Assistant Branch Manager

CONNEX CREDIT UNION INC•North Haven, CT

1d•$48,982 - $73,473•Onsite

About The Position

An Assistant Branch Manager at Connex Credit Union is responsible for providing outstanding service to all members, identifying and solving their financial needs, and driving branch growth and profitability through business development within the community. This role involves managing two direct reports (New Account Representative and Service Coordinator) and providing general coaching to all branch personnel on advocacy, sales, and service techniques. The Assistant Branch Manager also covers for the Branch Manager during absences and may be transferred to other locations temporarily or permanently if deemed in the company's best interest.

Requirements

College Degree or equivalent work experience
Minimum 1 year retail sales management or branch experience and heavy retail and commercial customer contact environment
1 years interviewing experience in consumer loans and related insurances
2 years of direct supervisory experience
Knowledge of federal and state laws and regulations governing consumer banking
Ability to manage multiple tasks simultaneously
Excellent interpersonal skills
Ability to analyze member problems and find beneficial solutions in a timely manner
Continued education through selected training courses
Provides coverage for other branches when needed
Windows, Microsoft Word & Excel skills

Responsibilities

Provide outstanding service to all members and identify and find solutions for their financial needs.
Responsible for branch growth and profitability through the expansion and organic growth of retail and commercial members and member relationships, through business development within the branch community.
Coach sales and service skills to all branch team members on a regular basis.
Work with other branch leaders to ensure sales & service coaching occurs consistently.
Develop sales & service leadership skills in Service Coordinators, Member Service Representatives, and New Account Representatives.
Assist Branch Manager in quality hiring for all branch positions.
Provide regular additional training and coaching for New Account Representatives.
Assist Branch Manager in development of goal attainment strategy, analyzing results, making adjustments when goals are not met and celebrating when they are.
Perform overrides, make exceptions, and decisions the acceptance of checks when necessary.
Coordinate, and monitor workflow and productivity to ensure high levels of accuracy, quality and quantity are maintained.
Drive branch reporting by working with the Branch Manager to compile individual branch results and combining results to measure the branch’s productivity.
Work with Branch Manager to meet/exceed individual and branch goals on a monthly, quarterly, & annual basis.
Mentor New Account Representatives on the advocacy process and identifying opportunities for every member.
Oversee the daily operation of the Branch, according to written Branch operations standards, including adherence to security procedures.
Make recommendations to the Branch Manager for changes and improvements in procedures concerning the branch in relation to overall operations.
Assist with monthly audits in Branch Managers absence.
Resolve member problems/respond to inquiries beyond the authority of other Branch personnel.
Ensure that the branches maintain and utilize all Marketing provided; make sure all Marketing displayed is current and accurate.
Assist in maintaining adequate Member Service Staff through training support and filling vacancies promptly with qualified applicants.
Maintain knowledge of competitors’ rates and terms and other trends related to the credit union industry and drives that knowledge with the branch team.
Make appropriate recommendations to reward and recognize team performance utilizing MVA nominations, spot awards, and “you’re awesome” cards.
Build and maintain relationships with SEG groups and local businesses within the branch community to grow the business.
Participate in the community to help grow awareness and brand recognition of the credit union.
Procure and maintain active status of NMLS license.
Interview loan applicants, analyze credit and financial information.
Accurately complete required loan forms and related documents necessary in the lending process.
Assure quality control of loan check disbursements.
Pre-qualify prospective mortgage and home equity candidates and co-ordinate 1st mortgage interviews with mortgage originator.
Fill in for the Branch Manager during any absence.
General coaching of branch personnel on advocacy, sales, and service techniques.