Assistant Branch Manager

Community First Credit Union | Wisconsin•Appleton, WI

10h•Onsite

About The Position

As Assistant Branch Manager, you’ll provide outstanding service and build relationships with members, while working closely with the Branch Manager to ensure branch goals are met and operational procedures are followed. Do all the things you love (helping members, lending, offering great products and services) while developing your leadership skills and contributing to a strong team environment. At Community First, we’re big enough to provide exceptional career opportunities, but small enough to know you – and what you bring to the table.

Requirements

Associate’s Degree in banking, business, management, or a related field
2+ years of banking, member service and/or sales experience
Exceptional verbal communication skills, as well as advanced ability to multi-task, prioritize, stay organized, and follow up
Familiarity with Microsoft office suite, as well as web-based software and financial services platforms
Passion for providing outstanding service to our members – internal and external

Responsibilities

Interact with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First Credit Union
Provide a consultative approach to complete loan interviews which includes: performing debt ratio/collateral analysis, obtaining approval, closing the loan and completing the file
Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, electronic services, health savings accounts, and retirement accounts. Also close accounts when necessary
Customize protection solutions for all applicable lending products to include but not limited to payment protection and warranty
Achieve individual and overall branch goals to positively impact Community First’s membership
Assist members with all service requests including wire transfers, payroll deduction/direct deposit, check cards and statement queries
Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union
Continually manage deposit and loan portfolio through follow-up via phone, email, or direct member contact
Recognize opportunities to cross-sell all credit union products and services to increase services per household and deepen member relationships
Assist the branch in cash handling/teller functions. Maintain a cash drawer in order to assist with member service in the teller functions
Assist in developing new business through involvement with members inside and outside of the credit union, civic organizations and local businesses
Work closely with the branch manager to learn the administrative details of managing a branch. Work with all branch staff to assist in maximizing productivity of the branch team
Accept and performs branch functions as assigned by the branch manager. Assume responsibility in absence of the branch manager