Assistant Branch Manager - Lafayette (New Branch)

Westerra Credit Union•Lafayette, CO

7d•$24 - $33•Onsite

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. Joining a new branch means helping shape its culture, build strong relationships with members, and make a meaningful impact in the community from day one. It's an exciting chance to grow your career, collaborate with a new team, and play an important role in bringing our credit union's mission to life in a new location.

Requirements

4+ years of relevant work experience
1 year retail branch experience within a financial institution
1 year serving in an FSR or similar role (Internal Candidates)
Demonstrated skills and abilities listed (Internal Candidates)
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

Nice To Haves

1 year supervisor experience preferred
1 year consumer lending experience preferred
Obtains and maintains notary public certification within six months of employment (if not already certified)

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
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