• Elm Hill Management Trainee II

    Category Branch
    Job Locations US-TN-Nashville
    Job ID
    Active - Full Time Hourly
  • Overview

    The primary function of this management trainee position is to become familiar with credit union financial center operations and procedures by performing assigned duties, responsibilities, and projects throughout the credit union. Effectively deal with members and other staff in all areas including problem solving and conflict situations. Oversee branch personnel and assure that credit union policies and procedures are followed and quality member service is provided.


    Ascend offers a GREAT Total Rewards Package Including:

    • Competitive compensation
    • Culture that prides itself on promoting from within
    • Bonus potential
    • 100% Company paid medical premiums for employees as well as life insurance, long term disability and AD&D
    • Impressive 401(k) match program
    • Voluntary programs such as dental, vision, additional group term life, accident, cancer, short term disability and critical illness coverage
    • Vacation and sick time that accrues based on length of service
    • Tuition assistance
    • Ten paid holidays each year


    • Represent the credit union in a friendly, courteous and professional manner, while providing prompt, efficient and accurate information regarding credit union loans, services, policies, and procedures. 
    • Work with designated management staff including manager(s) and human resource staff to develop a personal job training schedule, based on trainee's level of credit union experience, education, career goals, and previous work background. Areas to be covered as Management Trainee II include performing MSR duties proficiently (including approving loans), new accounts, IRA, certificates and HSA accounts. 
    • Attend various training sessions and seminars to give trainee experience in all areas of financial center operations and supervisory skills. 
    • Trainee will complete training in consumer loans and new accounts (if needed). Employee should be able to perform duties of an MSR at the end of the training period.  
    • Trainee will complete training in business accounts. 
    • Trainee will complete training in Certificates/IRA/HSA department. (Training time will be approximately one week.) Trainee will obtain hands on experience in answering phone calls, handling maturity notices, etc.  
    • Trainee will complete training in Records Retention department. (Training time will be approximately one month). Trainee will become familiar with titles as well as the day to day operations and functioning of the department. 
    • Trainee will complete training in the Member Service Center. (Training time will be approximately two weeks). This training will expose the trainee to handling members over the telephone. Verbal communication skills will be rated. 
    • Trainee will complete training in E-branch. (Training time will be approximately two weeks). This training will expose the trainee to E-branch functions.  
    • Trainee will complete training in Remote Lending Department and the Indirect Lending Program. Trainee may also fill in for teller and MSR vacancies in branch offices on a limited basis.
    • Trainee will receive overview of Business Solutions functions. (Training time will be approximately one week.)  
    • Provide notary and signature guarantee service (as assigned). 
    • Actively participate in credit union marketing promotions and branch sales programs in order to meet and exceed financial center goals. 
    • Assist members with using PASSport VTM system. Troubleshoot VTM issues as needed. 
    • Assist in preparing schedules with the understanding of reporting in FMSI for efficient staffing. (Scorecard introduction and the measures related to teller function.) 
    • Accept garnishments and levies as served. Coordinate preparation and processing with Legal department as needed. 
    • Rent safe deposit boxes, complete initial documentation and collect initial rent payment. Allow member access to safe deposit box as assigned by manager. Maintain safe deposit box waiting list and contact members as boxes become available. Vacate/close safe deposit boxes. 
    • Assist with the training of employees as well as providing ongoing guidance to enable them to become proficient in their job duties. 
    • Manage the distribution and results from the monthly new account outbound call lists.
    • Increase knowledge of special ownership account types, i.e. estate, representative payee, etc.
    • Increase understanding of lending reports for measuring the productivity of MSRs (Scorecard measures for lending and new accounts) 
    • Assist the manager with ongoing promotions and learn how to develop a strategy for meeting goals
    • Assist with reporting and tracking of annual goals for loans, new accounts, and new services.  
    • Assist in opening and closing security procedures of financial center. 
    • Keep manager and/or Operations Manager informed of problems observed in the daily operations with employees, members, equipment, vendors or suppliers. 
    • Attend special meetings/training sessions and assist in providing appropriate information, instructions and training to employees to ensure understanding of procedures and policies, and to improve member services as designated by the manager. 
    • Cross sell credit union services to members, explaining the different services and the benefits of each. Assure all personnel provide exceptional service to the membership. 
    • Assist members and employees with problems. 
    • Follow policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations. 
    • Assist the manager and head teller with various duties including ordering and maintaining supplies; established housekeeping guidelines monthly; building maintenance and grounds; equipment problems; service calls as directed. 
    • Assist manager and head teller in auditing and balancing cash dispense, cash recycler, monthly audits of teller cash boxes, vault cash, gift cards, travel cards, instant issue cards, change fund and bait money. 
    • Assist manager with approval of employee time cards as directed. 
    • Assist manager with business development which may include contacting SEGs and assisting with onsite visits for existing and potential SEGs. Attend community functions as needed. 
    • Maintain a working knowledge of the security monitoring system. Must be able to retrieve pictures and information as needed based on transaction time, the location and employee information. Assist with testing the security system quarterly to ensure it is in proper working order as directed.  
    • Perform other duties as required or assigned.


    Education and Experience: 

    • Two year degree or a minimum of one year experience at the credit union or other financial institution. 
    • Must have completed the Management Trainee I training successfully. 

    Knowledge, Skills and Abilities:

    • Must possess a high degree of poise and tact to represent the credit union in a positive manner to employees and members. Must present a professional image. 
    • Must possess excellent member service skills. 
    • Must possess excellent writing and analytical skills. 
    • Possession of a valid, unrestricted driver's license. 
    • Regular and reliable attendance is required. 
    • Evaluations received in the last twelve months must include scores of meets expectations or higher. 
    • Personnel file should be free of any reprimands for the last twelve month period. 
    • Working knowledge of computer programs including Microsoft Outlook, Excel, Microsoft Word, and the internet. 
    • Ability to operate or have ability to be trained to operate related office equipment, including security monitoring system, Biometric Hand Key Pass Vault System, calculator, cash dispense machine, cash recycler, coin and currency counter, computer terminal (PC), multifunction copier, imager, laser printer, receipt printers, and telephone.


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