1. Enthusiastically support the Credit Union’s focus on member sales and service. Establish and build relationships with members, providing advice and financial expertise.2. Manage two branches and lead towards operational success. Also responsible for coaching and developing staff. 3. Seek out sales and cross-sell opportunities that will benefit the members. Make referrals to business partners to generate new business and deepen existing relationships based on member needs. Actively… Show more 1. Enthusiastically support the Credit Union’s focus on member sales and service. Establish and build relationships with members, providing advice and financial expertise.2. Manage two branches and lead towards operational success. Also responsible for coaching and developing staff. 3. Seek out sales and cross-sell opportunities that will benefit the members. Make referrals to business partners to generate new business and deepen existing relationships based on member needs. Actively participate in member calling activities during special deposit/loan campaigns.4. Consistently meet or exceed individual and branch sales goals to support overall Credit Union financial goals.5. Serve members in opening new accounts, updating current accounts and closing accounts including but not limited to checking, savings, CDs, IRAs and HSAs. Prepare required documentation ensuring adherence to legal requirements and Credit Union policies and procedures.6. Generate all loans and conduct interviews with existing and prospective members, determine member financing objectives and advise members of product and pricing policies and guidelines. Gather and analyze financial and credit data to make sound and consistent loan decisions on retail loans up to assigned limits or forward loan request to higher levels for decision.Recommend and outline terms of loan and determine collateral needs and payment plan; determine eligibility of loan; and notify members of loan decision. Partner with appropriate resources within the Credit Union to manage on-going communications with members, complete loan documents and disburse loans when approved.7. Respond to member in-person and telephone inquiries, requests, and problems, taking ownership to resolve issues within given authority in a timely manner in accordance with member expectations and in compliance with operational and compliance procedures. Show less

Responsible for the overall success of the Frontline Department for 10 branches across the state of North Dakota. Primary job duties ranged from implementation of new policies and procedures, education, testing and implementing system updates regarding Frontline programs. Managerial responsibilities included leadership of the locations Lead Service Associates and working with Market Presidents to achieve branch success and goals.

Responsibility for the over all Frontline success of the Grand Forks, Langdon, and Petersburg markets. Primary educator and leader of new hires joining of company across the state of North Dakota, including 19 branches total.· Supports and advances the organizational education initiatives under the direction of deposit, frontline and human resources departments· Facilitate and deliver knowledge, skill and ability education utilizing a variety of techniques including… Show more Responsibility for the over all Frontline success of the Grand Forks, Langdon, and Petersburg markets. Primary educator and leader of new hires joining of company across the state of North Dakota, including 19 branches total.· Supports and advances the organizational education initiatives under the direction of deposit, frontline and human resources departments· Facilitate and deliver knowledge, skill and ability education utilizing a variety of techniques including but not limited to classroom training, online training and on-site mentoring· Integration of acquisitions through the delivery of conversion education· Assesses knowledge, skills and ability needs of departments and locations while onsite· Continually evaluate education programs/initiatives and make recommendations for improvement · Process a variety of banking transactions including but not limited to check cashing, withdrawals, deposits, loan payments, monetary instruments, and credit verifications· Services, maintains, opens and closes consumer accounts, CIP, account data, and/or various customer requests· Supports, advances and responsible for promoting Premier Experience service while onsite· Extensive travel required· Coach, motivate, and support direct reports through established performance management process Show less

Responsible for the overall success of the Frontline Department for 19 branches across the state of North Dakota. Primary job duties ranged from implementation of new policies and procedures, education, testing and implementing system updates regarding Frontline programs. Managerial responsibilities included leadership of the locations Frontline Operations Managers and working with Market Presidents to achieve branch success and goals.

Manage frontline operations for Choice Financial in the Grand Forks Market.· Process a variety of banking transactions including but not limited to check cashing, withdrawals, deposits, loan payments, monetary instruments, and credit verifications· Service and maintain CIP, account data, and/or various customer requests· Complete procedures and safeguard bank currency (drawer, vault and coin)· Capture, image, balance, repair and rescan… Show more Manage frontline operations for Choice Financial in the Grand Forks Market.· Process a variety of banking transactions including but not limited to check cashing, withdrawals, deposits, loan payments, monetary instruments, and credit verifications· Service and maintain CIP, account data, and/or various customer requests· Complete procedures and safeguard bank currency (drawer, vault and coin)· Capture, image, balance, repair and rescan over-the-counter transactions in imaging software· Supports, advances and responsible for meeting Premier Experience service standards· Complete / facilitate quarterly charting of cash drawer / vault audits· Complete / facilitate quarterly bait money retention and rotation· This position may provide backup assistance in the opening and maintenance accounts including but not limited to all deposit and consumer loans· This position may provide backup assistance in the On-Board (22261) of all new Choice Financial customers· Responsible for location’s frontline schedule· Attend scheduled Customer Experience conference call and communicate information to frontline staff on appropriate updates.· Complete the monthly cash difference log and accuracy tracking· Advise the frontline in efficient and accurate operations as well as education and information sharing opportunities.· Coach, motivate, and support direct reports through established performance management processo Conduct 1:1’so Manage the Frontline Job Descriptions, Workplans, and performance logs by designated timelines. Conduct midyear and yearend reviews.o Provide operational/staff updates Show less

• Responsible for providing account services to customers by receiving deposits and loan payments; cashing checks; recording night and mail deposits; selling cashier's checks, answering questions in person or on telephone; referring to other bank services.• Recording transactions by logging cashier's checks and other special services; preparing currency transaction reports.• Cross-sell bank products by answering inquiries; informing customers of new services and product promotions;… Show more • Responsible for providing account services to customers by receiving deposits and loan payments; cashing checks; recording night and mail deposits; selling cashier's checks, answering questions in person or on telephone; referring to other bank services.• Recording transactions by logging cashier's checks and other special services; preparing currency transaction reports.• Cross-sell bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.• Completing special requests by closing accounts; taking orders for checks; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures.• Reconciling cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to head teller; maintaining supply of cash and currency.• Compliance with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency; assisting in certification of proof.• Maintaining customer confidence and protects bank operations by keeping information confidential.Contributes to team effort by accomplishing related results as needed. Show less