Assistant Branch Manager - Providence

Duties and Responsibilities

• Advise members and potential members on all types of consumer and commercial accounts and assist them in making appropriate selections, open new accounts, originate loan/equity requests as needed.
• Manage daily operations in the absence of the Branch Manager.
• Utilize opportunities to cross-sell all products and services and to promote Coastal1 programs in a positive manner.
• Able to meet required sales goals on a consistent basis.
• Originate new accounts, process all documentation with the new accounts as well as loan origination, forward to correct back-office function.
• Maintain a high level of knowledge about Coastal1’s products and services, and ensure that all staff members are kept up to date with new offerings, changes, etc.
• Provide operational support in the day-to-day running of the Branch, including opening, settlement, and closing procedures, facilities management, and proof and reconciliation procedures as required.
• Support Branch manager in supervising staff, in ensuring adequate job training takes place, and that staff interaction with members is prompt, courteous, and of the highest professional caliber.
• Interact daily with other departments (Retail Lending, Real Estate Lending, Member Services, etc.) for prompt resolution of member problems and issues.
• Originate and underwrite Retail loan applications within limits of lending authority, and ensure applications are submitted promptly to Branch Manager, VP Branch Administration or Retail Lending Department.
• Originate real estate mortgage referral process and ensure these are submitted promptly to Real Estate Lending Department.

Education and Experience Requirements

• Associates degree preferred.
• Minimum of 3 years in teller and member services functions, minimum of two years supervisory/management experience.
• Must register/be registered by the Nationwide Mortgage Licensing System and Registry.
• Excellent communication skills, both written and verbal. Familiarity with basic math concepts required.
• Able to maintain a high level of professionalism and excellent customer service skills, demeanor, appropriate business appearance, and demonstrated knowledge of Coastal1’s products and services, policies, and procedures.
• PC proficiency to include Microsoft Office and other banking software.
• Able to manage multiple priorities simultaneously with time management/organizational/multi-tasking skills.
• Must be able to sometimes work under pressure and have the ability to meet tight deadlines.
• Able to maintain a positive Credit Union image.
• Able to train, develop, and supervise an efficient, effective, productive, motivated teller staff.
• Must be capable of accurate and timely performance of duties.
• Able to handle confidential information securely.
• Desired: Demonstrated ability to work collaboratively across all levels and functions of the organization to coordinate solutions
• Desired: In-depth knowledge of all branch operations and functions
• Desired: Ability to exercise consistently good judgment
• Bi-lingual helpful

Qualifications

Equal Opportunity Employer