Assistant Branch Manager I Stennis 5172

Keesler Federal Credit Union • Stennis Space Center, MS

1d • Onsite

About The Position

Under general supervision, but following established policies and procedures, this role is responsible for the efficient and effective management of the loan lobby operations of a Level 1 or 2 branch. The Assistant Branch Manager I (ABM I) may function as a receptionist, teller, FSR, or as needed or directed by the Branch Manager. The key role of the ABM I is to provide coaching input to loan lobby staff on the delivery of service and product sales efforts, using “The Sales and Service Standards” when interacting with internal and external members. The ABM I coordinates and works in concert with the Branch Manager in the overall operation of the branch, making daily decisions as to work methods, workflow, and member service. This position is expected to show initiative in proactively addressing branch performance issues and resolves member complaints within the scope and authority of the position. This position oversees all activities of a branch in the absence of the Branch Manager. Depending on branch structure, e.g. a satellite branch, an ABM I may be assigned duties and responsibilities for overall branch operations. In this case, the ABM I would likely fall under the direct supervision of a Branch Manager for which the satellite branch reports.

Requirements

• A two-year college degree or equivalent or (2) completion of a specialized course of study at a business or trade school or (3) completion of a specialized and extensive in-house training or apprenticeship program.
• One year to three years of similar or related experience in a financial institution required.
• On-going ability to keep abreast of changing policies and procedures.
• Proven knowledge of credit union branch policies and procedures.
• Satisfactory completion of any required management/supervisory training.
• Excellent communication skills and the ability to motivate staff in sales.
• Confidentiality and dependability.
• Extensive use of personal PC required.
• Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail.
• Must be able to navigate the internet to Search for Data and be able to complete online forms.
• Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media.
• Proficient with Home Banking and Bill Paying Services.
• Must actively participate and successfully complete the Sales and Service Standard Training.

Responsibilities

• Oversees branch operations and supervises branch staff in absence of Branch Manager, including coaching, counseling, and disciplining team members; providing input for performance evaluations; training, scheduling, and directing staff and assigning work.
• As directed by the Branch Manager, may be involved in the new hire interviewing process.
• Ensures that staff members conduct business in accordance with “The Sales and Service Standard”.
• Uses The Sales and Service Standard to routinely and effectively coach staff to meet personal, departmental, and organizational goals, including documenting and tracking progress and results.
• Supervises, mentors, and coaches the lobby staff in their duties and may accomplish the primary functions of an FSR or Teller.
• Performs branch servicing duties as needed to include teller and lending functions.
• Develops works schedules, assigns duties, and approves or denies leave requests.
• Supports branch operations by evaluating and providing insight that requires management discretion or escalation on member requests that are outside the normal scope of operations; and providing overrides as is reasonable to service the membership.
• Effectively uses the CRM to create, monitor, and manage Sales and Referrals for consumer & business accounts.
• Works to resolve members concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems, and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the CRM to effectively track member concerns.
• Assists the Branch Manager in audits as required by internal controls and shares responsibility for the security of the vault or safe.
• Assists the Branch Manager with alarm checks, ordering and disbursement of cash and coin shipment, reporting, and employee time schedules.
• Assists in maintaining the ATM including balancing, servicing, and cleaning.
• Provides member service in a professional, friendly manner and coaches staff members in the sale of KFCU services and products.
• Makes recommendations for revisions or alternatives to branch operations procedures or policies.
• Provides input on work performance on annual performance evaluations and by conducting counseling sessions.
• Assists Branch Manager in attending Community Functions and building SEG relationships within the community.
• In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members regarding products or services for which the member qualifies.
• Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Red Flag Program, Fair Lending, and Office of Foreign Assets Control (OFAC).
• Utilizes The Sales and Service Standard to identify potential member (internal or external) service needs which can be met through the sale of credit union products and services, or adherence to the department’s policy and procedures.
• Creates new membership accounts. Opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit.
• Uses loan operating system and The Sales and Service Standard process to complete quality consumer & business loan applications over the phone or in person. The goal of the loan application interview is to meet member needs and minimize pending applications.
• Leads, coaches, and manages the functions of the Branch Sales staff.
• Utilizes developmental assessment and coaching tools leveraging talents and improvement opportunity areas. Holds monthly sales development discussions in a safe environment. Coaches the team members to determine actions steps. Provides meaningful metrics of performance.
• Has an excellent knowledge of the features and benefits of Credit Union services and of selling skills employing both to successfully cross-sell Credit Union services when assisting staff or members in any capacity.
• Ensures members of the branch team meet the sales goals of the branch and the Credit Union.
• Prepares service and sales plans and communicate plans and goals with staff. Assigns duties and responsibilities related to the plans and goals. Monitors progress against plans and report as directed.
• Assists the Branch Manager in the management of staff sick leave, annual leave, and overtime for the branch.
• Assists in upholding the branch appearance (interior and exterior) and maintains a clean and orderly workspace.
• Miscellaneous duties as assigned.

Benefits

• Medical, dental, and vision insurance
• Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses
• Employee and Dependent Life Insurance
• 401(k) Retirement Plan with 100% match on the first 5% contributed by you
• Paid Leave
• Tuition Reimbursement and Competitive Scholarships
• Short-Term & Long-Term Disability Benefits
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree