Assistant Manager - McCully Branch

Sales/Servicing

Accepts secured and unsecured consumer loan and personal lines of credit applications and able to open all types of consumer and business deposit products and related services.
Profiles the customers while opening or servicing deposit accounts to determine needs.
Actively participates in customer retention programs to build and retain customer relationships and find opportunities to acquire new relationships.
Manages a portfolio of HVC customers to build and retain customer relationships.
Analyzes tax returns and financial statements.
Participates in branch or bank wide campaigns.
Actively cross-sells and refers customers to the appropriate business partners.
Achieves all individual/branch goals as assigned which may include deposit, loan and portfolio growth goals, revenue & risk management targets.

Operational Effectiveness and Service Delivery

Manages risk and takes prompt action in event of discovery of any loss or irregularities in the handling of transaction documents, accounts or company assets.
Purchase and sell cash to/from vault, assist in the replenishment of cash dispensers.
Maintains service level expectations and assures a positive customer experience.
Trains and provides guidance to new branch staff.

Leadership

Able to perform all transactional and operational functions including but not limited to open/close branch, daily balancing and reconciliation, perform as vault custodian.
Aid in training, developing and managing a strong branch team.
Manages risk and takes prompt action in event of discovery of any loss or irregularities in the handling of transaction documents, cash and negotiable instruments, customer accounts or company assets.

Qualifications

• Education: Bachelor’s Degree from an accredited university. Relevant work experience may substitute for the degree requirement.
• Experience: 3+ years of branch/bank operations experience and sales of retail financial products. 3+ years of experience supervising/leading a sales team. 2+ years of experience explaining credit products; accepting/closing loan apps.
• Licenses and other requirements: Must be able to work a flexible schedule to include before and after normal work hours, weekends and holidays when necessary. Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) is required prior to performing any duties of a Mortgage Loan Originator (MLO), if applicable.

Physical Requirements & Working Conditions

• Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
• Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
• Must be able to clearly communicate verbally and in writing with all internal and external customers.
• Must be able to read and understand bank-related documents.
• Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time.
• Must also be able to adapt to different work environments as needed to perform the job.