Retail Services/Sales Coordinator - Empower Federal Credit Union

Syracuse, NY 13204

About the Job

Role:

Develop a competency and skill set in an individual to perform his/her role effectively and efficiently in the workplace. Responsible for teaching and training employees and ensuring that they stay competent and skilled for their jobs with achieving the sales, service, operations, and lending expectation while delivering an exceptional member experience.

Essential Functions & Responsibilities:

50%

Travel to required branches provide direct support on our product and services to MSR’s & FSR’s to ensure members are being offered solutions to meet their financial goals. Support Branches and Membership to ensure that service level expectations are being met.

15%

Responsible for through knowledge and demonstrated ability to use all branch systems and equipment to perform all branch functions including BSR, MSR, FSR. Facilitate learning through on-the-job coaching.

15%

Monitor branch loan, cross sales, and Better Lobby Service levels to determine/maintain member service quality. Work one-one one with MSR’s & FSR’s to ensure cross sell opportunities/goals are met and uncover any missed opportunities that will benefit the membership.

Assess training needs for new and existing employees. Developing operational excellence with a focus on member service.

Work as an liaise with the branches on current lending and operations products & procedures and train on any changes as needed.

Attend meetings and provide feedback to Regional VPs on front line activities to support the branch channel in operations, compliance, technical equipment needs. Empower has identified and established role specific BSA compliance course training that will be assigned by role requirements through BVS and must be completed by the deadline specified.

Perform all other duties as assigned.

Performance Measurements:

1.	See Dayforce for Performance Goals

Knowledge and Skills:

Experience

Five years to eight years of similar or related experience.

Education

(1) A 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

The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job and a high level of interpersonal skills are critical to the success of this position. Work frequently involves contacts requiring considerable discussion of problems, material presentations, and resolving issues impacting departments or divisions.

Other Skills

Must have good communication skills and ability to work in a fast-paced environment.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit for long periods at a time, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 35 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Source : Empower Federal Credit Union