• Responsible for the day-to-day operation of assigned financial center staff in accordance with approved organization objectives and guidelines
• Responsible for coordinating, implementing and ensuring assigned staff compliance with FC operation procedures
• Supervise, advise and coach employees on assigned job duties and assure completion and expedience of work
• Regularly communicate to ensure the Manager is well informed of the day-to-day occurrences within the financial center.
• Prepare performance appraisals for each Financial Services Representative and discuss with said employee
• Plan and supervise attendance, sick/personal business leave, overtime and vacation scheduling of employees; manage weekly scheduling of assigned Financial Center employees ensuring proper coverage of critical functions
• Assist Financial Center Manager in hiring, promoting and discharging personnel according to Credit Union procedures
• Investigate member and employee complaints and grievances
• Keep assigned employees informed of policy and procedural changes through regular staff meetings
• Conduct staff training in accordance with established plan; coordinate additional training as needed to assure proper cross-training of staff
• Maintain change fund and cash supply keeping within Financial Center limits
• Recommend changes to operations, policies, or safety procedures that affect operations to the Financial Center Manager and implement approved changes
• Set sales goals for Financial Services Representatives with assistance from the Financial Center Manager and coach staff to achieve set goals
• Control all cash shipments to and from the Federal Reserve Bank or other Credit Union facility, and to and from all California or North Carolina FCs
• Maintain Financial Center safety and emergency supplies, and keep employees informed of their location and emergency procedures

• Directly supervise FSR?s and other Financial Center employees in the absence of the Financial Center Manager
• Carry out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws
• Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
• Support staff and Credit Union goals

• Associate's degree (A. A.) or equivalent from two-year college or technical school; and six months to one year related supervisory experience and/or training; or equivalent combination of education and experience
• Overall understanding of regulations as they relate to financial center management
• Experience in financial institution cash handling and security procedures
• General understanding of other department functions within the Credit Union or financial institution
• Thorough understanding of basic personnel laws and Credit Union personnel policies and procedures to effectively carry out the supervisory role and interpret these requirements to the staff
• Bilingual (English/Spanish) highly desirable

Education and/or Experience
Associate's degree (A. A.) or equivalent from two-year college or technical school; and six months to one year related supervisory experience and/or training; or equivalent combination of education and experience. The employee must be experienced in proper cash handling procedures and security measures. He/she must have experience in member investments, including the ability to calculate dividends for all share accounts and certificates of deposit and have the ability to formulate extensive account audits. Must have the ability to counsel members in investment alternatives and effectively cross-sell credit union services. The employee must have complete understanding of all regulations as they relate to financial center management and a general understanding of all other department functions within the Credit Union. This person must posses a thorough understanding of basic personnel laws and credit union personnel policies and procedures to effectively carry out the supervisory role and interpret these requirements to the staff.