Jobs · Finance · Wisconsin

Assistant Branch Manager

Community First Credit Union | Wisconsin · Kimberly, WI · 1 mo ago
On-siteFinanceFull-time

Responsibilities

  • Interact with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First Credit Union
  • Provide a consultative approach to complete loan interviews which includes: performing debt ratio/collateral analysis, obtaining approval, closing the loan and completing the file
  • Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, electronic services, health savings accounts, and retirement accounts. Also close accounts when necessary
  • Customize protection solutions for all applicable lending products to include but not limited to payment protection and warranty
  • Achieve individual and overall branch goals to positively impact Community First’s membership
  • Aid members with all service requests including wire transfers, payroll deduction/direct deposit, check cards and statement queries
  • Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union
  • Continually manage deposit and loan portfolio through follow-up via phone, email, or direct member contact
  • Recognize opportunities to cross-sell all credit union products and services to increase services per household and deepen member relationships
  • Assist the branch in cash handling/teller functions. Maintain a cash drawer in order to assist with member service in the teller functions
  • Absorb and perform branch functions as assigned by the branch manager
  • Assume responsibility in absence of the branch manager

Requirements

  • Associate’s Degree in banking, business, management, or a related field
  • 2+ years of banking, member service and/or sales experience
  • Exceptional verbal communication skills, as well as advanced ability to multi-task, prioritize, stay organized, and follow up
  • Familiarity with Microsoft office suite, as well as web-based software and financial services platforms
  • Passion for providing outstanding service to our members – internal and external

Benefits

We are open in the driveup from 7 a.m. to 6 p.m. Monday through Friday, and open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon.

Schedule

The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

Pay

Details regarding pay are not specified in the provided job posting.

Similar jobs

Assistant Manager

Biscuitville Fresh SouthernDuncan, SC· 1 mo ago
Managementapply on biscuitville.hiringplatform.com

Assistant Manager

Jack's Family Restaurants, LPFlorence, AL· 1 mo ago
Managementapply on managerjobs-eatatjacks.icims.com

Assistant Manager

Jack's Family Restaurants, LPMontevallo, AL· 1 mo ago
Managementapply on managerjobs-eatatjacks.icims.com

Assistant Manager

Foot LockerAventura, FL· 2 wk ago
Managementapply on careers.footlocker.com