Assistant Branch Leader (Overland Park Branch) (61020)

MAZUMA CREDIT UNION•Overland Park, KS

17h•Onsite

About The Position

The Assistant Branch Leader aids the Branch Leader with comprehensive branch management and operations, focusing on delivering outstanding Member service, operational excellence, and attainment of sales and service objectives. This position is responsible for coaching and developing Team Members, cultivating a positive workplace culture, and engaging in business and community outreach activities. In addition, the Assistant Branch Leader proactively identifies opportunities to enhance branch processes, ensures strict adherence to regulatory and Credit Union requirements, and serves as a key resource for resolving complex member concerns. By actively participating in training and development, the Assistant Branch Leader supports professional growth within the Team and helps maintain a high level of product and industry knowledge throughout the branch. The role also involves leading branch initiatives to achieve sales goals, promoting collaborative engagement among Team Members, and strengthening relationships with local businesses and organizations through community involvement.

Requirements

At least three years' experience at a financial institution, preferably with direct customer interaction.
Experienced with lending, deposit accounts, and investment products.
Proficient in cash handling and transaction balancing responsibilities.
Proven ability to resolve customer concerns and address complaints effectively.
High School diploma or equivalent.
Communicates clearly with Team Members and Members.
Delivers excellent Member service and ensures Member satisfaction.
Builds and maintains professional relationships to support branch goals.
Works independently and as part of a team.
Manages tasks efficiently to maximize productivity.
Uses problem-solving and decision-making skills for branch challenges.
Proficient in Microsoft Office Suite for branch operations.
Follows regulations and compliance standards.
Handles sensitive information discreetly.
Can stand up to eight hours as required.
Available for flexible hours, including evenings and weekends.

Nice To Haves

Prior experience in retail banking is highly desirable.
Demonstrated history of achieving sales targets and delivering excellent service.
Background in team leadership and motivation.
Bachelor’s degree in a related field.

Responsibilities

Branch Operations: Ensure that all branch activities and procedures strictly comply with Credit Union policies, established protocols, and federal, state, and local regulatory requirements. The Assistant Branch Leader is expected to proactively identify areas for improvement in operational processes, inform the leader of necessary corrective actions, and support the Team in maintaining a culture of compliance and operational excellence.
Member Service, Engagement, and Complaint Resolution: The Assistant Branch Leader exemplifies outstanding member service by consistently demonstrating best practices in every interaction and setting a high standard for the Team. By inspiring Team Members to embrace a member-first mindset, the Assistant Branch Leader actively coaches and encourages the delivery of personalized, attentive service that fosters Member loyalty and satisfaction. In addition, the Assistant Branch Leader addresses Member complaints and resolves complex issues as they arise, escalating matters to the Branch Leader when appropriate to ensure satisfactory outcomes. The role includes providing ongoing guidance and support to Team Members in effectively handling and resolving Member concerns, ensuring all complaints are managed professionally and promptly. Through this proactive approach, a culture of confidence and excellence in member service is maintained across all aspects of engagement and issue resolution.
Sales and Service Model: The Assistant Branch Leader is responsible for ensuring the Team adheres to Mazuma’s sales and service model, recommends appropriate products, utilizes cross-selling strategies, and achieves designated sales, production, and member service objectives. This role involves coaching Team Members to deliver exceptional sales and service performance by ensuring their comprehensive understanding of Credit Union products and service and their ability to suggest solutions aligned with members’ financial needs. The Assistant Branch Leader oversees training initiatives, mentors Team, leads marketing activities, and promotes effective collaboration. By facilitating the exchange of best practices and monitoring performance outcomes, the Assistant Branch Leader contributes to delivering high-quality member experiences and driving branch growth.
Product Knowledge and Professional Development: As an Assistant Branch Leader, it is essential to remain knowledgeable about Mazuma Credit Union’s products, services, policies, and procedures. Consistently participate in ongoing training and actively stay abreast of industry trends, best practices, and regulatory changes to ensure the branch operates effectively and remains compliant. Take a proactive role in mentoring and training Team Members, sharing your expertise to foster their professional growth and enhance the overall effectiveness and knowledge level of the branch.
Compliance and Documentation: An Assistant Branch Leader, ensure that all branch operations are fully compliant with Credit Union policies, established procedures, and all relevant regulatory requirements. Maintains accurate and up-to-date documentation related to branch activities, member accounts, and sales transactions, supporting the branch’s commitment to transparency and regulatory compliance.
Community Engagement: Participate in community outreach initiatives and activities to enhance awareness of the Credit Union and develop strong relationships with local businesses and organizations.
Branch Administration: Support efficient branch operations by assisting with staff scheduling, managing branch inventory, and overseeing the ordering of necessary supplies and cash. Maintain accurate records of branch expenses, coordinate facility maintenance requests, prepare routine reports as needed, and ensure that all administrative documentation is organized and up to date to facilitate smooth daily operations.
Professionalism and Teamwork: Consistently upholds a professional and organized work environment by adhering to Credit Union appearance standards and serving as a role model of exemplary conduct for Team Members. Actively mentors and guides Team Members, fostering a positive and collaborative team culture. Supports overall branch performance and enhances Member satisfaction by encouraging teamwork, providing coaching, and nurturing the professional growth of all Team Members.
Vendor Oversight and Business Continuity: Supervise vendor partnerships to ensure adherence to compliance standards and support sustained business operations for the branch.

Benefits

Up to 27 days off a year, including:
10 paid Holidays
Mental Health Day
Anniversary Day
PTO starting on the first day
40 hours of Paid Volunteer Time per year
Traditional & Roth 401K with company match
Medical, Dental, and Vision benefits effective 1st of the month following first day
Wellness credit available for Medical premiums
Company paid benefits including:
Basic Life and AD&D Insurance
Short-Term Disability Insurance
Long-Term Disability Insurance
Vision Insurance
Maternity & Menopause Support Programs
Employee Assistance Program
On-Site Gym at our Headquarters location in Overland Park
Discretionary Stakeholders bonus program
Attractive interest rates on Team Member checking & Team Member money market accounts
Consumer and mortgage loan discounts