Assistant Branch Manager (Finance)
At Blue, we discover pathways to realize your possibilities! Our Assistant Branch Manager is responsible for leading, managing and directing branch activities to meet business objectives and growth plans while ensuring sound operational performance. The Assistant Branch manager is accountable for maximizing growth, revenues, quality assurance and member satisfaction consistently across the footprint designing robust experience centers exceeding member expectations, and insuring compliance with all banking regulations. As a leader in our branch network, you will drive all facets of member development along with critical service objectives by motivating and developing your team while fully complying with banking regulations, policy and procedures.
Major Duties and Responsibilities
- Direct management, development, and guidance of branch teams, whose primary responsibility is focused on member retention, developing member relationships through increased household services, and acquiring new relationships. Educator, driver and leader of responsible growth strategies to support the member population. Leverages key metrics to design short-term business plans to improve productivity, revenue, and member experience. Oversees sales, operations, security and compliance performance. Ensures member experience is consistent and supported by flexible policy and procedures, managing risk appropriately.
- Builds and retains a collaborative and cohesive environment, leading and coaching a motivated, high performing branch team, who are proficient and effective in activities. Conducts staff observations to support the credit union's objectives, and proactively provides effective feedback and coaching to enhance leadership growth and career pathing. Conducts performance reviews with abilities to diagnose performance gaps, help others identify the right solutions, and commitment to influencing performance behaviors in a positive way.
- Scheduling and allocation of resources appropriately to support a robust experience center within the branch. Develop member relationship strategies that drive individual production goals, including referral networks and relationships with internal partners, and external contacts. Ensures productive activities are aligned demonstrating value for the member. Create an environment through activity based coaching and performance development to improve and encourage increased skill levels.
- Ensures that the branch is in compliance with credit union regulations and procedures, federal and state laws and regulations set forth by the National Credit Union Administration and other regulatory agencies. Ensures branch compliance with all security, safety, and emergency preparedness procedures. Ensures employees are current with training, and can perform annual required training as needed. Takes appropriate steps to correct unsatisfactory conditions or violations. Identifies opportunities for enhancement of policies, process, and procedures to maximize cost, efficiencies and provide consistent quality service to members. Manages schedules effectively, including vacations, training, Saturday schedules and ensures there are adequate resources to support business objectives.
- Performs functions for the branch manager, and can fill in for peak schedules or for any absence or shortage for job groups within the branch, to include relationship banker, personal banker, and others as needed.
- Assists staff or members in researching and solving complex account problems in a timely manner with appropriate follow-up.
- Prepares monthly branch reports and completes projects and assignments within timelines. Attends scheduled management meetings and trainings.
- Holds frequent staff meetings and daily huddles to recognize employee achievements, discuss areas needing improvement, goal status, changes in procedures, new developments or services and to present general information.
- Collaborates with the Business Development and the Community Relations team to help support credit union and community events, sponsorships, on-site select employee group functions, including membership drives, benefit fairs, and financial seminars.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge and Skills
Experience
Three years to five years of similar or related experience, including preparatory experience. Understands and can perform management approaches such as work scheduling, prioritizing, coaching and process execution. Demonstrated ability to proactively generate business, with oversight and leadership within a sales culture. Requires practical knowledge of job area, familiarity with banking policy and procedures, deposit products, cash protocols, and operational functions. Proven commitment to exemplary experiences for the member. Positive phone demeanor and superior written and verbal communication skills are essential. Must promote a service-oriented mindset and capable of making members feel valued Strong attention to detail and organizational skills.
Education/Certifications/Licenses
A high school degree or equivalent of 5+ years of relevant work experience.
Interpersonal Skills
A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.
Other Skills
Excellent organizational, analytical and problem-solving skills. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a service orientation and be willing to sell products and services. Ability to manage multiple projects/priorities simultaneously in an effective manner. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.).
FULL TIME POSITION
Starting Range: $51,828.33 - $57,998.37
Full Range: $49,360.31 - $74,040.46
ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. (full coin bags). Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
For more information about being a Blue employee please check out these links for a glimpse at the culture and opportunities we strive to provide for our employees:
Working at Blue Video
At Blue Federal Credit Union, we don't just accept difference – we celebrate it! We are committed to providing an inclusive and welcoming environment for all our staff and members. Blue FCU is proud to be an equal opportunity workplace. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to race, color, religion, sex (including pregnancy), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. All employment decisions are made based on qualifications, merit, and business need.
Education
Preferred- High School or better
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
