Client Engagement Supervisor

2 weeks ago

Moose Lake, Minnesota, United States Members Cooperative Credit Union Full time
Position Overview

Client Engagement Supervisor is responsible for guiding a team dedicated to fostering, nurturing, and maintaining enduring connections with both existing and prospective members. The role focuses on achieving or surpassing sales and service objectives by proactively assessing financial requirements. The ideal candidate should possess a vibrant, friendly, and energetic demeanor, committed to cultivating relationships and discovering solutions that promote robust financial well-being for our members and the communities we serve.

Branch Leadership Responsibilities
  • Direct the team in executing branch action plans aimed at achieving growth targets for deposits, member acquisition, product sales, and enhancements in member service.
Enhancing Member Experience
  • Foster a collaborative environment that reflects enthusiastic support for the corporate mission, core values, and long-term goals.
  • Utilize member feedback as a means to celebrate employee achievements and identify opportunities for enhancing experiences.
  • Assist team members and clients with account-related inquiries or organizational policies.
  • Explore alternative solutions to rectify situations and ensure effective member service.
Community Engagement
  • Engage in community or organizational events to elevate the visibility of the credit union.
  • Encourage participation in volunteer and community outreach initiatives.
  • Promote employee involvement in financial wellness and educational activities within the community.
Team Development
  • Support the coaching and development of team members by identifying areas for improvement and recognizing high performers.
  • Assist in the formulation, acknowledgment, and accountability of team member development plans.
  • Encourage the effective use of development time by employees.
  • Solicit input, ideas, and suggestions from team members on enhancing departmental and organizational processes.
Operational Responsibilities
  • Participate in training new Engagement Specialists and Senior Engagement Specialists, ensuring the team is well-informed on procedures and controls.
  • Delegate tasks and create work schedules for the assigned team to ensure the department operates efficiently.
  • Contribute suggestions for potential improvements, enhancements, and efficiencies in policies, procedures, and daily operations.
  • Facilitate team meetings to communicate updates, provide training, and review policies and procedures.
Qualifications

A high school diploma or equivalent is required; a bachelor's degree in business or a related field is preferred, along with a minimum of four years of experience in a relevant area, or a combination of education and experience that provides equivalent knowledge. Proven track record of setting and exceeding sales, service, and profit objectives is essential.

Financial Wellness Certification is required to be obtained within six months of accepting the position.

Members Cooperative Credit Union values the humanity, commitment, courage, and capability of its employees, which form the foundation of our success. We are dedicated to fostering an inclusive organizational environment that encourages the full participation of all members of our diverse workforce, enabling everyone to utilize their talents, skills, and abilities to serve our members effectively. MCCU is an equal opportunity employer, committed to providing a respectful environment where equal employment opportunities are available to all teammates and applicants.

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