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1) Achievement in Balanced Scorecard Results 50% a. Meet specified goals for product sales, referrals, and sales behaviors b. See current year scorecard for details. 2) Acquire, Develop, & Build Member Relationships 40% a. Consistently educate members about their financial choices. Appropriately analyzes their needs, and recommends appropriate financial& products and services. b. Educate members
Posted 1 day ago
1) Achievement in Balanced Scorecard Results 50% a. Meet specified goals for product sales, referrals, and sales behaviors b. See current year scorecard for details. 2) Acquire, Develop, & Build Member Relationships 40% a. Consistently educate members about their financial choices. Appropriately analyzes their needs, and recommends appropriate financial& products and services. b. Educate members
Posted 1 day ago
1) Achievement in Balanced Scorecard Results 50% a. Meet specified goals for product sales, referrals, and sales behaviors b. See current year scorecard for details. 2) Acquire, Develop, & Build Member Relationships 40% a. Consistently educate members about their financial choices. Appropriately analyzes their needs, and recommends appropriate financial& products and services. b. Educate members
Posted 1 day ago
1) Achievement in Balanced Scorecard Results 50% a. Meet specified goals for product sales, referrals, and sales behaviors b. See current year scorecard for details. 2) Acquire, Develop, & Build Member Relationships 40% a. Consistently educate members about their financial choices. Appropriately analyzes their needs, and recommends appropriate financial& products and services. b. Educate members
Posted 1 day ago
1) Recruitment and Staffing 60% a. With the guidance and support of the Employment Coordinator, conducts a variety of recruitment activities post jobs, preparing reports, participates in recruitment meetings and provides input on overall progress of hiring. b. Responsible for screening applications, coordinating interviews and conducting follow up with candidates. c. Perform all necessary checks
Posted 1 day ago
1) Achievement in Balanced Scorecard Results 40% a. Meet specified goals for productivity, quality, leads and referrals with an emphasis on self service education. b. See scorecard addendum for details. 2) Develop and Build Member Relationships 40% a. Exhibit awareness of the daily and year to date service levels on all remote and E Commerce channels. b. Consistently educate members about the prod
Posted 1 day ago
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union’s Cash Management policies and procedures d) Ensure that all m
Posted 1 day ago
1) Develop and Execute Program Strategies 30% a. Collaborate with the Director of Card programs and Vice President of Member Service Operations & Card Programs to develop and maintain the Card Programs and ATM Roadmaps and annual business plans. b. Coordinate and oversee the execution of projects and initiatives identified with the within Card Programs and ATM Roadmaps and annual business plans. c
Posted 1 day ago
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union’s Cash Management policies and procedures d) Ensure that all m
Posted 1 day ago
1) Achieve balanced scorecard results (Teller scorecard) 50% a) Meet specific goals for member service, sales and accuracy. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Responsible for the accuracy of all transactions with members as described in UW Credit Union’s Cash Management policies and procedures d) Ensure that all m
Posted 1 day ago
1) Originate and fund first mortgage loans while developing and maintaining quality partnerships with targeted groups and individuals. a) Originate and fund first mortgage loans in support of annual volume goals established by management. b) Effectively manage pipeline to assure pre approvals are being worked and pipeline is kept up to date to show an accurate picture of book of business. Monitor
Posted 1 day ago
1) Originate and fund first mortgage loans while developing and maintaining quality partnerships with targeted groups and individuals. a) Originate and fund first mortgage loans in support of annual volume goals established by management. b) Effectively manage pipeline to assure pre approvals are being worked and pipeline is kept up to date to show an accurate picture of book of business. Monitor
Posted 1 day ago
1) Manage Daily IT Operations 30% a. Plan, manage and control the activities of the computer operations, exclusive of the systems and programming function. b. Develop and maintain computer operations standards and procedures. c. Maintain and support automated job scheduling software to control all batch job execution with a high degree of accuracy and timeliness. d. Participate in on call support
Posted 1 day ago
1) Benefit Programs Management 45% a. Lead and manage the administration of UWCU employee benefits programs including health, dental, vision, flexible spending, life, disability, 401(k), worker’s compensation and Earned Time Off. b. Oversee the administration of the UW Credit Union Retirement Savings Plan & Trust. This includes enrolling & terminating plan participants, changes, beneficiarie
Posted 1 day ago
1) Administration of Card Program Operations & Services 50% a. Monitors call and e mail volume and provide the highest level of customer service support to members and staff providing detailed information. b. Ensures that all card processing standards and time frames are met. c. Performs account and card maintenance. d. Responsible for monetary functions and balancing of appropriate GLs. e. Review
Posted 1 day ago
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