Assistant Branch Manager

Schedule

Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm
*Day off during the week when a Saturday is worked*

About the Role

The Assistant Branch Manager assists in the leadership of the operations and personnel of the branch to ensure exceptional member service experiences happen while achieving the goals of the branch.

Responsibilities

• Coaches & Develops Branch Team Members to Provide an Exceptional Member Experience
• Partners with Internal Business Partners to Serve the Membership and Develop Others
• Supports the Branch Manager in Community Development – Acts as a Credit Union Representative in the Community Where the Branch is Located and Successfully Meets the Needs of Sponsor Groups
• Affords Assistance to the Branch Manager in Resolving Member and Employee Concerns
• Assists the Branch Manager in Developing Methods to Track and Measure Team Productivity, Accuracy, and Sales and Service
• Affords Assistance to the Branch Manager in Tracking and Measuring Team Productivity, Accuracy, and Sales and Service
• Trains and Coaches Branch Staff on Credit Union Policies, Procedures, Philosophies, and Branch Functions to Encourage the Achievement of Branch Operational and Sales Goals
• Affords Assistance to the Branch Manager in Implementing Employee Life Cycle Strategies in Regards to Employee Hiring, Onboarding, Development, and Retention
• Affords Assistance to the Branch Manager in Daily Operations of the Branch (Including Cash Management, Compliance)
• Affords Assistance to the Branch Manager in Using Proprietary Sales Tools Like Member Value Review (MVR), Value Analyzer, and New Account Framework to Maintain AAA Standards
• Affords Assistance to the Branch Manager in Approving and Denying Loans and Being the Back-Up for the Branch Manager for Loan Exceptions
• Affords Assistance to the Branch Manager in Creating Packages That Provide the Best Value for the Member
• Affords Assistance to the Branch Manager in Developing Methods to Track and Measure Team Productivity, Accuracy, and Sales and Service
• Affords Assistance to the Branch Manager in Gaining Knowledge and Understanding of the Credit Union Financials
• Affords Assistance to the Branch Manager in Utilizing Judgment and Responsibility in Fulfilling Members' Needs Using the Credit Union Policies
• Affords Assistance to the Branch Manager in Assisting with Security and Maintenance of the Branch Building and Property
• Affords Assistance to the Branch Manager in Complying with All Regulations as Required by Law, Including but Not Limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and Other Regulations as Required by Law as It Relates to His/Her Position

Minimum Qualifications

• 3+ Years of Financial Industry Experience, Which Includes 1+ Years of Lending Experience
• Two-Year College Degree or Completion of a Specialized Course of Study at a Business or Trade School or Equivalent
• Must Meet All Branch Progression Training Expectations of All Positions Supervised
• Must Be Able to Qualify Annually as a Mortgage Loan Originator Under S.A.F.E Act Registration
• Must Have the Ability to Make Sound Decisions Based on Credit Union Policies
• Must Have the Ability to Supervise, Train, Lead, and Coach Others in Providing Quality Service and Selling Credit Union Products and Services
• Must Have Strong Leadership Skills Which Include a Proven Track Record of Preparing and Mentoring New Leaders for the Credit Union, Including Demonstrated Success in Handling Difficult Situations

Knowledge, Skills, and Abilities

• Reasonable Accommodations May Be Made to Enable Individuals with Disabilities to Perform the Essential Job Functions
• Experience Must Have 3+ Years of Financial Industry Experience, Which Includes 1+ Years of Lending Experience
• Education Must Have a Two-Year College Degree or Completion of a Specialized Course of Study at a Business or Trade School or Equivalent
• Licenses, Certificates, Registrations, Trainings Must Meet All Branch Progression Training Expectations of All Positions Supervised
• Notary Public or Have Ability to Obtain Within First 90 Days Where Possible
• Must Be Able to Qualify Annually as a Mortgage Loan Originator Under S.A.F.E Act Registration
• Must Have the Ability to Make Sound Decisions Based on Credit Union Policies
• Must Have the Ability to Supervise, Train, Lead, and Coach Others in Providing Quality Service and Selling Credit Union Products and Services
• Must Have Strong Leadership Skills Which Include a Proven Track Record of Preparing and Mentoring New Leaders for the Credit Union, Including Demonstrated Success in Handling Difficult Situations

Physical Abilities / Working Conditions

• Ability to Talk, Hear, Sit, Use Hands to Handle or Feel and Reach with Hands and Arms Consistently
• Ability to Stand, Walk, Kneel and Crouch Occasionally
• Close Vision (Clear Vision at 20 Inches or Less)
• Distance Vision (Clear Vision at 20 Feet or More)
• Weight Lifted or Force Exerted Ability to Lift Up to 10 Pounds Consistently and Up to 50 Pounds Occasionally
• No Unusual Environmental Factors
• No Moderate Noise (Business Office with Computers and Printers, Light Traffic)