Essential Duties
Functional Competencies
Competencies
Managing Self -
Personal Effectiveness & Expertise
Demonstrates in-depth knowledge and expertise related to individual's role. Knows when and how to find and use sources to achieve optimal results. Develops and builds functional expertise. Understands and executes core activities of function. Takes ownership for competency development of team members. Demonstrates professionalism in all interactions.
Work Ethics, Values & Integrity
Demonstrates and supports the organization's ethics and values. Plays a key role in shaping organizational ethics and values by communicating and consistently exemplifying them. Demonstrates commitment to member, membership and organization. Acts as an organizational ambassador by professionally representing Patelco within and outside of the credit union.
Working with Others -
Communication
Demonstrates ability to present with impact and communicate effectively. Listens to others, communicates articulately, and fosters open and honest communication. Is concise and persuasive orally and in writing. Listens to what is said and is appropriately sensitive to the reaction of others.
Teamwork & Collaboration
Effectively collaborates with others to achieve organizational goals. Works across departments to provide high quality member service and escalates issues to solve problems. Communicates accurate and timely information to key stakeholders, and models professionalism, openness and respect. Breaks down barriers (structural, functional, cultural) between teams, facilitating the sharing of expertise and resources. Works in the best interest of the credit union.
Achievement of Results
Organizes resources to accomplish objectives in the most effective and efficient way. Delivers results consistent with strategic and tactical plans and organizational culture. Delivers results on time and according to the agreed upon standards. Demonstrates strong inspection and follow through skills. Leverages resources and influence to achieve outcomes. Ensures that others prioritize and organize their work to achieve set objectives. Encourages feedback on individual performance and makes improvement accordingly.
Supporting the Business
Planning & Organizing
Sets goals and targets for self. Develops, implements, evaluates and adjust plans to reach goals, while ensuring the optimal use of resources. Prioritizes the delivery of work. Produces realistic and achievable work plans. Develops back-up plans to handle potential obstacles. Breaks activities into smaller components to facilitate completion. Negotiates commitments or deadlines as circumstances dictate, ensuring "no surprises" at the expected completion. Evaluates the extent to which objectives have been achieved. Delivers own workload in an organized and time efficient manner.
Service Excellence
Delivers exceptional service to team members and members. Models and acts with a sense of urgency and seizes opportunities to improve the overall experience for the membership. Empowers members and/or team members with the tools, products, and services they need to pursue opportunities and get them on the path to financial freedom. Advocates for others and aligns with the credit union philosophy.
Problem Solving & Decision Making
Identifies problems, involves others in seeking solutions to enhance operations, conducts appropriate analysis, and searches for best solutions. Responds quickly to new challenges. Acts with integrity in all decision making. Distinguishes relevant from irrelevant information and makes timely sound decisions. Aligns decisions with the member in mind to create value for the membership.
Creativity & Innovation
Creates opportunities for creative thinking and sharing of best practices among team members. Generates new ideas, solutions or approaches to ongoing challenges. Solves complex problems consistent with the things that are integral to member centricity. Evaluates and simplifies, where able, processes and workflows. Is always focusing on continuous improvement.
Minimum Qualifications
If you are interested or have any references please share resume at [email protected].
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