Jobs · Finance · Florida

Assistant Branch Manager

VyStar Credit Union · Lake Mary, FL · 2 wk ago
FinanceFull-time

About the role

The Assistant Branch Manager is responsible for coaching, developing, and leading branch employees to achieve individual, branch, and organizational growth goals. They are accountable for creating, implementing, and maintaining branch strategies aligned with VyStar's objectives in a fast-paced environment. They also develop and implement tactical plans and establish objectives for the branch, which are documented in the annual business plan.

Responsibilities

  • Partner with the Branch Vice President (BVP) to ensure day-to-day branch operations, choreography, and implementation result in unbelievable service experiences for members and achieve or exceed organizational strategic goals and profitability requirements.
  • Train, encourage, enable, and coach employees to embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments to successfully establish, maintain, and grow strong member relationships.
  • Model all VyStar Excellence behaviors while performing job duties.
  • Develop staff for succession planning within the branch network and other lines of business.
  • Work closely with Human Resources and Training to ensure the recruiting and training curriculum are appropriate, timely, and a positive experience for VyStar employees.
  • Aid the BVP by partnering with internal departments dependent upon referrals for success.
  • Establish and validate performance objectives for the branch consistent with VyStar Excellence and branch scorecards.
  • Provide ongoing coaching for direct reports including side-by-side evaluations, Member Assist Call assessments, monthly performance reviews, and career progression discussions.
  • In partnership with the BVP, conduct daily team huddles and weekly sales meetings which include training on products and services and skill practice to increase knowledge and comfort level with making recommendations to members.
  • Prepare and administer performance appraisals for direct reports.
  • In partnership with the BVP, analyze data to determine and implement staffing changes and modifications as needed.
  • Support and participate in all Credit Union initiatives and campaigns.
  • Ensure compliance with regulations, policies, and procedures and perform audits.
  • Adhere to solid risk management guidelines in a highly regulated environment.
  • Collaborate with Branch Operations Analysts to ensure compliance.
  • Exhibit a high degree of integrity, trustworthiness, and professionalism at all times.
  • Work from home during branch closures, such as during disaster recovery events.
  • Actively lead by example through community service supporting the VyStar brand.
  • Create and maintain an inclusive and professional environment where all team members are respected, and diversity is valued.
  • As applicable, support a high school branch and Collegiate employees, including mentoring, training, and development of the student interns, and ensuring sound branch operations and compliance with rules and regulations.
  • Resolve member concerns independently and escalate more complex concerns as appropriate.
  • Provide counseling to members and employees on all financial matters and make appropriate recommendations.

Qualifications

  • A high school diploma/GED is required.
  • An associate’s degree is preferred.
  • 3+ years of experience in a customer service, sales, community service, military service, or leadership role is required.
  • 2 years of experience in a lead role within a financial institution is preferred.

Skills & Abilities

  • A congenial attitude, excellent written and verbal communication skills, problem-solving skills, and the ability to relate well with others are required.
  • Must possess strong teaching and mentoring skills and a commitment to quality service.
  • Must be able to work in a fast-paced, changing environment and have a strong desire to assist members in meeting their financial needs.
  • May stand throughout the entire shift in order to assist members or other staff.

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