Location:
3660 FM 1488
Conroe, Tx 77384
Classification: Non-Exempt
Grade: 8
Role:
To supervise MSR and Team Lead staff. Assists members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Actively sells credit union products and services to ensure predetermined organizational goals are met. Adheres to company policies and procedures and standard practices. Adheres to Federal and State Laws and Regulations. Actively coaches teams to performance.
Essential Functions & Responsibilities:
E
35%
Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; sells money orders, cashier checks and gift checks and travelers checks to members; transfers amounts from member accounts as directed.
E
10%
Ensures daily cash requirements are satisfactory to meet member demands while monitoring change funds to comply with limits.
Manages vault cash.
E
10%
Schedules tellers and monitors service delivery and takes action to resolve problems. Resonsible for overall schedule of the teller side of the branch to ensure adequate coverage is available to service our members.
E
10%
Trains, directs and assists with employee performance evaluations within the department; identifies performance problems and takes action to correct. Ensures all reviews are completed on time.
E
10%
Assists tellers with questionable member transactions and balancing of cash drawers.
E
5%
Monitors department activities for compliance with established policy and regulations. Takes action to resolve any out of compliance issues. Assures compliance of all internal controls, security and safety procedures.
E
5%
Balances cash drawer and daily transactions. Balances Visa, MasterCard, and Money Order sales to general ledger.Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
E
5%
Performs daily operations, including but not limited to, CDMS, ATM, Night Deposit Transactions and FED Cash Shipments.
E
5%
Welcomes members and provides routine information concerning services and directs members to appropriate departments for specific information and services.
N
5%
Performs other related duties as assigned.
Performance Measurements:
1.
Maintains a high, efficient and meticulous standard.
2.
Ensures tellers provide friendly, professional , personal service to all members.
3.
Schedules tellers to meet member demand at a minimum of cost.
4.
Balances daily in compliance with Teller Balancing Standards.
5.
Maintains and verifies sufficient amounts of currency and coin and maintain cash flow limits.
6.
Maintains balancing with no more than one posting error per month.
7.
Displays a positive attitude and professional work performance.
8.
Makes rational and realistic decisions which are based on logical assumptions and which reflect information and consideration of organization resources.
9.
Ensures all audits are completed on time.
10.
Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually
in BSA/AML compliance.
Knowledge and Skills:
Experience
One year to three years of similar or related experience.
Education
A high school education or GED.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills
Must have good communication skills for training other tellers. Must be proficient in computer skills and 10 key. Accurate with cash, numbers and names.
Physical Requirements
While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.
Work Environment
Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potential hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Read LessBranch Manager (Conroe, TX)
Location: 3660 FM 1488
Conroe, Tx 77384
Classification: Exempt
Grade: 11
Role:
Assists the credit union in the achievement of its goal to always make a positive difference in each member's financial life. This is accomplished by providing the highest quality service to internal/external members, identifying their financial needs and recommending products and services that would meet those needs. Responsible for directing all operations of the branch, to meet organizational, financial, operational, service and
growth plans. Ensures proper training of branch staff and actively participates in the community to develop new business relationships. In addition, assures that all security and internal controls are practiced daily. Adheres to policies and procedures and Federal and State laws and regulations.
Essential Functions & Responsibilities:
E
35%
Meets the service standards for the credit union, direct, develop, motivate and coach branch staff. Monitors branch operating results relative to established objectives and insure that appropriate steps are taken to correct unsatisfactory conditions. Service members, open new accounts, take loan applications, conduct loan closings. Provides support to staff serving members and resolve problems as necessary.
E
15%
Identifies and acts on product and sales opportunities consistent with established sales objectives, standards/objectives.
E
15%
Directs Sales and Service activities to ensure annual goals are met and that relationships with current and potential members are maximized.
E
15%
Represents the branch as appropriate in its relationships with members, sponsor organizations(s) supplier, other financial institutions, and similar groups. Participate in and attend various community, chamber and charitable organization meetings to enhance the credit union’s image and visibility to perspective members.
E
5%
Works with Learning and Development Manager to plan and develop specific training programs. Follows-up to assure training is applied on the job and procedures are followed.
E
5%
Hires, trains, directs and evaluates employee performance within the department; recommend promotions, transfers and salary adjustments; identify performance problems and take appropriate disciplinary actions.
E
5%
Monitors all branch activities to ensure they are in compliance with established credit union policies and procedures.
N
5%
Performs other related duties as assigned.
Performance Measurements:
1.
Delivers high quality member service by meeting the following service standards: Commits to providing service that enhances member’s financial life, is friendly and treats everyone with respect, calls members by name, thanks members for their business, helps members in a timely manner, is knowledgeable about products and services, leads by example, coaches, develops, and mentors the team for professional success and growth, and provides friendly, professional and accurate services and supports to all members and co-workers.
2.
Provides friendly, professional and accurate service and support to all members and co-workers.
3.
Maintains and develops a qualified staff sufficient to meet the needs of members.
4.
Ensures that staff work with a minimum number of documentation/transaction errors and that tellers function within the pre-set balancing standard policy.
5.
Fosters an environment for employee empowerment to ensure member service expectations are met.
6.
Achieves branch goals as determined by the Management Team.
7.
Completes performance reviews within the prescribed time frame.
8.
Develops and maintains business partner relationships within the community.
9.
Develops and fosters business relationships with our internal departments.
10.
Follows all security policies and procedures and report discrepancies or suspicious activity to Retail Sales & Operations Manager immediately.
11.
Follows all security policies and procedures and report discrepancies or suspicious activity to Retail Sales & Operations Manager immediately.
12.
Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.
Knowledge and Skills:
Experience
Minimum one year of similar or related experience. Financial Management experience strongly preferred.
Education
(1) Minimum two year college degree, or (2) Completion of a specialized course of study at a business or trade school, or (3) Completion of a specialized and extensive in-house training or apprenticeship program.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills
Demonstrates professionalism at all times. Strong supervisory, PC (technology), compliance, leadership, written and verbal communication skills. Functional knowledge of Microsoft Office suite is essential.
Physical Requirements
While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.
Work Environment
Work Environment Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potential hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Read LessClassification: Non-Exempt
Grade: 9
Role:
This position is supervised by the Help Desk Manager. Responsibilities to include: general technical assistance for end users, physical hardware replacements across CRCU facilities, and standard technical training for end users including general helpdesk staff, and creation of training materials and/or procedures as directed. This position is the primary escalation point for other Helpdesk staff and is considered technical lead for the Helpdesk team. The Computer Technician is also responsible for creation of new users in the CRCU organization as well as deployment of images and applications using our imaging software. Base physical and technical hardware and software configuration and deployment is required.
Adheres to all policies, procedures, and standard practices of CRCU. Adheres to Federal/State Laws, and Regulations pertaining to IT.
Essential Functions & Responsibilities:
E
95%
Takes ownership of Help Desk issues to include:
-Ensures efficient and effective resolution in a timely manner of all HelpIS request
-Uses and effectively trains end users on standard product use, such as but not limited to biometric sign in, account self-service, MS Office products, VDI product, MFA authenticator, Zoom, Phone software
-Responds to request with effective communication in person, via phone or electronically
-Diagnoses and resolves technical hardware and software issues
-Identifies and escalates situations requiring immediate attention so that member service is not impacted
-Responsible for deployment of all images and applications for the organization
-Ensures accurate creation of all new users
-Recognizes patterns or associated activity and provides resolution
-Determines when additional department resources are needed to assist in resolving issues
-Uses analytical, experience, and creative abilities to find and implement solutions
-Maintains effective communications within department to ensure resourceful resolution to open tasks
-Seeks collaboration across department resources to ensure HelpIS standards are met
-Tracks and routes issues and requests as appropriate
-Ensures proper documentation is obtained for all resolutions
-Teams primary resource in approval of all Helpdesk procedures
• Provides reports on routine and timely basis
• Ensures technical skillsets are kept up to date with current technology used in organizational deployments
• Ensures the HelpIS Service Standards Agreement is upheld at all times
• Travels to branch locations for:
Technical hardware replacement/troubleshooting/correction to include: thin clients, pc’s, monitors,
printers, sigpads, scanners, biometric devices and all other related peripheral devices
-Vendor oversight
• Follows appropriate scripts and processes for the lifecycle of HelpIS ticketing on a consistent basis
• Configuration, testing and deployment of desktop via images or new installs
• Daily monitoring of SAM and reporting of critical issues
• Daily monitoring of GAM and reporting of critical issues
• Base powershell script utilization
Performance Measurements:
1.
Informs Help Desk Manager and affected operational areas of any service interruptions.
2.
Takes ownership of HelpIS activities.
3.
Performs scheduled tasks and routine system management efficiently with minimum supervision.
4.
Communicates effectively with MIS Team.
5.
Maintains a professional work environment and team focus on a continual basis.
6.
Employee demonstrates an understanding of, and follows the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.
Knowledge and Skills:
Experience
One year to three years of similar or related experience. 2 years of help desk assistance experience required.
Education
(1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
Physical Requirements
While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.
Work Environment
Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potential hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Read LessGrade: 6
Classification: Non-Exempt
Role:
Offers and delivers an exceptional level of member service and serve as an advisor both to internal and external members via phone, email, mail, fax, instant messaging, and in person ensuring that their needs are exceeded with exceptional service. Actively identifies and cross-sells credit union products and services to ensure organizational and departmental goals are met. Assists members with their financial transactions, member service requests and provide accurate solutions to member’s concerns; provide appropriate follow –up, and assist members in identifying appropriate product and service solutions. Maintains Virtual Branch assigned levels of call center phone & service metrics, specifically call hold times, abandonment rate and queue hold times. Maintains a positive and professional workplace environment and work as a team member in completing departmental and organizational goals.
Essential Functions & Responsibilities:
E
40%
Answers & return phone calls and responds to members in an appropriate time frame as outlined by the Virtual Branch Management Team.
E
25%
Assesses internal and external members needs regarding financial transactions and services, while adhering to internal controls, security and safety procedures.
E
10%
Identifies & Cross-Sells appropriate products and services and generates product and service referrals that are in the member’s best interests.
E
5%
Serves as a Mentor, providing guidance, feedback, and support to new employees during their training period as needed.
E
5%
Provides and maintains member security & confidentiality and identify potential fraud.
E
5%
Assists external & internal members with resolving member service issues in timely & appropriate manner and assists Virtual Branch Management with escalated member service or sales calls as needed.
E
5%
Troubleshoots and resolves member issues related to multiple remote channels (mobile app, internet, third party vendors) and services provided by the credit union.
N
5%
Performs other duties as assigned.
Performance Measurements:
1.
Maintains effectiveness in varying environments, task, responsibilities and people while still completing assignments in a timely manner.
2.
Maintains supportive and harmonious relationships with other CRCU managers and staff.
3.
Effectively cross sells credit union products and services.
4.
Interacts with members as required in order to perform duties and responsibilities.
5.
Maintains a professional work environment and professional appearance.
6.
Produces account cards, change forms, and new accounts in a timely fashion with zero errors.
7.
Responds to telephone messages and correspondence within one business day.
8.
Relates effectively with others and understands how to approach or respond to individuals based on their personal style.
9.
Maintains and improves the financial stability of the Virtual Branch.
10.
Conducts communications with reporting manager to advise on problems and issues impacting credit union operations.
11.
Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance
Knowledge and Skills:
Experience
One year to three years of similar or related experience.
Education
A high school education or GED.
Interpersonal Skills
A significant level of trust and diplomacy, and confidentiality is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and /or is usually of a personal or sensitive nature. Work involves motivating and influencing others. The ability to manage difficult or emotional member situations.
Other Skills
Good telephone etiquette, verbal, and written communication skills are required.
Physical Requirements
While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.
Work Environment
Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potential hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Classification: Non-Exempt
Grade: 10
Role:
The Senior Accountant will serve as a lead position for the accounting department and will be relied on to provide accounting guidance to the Staff Accountant I and II. They will provide analytical knowledge in troubleshooting, researching, and problem-solving outages and/or failures in all processing jobs. They will act as the subject matter expert for Mortgage lending, Business/Commercial lending, FIS credit card/debit card operations and other key responsibilities within the department. This position addresses tight deadlines and a multitude of accounting activities. The Senior Accountant will work with the Accounting Manager to tackle new and complex accounting issues and make recommendations to the Controller. Adheres to all policies, procedures, State Laws and Regulations.
Essential Functions & Responsibilities:
E
40%
Maintains a thorough understanding of the credit unions lending portfolios. Completes related daily, weekly, monthly journal entries and balancing. Reviews and verifies the accuracy of data. Serves as the primary contact for internal staff and communicates with appropriate personnel and departments on balancing discrepancies and research on pending items.
E
15%
Responsible for the accounting of the credit unions capital expenditures and prepaid expenses.
E
10%
Executes month end responsibilities by the assigned due date, including journal entries, accrual postings, assists with month to month variance explanations, and completes month end reconciliations.
E
10%
Monitors cash balances and prepares the daily reconciliation for all corporate accounts.
E
5%
Obtains understanding of general ledger structure and maintains chart of accounts for general ledgers associated with member service representatives. Act as the end user authorization contact for the Federal Reserve and maintains subscriber listing.
E
5%
Participates in external and internal audits, such, as the annual Regulatory Exam, Opinion Audit and other compliance audits that rely on accounting support, documentation, and reports.
E
5%
Provides support and guidance to other team members and other departments.
N
5%
Completes various ad hoc project assignments to support strategic mission of the organization.
N
5%
Performs other duties as assigned.
Performance Measurements:
1.
Meets all deadlines, with minimal errors and no errors that result in financial loss to the credit union.
2.
Ensures all assigned general ledger accounts are appropriately maintained, reconciled and in balance.
3.
Maintains high quality of internal service to the credit union staff and members.
4.
Keeps the Accounting Manager/Controller informed regarding key operating issues timely.
5.
Meets all expectations with normal management and minimum oversight from the
Accounting Manager/Controller.
6.
Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.
Knowledge and Skills:
Experience
Five years to eight years of similar or related experience.
Education
Bachelor's Degree with a concentration in Accounting or Finance.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills
Proficient with spreadsheets and word processing software. Understanding of GAAP (Generally Accepted Accounting Principles). Able to learn new software quickly. Experience in ProfitStar and Jack Henry a plus.
Physical Requirements
While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.
Work Environment
Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potentially hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Classification: 15
Grade: 15
Role:
Under the supervision of the Director of IT, the Sr Programmer collaborates across departments to produce needed reports, make application parameter changes, maintain and create system automations, improve application workflows, create and maintain workflows with system using Rest API services. This position will need to be proficient in operations of the Core system being the technical backup and escalation point to the primary operator.
Critical thinking, problem solving and technical skills are required to provide the organization with the most viable solutions possible to support the business growth. Adheres to all policies, procedures and standard practices of the organization as well as state and federal laws/regulations.
Should be proficient in multiple coding languages, understand database structures and skilled in code management.
Essential Functions & Responsibilities:
E
85%
Collaborates with teams across the organization through all levels to understand business needs. Configure systems, develop new processes and workflows to manage or generate data and reports using REST APIs.
Works with a variety of vendors for system changes as dictated by special projects, system developments or organizational need.
Participates in meetings pertaining to special projects and initiatives to assess changes necessary.
Insures data of record is maintained in the Symitar CORE and integrity of data is maintained.
E
10%
Acts as a backup operator and technical escalation point, ensuring successful completion of the daily processing of system activities by the core processing systems and related systems. This role will be a first responder in disaster scenarios for Core system.
N
5%
Other duties as assigned
Performance Measurements:
Ensures the on-time processing of core application activities.Keeps the Director of IT and affected operational areas, informed of data processing service interruptions. Keeps all service interruptions to a minimum and schedules all system changes, maintenance and down time outside of normal business hours.Maintains a professional work environment and team oriented attitude.Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.Knowledge and Skills:
Experience
Five years to eight years of similar or related experience.
Education
Equivalent to a college degree (BS or BA in a relevant field).
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills
Must possess the following competencies: analytical thinking, tenacity and perseverance, critical thinking, problem solving, source control, fundamentals of languages/databases , lifecycle management, advanced of languages/databases and innovation
Physical
Requirements
While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand, walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.
Work Environment
Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potentially hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order to minimize risk.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Read Less