Float Supervisor

As a Branch Supervisor Float, you’ll help UNIFY’s credit union members safeguard their assets

At UNIFY, you matter and are supported, because your success is integral in the overall success of the teams and the experience of our members.

Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…).

We are all about making sure that our members get the knowledge and assistance they need. The Branch Supervisor Floats work directly with members and multiple teams to do just that

What we need from you:

• Ability to travel with short notice (including weekends and holidays).
• Ability to function in all areas of credit union branch operations.
• Flexible in being hands-on with members or directing a team.
• Passion for helping people and an empathetic ear to our member’s needs.
• Ability to build relationships with credit union members and teammates quickly.
• Ability to change in daily tasks, procedures, and work locations.

Daily, you will:

• Listen to understand members’ needs.
• Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.).
• Provide solutions based on training and available resources.
• Build upon concepts and become a trusted expert.
• Have passion to help and compassion to understand.
• Work in various platforms within the branch.

What you will get from us:

• Competitive pay: Hourly base wage with incentives.
• Ability to build your personal airline miles.
• Three weeks of job-preparedness training.
• A float team built on collaboration and trust.
• A leadership team committed to motivation and a positive environment.
• A culture of inclusivity, belonging and fairness.
• Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives.
• Overtime, when applicable.
• Bilingual and weekend hourly pay differential, where applicable.

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Overview:

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful

Summary:

Assists Branch Manager and/or Regional Branch Manager with financial oversight, profitability, and accountability over all aspects of various branch’s operations, participates in organizational projects, travel to various branches, and be assigned to assist the Mobile Branch as required.

Responsibilities:

• Supervises and performs functions as needed of branch staff including Teller, New Accounts, and Lending duties within policies and procedures and security measures to protect the membership and avoid losses to the Credit Union.
• Ensures the application of and compliance with established operating policies and procedures within the department, including reviewing updates with team members to ensure appropriate knowledge and compliance.
• Assists in the establishment of branch goals and sales objectives, initiates actions to achieve the goals, ensures team members are trained and are consistently held accountable for achieving goals and sales objectives, and assists in monitoring branch operating and sales results relative to established objectives
• Ensures branch related situations are resolved in a timely manner and refers items that are beyond scope of authority to the Manager/Regional Branch Manager, along with recommendations for resolution.
• Completes, assists and supports positions and projects outside of branch job functions (e.g. Real Estate Department, Consumer Lending Department).
• Provides accurate support to Branch Operations’ projects and other assignments as assigned.
• Works with the Branch Manager and/or Regional Branch Manager and Business Development Department to develop relationships with appropriate SEG(s) group.
• Assists in ensuring satisfactory branch audits, including cash and negotiable items, keys, security, and operational processes.
• Ensures security of all cash and negotiable items by overseeing balancing activities including ATMs, Cash Dispensing Machines (CDMs), etc.
• Establishes, facilitates, and maintains proactive communications with the Manager and/or Regional Branch Manager, other departments, and branches.
• Attends scheduled meetings and trainings as required.
• Ensures branch facility, branch equipment, and software is up to date and ready to serve the membership; contacts appropriate parties for any maintenance, service, and repairs; ensures branch contains proper inventory and supplies.
• In the absence of the Branch Lead conducts weekly branch meetings to inform team members of operational updates, new promotions, and procedures.
• Assists the Branch Manager and/or Regional Branch Manager with branch needs regarding employment, counseling, Performance Evaluations, training, motivation, timecards, and scheduling of assigned employees.
• May be required to perform duties related to operations including opening and closing branch(s) and transporting multiple branch keys and alarm codes.
• Maintains confidentiality and works with sensitive information and issues.
• Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, and procedures; and with the Bank Secrecy Act.
• Becomes a Notary Public to service member needs.
• Supports other departments within the Credit Union as business needs and staffing situations dictate.
• Performs other duties as assigned.

Qualifications:

• Requires a high school diploma or equivalent, Bachelor’s degree preferred with a minimum of three years branch lead/supervisory experience in a financial institution including communicating and promoting corporate mission and vision, team and business development, ability to coach, mentor, delegate, lead, problem solve, and work through employment challenges.
• Requires thorough knowledge of Credit Union (financial institution) services, products, procedures, and lending.
• Requires the ability to communicate effectively, both verbally and in writing, with individuals and groups and proficiency in Microsoft Word and Excel applications.
• Requires traveling between multiple branches with a valid Drivers’ License and current insurance.

See the UNIFY Difference

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

Competitive Compensation and Excellent Benefits Package* Includes:

Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
Dependent and Medical Care - Flexible Spending Accounts
Vacation, Sick, Personal and Holiday Pay
401(K) Plan with employer match
Education reimbursement for approved programs
UNIFY banking privileges for you and your family

*All programs subject to review and change

UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at www.unifyfcu.com