Assistant Branch Manager

Duties And Responsibilities

• Advises members and potential members on all types of consumer and commercial accounts and assists them in making appropriate selections.
• Manages daily operations in the absence of the Branch Manager.
• Utilizes opportunities to cross-sell all products and services and to promote Coastal1 programs in a positive manner.
• Absorbs and meets required sales goals on a consistent basis.
• Origins new accounts, processes all documentation with the new accounts as well as loan origination, forwards to correct back-office function.
• Maintains a high level of knowledge about Coastal1’s products and services, and ensures that all staff members are kept up to date with new offerings, changes, etc.
• Provides operational support in the day-to-day running of the Branch, including opening, settlement, and closing procedures, facilities management, and proof and reconciliation procedures as required.
• Supports Branch manager in supervising staff, in ensuring adequate job training takes place, and that staff interaction with members is prompt, courteous, and of the highest professional caliber.
• Interacts daily with other departments (Retail Lending, Real Estate Lending, Member Services, etc.) for prompt resolution of member problems and issues.
• Origins and underwrites Retail loan applications within limits of lending authority, and ensures applications are submitted promptly to Branch Manager, VP Branch Administration or Retail Lending Department.
• Origins real estate mortgage referral process and ensures these are submitted promptly to Real Estate Lending Department.
• Performs other duties as required.

Education And Experience Requirements

• Associates degree preferred.
• Minimum of 3 years in teller and member services functions, minimum of two years supervisory/management experience.
• Must register/be registered by the Nationwide Mortgage Licensing System and Registry.
• Excellent communication skills, both written and verbal. Familiarity with basic math concepts required.
• Must maintain a high level of professionalism and excellent customer service skills, demeanor, appropriate business appearance, and demonstrated knowledge of Coastal1’s products and services, policies, and procedures.
• PC proficiency to include Microsoft Office and other banking software.
• Must be able to sometimes work under pressure and have the ability to meet tight deadlines.
• Must be able to handle confidential information securely.
• Must be capable of accurate and timely performance of duties.
• Must be able to train, develop, and supervise an efficient, effective, productive, motivated teller staff.
• Must be capable of exercising consistently good judgment.
• In-depth knowledge of all branch operations and functions.