• Job Description

  Req#: SERVI002030

  About Columbia Credit Union

  Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions:

  • Best of Clark County Award / The Columbian: 2008-2023
  • Best in Business Award / Vancouver Business Journal: 2013-2023
  • Corporate Philanthropy Award / Portland Business Journal: 2017-2023

  Columbia CU Guiding Principles

  Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve.

  Mission: Bringing people together to make life better for themselves and their communities.

  Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want.

  Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams.

  Core Values

  People - We have a passion for helping each other and our members.

  Community - We have a passion for contributing to the success and growth of the communities we serve.

  Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve.

  Benefits

  • 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
  • Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays
  • 401k Match- 100% match up to 6% employee contribution
  • Tuition Assistance
  • And More!

  About The Role

  The Service Manager carries out administrative and accounting duties within the branch by organizing and coordinating banking services. The position works with the VP Branch Manager to develop and maintain a cohesive team who meet or exceed the credit union’s expectations of member service, sales and all aspects of branch operations. Responsible for supervising the efficient operation of a branch with strong focus on member service, staff development, and compliance. Exercises professional judgment in making decisions and suggestions to benefit both staff and membership.

  RESPONSIBILITIES

  • Consistently available to work between 8:00 am and 6:30 pm.
  • Motivate and mentor staff to deliver outstanding member service: transaction accuracy, offering solutions to serve member financial needs, building member relationships.
  • Exhibit a high level of confidence, judgment and decision-making skills in the handling of all financial issues encountered within the branch.
  • Regularly assess and monitor performances and activities of branch staff by evaluating transaction reports, balancing reports, and member feedback.
  • Delegate duties/specific tasks to qualified team members to meet Branch and Credit Union goals and objectives.
  • Possess a proven ability to comply with Branch Operating Guidelines and internal controls.
  • Train and monitor staff to ensure member data is continually protected.
  • Set up workflow processes to ensure service and compliance for all banking operations.
  • Lead annual compliance audits and ensure consistent compliance with internal audit requirements and applicable state and federal regulations.
  • Actively assist the VP Branch Manager in the sustained growth of the branch through introduction of appropriate product solutions and service.
  • Assist the VP Branch Manager with the operations of the branch. Directly supervise Staff: Scheduling, answering routine to complex questions on products and services. Providing training related to policies, procedures, rules, and regulations with both members and staff.
  • Compose and conduct Quarterly Coaching of MSA Staff. Consistently offer necessary feedback to VP Branch Manager regarding branch staff
  • Assist the VP Branch Manager with the branch security at all levels to include open/close of the facility, vault and safe deposit.
  • Ensure that staff receives on-going training on security and robbery procedures.
  • Act as back-up Branch Manager.
  • Serve in greeter position to assist members entering the branch by assessing their needs and serving them accordingly.
  • Attend required operation meetings.
  • Participate on operational project teams as assigned.
  • Perform other branch functions/duties as necessary, including those related to lending.
  • Participate in community and business events on a regular basis.
  • As a back-up in processing all member transactions and requests (including but not limited to; operation of computers, maintaining coin machine and ATM, servicing Drive-up Window, Vault activity etc.)

  REQUIREMENTS

  • Previous supervisory or management experience. A bachelor's degree in business administration or a related field is preferred.
  • Required current NMLS license or ability to obtain upon hire.
  • Thorough knowledge of products and services, and delivery channels.
  • Proficiency in all teller functions and basic understanding of FSR duties.
  • Thorough understanding of regulations and how they apply to member accounts, including: Regulation CC, D, E, Truth in Savings, Financial Privacy, Currency Transaction Reporting requirements and Bank Secrecy Act.
  • Proficient in Word, Excel, and Outlook. Skilled DNA Teller Software, Loans PQ, and other applicable software programs.
  • Demonstrates excellent communication skills in a professional, outgoing, and positive manner.
  • Highly organized. Handles multiple tasks with ease while supervising the work of others. Detail-oriented.

  COMPENSATION

  • $68,100-72,000/ year

  Columbia Credit Union follows all required COVID 19 health protocols

  Equal Opportunity Employer/AA

  Must be 18 or older to apply

  Qualifications

  Education

  Preferred

  Bachelors

  Experience

  Preferred

  Leadership

  Behaviors

  Required

  Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

  Enthusiastic : Shows intense and eager enjoyment and interest

  Leader : Inspires teammates to follow them

  Team Player : Works well as a member of a group

  Functional Expert : Considered a thought leader on a subject

  Licenses & Certifications

  Required

  NMLS

• About the company

  Serving 100,000 members throughout Vancouver and Portland with personal and business services, home loans, credit cards, and award-winning green practices.

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