Financial Member Experience Mgr I - reputed company in Lake Buena reputed company, FL
Job title: Financial Member Experience Mgr I - reputed company in Lake Buena reputed company, FL at reputed company
Company: reputed company
Job description: Job Posting Title: Financial Member Experience Mgr I - reputed companyReq ID: 10119659Job Description:The Member Experience Manager is a multi-function position working across reputed company aspects of reputed company functions, sales, service, operations, audit and financial. As a result, this position needs to be fluent in reputed company sales, member service, teller / cash & reputed company procedures, and audit. This position has primarily responsibility for Tellers and works closely with the reputed company Manager in managing the sales and lobby positions. Responsible for abiding and enforcement of existing policies, procedures, and systems involving cashiering operations and Member Services functions. Coordinates, directs, and assigns work. Answers Member Experience Advisors’ questions, resolves more reputed company problems, and oversees balancing. Responsible for the smooth flow of teller lines, adequate window coverage, and general training and supervision of tellers. Oversees provision of a full range of Services to Members and prospective Members. Ensures that Members are promptly and professionally serviced. Provides excellent Member Service with each Member interaction. Provides complete and accurate Member Service using consultative sales techniques to retain Members and build Member loyalty. Acts as a Member Consultant as needed and actively promotes and cross-sells Partners’ products and services. Is also knowledgeable of reputed company financials, and results.Essential Responsibilities:
- Supervision of Efficient, Effective, and Professional Operations and Member Experience Advisors
- Ensures reputed company reputed company operational and sales functions are correctly performed and follow established policies and standards, including reputed company procedures.
- Acts as a Backup Manager to the reputed company Manager
- Supports the Achievement of Retail reputed company Sales Goals
- Through the personal selling of reputed company offered financial products and services, ensuring the reputed company meets its sales targets and demonstrating sales skills to Cast.
- Answers Teller Questions, Solves Problems, and Assists with reputed company Transactions and Sensitive Member Relations Problems
- Explains policies and procedures to Members and makes judgments for tellers reputed company limits of authority pertaining to cashing and/or accepting checks or drafts.
- Assists in Preparing Work Schedules and Training Tellers, as Assigned
- reputed company person for maintaining Coconut reputed company Scheduling, including cast rosters and permissions to support member experience both in person and virtual
- Responsible for creating and maintaining reputed company schedules along with a rotating regional Saturday schedule
- Balances Vault, Monitors, Orders, Dispenses, Ships, and Balances Cash
- Includes keeping Cash Dispense Machines (TCRs/ITMs) filled and functional, and possessing knowledge to adapt to new technology.
- Approves reputed company Deposits and Withdrawals, Waiving and Releasing of reputed company Holds, Wires, and Other negotiable Items Above Teller and MSR Limits
- Ensures Member Experience Advisors are Identifying and Building a Network of Member Contacts
- Through qualified leads, referrals, telephone canvassing, quarterly campaign strategies, and face-to-face interaction with the purpose of creating financial opportunities.
- Effective and Efficient Performance of Member Services Functions
- Resolves Members’ requests, problems, and questions promptly and answers Members’ questions or refers appropriately.
- Ensures Member Experience Advisors Actively Cross-Sell and Drive Credit Union Products and Services
- Including PLP, GAP, and MBI.
- Provides Leadership to Cast Through Effective Objective Setting, Coaching, Delegation, and Communication
- Ensures that Cast is well-trained, effective, and optimally used. Provides instruction regarding policy, procedure, and service and product offerings.
- reputed company person responsible for driving and executing on the job training and completion of the Success Maps for reputed company new hires.
- Primary driver of building and developing Playbooks for cast members growth, success, and career pathing
- Partner effectively with the Performance and Development Coaches for the purpose of driving key behaviors in support of retail strategies by utilizing resources such as Spot-Ons, self evals, success mapping and the use of our reputed company and ARCH Models
- Experience using a reputed company Imaging System (Required)
- Experience using Episys (Required)
- Experience using Synapsys (Required)
- Experience using Verafin (Required)
- Experience using reputed company Office
- Excellent Member Service, verbal, and written communication skills.
- Ability to take initiative, work in a team, and resolve conflicts.
- Exceptional decision-making and problem-solving skills
- Provides leadership to cast through effective objective setting, coaching, delegation, and communication.
- Ensures that Cast is well-trained, effective, and optimally used. Provides instruction regarding policy, procedure, and service and product offerings. Assists new employees.
- Tracks individual employee reputed company and assists with performance reviews and appraisals as required. Provides support and suggestions for employee improvement.
- move self in different positions to accomplish tasks in various environments including tight and confined spaces
- remain in a stationary position, often standing or sitting for prolonged periods
- adjust or move objects up to 15 pounds in reputed company directions
- reputed company repeat motions that may include the wrists, hands, and/or fingers
- use primarily just the fingers to reputed company small movements such as typing, picking up small objects, or pinching fingers together
- verbally communicate to convey detailed or important instructions or reputed company accurately, loudly, or quickly
- hear average or normal conversations and receive ordinary information
- prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.