branch manager related to action items needed.
11.
Oversee all functions of the branch in the absence of the branch manager.
12.
Participate in branch meetings. Make suggestions for individual and branch improvement.
13.
Other duties as may be assigned.
Position Requirements and Qualifications:
1.
High school diploma or equivalent.
2.
Minimum of two years of financial industry experience.
3.
Minimum of one-year of new accounts and supervisory experience.
4.
Staff development experience i.e. coaching, training, tracking and monitoring.
5.