1. Meet or exceed the credit union's planned market share, assets, loans, and other product/service
objectives as stated in the business plan.
2. Meet the credit unions growth objective with respect to Select Employer Groups (SEG) and Preferred
Partners.
3. Provide recommendations to management, based on current research data, SEG feedback and opportunity
ratings regarding strategies and direction the credit union should take.
4. Accomplish duties and assignments in accordance with applicable credit union policy and procedures
as well as any state and federal rules and regulations, keeping management informed of any problematic
areas.
5. Reinforce company culture, providing, accurate service and support to all members and associates
Knowledge and Skills:
Experience - One year to three years of similar or related experience.
Education - (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the
industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).
Interpersonal Skills - Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills - Requires the ability to build strong relationships both inside and outside the credit union.
Requires a high level of self-motivation, adaptability and ability to work and think
independently. Requires strong oral, writing, presentation and communications skills.
Requires creativity and innovation for finding new and more efficient ways of doing things.
Ability to prioritize business commitments, multi-task and schedule work activities so
deadlines are met and goals are accomplished in a timely and organized manner.
Requires exceptional attention to detail.
Ability to work evenings or weekends as needed to represent the credit union at various events.
Requires a strong work ethic and the ability to work with a fast-paced team.
Must be passionate about personal growth and learning.
Physical Requirements
While performing the duties of the job, the employee is regularly required to:
-position self to move about the work area
-reach, grab, sort
-communicate in person and via telephone with others
-identify and recognize small font communication
-ability to transport a minimum of 40 pounds
Work Environment Traditional Branch Office Environment