Specialty Accounts Supervisor

Connexus Credit Union - Who We Are:

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.

As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

• 25 days of paid time off and 8 paid holidays

• 16 hours of paid Volunteer Time Off

• 401K Retirement with up to 6% employer match

• Excellent Health, Dental, Vision insurance, including multiple plan options

• Health Savings Account with generous employer contributions

• Employer paid Life insurance, Short-Term and Long-Term Disability

• Tuition Reimbursement from $4,000 - $7,000 per calendar year

• Robust Learning and Development program that includes an annual professional development stipend

About the Role:

Our Specialty Accounts team members are experts in a variety of accounts such as IRAs, Estates, HSAs, and Trusts. Our Specialty Accounts Supervisor will have several direct reports, as well as projects within this area of expertise and ensuring policies and procedures are efficient and up to date. It's an opportunity to have the best of both worlds in leading and coaching direct reports while developing synergy with your leaders and other teams at Connexus. If you have a passion to lead by example and a commitment to continuous improvement with your team, join us for bankers' hours with fellow employees who want you to be your personal and professional best.

Responsibilities:

• Responsible for upholding Universal Service level standards to maintain a level of service excellence for Connexus members and internal partner teams.

• Provides supervision for Specialty Account (SA) employees and identifies ongoing training needs.

• Provides leadership and direction to team to solve problems of moderate scope and complexity.

• Provides workflow training and leadership through moderate and complex situations.

• Coordinates work schedules for the department with Specialty Accounts Manager to ensure proper service standards are met.

• Makes recommendations to Specialty Accounts Manager for training guidelines, evaluations for staff and procedural implementation.

• Creates performance objectives in conjunction with Specialty Accounts Manager and remains involved in the interim and annual performance reviews along with any HR-related performance discussions.

• Leads weekly team meetings and works with the leadership team on leading department L&D training.

• Completes assigned tasks and/or special projects.

• Maintains, evaluates, explores and recommends process, and procedure improvements and efficiencies.

• Involvement in merger-related follow-up duties as assigned.

Position Requirements:

• This position is Remote.

• Associate's Degree or commensurate experience is Required.

• 3+ years of related experience is Required.

• 1+ years of people leader experience is Required.

• In a leadership capacity, explains or instructs with clear and concise communication with direct reports, team members, and people-leaders. Demonstrates and leads with behaviors that support our values and culture, fostering a cohesive team environment encouraging collaboration.

• Strong analytical and problem-solving skills. Ability to analyze job functions and identify potential efficiencies.

• Requires proficient skills in Microsoft Suite applications, and ability to adapt to job-specific technologies.

Connexus Credit Union's Employer Recognitions:

• 2024 Best in Class Employer, Gallagher

• 2025 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35