eBranch Manager
OVERVIEW: Provide leadership and direction for a high-performance team of eBranch service team members to ensure first-call resolution while consistently providing an excellent member service experience. This position will actively lead, manage, assess, and develop eBranch staff and maintain effective oversight and leadership in a high-volume call environment.
Specific duties include, but are not limited to, the following:
- Hire, assess, coach, and develop high-performing teams to ensure consistency and uniformity in providing excellent member service ensuring an operationally and regulatory compliant eBranch.
- Provide consistent and appropriate “one-on-one” assessments, coaching, and development for eBranch staff. Formulate and implement individual development plans and ensure that all eBranch staff members have applicable individual development plans.
- Manage the performance of team members to ensure first-call resolution whenever possible.
- Assist in setting goals and objectives, daily/weekly/monthly, to meet/exceed overall sales and service goals for the credit union.
- Track call volume, queues, and member requests daily/weekly/monthly to properly manage the team to an effective and efficient member service experience.
- Monitor call and queue reports, determine trends, etc.; provide recommendations to help ensure a better ongoing member experience.
- Ensure proper skill-based routing for team members based on knowledge, skills, and abilities.
- Conduct audits of negotiables and paperwork to ensure documentation is accurate and in compliance with regulations, policies, and procedures.
- Take escalated calls as necessary.
- Meet/exceed eBranch metrics set forth for servicing (i.e. productivity for your team, average call time and hold time, average wait time, abandonment rate, service level, and member survey results).
- Conduct call calibration sessions with eBranch MSRs and QA using recorded calls.
- Back up any queue when call volume dictates.
- Promote a sales and service culture. Ensure eBranch staff possess and utilize sales, service, and cross-sell skills to achieve individual and team sales goals
- Assist with managing strategies to meet sales and service goals, including the implementation of tactics designed to achieve those goals.
- Other duties as assigned.
Requirements:
- Banking /Credit Union Experience
- The position requires an in-depth knowledge of retail policies and procedures to utilize good judgment in making sound decisions, usually acquired with at least five years of retail banking management experience.
- Bilingual skills are a plus.
- Proficient in using Microsoft Office applications including Outlook, Word, Excel, and PowerPoint.
- Excellent organizational and time management skills, with the ability to provide leadership, supervision, and training to employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills.
- Exceptional verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, and write reports, correspondence, and procedures.
- Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Proven critical thinking and strategic planning skills.
- Proactive self-starter with the ability to take initiative with little direction, while also having the ability to work collegially within a collaborative environment.
- Strong communication and interpersonal skills required.
- Excellent interpersonal, oral, and written communication skills
- Ability to multi-task; good time management skills
- Excellent research and problem-solving skills
- Highly ethical.
To apply, please submit your resume along with a cover letter detailing your relevant experience.
Job Type: Full-time
Pay: $79,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Experience level:
- 5 years
Shift:
- 8 hour shift
Application Question(s):
- Are you bilingual?
Education:
- High school or equivalent (Required)
Experience:
- Banking: 5 years (Required)
- Management or Leadership: 3 years (Required)
Ability to Commute:
- South Boston, MA 02127 (Required)
Work Location: In person
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