Assistant Branch Manager (South Jordan)

About the role

This position oversees the day-to-day operations of a branch, providing leadership and supervision to the branch staff.

Responsibilities

• Manage the daily operations of the branch, providing leadership and supervision to the branch staff.
• Meet established goals according to the Strategic Plan.
• Develop new business and deepen member relationships, providing a superior level of member service and promoting the service culture through coaching, guidance, and staff motivation.
• Mentor and coach Branch staff in partnership with the Branch Manager and other branch management.
• Hire, on-board, and regularly meet with employees to review their progress, goals, and professional development to retain top talent.
• Ensure the effective management of staff, resources, systems, and services to ensure optimum use of time and capitalize on efficiencies.
• Interact with members on escalated issues, utilizing resources, and providing resolutions within authorization level.
• Emphasize member service regularly through daily tasks, staff meetings, and training sessions.
• During staff shortages, assist with branch transactions.
• Track and meet established goals, sales, and budget for the Branch according to the Strategic Plan.
• Identify and track daily sales production and provide staff motivation.
• Ensure employees meet goals, capture in-branch sales, capitalize on cross-sell opportunities, and educate members on appropriate products and services.
• Oversight for audit and review of Branch operations.
• Actively train on updates, changes to policies and procedures, and ensure compliance.
• Gather, analyze, and distribute management reports and audits.
• Monitor monthly budget reports and ensure all expenditures, charges, and payroll costs are within approved budget amounts.
• Complete, within 180 days of employment in this role, federal registration as a Mortgage Loan Originator (MLO) as required by the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act).
• Maintain active registration while in this role and comply with all requirements of the S.A.F.E. Act, including but not limited to, providing their unique identifier, and ensuring the Registry is updated with significant changes (i.e., name changes and reportable changes to legal or regulatory actions) within 30 days and must update employment and personal information in the Registry as required.
• Successfully pass a background check against the U.S. General Services Administration (GSA) Excluded Parties List (EPL), the HUD Limited Denial of Participation List (LDP List), and the Federal Housing Finance Agency's (FHFA) Suspended Counterparty Program (SCP) list as required by secondary market investors.
• Maintain ability to pass any subsequent background checks against these lists and comply with all their requirements.
• Comprehensive knowledge of current federal, state, and NCUA regulations applicable to the credit union environment.
• Broad-based knowledge of and ability to work both Cash Handling and Member Service tasks.
• Strong communication, analytical, problem-solving, and decision-making skills to effectively uncover and resolve complex member and employee issues.
• Excellent interpersonal and customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both members and employees at all levels.
• Extensive business background with mentor-level skills and experience in leadership.
• Strong organizational skills, detail-oriented with a high degree of accuracy.
• Able to work independently as a self-starter in a fast-paced environment.

Requirements

• High school diploma or equivalent.
• Minimum of three (3) years of financial institution experience and at least 1 year of experience with leadership level functions.
• Comprehensive knowledge of cash operations, security, and management.
• Advanced knowledge of PCs, Microsoft applications, and various office automation software.
• Complete, within 180 days of employment in this role, federal registration as a Mortgage Loan Originator (MLO) as required by the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act).
• Pass a background check against the U.S. General Services Administration (GSA) Excluded Parties List (EPL), the HUD Limited Denial of Participation List (LDP List), and the Federal Housing Finance Agency's (FHFA) Suspended Counterparty Program (SCP) list as required by secondary market investors.
• Maintain ability to pass any subsequent background checks against these lists and comply with all their requirements.
• Comprehensive knowledge of current federal, state, and NCUA regulations applicable to the credit union environment.