Summary: The Experience Manager is responsible for the day to day supervision of the branch along with the operation of the branch. The Experience Manager is also responsible for providing leadership, support, and ongoing training to the teller staff. Responsible for leading service, experience and sales in the branch.

 

Role Expectations

Cash Handling Administration and Oversight: Serve as the primary contact for Teller staff on overrides, transaction errors, balancing issues, T Magic issues and resolving member issues. Responsible for balancing of the vault along with processing all cash received and disbursed from the vault. Conduct branch opening and closing procedures. Conducts monthly teller and vault audit. Create weekly window assignments to best accommodate branch. Conduct monthly meeting with staff to discuss current status with referrals, surveys, cash offages, errors, status of Credit Union, and address issues and concerns. Process the cash order for the branch.

Facilitate Financial Transactions: Process member transactions accurately and efficiently. Balance cash drawers. Create new debit cards, fraud dispute paperwork, check orders, & Debit re-pins. Verifies night drop and ATM deposits. Balances and maintains ATM, Vault, and coin machine.

Generate New Business: Proactively solicit new business through referrals and member engagement. . Meet and / or exceed personal and branch goals. Cross sell products and services to increase member usage. Oversee all Teller activity to achieve both individual and branch goals.

Set Tone For Experience and Culture: Set the tone for providing exceptional member service and experience by role modeling ideal performance with staff. Experience Managers should engage members and their staff whenever possible.

Develop a Motivated and Well Informed Staff: Provide career development opportunities to all branch employees to see continued sales and service improvements. Provide ongoing training to staff in regards to sales, operations, and policies. Responsible for the growth and success of Teller staff through ongoing training, counseling, supervision, and support.

 

Manager Level Expectations
 

1. Maintain a highly motivated well trained staff.

2. Reinforce compliance and follow all State and Federal regulations.

3. Provide vision, direction, reinforcement of Vibrant Culture. Role model the expectation of providing a surprisingly different service experience to help drive service, experience and sales.
    

4. Set and reinforce high accountability standards.

5. Successfully meet team goals and objectives.

 

Universal Expectations / Vibrant Core Values

Engaging: Vibrant employees are consistently present. They invest a high level of focus into their primary role, regardless of if they’re directly servicing members or ensuring that our behind the scenes procedures are running efficiently.

Active: Vibrant employees are fire starters. They are quick to take initiative, are decisive, help wherever help is needed, and jump into whatever task is needed to get the job done.

Unique: We expect our employees to bring a level of dedication and initiative to their work that surprises our members. We will push the boundaries of unique and outstanding service. We dare to be different.

Fearless: We expect our employees to be bold, daring, and confident. Our employees will be unflinching in their dedication to providing a unique and surprisingly different experience.

Tenacious: We are relentless in our pursuit of greatness. Vibrant employees have an internal spark and drive that would surprise the everyday individual.

 

Direct Reports:

 

1. Teller(s)

 

Minimum Requirements

1. High School Diploma or GED required; Associates degree from two year college or technical school preferred. Bachelor's degree from four-year college or university is desirable

2. One to three years related experience and/or training.

 

Competencies

To be successful in this position, an individual must be sales driven, organized, dependable, detail-oriented, personable, and tactful. Must have the ability to make critical decisions and prioritize key objectives. This individual should also possess excellent verbal communication skills and mathematical reasoning ability. They must understand all Vibrant Credit Union products and services. It is essential that this individual understand and abide by the strict confidentiality policies that are necessary in any financial institution.

 

Apply at:  www.vibrantcreditunion.org