Assistant Branch Manager

Eglin Federal Credit UnionFort Walton Beach, FL
Hybrid

About The Position

This position is designed to develop skills through scheduled and on-the-job training to prepare for a management position within Eglin Federal Credit Union. The Assistant Branch Manager will serve in various capacities within Branch Operations, filling in for managers, supervisors, and other staff as needed. This role involves approving loans, acting as a financial advisor to members, resolving member issues, representing the Credit Union in the community, and assisting with the development of new products and policies. The position also requires promoting Credit Union services and performing other assigned duties.

Requirements

  • One year to three years of similar or related experience.
  • A bachelor's degree in Management, Finance, Business Administration, Accounting or another business-related field.
  • Strong leadership skills.
  • Work involves extensive personal contact with others inside and/or outside the organization requiring excellent oral and written communication skills.
  • Motivating, influencing, training others and building relationships is key at this level.
  • Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
  • Possesses solid organizational and problem-solving skills.
  • Well versed in information gathering and presentation techniques.
  • Proficient with general office equipment, to include PC, Microsoft Office, and other ancillary software.
  • Must be willing to work and travel to various locations in Okaloosa and surrounding counties.

Nice To Haves

  • one to two years supervisor experience preferred.

Responsibilities

  • Serves in any capacity needed in Branch Operations as assigned to fill in for managers, supervisors, and other staff positions.
  • Assumes the responsibilities and authority of the position being filled, to include assigning, directing, reviewing and maintaining the quality and progress of work within the department.
  • Assists members with loans and other services tailored to their particular financial situation.
  • Approves loans and modification agreements using sound judgment and within established approval authority.
  • Disapproves loans when warranted and refers loans to the Appeals Committee.
  • Serves as financial advisor for those members seeking advice for the purpose of relief from credit over-extension and improving their credit scores.
  • Resolves member problems, whenever possible to the satisfaction of the member and the Credit Union.
  • Keeps Branch Operations Manager advised at all times of member complaints or potential complaints.
  • Represents EFCU at Chamber of Commerce, military installation functions and other community events as requested by the Branch Operations Manager.
  • Assists management in the research, planning, development, and implementation of new Credit Union products, policies and procedures.
  • Promotes and cross-sells Credit Union products and services.
  • Performs other job-related duties as assigned.
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