Credit Union Market Leader

2 weeks ago

Miami, United States Tropical Financial Credit Union Full time


Are you seeking a workplace that appreciates your expertise? Are you an experienced branch leader ready to elevate your career? If this resonates with you, continue reading.

Tropical Financial Credit Union (TFCU) has been recognized as a Top Workplace for six consecutive years. Joining TFCU means you will have the chance to engage in learning, growth, contribution, collaboration, and professional development. Experience a fulfilling work environment focused on both employee and member engagement.

The Market Manager plays a pivotal role in overseeing and directing the branch office, ensuring World Class Service is delivered to our members and the community. This position involves managing all operations of a remote Credit Union branch, including direct supervision of staff, guaranteeing that the team consistently provides exceptional member experiences while maintaining branch safety and security. The Market Manager will lead the team in advising members on suitable products and services that meet their financial needs, while also fostering growth and profitability through the development and enhancement of member relationships and retention.

KEY RESPONSIBILITIES
  • Act as a Sales Leader, ensuring the branch meets and surpasses sales and member service objectives. Monitor and support marketing initiatives, sales activities, and quality service efforts, including transaction volumes and new account openings, to achieve branch goals.
  • Ensure all members and visitors receive a warm and professional welcome to the credit union.
  • Guarantee that branch operations are conducted in compliance with established Credit Union policies and all relevant legal and regulatory requirements.
  • Responsible for the recruitment, mentoring, coaching, and evaluation of all staff members.
  • Guide and train employees on professional interactions with members, Shared Members, Segregated Employee Groups (SEG), Partner Companies (PC), and other Credit Union vendors.
  • Ensure staff are well-trained and knowledgeable about all Credit Union products and services.
  • Continuously assess staffing needs to maintain optimal workflow.
  • Manage employee schedules to ensure adequate coverage for a positive member experience.
  • Conduct regular staff meetings to gather input on operations, sales, and staff development.
  • Promote Credit Union programs and encourage new memberships through active participation in business development activities.
  • Identify member needs and effectively present the Credit Union's services and products to build and maintain relationships.
  • Represent the Credit Union in key community activities, including business, charitable, civic, and social organizations.
  • Develop and sustain relationships with current SEG's and PC's.
  • Seek opportunities for continuous improvement in sales and operational processes, including cash management and transaction balancing.
  • Prepare necessary reports and maintain accurate documentation of branch operations.
  • Maintain communication with the main office, prepare standard reports, and attend management meetings.
  • Address escalated member requests and complex issues, ensuring timely resolutions.
  • Conduct audits to ensure compliance with Credit Union policies and procedures.
  • Oversee daily transaction balancing and loan application processing.
  • Assist members with account management and product inquiries, escalating issues as needed.
  • May perform teller duties as required during peak times or staff shortages.
  • Ensure the branch's general maintenance and the safety of employees and members.
  • Enforce safety and security protocols, maintaining a professional work environment.
  • Respond to after-hours alarms or service requests as necessary.
  • Manage the branch budget in alignment with the overall Credit Union strategy.
We offer a comprehensive benefits package, including:
  • Medical, Rx, Dental, and Vision Insurance
  • Retirement Profit Sharing 401K Plan
  • Accident, Cancer, and Hospital Indemnity Plans
  • Prepaid Legal Services
  • Voluntary Life Insurance
  • Pet Discount Program
  • Paid Time Off and 11 Paid Holidays
  • Tuition Reimbursement and Student Loan Paydown Program
  • And much more
Qualifications: To succeed in this role, candidates must meet the following requirements:
  • Strong interpersonal skills to interact with members, employees, and external vendors.
  • Ability to manage escalated member issues effectively.
  • Proficient in reading and interpreting procedural documents.
  • Strong written and verbal communication skills.
  • Experience in providing feedback and coaching to team members.
  • Ability to work collaboratively in a fast-paced environment.
  • Attention to detail to minimize errors in job functions.
  • Knowledge of fraud prevention and security standards.
  • Critical thinking skills are essential.
Education and Experience:
  • A four-year degree in a business or finance-related field is preferred; a High School Diploma or equivalent is required.
  • A minimum of 8 years of relevant branch management and member service experience is required, with 5 years in customer service preferred.
  • Experience managing a financial institution branch is essential.
  • Strong knowledge of Credit Union products and services is preferred.
  • Intermediate computer skills, including MS Office applications.
  • Excellent written and oral communication abilities.

  • Credit Union Market Leader

    2 weeks ago

    Miami, United States Tropical Financial Credit Union Full time

    Are you seeking a workplace that appreciates your expertise? Are you an experienced branch leader ready to elevate your career? If this resonates with you, continue reading. Tropical Financial Credit Union (TFCU) has been recognized as a Top Workplace for six consecutive years. Joining TFCU means you will have the chance to engage in a culture of learning,...

  • Market Manager

    1 month ago

    Miami, United States Tropical Financial Credit Union Full time

    DescriptionAre you looking for an organization that values your experience? Are you a skilled branch manager ready to take your career to the next level? If so, keep reading! Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace for SIX years in a row. Being part of TFCU will provide you with opportunities to engage by learning, growing, contributing,...

  • Market Manager

    2 weeks ago

    Miami, United States Tropical Financial Credit Union Full time

    DescriptionAre you looking for an organization that values your experience? Are you a skilled branch manager ready to take your career to the next level? If so, keep reading! Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace for SIX years in a row. Being part of TFCU will provide you with opportunities to engage by learning, growing, contributing,...

  • Branch Operations Manager

    1 week ago

    Miami, United States Tropical Financial Credit Union Full time

    Are you ready to elevate your career in a supportive environment that values your expertise? If you are an experienced branch manager, we invite you to explore this opportunity. Tropical Financial Credit Union (TFCU) has been recognized as a Top Workplace for six consecutive years. Joining TFCU means engaging in a culture of learning, growth, and...

  • Community Engagement Coordinator I/II

    1 week ago

    Miami, Florida, United States Educational Federal Credit Union Full time

    Job OverviewPosition Summary:The Community Engagement Coordinator (Member Outreach Officer I/II) acts as a representative of the organization within the local community, promoting the advantages of membership with Educational Federal Credit Union. This role is crucial for supporting the strategic expansion of the organization and seeking opportunities for...

  • Compliance Risk Analyst

    2 weeks ago

    Miami, United States Educational Federal Credit Union Full time

    Position Overview: The primary role of the Compliance Risk Analyst is to guarantee that Educational Federal Credit Union adheres to all relevant regulatory standards. This position collaborates with various departments to align compliance initiatives with organizational objectives, ensures centralized tracking of compliance management, and serves as a point...

  • Regulatory Compliance Analyst

    3 months ago

    Miami, United States Educational Federal Credit Union Full time

    Job Summary: The Compliance Analyst's primary function is to ensure Educational Federal Credit Union's compliance with all applicable regulatory requirements. This position coordinates compliance initiatives with other departments in accordance with business plans, ensures compliance management is tracked centrally, and acts as liaison with various business...

  • Regulatory Compliance Analyst

    3 months ago

    Miami, United States Educational Federal Credit Union Full time

    Job Summary: The Compliance Analysts primary function is to ensure Educational Federal Credit Unions compliance with all applicable regulatory requirements. This position coordinates compliance initiatives with other departments in accordance with business plans, ensures compliance management is tracked centrally, and acts as liaison with various business...

  • Regulatory Compliance Analyst

    3 months ago

    Miami, United States Educational Federal Credit Union Full time

    Job DescriptionJob DescriptionJob Summary:The Compliance Analyst's primary function is to ensure Educational Federal Credit Union's compliance with all applicable regulatory requirements. This position coordinates compliance initiatives with other departments in accordance with business plans, ensures compliance management is tracked centrally, and...

  • Account Settlement Specialist

    3 weeks ago

    Miami, United States Educational Federal Credit Union Full time

    Job Summary:Process all deceased accountholder claims in a timely manner. Ensure survivors are treated with compassion and are supported throughout the account settlement process. Coordinate with Lending and Credit Solutions staff as applicable to settle loans where the borrower is deceased. Act as back-up for the Operations Support Specialist, providing...

  • Account Settlement Specialist

    3 weeks ago

    Miami, United States Educational Federal Credit Union Full time

    Job Summary:Process all deceased accountholder claims in a timely manner. Ensure survivors are treated with compassion and are supported throughout the account settlement process. Coordinate with Lending and Credit Solutions staff as applicable to settle loans where the borrower is deceased. Act as back-up for the Operations Support Specialist, providing...

  • Account Settlement Specialist

    1 week ago

    miami, United States Educational Federal Credit Union Full time

    Job Summary:Process all deceased accountholder claims in a timely manner. Ensure survivors are treated with compassion and are supported throughout the account settlement process. Coordinate with Lending and Credit Solutions staff as applicable to settle loans where the borrower is deceased. Act as back-up for the Operations Support Specialist, providing...

  • Member Service Representative- Floater

    2 weeks ago

    Miami, United States Tropical Financial Credit Union Full time

    DescriptionAre you looking for an organization that values your experience? Are you a skilled customer service professional ready to take your career to the next level? If so, keep reading! Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace for SEVEN years in a row. Being part of TFCU will provide you with opportunities to engage by learning, growing,...

  • Member Services Associate

    1 week ago

    Miami, United States Educational Federal Credit Union Full time

    Position Overview: The Member Services Associate plays a vital role in delivering exceptional service to the members of Educational Federal Credit Union. This role is focused on assisting members with their financial inquiries, processing transactions, and resolving issues through thorough research and support. Additionally, this position contributes to the...

  • Member Services Associate

    1 week ago

    Miami, United States Educational Federal Credit Union Full time

    Job Overview: The Member Services Associate plays a vital role in delivering exceptional service to the members of Educational Federal Credit Union. This position is tasked with assisting members in meeting their financial objectives, processing transactions, addressing inquiries, and providing solutions to ensure member satisfaction. Additionally, this role...

  • Member Services Specialist

    1 week ago

    Miami, United States Educational Federal Credit Union Full time

    Job Overview: The Member Services Specialist plays a vital role in delivering exceptional service to the members of Educational Federal Credit Union. This position is tasked with assisting members in meeting their financial objectives, processing transactions, resolving inquiries through thorough research, and providing essential account information to...

  • Member Advisor I

    3 months ago

    Miami Lakes, United States Educational Federal Credit Union Full time

    Job DescriptionJob DescriptionJob Summary:The Member Advisor I provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries, resolving member issues accurately and in a timely manner, and effectively identifying members’ needs and making appropriate referrals for Credit Union’s...

  • Member Advisor I

    3 weeks ago

    Miami Gardens, United States Educational Federal Credit Union Full time $15

    Job DescriptionJob DescriptionThe Member Advisor I provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries, resolving member issues accurately and in a timely manner, and effectively identifying members’ needs and making appropriate referrals for Credit Union’s products and...

  • Member Advisor I

    3 weeks ago

    Miami Gardens, United States Educational Federal Credit Union Full time

    Job DescriptionJob DescriptionJob Summary:The Member Advisor I provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries, resolving member issues accurately and in a timely manner, and effectively identifying members’ needs and making appropriate referrals for Credit Union’s...

  • Loss Prevention Specialist

    6 days ago

    Miami, United States Educational Federal Credit Union Full time

    Job Summary:As a key member of the Educational Federal Credit Union team, the Loss Prevention Specialist - Fraud Investigator plays a vital role in identifying and mitigating potential fraudulent activities that may impact our members' accounts. This position requires a high level of analytical skill, attention to detail, and effective communication to...