Non-Executive Benchmarks | Executive Benchmarks | Bonus |
---|---|---|
1010 Member Service Representative II
What role processes cash related member transactions and basic non-cash related deposit and services, may also perform services related to deposit products.
|
3000 - GM/CEO
What role reports into the Board of Directors, provides strategic leadership in the development and implementation of short and long-term strategies aimed to achieve the credit union’s vision and mission.
|
1320 - Regional Manager
What role oversees the overall operations of multiple branches – the branches overseen by the Regional Manager have a Branch Manager on-site.
|
1027 - Call Centre Team Lead
what new survey role acts as a work leader to others situated out of a centralized Omni channel department in providing day-to-day direction and guidance to other Representatives in resolving diverse and complex escalated problems and seeks opportunities to further identify member needs and find beneficial solutions without face to face member interactions.
|
3026 - Top Retail Sales and Service
What role typically reports in to the Top Operations executive and provides strategic leadership to the credit union in the area of retail sales and service delivery.
|
1130 - Retail Lending Manager
What position manages retail lending operations at the branch level. This position does not perform or supervise commercial lending activities.
|
1120 - Financial Services Officer II
What role is responsible for developing member relationships, servicing both their lending and deposit needs, which may include investments. Differentiated from Position 1115 – Financial Services Officer I I in that this position has full lending authority and has responsibility for the active promotion and sale of deposit products.
|
3040 - Top Information Technology
What role participates in the development of corporate strategies and provides strategic leadership and advice on all information technology related matters.
|
1410 - Collections Officer - Retail
What role identifies and initiates collection actions for overdue retail accounts to mitigate credit union losses while at the same time preserving member relations. Can be found in mid to larger organizations, following up on delinquent accounts.
|
1150 Business Account Manager II
What role is responsible for business development for commercial or agricultural enterprise accounts with lending needs of up to $500,000; has lending limits and manages a portfolio of up to $25M.
|
3070 - Chief Risk Officer
What role has a dual reporting relationship (to the CEO and the Board), participates in the development of corporate strategies and provides strategic leadership and advice on all enterprise risk management (ERM) and audit related matters. May not exist at all organizations and so responsibility may fall to Top Finance and/or CEO.
|
Team Survey Reviewer
What role reviews participant data, validate; conducts credit union follow ups, applies updates and tacks their review process
|
1240 Payment Systems & Centralized Administration Manager
What role manages the operations of the credit union’s centralized administration and payment systems department and leads a team of staff engaged in all functions related to processing branch administration and payment services.
|
3014 Controller
What role in a smaller organization may be consider the primary finance head, it often provides strategic leadership in directing the preparation of monthly and annual financial statements and reporting. It leads key accounting functions of the organization. In a larger credit union it may report into a more senior level role.
|
|