The Live Teller Connect Team Supervisor reports directly to the AVP Virtual Region (MRC & LTC). Under limited supervision, the primary role of the LTC Supervisor is to assist in running the day-to-day operations of the ITM’s (Interactive Teller Machines) and LTC Department. This position assumes management responsibilities in the absence of a AVP Virtual Region (MRC & LTC) and acts as back-up for the MRC Supervisor as needed. The LTC supervisor supports leading the Live Teller Connect Representatives' Sales Performance and Member Experience. Responsible for providing approvals and overrides for team members, filling in for Management to adhere to processes and guidelines, lowering levels of member complaints, sound decision-making, personalized member service, and cross-selling using referrals to support production goals. The LTC Supervisor also ensures that team members follow compliance standards when processing member transactions accurately and efficiently to meet service objectives. Additional responsibilities include and is not limited to, processing QC reports, Daily workflow schedule, daily quick starts, completing Conversation Matter frameworks Observations, monthly scheduling,
approving transactions, overseeing sales performance and providing feedback. This role will assist with training, coaching, development, recruitment process (interview and selection) onboarding new team members, system testing, daily balancing, error resolution, researching member transactions discrepancies, addressing member complaints, and monthly audits. In addition to Supervisory tasks, LTC Supervisor is also responsible for their own performance which includes, but not limited to cross selling all Credit Union products and services to meet Minimum Performance Standards. This includes core/non-core referrals such as investment services, mortgages, ancillary products, and the automotive buying service. The LTC Supervisor will need to be able to perform Live Teller Representative duties with higher Transaction Guideline limits proficiently while also capable of opening and closing the LTC office.
Responsibilities:
- Plan, organize, assign, and monitor workflow of the LTC Representatives area to ensure the effective delivery of products and services. Responsible for scheduling and ensuring proper ITM
staffing coverage, schedule adherence, reporting, resolving escalated issues and projects as assigned. Together with management establish annual goals consistent with strategic CU plans. Guide staff activities toward the attainment of the LTC department sales goals. - Develops staff by providing continuous training and opportunities for growth; coaches, counsels and mentors staff to enhance service, sales, and performance results. Fosters an environment for
employee empowerment. Ensures all assigned compliance training for the team is completed on time - Ensure ITM machines are working properly. Work with Branch office and IT to resolve any issues pertaining to the physical ITM and associated software.
- Provides quick turn around and professional responses to escalated and/or complex and sensitive service issues. Uses sound judgment when investigating and resolving service matters,
while striving to obtain an equitable resolution and assure a high degree of member satisfaction. Provides approvals and overrides as needed. - Assists the LTC department in achieving goals through needs-based referrals, both personally and by training and coaching the staff to help ensure they and the ITM team members achieve MPS.
Also leads morning huddles and evening results debriefs. - Conducts all daily, weekly, monthly, and quarterly operational, transactional and compliance audits and submits final reports to Management. Responsible for completing and reviewing Incentive
and QC reporting - Monitor and maintain the physical appearance of the Department consistent with Credit Union guidelines.
- Open and/or close LTC department as required by LTC department operations schedule. Perform all required operational and procedural duties, consistent with Credit Union guidelines, related
to opening and/or closing the LTC department - In the absence of AVP Virtual Region (MRC & LTC) and/MRC Supervisor, supports as back-up as authorized
- Provides and delivers performance feedback and evaluations, makes recommendations related to personnel decisions. Assists with the development of action plans, and recruiting
recommendations. - Provides and delivers performance feedback and evaluations, makes recommendations related to personnel decisions. Assists with the development of action plans, and recruiting
recommendations. - Takes complete ownership of every interaction whether it requires a call back or extended research.
- Participates in special projects as directed by management.
- Ensures execution of sales/retail environment; ensures accurate and consistent tracking of sales and marketing programs
- Represents the Credit Union in a positive and professional manner
- Other related duties as assigned
Qualifications:
- 3+ years progressive branch/Department operations experience in a Credit Union or financial services industry, including a minimum of 1 year Team Lead experience in financial operations
with direct reports, loan experience and applicable regulatory - Solid Knowledge of all depository and loan products, knowledge of branch operations in a financial institution, share insurance and regulations.
- Solid knowledge of all applicable Federal, State and NCUA regulations
- Strong work ethic, sound judgment and solid decision-making skills
- Proficiency in MS Word, Excel, PP, Outlook and SharePoint, if internal
- Ability to build relationships.
Able to interface and communicate with a diversified workforce, all levels of staff and management.
- Critical thinking skills, able to resolve problems independently, excellent organization skills, and be accountable, able to work in a fast paced, dynamic environment, willing to work flexible hours and fill in
where needed. - Ability to analyze and solve problems relative to member service needs and handle escalated calls/issues
- Demonstrated ability to identify and recruit for member service talent and skills as well as developing, coaching and motivating team
- Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and outside of the organization
- Able to manage multiple priorities and meet deadlines
- Strong interpersonal and consulting skills.
- Excellent written and verbal communication skills
- Ability to compose and provide reports either through Excel or Prism
- Proficient data entry, ten-key calculator, cash counting and math skills. Detail-oriented.
- Ability to continuously learn and maintain up-to-date knowledge of Credit Union products and services
- Subject matter expert in remote delivery channels and to discuss these channels with members.
- Exceptional time management with ability to coordinate, manage and guide multiple priorities and projects simultaneously and effectively through to completion.
- Capable of working under pressure and with frequent interruptions.
- NMLS Registered
Preferred Qualifications:
- 3+ year’s Senior Teller / Supervisor experience in a Credit Union or financial services industry.
- 2+ years’ experience with Nuvision as a Team Lead, regulatory compliance with direct reports
- Notary
- Medallion Stamp Certified
- Bilingual preferred
Education: Two-year college degree, work equivalent or equivalent related specialized course of study or program
Website: nuvisionfederal.com/careers
Benefits:
- Medical
- Dental
- Vision
- Life Insurance
- Flexible Spending Account
- 401(k) Matching
- Paid Time Off
- Training Provided
- Tuition Reimbursement
Pay scale by applicable geographic work location:
- Arizona: Min $62,647.77 - Mid $78,308.72 - Max $93,971.66
- Northern California: Min $75,409.36 - Mid $94,261.70 - Max $113,114.04
- Southern California: Min $71,058.82- Mid $88,823.52 - Max $106,588.23
- Nevada: Min $64,097.95 - Mid $80,122.44 - Max $96,146.93
- Washington: Min $80,168.40 - Mid $90,998.79 - Max $109,198.55
The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.
California Employee Privacy Notice:
https://nuvisionfederal.com/disclosures/ccpa/