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.