Assistant Branch Manager - Lakeline

UFCU•Austin, TX

3h•Onsite

About The Position

Under the general direction of the Branch Manager, the Assistant Branch Manager supervises all branch office activities, coordinating and directing daily operations. This role involves directing personnel activities to ensure efficient operation within federal and state laws, NCUA regulations, and UFCU policies. Key responsibilities include resolving escalated member issues, collaborating with other UFCU departments, and empowering and developing employees to support branch and Credit Union initiatives. The Assistant Branch Manager reports to the Branch Manager and leads the Teller role. UFCU is Austin’s largest locally-owned financial institution, a credit union dedicated to its Members, focusing on providing for their well-being. It emphasizes a people-first culture, offering fair products, outstanding service, and a collaborative environment to help Members achieve financial goals. UFCU values its employees, fostering a family-like atmosphere and offering opportunities to make an impact in the community.

Requirements

Ability to meet goals and deadlines.
Excellent interpersonal, verbal and written communication skills.
Must demonstrate a passion for people and service, as well as a dedication to building relationships.
Ability to work with members and staff tactfully and professionally, both in-person and via phone.
Experience coaching and motivating staff.
Ability to think strategically as well as tactically while continually seeking sales, service and operations delivery efficiencies.
Strong analytical and reporting skills.
Expert knowledge of current local, state and federal regulations.
Demonstrated excellence in providing superb customer service.
Success in leading teams.
Proficiency with data processing/computer application skills in Microsoft Office including Word and Excel.
Strong communication skills (written, verbal, and listening).
High school diploma or equivalent.
Minimum of two (2) years formal or informal leadership experience.
Minimum of three (3) years of related financial services or retail experience.
Proven ability and demonstrated success in sales and service role.
Demonstrated ability to resolve difficult situations.
Must be bondable.

Nice To Haves

Bilingual in Spanish
Credit union experience
Bachelor’s degree
Experience working in a fast-paced, high-volume environment

Responsibilities

Effectively coaches frontline staff in the successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and branch sales objectives.
Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team.
Promotes UFCU’s cultural values and contributes to the success of UFCU’s strategic vision and organization and team goals. Monitors performance and, if necessary, corrects course to reach established goals.
Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU’s strategic initiatives.
Responsible for managing the overall ongoing operations of the branch including the staffing, training and employee relations of all branch office employees.
Responsible for the branch staff's delivery of personal financial services through the teller, new accounts, loan closing and electronic delivery systems located at the branch.
Ensure quality service is provided by all branch employees.
Hold staff accountable to goals, initiatives and UFCU’s policies and procedures.
Continually seeks opportunities for personal and staff ongoing professional growth and learning.
Uses effective staffing and talent management strategies to hire, develop, and grow future leaders; and ensures that team is empowered and professionally trained to achieve maximum productivity, quality of performance, job satisfaction and work-life balance.
Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory Training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.