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Branch Specialist Floater I

3 months ago

Laurel, United States Tower Federal Credit Union Full time

**Note**: All full-time positions include the option of $0 out-of-pocket premium cost for Employee Only PPO **_AND_** exceptionally low premiums for all other PPO coverage levels.

Tower is offering a $1000 Signing/Retaining bonus as of 1/20/2023.

**HOURS FOR POSITION: Monday - Thursday 8:45am-5:15pm, Friday 8:45am
- 6:15pm, Saturday 8:30am-1:30pm on rotational basis. Saturday off weekly rotation with Wednesday off.**

**THIS IS AN ON-SITE ROLE AT TOWER**

**The Branch Specialist Travels to all branch locations as well as the Member Service Center, serving in multiple branch roles as a MSR, Teller and Branch Representative, on as as needed basis. The Specialist must be highly flexible as hours vary by branch location. This position receives a 10% float differential for hours worked, in addition to hourly rate.**

Please complete the link in a separate window for the assessment:
Branch Specialist Floater

**SUMMARY OF POSITION**:
**This summary reflects the Specialist I (Grade 6) Specialist II (Grade 7) and Specialist III (Grade 8) Supplemental information will be used to determine appropriate grade designation.**

The Branch Specialist is an important role that that requires a dependable and flexible incumbent that is capable of travelling to all Tower community and sponsor branches and Member Service Center with ability to perform the tasks of each position relevant to and necessary to meet business needs. Cross-selling a full range of financial products and services and maintain individual sales and referral standards is integral to meeting company goals. Performs administrative duties, system data entry and information retrieval, ensures compliance with Federal and State regulatory statutes, as well as internal policies and procedures.

The Specialist provides on the job coaching where applicable to support branch needs. Delivers training evaluation and guidance for both new and existing Teller and MSR employees. Under the direction of Manager, Branch Operations provides ongoing coaching support to Specialist team to meet and maintain departmental sales goals. Provides ongoing support to Manager, Branch Operations and Manager, Business Systems with direct input for testing of system upgrades, releases and operational process improvements. Assists with development of procedures for same. As directed by the Manager Branch Operations, provides support to other TFCU departments, on an as needed basis, to support special initiatives, projects or departmental vacancies.

**PRINCIPAL ACCOUNTABILITIES AND FUNCTIONS**:
(Specialist I: Effective performance in the following is required: Teller, Branch Representative, Branch MSR, Notary Public for the State of Maryland)

(Specialist II: all functions of Specialist I position in addition: acts as Senior MSR/ Senior Teller, On the Job Coach for new and existing Tellers, Peer Coach for Branch Specialist I)

(Specialist III: all functions of a Specialist I and II in addition: acts as Teller Supervisor, Assistant or Manager, On the Job Coach for new and existing MSRs, Peer Coach for Branch Specialist II, Supports Business Systems upgrades and development through testing and implementation support)

1. Serves as a primary contact for all potential, new and existing Members and services all share and loan requests. Performs teller duties and maintains teller standards (All)

3. Cross-sells a full range of financial products and services to Members. Meets and maintains sales goals as determined by V.P. Branch Administration. Initiates telephone and/or direct mail contact to new and existing Members to enhance the relationship, ensure satisfaction, and cross-sell additional products. (All)

4. Ensures proper identification and eligibility requirements of members by following Credit Union policies and procedures for member Identification and follows established security measures to guarantee the confidentiality of our membership.(All)

5. Performs administrative and teller duties to support an outstanding level of member service, where timeliness, accuracy and follow-through are critical ensuring compliance with all Tower policies and procedures and Federal and State regulatory statues. Demonstrates proficiency with all required systems and ensures all entries are complete and accurate.(All)

6. Provides on the job coaching, evaluation and documentation of the achievements of new and existing Tellers and MSR’s. Communicates job readiness of employee to branch supervisors, Manager, Branch Operations, and Training/OD) Supports both new and existing employees on the job, to enhance skill level, ensure optimum performance and/or diagnose performance issues. - (II ,III)

7. Responsible for timely follow up with new and existing Teller or MSR employees to help ensure successful transfer of skills and knowledge from training to the job. This will require collaboration with the supervisors and seniors evaluating and coaching employees on the job, where applicable, to assess and id