Assistant Branch Manager - Lakeline

About the role

The Assistant Branch Manager under the supervision of the Branch Manager, oversees all branch office activities, coordinates and directs daily operations, and manages personnel activities to ensure efficient and convenient operation of the branch.

Responsibilities

• Effectively coaches frontline staff in promoting and selling UFCU products and services to meet and exceed sales objectives.
• Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team.
• Promotes UFCU’s cultural values and contributes to the success of the credit union’s strategic vision and organizational goals.
• Maintains performance and, if necessary, corrects course to reach established goals.
• Manages the overall ongoing operations of the branch, including staffing, training, and employee relations of all branch office employees.
• Ensures quality service is provided by all branch employees.
• Holds staff accountable to goals, initiatives, and UFCU’s policies and procedures.
• Continually seeks opportunities for personal and staff professional growth and learning.
• Hires, develops, and grows future leaders; ensures team is empowered and professionally trained to achieve maximum productivity, quality of performance, job satisfaction, and work-life balance.

Requirements

• High school diploma or equivalent required.
• Minimum of two (2) years formal or informal leadership experience.
• Minimum of three (3) years of related financial services or retail experience.
• Proven ability and demonstrated success in sales and service role.
• Demonstrated ability to resolve difficult situations.
• Must be bondable.

Qualifications

• Bilingual in Spanish preferred.
• Credit union experience preferred.
• Bachelor’s degree preferred.
• Experience working in a fast-paced, high-volume environment preferred.

Skills

• Ability to meet goals and deadlines.
• Excellent interpersonal, verbal, and written communication skills.
• Passion for people and service, dedication to building relationships.
• Tactful and professional communication with members and staff.
• Experience coaching and motivating staff.
• Strategic thinking and tactical execution.
• Strong analytical and reporting skills.
• Expert knowledge of current local, state, and federal regulations.
• Demonstrated excellence in providing superb customer service.
• Success in leading teams.
• Proficiency with data processing/computer application skills in Microsoft Office including Word and Excel.
• Strong communication skills (written, verbal, and listening).

Knowledge

• Ability to meet goals and deadlines.
• Excellent interpersonal, verbal, and written communication skills.
• Passion for people and service, dedication to building relationships.
• Tactful and professional communication with members and staff.
• Experience coaching and motivating staff.
• Strategic thinking and tactical execution.
• Strong analytical and reporting skills.
• Expert knowledge of current local, state, and federal regulations.
• Demonstrated excellence in providing superb customer service.
• Success in leading teams.
• Proficiency with data processing/computer application skills in Microsoft Office including Word and Excel.
• Strong communication skills (written, verbal, and listening).

Competencies

• Delivers Member Obsession: Understands customers, identifies service issues, drives member-focused practices, assures member satisfaction.
• Delivers Performance Excellence: Maintains focus, measures progress and outcome, ensures accountability.
• Delivers Innovation: Inspires curiosity, challenges current thinking, supports experimentation, advances ideas to the next stage.

Physical Demands

• Frequent sitting.
• Use of hands to finger, handle, or feel.
• Reach with hands and arms.
• Talk or hear.
• Close vision, distance vision, peripheral vision, and ability to adjust focus.
• Extensive use of the telephone.
• Lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.
• Frequent computer use at a workstation up to two hours at a time.
• Frequent public contact.
• Frequent moving from one work location/branch to another.
• Frequent adjusting work schedule, overtime, and evening/weekend hours.
• Frequent computer use at a workstation up to two hours at a time.
• Frequent noise levels in the work environment.

Work Environment

• Frequent computer use at a workstation up to two hours at a time.
• Frequent public contact.
• Frequent moving from one work location/branch to another.
• Frequent adjusting work schedule, overtime, and evening/weekend hours.
• Frequent noise levels in the work environment.