HMSA Employees Federal Credit Union

on "May 10, 2021 11:15 am"

Job Title:  Manager, Credit Union
Department:  Credit Union                                                                        
Reports to:  Director, HMSA Employees Credit Union
Job Description Completed by Gloria Omandam, Credit Union

PRIMARY PURPOSE:

Manage the operation of the HMSA Employees Federal Credit Union.  Collaborate with the Director to set the Credit Union’s financial goals, objectives, and budgets. Works with the Director to recommend and implement approved changes in business strategies and member programs to prepare operational and financial reports to the Board of Directors.  Manages associated risks, adhere to federal and state laws and regulations; and be aware of tax laws and regulations that affect the Credit Union. At all times follow National Credit Union Administration (NCUA) regulations and where applicable with HMSA policies and procedures. Oversee the preparation of financial reports investment activities and be responsible for cash management strategies in concert with the Board of Director’s ALM Committee (Asset, Liability Management). Other than the Director, manage all aspects of the Credit Union Employees.

ESSENTIAL DUTIES/FUNCTIONS:

a.    Assist the Director to implement Credit Union policies, procedures and practices which include the organization’s financial goals, objectives, and budgets.  Make business improvement recommendations and coordinate with the Director to seek approval from the Board of Directors. Facilitate, organize, and plan all board meetings, credit union annual dinners and annual business meeting. Assist Director with Strategic Plan goals, action plans and coordinate with staff as applicable.

30%

b.    Oversee all operational aspects of the credit union, including monitoring and updating online banking, mobile banking, website, Bluewire posting and work with Communications for all marketing pieces.  Mentor, train and develop employees to promote career enhancement and to elevate the level of competence.  This would include training all employees to be adept in all non-management phases of all Credit Union operations including ongoing quarterly training.

30%

c.    Manage with assistance of ALM to meet or exceed established periodic quotas.  This would include the management of associated risks, adhering to federal and state laws and NCUA regulations.  Develop a loan strategy to meet or achieve goals set by the Credit Union Board.  Oversee the preparation and timely submission of financial and regulatory reports as required by NCUA compliance regulations. Responsible for organization and follow up on all external audits and federal examinations as needed and applicable.

25%

d.    Develop, improve, and work with the Credit Union Educational Committee for all in house promotions and all other needed Credit Union activities. Responsible for the oversight, promotion and facilitation of all HMSA related activities and ensure that information will be passed on to staff.

10%

                                                                                                                       Subtotal           95%

OTHER DUTIES/FUNCTIONS:

Performs all other miscellaneous responsibilities and duties as assigned or directed         

5%

     Grand Total        100%

QUALIFICATION REQUIREMENTS:

Education/Experience: 

Minimum –

  • Bachelor’s degree and four years of related work experience or equivalent combination of education and related work experience.
  • One year of previous management/supervisory experience.

Preferred –

  • Master’s degree in Finance, Business Administration, or related field.
  • Seven or more years of staff management at a financial or loan institution.
  • 2 year or more in a managerial position involving planning, budgeting, and the gathering of financial information for customers.
  • 3 year or more in managing medium to large projects.
  • 2 year or more in facilitating or participating in continuous improvement planning and implementation.

Professional skills/knowledge and/or Technical skills/knowledge

Minimum –

  • Effective oral and written communication skills.
  • Strong organizational and problem solving skills.
  • Strong analytical skills.
  • Advanced knowledge of standard financial reports.
  • Working knowledge of standard accounting processes and principles.

Preferred –

  • Evidence of continuous self-development activities such as computer courses, project management courses, etc.

Computer skills/knowledge:

Minimum: Basic working knowledge of Microsoft Office applications. Including but not limited to Word, Excel, and Outlook.

  • Knowledge of financial institution data processing core systems such as EPL

Preferred:

Special Training, Certification, Licenses:   

None required. CPA preferred.  

Skills & Abilities

  • Read, analyze, and interpret documents such as business policies and procedures, government communications, operating and maintenance instructions and safety rules.
  • Write email, routine reports, and correspondence.
  • Add, subtract, multiply and divide all units of measure, using whole numbers, common fractions, and decimals.
  • Compute rate, ratio, and percent. Draw and interpret various charts and graphs.
  • Follow processes and procedures to deliver correct results.
  • Multi-tasks: ability to handle multiple tasks simultaneously.
  • Detail oriented.
  • Self-motivated and remains focused; works independently with minimal supervision.
  • Reflect a professional image as a representative of HMSA.
  • Ability to define problems or issues, collect data, establish facts, and draw valid conclusions.
  • Ability to write structured reports and summaries which present purpose, background, issues, approach, procedures, findings, and interpretation
  • Ability to summarize at a general level separate from a summary of detail
  • Ability to effectively present summaries as well as details of projects and studies in a structured and professional manner to senior management and technical audiences
  • Ability to read, analyze, and interpret business periodicals, professional journals, government laws and regulations
  • Ability to interpret customer requirements and specifications
  • Ability to effectively present information and respond to questions from executives, Board, Auditors, staff, or members of the credit union.
  • Understand and resolve customer issues in a timely and professional manner.
  • Communicate and solve simple to complex issues and present recommendations to Director or Board.
  • Plan and set goals for others and monitor, measure, and report progress.
  • Provide training, guidance, and challenge to staff to allow them to achieve department goals.
  • Improve processes through proactive thinking and appropriate planning and execution.
  • Implement change and lead others in change to align with CU goals.
  • Work in a team environment either as a leader or participant.
  • Develop, interpret and use information to deliver results.
  • Recruit new staff members as deemed appropriate.
  • General knowledge of data and data manipulation methods (assembly, tabulation, interpretation, presentation)
  • General knowledge of project management protocols and processes for managing small to large projects involving outside vendors.
  • Cope with changes and have working knowledge of economic, budget, banking, and information systems.

WORKING CONDITIONS:

Equipment Used

  • Standard office equipment including but not limited to a PC/Laptop, printer, typewriter, telephone/cell, facsimile machine, calculator, copier, and shredder.

Work Hours -  

  • This is an exempt position under Federal law. Working hours will be determined by HMSA’s business needs. Position may be required to work evenings, weekends, and holidays, as necessary or assigned.

MENTAL DEMANDS:

  • The Manager of Credit Union performs assignments of high to complex difficulty independently. The Manager of Credit Union must abide to Federal, State, and NCUA bylaws in a timely manner. The position requires problem solving and basic decision-making skills.

PHYSICAL DEMANDS:

  • Environment:  Indoor temperature-controlled office.

Physical Activities

Description

Sitting or Standing

(Working on computer)

Frequent – 90% at workstation with ergonomic Sit/Stand monitor and keyboard tray.

Walking

Occasional – 10% up to 20 yards, in office building on even surface to meetings or within Employee Office.

Lifting

Rare – 5% up to 10 lbs.

Repetitive Hand Tools or Motion

Frequent – 90% typing on computer keyboard, moving computer mouse

Pushing/Pulling

Rare – 5% hand cart with office material.

Physical Movements

May be required to reach above/below shoulder level, stoop, bend, and kneel.

 

CONTACTS:

InternalStaff at all levels from various internal departments

External – Includes but not limited to customers, members, business related partners and associates, vendors, providers, government, and community agencies   

Must abide by HMSA’s Employee Handbook and comply with the HMSA’s Code of Business Conduct and Compliance and Ethics Program and adhere to the Standards of Conduct and provisions of the Code as a condition of employment.

Hawaii Medical Service Association reserves the right to assign additional duties and to add, delete or modify any essential or marginal job functions.

Interested applicants can go to HMSA.com to apply or email resume to: gloria_omandam@hmsa.com