Reports to: Domain Manager, Systems Analysis
Functions Supervised: None
Primary Functions: Collaborates as a member of a Product Development Team in the analysis of system specific user stories and technical processes of product capabilities. An active collaborator with Product Development Team members in the development of products to achieve strategic business outcomes.
Duties and Responsibilities:
- Identify and solve business problems by collaborating in the development and implementation of value driven business solutions
- Develops a working knowledge of credit union product capabilities
- Develops general knowledge of current and emerging technology solutions
- Identify, define, and document user stories and specifications
- Document system architectures, data flows, and relationships to business processes
- Prioritize user stories to facilitate feature development
- Collaborate with software engineers on technical design and development
- Collaborate with Product Development Team members on test case documentation
- Collaborate with Product Development Team members on test case execution and acceptance
- Document and track user stories related to defects and resolution
- Work closely with other analysts to collaborate in knowledge sharing activities
- Perform other duties as assigned in support of team efforts and results
Reports To: Varies by location
Functions Supervised: Branch Services
Primary Functions: Responsible for overall branch functions and delivery to include: member engagement, coach and mentor staff for growth, and achieve the business and financial objectives of the credit union. Foster a positive environment of openness where teams at various levels can all achieve, report on activities, conduct community outreach, and consult with members to provide financial solutions and creative service-based problem resolution.
Duties and Responsibilities:
- Develop, monitor and manage the member experience and service levels within the branch. Provide leadership to the branch member engagement team to build meaningful relationships and promote member loyalty.
- Coach and mentor the member engagement team to tailor appropriate products and services, to fit the individual financial needs of each member. Meet with employees regularly, on an individual and group basis to establish and reinforce training of new technology, products, services and procedures.
- Leverage problem-solving and strong communication skills to resolve personnel and member concerns.
- Deliver effective member engagement strategies through community events, sponsorships and financial literacy training.
- Be the face of Alaska USA at professional groups as assigned, representing a professional, friendly and helpful presence with every interaction.
- Obtain and maintain state mandated insurance license to quote and bind Personal Lines insurance products, as assigned.
- Ensure compliance of all financial policies, procedures and regulatory requirements.
- Responsible for proper opening and closing procedures of the branch, security, physical control and maintenance of the facility including: equipment, supply inventory, managing individual and branch cash, negotiable items and general ledgers as assigned, and timely completion of management reports.
- Responsible for the personnel functions within the branch including staffing, training, evaluating performance, maintaining a high level of employee morale/job satisfaction, and policy compliance.
- Maintain a thorough knowledge of applicable market trends.
- Recommend branch workflow improvements to streamline operational processes.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports to: V P, Branch Administration, PNW
Functions Supervised: None
Primary Functions: Provide general office administrative support to Renton Financial Center business lines and to the RFS Executives team through tracking time-sensitive projects, composing documents, and managing the submittal of reports. Perform work generally at the Renton Financial Center.
Duties and Responsibilities:
1. Greet and direct members, visitors, and staff. Keep reception area organized and welcoming. Distribute and track BCAR access cards as needed for building employees, vendors, and tenants.
2. Complete general clerical duties associated with the building and its occupants. This includes coordinating vendor access and distributing inbound documents.
3. Compose, format, and proofread documents, as assigned. Track time-sensitive projects and keep the PNW VP informed of significant issues or changes.
4. Provide ad-hoc administrative assistance to the COO, and the COO’s direct reporting staff.
5. Work with senior managers to coordinate program recognition events, conduct quarterly safety and security meetings, develop, and distribute agendas, take notes, and track follow-up items.
6. Process HR paperwork for PNW new hires and facilitate onboarding, as assigned.
7. Keep RFS managed SharePoint sites current and relevant and assist to maintain a listing of all sites and their refresh schedule.
8. IT Liaison: Troubleshoot and resolve computer network, phone, and audio/conferencing issues for business lines. Submit and monitor ServiceNow requests as applicable.
9. Branch Administration: Prepare and process invoices related to Marketing plans. Complete all centrally coordinated activities including monthly audit reporting as outlined in the Operations Manual and Internal Audit policies. Assist with community event management, publish weekly Sales Dashboard reports, and assign call activities. Assist in communicating policies and procedures distributed by RFS Training and Communications.
10. Indirect Lending: Process checks received from credit development officers (CDOs) and dealers to assist with loan funding. Distribute supplies and marketing material to remote CDOs.
11. Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports to: Domain Manager, Software Engineering
Functions Supervised: None
Primary Functions: Collaborates as a member of a Product Development Team in the engineering of software development user stories of product capabilities. An active collaborator with Product Development Team members in the development of products to achieve strategic business outcomes.
Duties and Responsibilities:
- Takes initiative in feature and user story development, executing responsibilities, and collaborating with Product Development Team members
- Develop fault-tolerant, scalable technology solutions to satisfy technical requirements
- Utilizes technical knowledge to write and complete software tasks and product features
- Tests, integrates, writes, troubleshoots, and debugs software applications
- Adhere to company standards and apply design principles and patterns to develop robust product capabilities
- Works closely with other engineers to collaborate in the areas of coding standards, and system related issues
- Perform other duties as assigned in support of team efforts and results.
Reports to: Domain Manager, Software Engineering
Functions Supervised: None
Primary Functions: Collaborates as a member of a Product Development Team in the engineering of software development user stories of product capabilities. An active collaborator with Product Development Team members in the development of products to achieve strategic business outcomes.
Duties and Responsibilities:
- Takes initiative in feature and user story development, executing responsibilities, and collaborating with Product Development Team members
- Develop fault-tolerant, scalable technology solutions to satisfy technical requirements
- Utilizes technical knowledge to write and complete software tasks and product features
- Tests, integrates, writes, troubleshoots, and debugs software applications
- Adhere to company standards and apply design principles and patterns to develop robust product capabilities
- Works closely with other engineers to collaborate in the areas of coding standards, and system related issues
- Perform other duties as assigned in support of team efforts and results.
Reports to: Domain Manager, Software Engineering
Functions Supervised: None
Primary Functions: Collaborates as a member of a Product Development Team in the engineering of software development user stories of product capabilities. An active collaborator with Product Development Team members in the development of products to achieve strategic business outcomes.
Duties and Responsibilities:
- Takes initiative in feature and user story development, executing responsibilities, and collaborating with Product Development Team members
- Develop fault-tolerant, scalable technology solutions to satisfy technical requirements
- Utilizes technical knowledge to write and complete software tasks and product features
- Tests, integrates, writes, troubleshoots, and debugs software applications
- Adhere to company standards and apply design principles and patterns to develop robust product capabilities
- Works closely with other engineers to collaborate in the areas of coding standards, and system related issues
- Perform other duties as assigned in support of team efforts and results.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports To: RE Loan Center Supervisor
Primary Functions: Answer real estate and mortgage loan related telephone inquires and complete credit applications.
Duties and Responsibilities:
- Answer all in-coming calls as necessary pertaining to real estate and mortgage lending issues.
- Maintain current in-depth knowledge of real estate and mortgage lending policies and guidelines.
- Obtain the information necessary to complete credit applications and related documentation.
- Direct members to appropriate individuals and schedule appointments for originators as necessary.
- Set up real estate and mortgage applications files and input into the mortgage loan origination system.
- Assist with loan processing and posting tasks when directed by management.
- Perform progressively responsible duties to include: a. Maintain logs and files as necessary regarding mortgage loan applications received and/or processed. b. Order credit reports, appraisals, and surveys as directed by the originator or manager. c. Perform routine record keeping as required, including posting.
- Cross-sell credit union services
- Perform other duties as assigned.
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
- Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
- Open all types of new accounts while assisting the member to effectively use account.
- Receive and process member service requests. Identify, research and correct member account discrepancies.
- Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
- Perform other duties as assigned.
Reports to: Fraud Analytics Manager
Functions Supervised: None
Primary Functions: Perform qualitative and quantitative analysis of fraud-related data, systems, and processes. Develop fraud detection and decisioning strategies to mitigate the impact of fraud and implement in code. Balance fraud loss prevention, member experience, and operational efficiency in line with product strategies, enterprise financial plans, and the capacity of operational departments. Develop operational and performance reporting for fraud-related processes and systems. Execute the development, creation and implementation of fraud detection and prevention systems utilizing a proprietary programming/scripting language.
Duties and Responsibilities:
- Identify fraud-relevant data; collaborate with team members, vendors, and other departments to ensure collection, effective organization, and quality
- Analyze fraud-related datasets ranging from tens of thousands to hundreds of millions of records
- Perform deep dives into large or randomly-sampled fraud cases to determine what happened, perform annotation, and identify opportunities to improve systems or processes
- Develop a deep understanding of fraud detection, decision, and investigation systems in use by the Credit Union
- Maintain awareness of fraud-related best practices, methods, and technologies; present recommendations to promote optimal use and adoption
- Collaborate with team members, vendors, and other departments to identify fraud vulnerabilities, methods, and trends, and to coordinate fraud-related processes and strategies
- Develop, test, implement, and analyze strategies, models, and systems to detect, prevent, investigate, and mitigate the effects of fraud
- Research discrepancies, accumulate all necessary information and take appropriate action to stop and prevent fraud losses to the Credit Union
- Compile, and deliver operational and performance reports and key performance indicators
- Engage in and implement processes for the reissuance of compromised cards in large data breaches
- Report suspicious activity as required by the Bank Secrecy Act.
- Monitor activity, analyze data and implement changes for safe practice in online account opening
- Perform other duties as assigned
Reports to: Fraud Analytics Manager
Functions Supervised: None
Primary Functions: Perform qualitative and quantitative analysis of fraud-related data, systems, and processes. Develop fraud detection and decisioning strategies to mitigate the impact of fraud and implement in code. Balance fraud loss prevention, member experience, and operational efficiency in line with product strategies, enterprise financial plans, and the capacity of operational departments. Develop operational and performance reporting for fraud-related processes and systems. Execute the development, creation and implementation of fraud detection and prevention systems utilizing a proprietary programming/scripting language.
Duties and Responsibilities:
- Identify fraud-relevant data; collaborate with team members, vendors, and other departments to ensure collection, effective organization, and quality
- Analyze fraud-related datasets ranging from tens of thousands to hundreds of millions of records
- Perform deep dives into large or randomly-sampled fraud cases to determine what happened, perform annotation, and identify opportunities to improve systems or processes
- Develop a deep understanding of fraud detection, decision, and investigation systems in use by the Credit Union
- Maintain awareness of fraud-related best practices, methods, and technologies; present recommendations to promote optimal use and adoption
- Collaborate with team members, vendors, and other departments to identify fraud vulnerabilities, methods, and trends, and to coordinate fraud-related processes and strategies
- Develop, test, implement, and analyze strategies, models, and systems to detect, prevent, investigate, and mitigate the effects of fraud
- Research discrepancies, accumulate all necessary information and take appropriate action to stop and prevent fraud losses to the Credit Union
- Compile, and deliver operational and performance reports and key performance indicators
- Engage in and implement processes for the reissuance of compromised cards in large data breaches
- Report suspicious activity as required by the Bank Secrecy Act.
- Monitor activity, analyze data and implement changes for safe practice in online account opening
- Perform other duties as assigned
Reports To: Manager, IM Service Support
This is a Supervisory Position
Functions Supervised: Desktop Support Team
Primary Functions: Manage the Desktop Support staff and all departmental functions, ensuring quality service and support to the organization for desktop systems. Plan, coordinate and direct all department work and liaise with external vendor(s) and the enterprise regarding all applicable work efforts and deliverables.
Duties and Responsibilities:
- Supervision, training, evaluation, morale and policy compliance for Desktop Support Personnel. Promote teamwork, development, and cross-training of staff.
- Manage the prioritization, scheduling and accurate completion of all Desktop Support tasks to include: repair, replacement, upgrades, installation, removal, and resource coordination for desktop systems and related hardware for incidents and work orders.
- Act as project coordinator for large scale projects involving multiple IM Operations teams to ensure projects are completed effectively and on time.
- Be accountable for effective utilization of resources to meet plans and goals of the department and organization. Make efficient use of available toolsets and recommend others as appropriate. Make recommendations for hardware and peripheral equipment improvements and upgrades as needed.
- Function as primary liaison and contact for third party support vendor(s) to include delegation and tracking of tasks and priorities, agreement review, regular communications and updates, and quality control. Ensure vendor security and access rights are granted according to policy and procedure and proactively controlled to protect credit union interests.
- Develop, implement and maintain department standards and written procedures to ensure quality, accuracy, tracking and compliance with all credit union policies.
- Establish and enforce department KPIs as they relate to incident resolution and work order timeline expectations for Desktop Support work. Prepare and present regular statistical reports for senior leadership regarding Desktop Support performance.
- Analyze performance of activities, identify problem areas, and devise and deliver solutions to enhance quality of service and prevent future problems.
- Coordinate with leadership to identify, recommend, develop and implement end user information programs to increase computer technology literacy and self-sufficiency.
- Assist in developing long term strategies, operating plans, goals and objectives for the Desktop support team and Service Support department.
- Aid in development and maintenance of business continuity of operations and disaster recovery (COOP) plans, maintain current knowledge of plan executables, and respond to crises in accordance with COOP plans.
- Performs other duties as assigned.