Assistant Branch Manager

About the role

The Assistant Branch Manager will help drive operations and effective team member development to ensure exceptional member service and branch goal achievement. They will engage in activities supporting efficient and compliant branch operations and team member development, coaching, and leadership strategies to support the CU’s mission, vision, strategic plan, goals, and service promises.

Responsibilities

• Ensures self and team members can enhance the financial lives of our members by identifying their short and long-term financial needs and goals and assisting them to achieve these goals, through active listening and confidently recommending appropriate products and services utilizing a consultative, relationship-building sales approach.
• Affords support to the branch team in meeting goals and deadlines as established, including ensuring team members meet monthly sales requirements under CCF’s Sales and Service Plan, meet volume participation requirements for the sale of ancillary products such as credit insurance, GAP, and MBP, and effectively document member interviews in CCF’s core system.
• Assists in coaching the branch team to maintain strong product knowledge through frequent observations, work inspections, and providing regular feedback.
• Assists in ensuring teller and member transactions are processed accurately, efficiently, and within established compliance and credit union guidelines.
• Actively follows-up and reviews branch activities to ensure compliance.
• Assists in building and maintaining member relationships by serving as a point of contact for members and resolving their concerns and issues.
• Motivates, coaches, trains, and develops the branch team holding them accountable to the service promises, mission, vision, goals, and productivity standards defined by the Credit Union, in conjunction with the Member Experience Manager.
• Participates and assists in conducting team member check-ins and provides input in department level sales meetings where goals are actively discussed, set, and reviewed.

Requirements

• Two to five years of similar or related experience, including time spent in preparatory positions.
• A high school degree or GED is required.
• A significant level of trust, credibility, and diplomacy is required.
• In-depth dialogue, conversations, and explanations with team members and outside vendors can be of a sensitive and/or highly confidential nature.
• Proficiency in the Microsoft suite of products including Word, Excel, Outlook, and PowerPoint.
• Demonstrated knowledge of business, personal, and insurance products and services.
• Ability to process and analyze loan applications.
• Ability to interpret and apply financial information and perform math functions.
• Ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member’s needs and recommending products that will benefit them.
• Ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast-paced, high-volume environment.
• Proficient in speaking and writing the English language.
• Proficient in leading, coaching, developing, and holding team accountable.
• Ability to communicate effectively in person, by phone, or by using electronic and virtual forms of communication.
• Ability to be bonded.
• Ability to obtain and maintain NMLS ID.
• Ability to obtain and maintain notary designation.

Qualifications

• Proficiency in the Microsoft suite of products including Word, Excel, Outlook, and PowerPoint.
• Demonstrated knowledge of business, personal, and insurance products and services.
• Ability to process and analyze loan applications.
• Ability to interpret and apply financial information and perform math functions.
• Ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member’s needs and recommending products that will benefit them.
• Ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast-paced, high-volume environment.
• Proficient in speaking and writing the English language.
• Proficient in leading, coaching, developing, and holding team accountable.
• Ability to communicate effectively in person, by phone, or by using electronic and virtual forms of communication.
• Ability to be bonded.
• Ability to obtain and maintain NMLS ID.
• Ability to obtain and maintain notary designation.

Skills

• Financial analysis and interpretation.
• Product knowledge and sales techniques.
• Team management and leadership.
• Communication and interpersonal skills.
• Problem-solving and decision-making abilities.
• Microsoft Office Suite proficiency.
• Loan processing and documentation.
• Member service and relationship building.
• Compliance and regulatory adherence.

Benefits

• Paid Time Off
• Wellness & Volunteer Time
• Health Insurance Coverage
• Employer-Paid Coverage
• Flexible Spending Accounts (FSA)
• Tuition Assistance
• Retirement Benefits

Pay

Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.

Schedule

Flexible schedule to accommodate the needs of the role and the Credit Union.