Assistant Branch Manager - Aurora Quincy Place Branch

Westerra Credit UnionAurora, CO
3h$24 - $33Onsite

About The Position

The Assistant Branch Manager is a relationship-driven frontline leader, responsible for partnering with the Branch Manager to maintain a positive, highly motivated, and well-trained branch that provides superior member service and promotes member financial success. This role is committed to upholding a strong and engaged culture, through effective coaching, leadership, proactive problem-solving, and networking. This leader has a passion for serving our membership, our communities, and delivering upon our purpose. They have the drive toward building a high performance and engaged culture, for creating member experiences worth bragging about, and for delivering results within the branch.

Requirements

  • 4+ years of relevant work experience
  • 1 year retail branch experience within a financial institution
  • 1 year supervisor experience preferred
  • 1 year consumer lending experience preferred
  • Ability to understand and respond to member needs, as well as consistently make recommendations to members on Westerra products that will fit their financial needs/goals/values
  • Ability to drive sales through a consultative approach
  • Ability to coach and train team members
  • Strong understanding of branch operations, processes, and procedures.
  • Can navigate with ease and efficiency through key Westerra Systems/Sites
  • Strong verbal and interpersonal communication
  • Proven attention to detail with minimal mistakes
  • Demonstration of problem-solving skills
  • Accountable for completion of assigned processes or programs
  • Acts autonomously on most decisions, but may require guidance on more complex judgments
  • Advanced understanding of business line and a growing understanding of the overall organization and the competitive environment
  • Able to influence timelines, expectations, and proactively negotiates with department

Responsibilities

  • Integrates the Westerra Experience (WX) into the daily branch activities, focusing on building relationships, driving sales, and creating an exceptional experience for both members and employees
  • Drives a high-performance culture, by helping to create and execute branch and role specific goals tied to data insights, budget, and strategic objectives
  • Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels
  • Responsible for driving engagement and retention of staff
  • Actively observes staff interactions with Members, and coaches them on Member Service behaviors and recognizing opportunities to help the Member succeed financially
  • Ensures branch operations run efficiently by overseeing and monitoring scheduling, security, cash and vault management, expenses and general ledgers, equipment, adherence to policies and procedures, service quality, and audits
  • Maintains knowledge of products and services and educates members and employees on emerging technology and digital solutions such as mobile, online, ATM and other offerings
  • As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution
  • Represents Westerra at business development & community events
  • Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations
  • Maintains knowledge of industry trends and ensures credit union compliance
  • Maintains high-level of confidentiality
  • Obtains NMLS (National Mortgage Licensing System) registration within 30 days of hire
  • Obtains and maintains notary public certification within six months of employment (if not already certified) to perform notarial acts such as verifying signatures, administering oaths, and certifying documents
  • Other duties as assigned

Benefits

  • Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options
  • Two dental plans through Delta Dental
  • Basic life and AD&D insurance, short-term disability and long-term disability
  • 20+ days of paid time off (PTO) per year
  • Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY)
  • 16 hours of volunteer time off (VTO) per year
  • 11+ paid holidays
  • 401(k) that includes up to 6% match
  • Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property
  • Up to $5250 per year for educational reimbursement
  • 4 weeks of paid parental leave
  • Mental health resources including an Employee Assistance Program (EAP)
  • Individualized learning and development programs
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