Assistant Branch Manager, Waltham, MA, Full-Time, Onsite

DCU•Waltham, MA

23d•$34 - $38•Onsite

About The Position

Summary/Objective: Assist the Branch Manager in supporting and contributing to DCU's Success Sharing by creating a sales and service culture within the branch through effectively leading the staff and helping our members achieve their financial goals. Assist members with account and loan opening. Refer new business and Select Employee Group (SEG) opportunities to the Manager. Effectively manage branch sales and service levels. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Support Success Sharing by achieving individual and branch sales goals. Work with the Manager to develop and implement sales strategies, coach the staff to achieve sales goals and oversee branch sales. Oversee the member service experience, and effectively manage expenses. Support the manager in overseeing branch operations, including ATM Custodian when required. Assure branch staff completes all required compliance training and adheres to all compliance policies. Promptly resolve Information Systems and Facility maintenance issues. Perform all Branch Team Leader, Member Service Representatives, and Teller duties as needed. Manage all aspects of staff performance. Provide training, timely review of performance progress and maintain performance documentation for MSRs and MSR Specialists. Coach staff to minimize errors and violations of policy and procedures. Assure that performance evaluations and monthly meetings with staff (MSRs and MSR Specialists) are completed on time. Coach for growth and career development. Respond to all member complaints and concerns in a timely manner. Support the Branch Manager in building strong positive partnerships with local businesses and SEGs. Identify and refer new business and SEG opportunities to Manager. Attend chamber and networking events. Perform MSR duties as needed, which includes having knowledge of all DCU products and services. Open new memberships and new accounts, conduct Notary Public services and Signature Guarantees. Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings. Obtain Mortgage Loan Originator (MLO) authority through the nationwide mortgage licensing system (NMLS) and originate mortgages. Support the branch manager in managing operations by assuring compliance with policies, procedures, and security. Demonstrate and coach staff to promote self-service with members. Recognize work processes that can be streamlined to reduce cost or save time and encourage staff to offer their suggestions. Continuously identify efficiencies and process improvement areas. Perform other job-related duties as assigned.

Requirements

High School Diploma
Two to three years of supervisory and sales management experience preferred.
Proven leadership abilities
Excellent verbal and written communication skills
Strong technical knowledge (Word, Excel, Email)
Ability to obtain NMLS Certification

Nice To Haves

College Degree preferred
Prior lending experience a plus
Branch operations knowledge a plus
Bilingual skills a plus

Responsibilities

Support Success Sharing by achieving individual and branch sales goals.
Work with the Manager to develop and implement sales strategies, coach the staff to achieve sales goals and oversee branch sales.
Oversee the member service experience, and effectively manage expenses.
Support the manager in overseeing branch operations, including ATM Custodian when required.
Assure branch staff completes all required compliance training and adheres to all compliance policies.
Promptly resolve Information Systems and Facility maintenance issues.
Perform all Branch Team Leader, Member Service Representatives, and Teller duties as needed.
Manage all aspects of staff performance.
Provide training, timely review of performance progress and maintain performance documentation for MSRs and MSR Specialists.
Coach staff to minimize errors and violations of policy and procedures.
Assure that performance evaluations and monthly meetings with staff (MSRs and MSR Specialists) are completed on time.
Coach for growth and career development.
Respond to all member complaints and concerns in a timely manner.
Support the Branch Manager in building strong positive partnerships with local businesses and SEGs.
Identify and refer new business and SEG opportunities to Manager.
Attend chamber and networking events.
Perform MSR duties as needed, which includes having knowledge of all DCU products and services.
Open new memberships and new accounts, conduct Notary Public services and Signature Guarantees.
Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings.
Obtain Mortgage Loan Originator (MLO) authority through the nationwide mortgage licensing system (NMLS) and originate mortgages.
Support the branch manager in managing operations by assuring compliance with policies, procedures, and security.
Demonstrate and coach staff to promote self-service with members.
Recognize work processes that can be streamlined to reduce cost or save time and encourage staff to offer their suggestions.
Continuously identify efficiencies and process improvement areas.
Perform other job-related duties as assigned.