Assistant Branch Manager

Gulf Winds Credit Union•Pensacola, FL

4d•Onsite

About The Position

Welcomes members in the branch and provides superior and professional services that promote Gulf Winds' financial solutions and security. This position supports Gulf Winds' mission/vision by serving members and leading team members by utilizing Gulf Winds' core values, strategies, and best practices to provide service beyond expectations. Works with the AVP of Corporate Operations to effectively lead team members to provide optimal service to our members. Ensures that member needs are achieved by understanding their financial needs and recommends the most appropriate product and service solutions that fulfill immediate and future financial needs. Accurately and efficiently processes a variety of financial inquiries, service requests, new accounts, new loans, account maintenance, and account monetary transactions.

Requirements

Three to five years of similar or related experience.
A high school education or GED.
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside or outside the organization for first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Ability to read, write, comprehend, and speak English clearly.
Demonstrated ability to work independently and provide a high level of customer service.
Demonstrated ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment.
Demonstrated ability to use mathematics to process account and transaction information.
Normally expected to work between 8:30 a.m. and 5:00 p.m. but may be required to work nights and/or weekends.
Must adhere to safety rules and regulations

Responsibilities

Assists the Branch Manager or Regional Sales Director in the leadership and coaching of team members. This includes providing sales coaching, operational guidance, maintaining cash security and other negotiable instruments, assisting in performance evaluations, and overall Retail managerial responsibilities.
Assists members with complaints, research, and follows-up on details to resolve to the member’s satisfaction.
Assists the AVP of Corporate Operations with audits, including but not limited to branch, security, teller cash, TCR, new account, loan, and any specialized audits.
Approaches, greets, and welcomes members into the branch, establishes relationships while understanding member needs by asking appropriate questions, and recommends the best solution to strengthen the member’s financial well-being.
Engages members in conversation and delivers an exceptional experience at all touchpoints and zones within the member journey of the branch.
Educates members on Gulf Winds and the Credit Union’s offerings, including all lines of business. In the absence of Member Advocates, establishes new relationships, opens new accounts, takes, and processes loan applications.
Assists with teller transactions, including end-of-day balancing.
Develops effective service and sales strategies to promote products and services to meet or exceed team-based goals.
Utilizes marketing, digital, branding elements, and technology to engage members in conversation and needs discovery.
Creates and delivers an experience that deepens relationships and delivers the Gulf Winds’ Brand.
Actively learns, demonstrates, and fosters the Gulf Winds culture. Takes personal initiative and is a positive example for others to emulate.
Actively participates in community activities that support Gulf Winds’ community efforts and initiatives.
Performs other job-related duties as assigned.