Assistant Branch Manager (South Jordan)
About The Position
Manage the daily operations of a branch efficiently. Provide leadership, in partnership with the Branch Manager and other management team members, training and supervision for Branch. Meet established goals according to the Strategic Plan. Develop new business and deepen member relationships, provide a superior level of member service, and promote the service culture through coaching, guidance, and staff motivation. Mentor and Coach -- Provide coaching, training and feedback for Branch staff in partnership with Branch Manager and other branch management. Hire, on-board and regularly meet with employees to review their progress, goals, and professional development to retain top talent. Develop the appropriate processes and approaches to ensure employee training is effective and successful. Ensure Service Mentality -- Coordinate branch coverage, scheduling and area coverage to ensure a high level of service is delivered. Ensure the effective management of staff, resources, systems, and services to ensure optimum use of time and capitalize on efficiencies. Interact with members on escalated issues, utilizes resources, and provides resolutions within authorization level. Emphasize member service regularly through daily tasks, staff meetings, and training sessions. During staff shortages, assists with branch transactions. Sales and Goals Management – Track and meet established goals, sales and budget for the Branch according to the Strategic Plan. Identify and track daily sales production and provide staff motivation. Ensure employees meet goals, capture in-branch sales, capitalize on cross sell opportunities, and educate members on appropriate products and services. Branch Compliance -- Oversight for audit and review of Branch operations. Actively train on updates, changes to policies and procedures, and ensures compliance. Gather, analyze, and distribute management reports and audits. Monitor monthly budget reports and ensures all expenditures, charges and payroll costs are within approved budget amounts. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.
Requirements
- High school diploma or equivalent.
- Minimum of three (3) years of financial institution experience.
- At least 1 year of experience with leadership level functions.
- Comprehensive knowledge of cash operations, security, and management.
- Advanced knowledge of PCs, Microsoft applications, and various office automation software.
- Complete, within 180 days of employment in this role, federal registration as a Mortgage Loan Originator (MLO) as required by the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act).
- Maintain active registration while in this role and comply with all requirements of the S.A.F.E. Act.
- Successfully pass a background check against the U.S. General Services Administration (GSA) Excluded Parties List (EPL), the HUD Limited Denial of Participation List (LDP List), and the Federal Housing Finance Agency's (FHFA) Suspended Counterparty Program (SCP) list.
- Maintain ability to pass any subsequent background checks against these lists and comply with all their requirements.
Responsibilities
- Manage the daily operations of a branch efficiently.
- Provide leadership, training, and supervision for Branch staff.
- Meet established goals according to the Strategic Plan.
- Develop new business and deepen member relationships.
- Provide a superior level of member service and promote the service culture.
- Coach, train, and provide feedback for Branch staff.
- Hire, on-board, and regularly meet with employees to review progress, goals, and professional development.
- Develop processes and approaches to ensure employee training is effective.
- Coordinate branch coverage, scheduling, and area coverage to ensure a high level of service.
- Ensure effective management of staff, resources, systems, and services.
- Interact with members on escalated issues and provide resolutions.
- Emphasize member service regularly through daily tasks, staff meetings, and training sessions.
- Assist with branch transactions during staff shortages.
- Track and meet established goals, sales, and budget for the Branch.
- Identify and track daily sales production and provide staff motivation.
- Ensure employees meet goals, capture in-branch sales, and capitalize on cross-sell opportunities.
- Educate members on appropriate products and services.
- Oversee audit and review of Branch operations.
- Train on updates, changes to policies and procedures, and ensure compliance.
- Gather, analyze, and distribute management reports and audits.
- Monitor monthly budget reports and ensure expenditures are within approved amounts.
- Complete any other job-related duties.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
