Branch Supervisor - Lake Forest Job at Orange County's Credit Union

Orange County's Credit Union Lake Forest, CA 92630

Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing.


Generous benefits
including:

  • Kaiser and Blue Shield HMO medical & Delta Dental HMO– OCCU covers 100% employee’s monthly premium and about 75% dependents/spouse
  • Life insurance at no cost to employee.
  • 401(k) – OCCU automatically contributes 3% of the employee’s earnings PLUS matches up to 5% of the employee’s contribution (dollar for dollar)
  • Vacation hours – 13 days per year and rolls over year to year, and increases with tenure
  • Sick hours – 7 days per year and rolls over year to year
  • Paid Holidays – 12 days per year plus 3 partial days
  • Annual performance merit increases
  • Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities
  • Annual discretionary bonus
  • Professional, friendly work environment focused on achieving goals, recognizing successes and excelling at member service.

Putting People First: Connect, Discover, Deliver & Wow is Orange County’s Credit Union mantra. If you’re passionate about serving people, this role is rewarding, brings purpose, and the opportunity to make a difference!

POSITION SUMMARY:

As the Branch Supervisor you will assist with managing the daily branch operations, creating Orange County’s Credit Union promoters through extraordinary Member experiences. The Supervisor leads and assists employees to achieve personal, Team and Credit Unions goals and strategic objectives, by understanding Member preferences, and by providing ‘trusted advisor’ service. They can also look forward to selecting, and coaching employees, insuring quality member service, and ongoing employee growth and development through regular interactions, and through formal performance feedback.

ESSENTIAL FUNTIONS:

  • Relates favorably with members in all encounters, conveying information and communicating with Mutual Respect in such a manner that results in new account relationships and referrals.
  • Utilizes Voice of the Member (surveys, feedback loop, and personal interactions) to improve processes, Member Service, and Net Promoter Score.
  • Uses sound judgment, analyzes and resolves issues, determining appropriate action to be taken and leads employees in the resolution, and insuring Member satisfaction.
  • Demonstrates and utilizes tact, diplomacy and effective communication with both Members in escalated encounters, and with employee conflicts, focusing on the Put People First philosophy.
  • Meets/exceeds all individual sales and referral goals, and encourages and coaches others to achieve their sales and referral goals.
  • Utilizes a systems thinking approach and considers how one decision affects other departments/teams.
  • Utilizes multiple systems and critical applications necessary to properly maintain member account transactions.

QUALIFICATIONS:

  • College degree in business or equivalent work experience and knowledge
  • Two years of experience in directly managing, coaching and developing employees Teller's and New Accounts/Funding loans type positions
  • One year experience developing community/business relationships
  • Three years relevant sales/ customer services experience in a financial institution
  • Position may require working evenings, Saturdays, weekends, and early mornings
  • The hourly pay range for this position is $28.15 - $42.23. Final offer will be determined based on experience, education, training/certifications and specialized skills.
  • We perform thorough background checks, credit checks and drug screening. EOE.



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