Financial Services Manager

4 weeks ago

Los Angeles, California, United States USC Credit Union Full time

As a key member of our team, the Assistant Branch Manager will play a vital role in ensuring the highest level of service standards are met at our University Village branch. This position is responsible for supervising and coaching assigned staff to ensure service standards are met, as well as building and fostering relationships with USCCU's members and potential members.

Responsibilities include:

  • Assigning, prioritizing, and scheduling work, as well as assessing performance and providing regular feedback to staff.
  • Consistently meeting established performance standards and participating in professional development programs to increase service standards and sales goals.
  • Developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added USCCU products and services.
  • Processing member transactions efficiently, accurately, and in a timely manner, including loan payments, new account applications, lending applications, and all related documentation.
  • Using credit scoring, sound lending practices, and solid judgment to make lending recommendations or decisions, exploring other lending alternatives with members as appropriate.
  • Approving and funding consumer loans in accordance with credit union guidelines, completing documents required to perfect a lien on consumer loan collateral.
  • Informing members of loan denials and providing counseling regarding opportunities for improvement and future eligibility.
  • Opening IRA share accounts, including deposits, transfers, and rollers.
  • Opening fiduciary accounts, including trusts, UTMAs, processing deceased member claims, representative payee, club accounts, small business accounts, etc.
  • Assisting members in completing appropriate documents required to ensure tax protection status.
  • Assisting with training of other member service representatives.
  • Ensuring compliance with all applicable laws, regulatory requirements, policies, and procedures as they relate to USCCU's products and services.
  • Performing other related duties as assigned or requested.

The ideal candidate will possess a Bachelor's degree, five years' experience in sales, retail, or financial institutions, and be comfortable in a competitive, high-volume, and fast-paced environment. They will also have the ability to consistently meet or exceed established performance goals in a financial services environment, flexibility with scheduling, and a high sense of urgency, attention to detail, initiative, and integrity.

USCCU offers a competitive salary and a comprehensive benefit package. We are a member-focused, financial cooperative committed to becoming the preeminent financial services provider to the Trojan Family.

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