Assistant Branch Manager

Peak Credit Union•Bend, OR

14h•Onsite

About The Position

This position partners with Branch Manager to oversee sales and branch operations while assisting in the direct delivery of services to members. Handles daily operational tasks and ensures member service levels are met or exceeded. Leads branch team to deliver consistently high-quality sales and service by attracting new members and deepening relationships with current members. Mitigates branch controls and risk by adhering to required operational processes, standards, and regulations.

Requirements

Minimum three (3) years of experience in retail financial services, with past roles showing a progression of increasing responsibility including leadership/mentorship.
Ability to motivate and develop employees through active performance management coaching, feedback, and mentoring.
Excellent communication skills with customers (members) and internal team members required.
Ability to be a strong advocate for the branch and credit union products and services.
Ability to handle difficult or stressful situations with professional composure and maintain a high level of confidentiality.
Ability to promote and maintain positive behaviors, team spirit and focus on the member.
Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

Nice To Haves

Residing in Oregon and Washington
Bilingual skills (additional $2.00 per hour differential)

Responsibilities

Handles and oversees daily operations of branch, including cash and vault balancing, negotiable items, and audits.
Partners with other business units to resolve member issues or grow member relationships; actively participates in cross-functional meetings.
Maintains a thorough and comprehensive understanding of all retail products and services and sufficient knowledge of all credit union services to make effective referrals to other business lines.
Engages with members by greeting, personalizing interactions, uncovering financial needs, making recommendations for financial services, and providing timely follow-up.
Maintains and enforces systems, policies, procedures, and productivity standards.
Understands and complies with federal and state regulations relating to financial products and services as well as credit union policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
Resolves or makes decisions related to the service and operational functions within their authority.
Seeks opportunities to grow branch assets and membership through community outreach, networking, and business development.
Partners with the Branch Manager while conducting employment interviews and making hiring decisions or recommendations.
Trains and develops branch staff to provide high-level, consistent service to members while creating a relationship-based sales and service culture at the branch. Resolves employee problems and performance issues timely.
Works in partnership with Branch Manager to coach, lead and motivate retail branch employees to meet or exceed sales goals and service standards.
Performs all duties of a Member Service Specialist 2.
All other duties as assigned.

Benefits

Medical, dental, vision and life insurance coverage
Medical, Dental, and Vision insurance paid at 100% by company for employee only coverage
Health Care FSA (HCFSA)
Health Savings Account (HSA) with employer contributions
Dependent Care FSA (DCFSA)
Life and AD&D insurance
401k plan
8 hours of vacation accrued monthly
8 hours of sick leave accrued monthly
11 paid holidays
1 floating holiday
16 hours of self-care time
16 hours of volunteer time