Assistant Branch Manager

Position Summary

The Assistant Branch Manager plays a key role in supporting the efficient operation of a branch within the organization. They work closely with the Branch Manager to ensure the branch meets its financial goals, provides exceptional customer service, and adheres to company policies and procedures.

Principle Duties And Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience.
• Affords support to the manager in efforts to reach profit, performance, and customer service goals.
• Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers.
• Reviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable.
• Coincides with the branch staff through coordination of communication.
• Works to meet branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures.
• Oversees and assists with the preparation of all branch reports for approval by manager.
• Oversees branch operations in partnership with the branch manager.
• Applies advanced knowledge and experience to situations and can recognize potential concerns for fraud or other loss, including reputation risk (to a Member or Wellby).
• Understands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members’ needs and utilizing best fit solutions to meet those needs.
• Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals and follows up on business and leads.
• Consistently enlightens members on alternate digital options to manage their account.

Branch Management

• Fosters a positive and engaging work environment for team members.
• Provides coaching and insights that lead to an enduring organization, providing exceptional experiences and meeting operational goals by District, Branch and Team Member.
• Shares regular coaching and performance feedback with tellers and personal bankers including both recognition and personal improvement plans.
• Coaches team to attain individual and team goals.

Knowledge, Skills, And Abilities (KSA)

• Knowledge of Wellby’s organizational functions, and general operating policies and procedures.
• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
• Knowledge of retail product philosophy, banking industry best practices and regulations.
• Knowledge of all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening.
• Knowledge of personal computer, utilizing Microsoft Office Suite.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
• Ability to analyze, develop, and implement metrics and process enhancements that ensure key performance indicators are aligned with desired outcomes.
• Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to influence and engage direct and indirect reports and peers.
• Ability to work effectively across organizational departments and functions to achieve strategic goals.
• Ability to work in a fast-paced team environment with exceptional customer service skills.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to motivate others and to work in a large cross-functional team dynamic.
• Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

The team member performs routine and generally related tasks without supervisory direction. Tasks may occasionally have to be coordinated, integrated, and/or prioritized. The team member’s work is reviewed periodically for accuracy, completion, and compliance with Wellby’s policies and procedures. The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards. The team member uses independent judgment in making decisions. Courses of action are determined by established procedures and/or the Branch Manager.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.
• Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings.
• The team member must be able to exchange information, in person, in writing, and via telephone.
• Some degree of stress results from contact with management, members and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• The ability to occasionally lift items weighing up to 25 pounds across office and load onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• High School Diploma or equivalent required.
• Bachelor's degree in business, finance, or a related field (preferred).
• Minimum three (3) years of credit union or bank retail banking experience.
• Minimum one (1) year of leadership experience in a credit union or bank preferred.
• Teller, personal banking, escalation management, and vault management.
• Bondable.