Assistant Financial Center Manager - BA Branch

WeStreet Credit Union•Broken Arrow, OK

6d•Onsite

About The Position

The Assistant Financial Center Manager (AFCM) plays a crucial role in the daily operations and leadership of a branch, working in partnership with the Financial Center Manager (FCM). This position involves a blend of leadership, management, sales, and operational responsibilities, ensuring the branch meets its goals while upholding the Credit Union's core values and service standards. The AFCM is responsible for guiding and motivating branch staff, driving sales performance, resolving member issues, and ensuring compliance with all policies and regulations.

Requirements

Experience in leadership and management.
Ability to embody and instill core values of Trust, Integrity, Teamwork, and Making a Difference.
Skills in providing guidance, coaching, training, and motivation.
Proficiency in promoting and participating in a sales and service culture.
Ability to ensure superior member service and resolve complaints effectively.
Understanding of Credit Union policies and applicable laws.
Experience in interviewing, hiring, performance evaluation, and staff management.
Ability to prepare and manage staff work schedules.
Experience in overseeing branch operations.
Ability to meet personal sales goals and coach staff to meet theirs.
Skills in creating learning objectives and sales initiatives.
Ability to analyze and approve/deny loans, with decision-making authority.
Supervisory experience in cash handling, balancing, and operational procedures.
Knowledge of internal controls and security procedures.
Understanding of BSA, AML, CIP, and CDD regulations.
Commitment to maintaining integrity and ethics.
Willingness to perform other duties as assigned and work additional hours.

Responsibilities

Embody and ensure direct reports embody the Credit Union’s core values of Trust, Integrity, Teamwork, and Making a Difference.
Provide vision, enhance relationships, drive results, and serve as a principled role model for branch staff in partnership with the FCM.
Provide guidance, coaching, training, motivation, and input to branch staff to ensure they meet and exceed service standards and performance goals.
Actively promote and participate in a sales and service culture, ensuring staff cross-sells and meets established goals.
Ensure a superior level of member service and effective resolution of member complaints.
Carry out responsibilities in accordance with Credit Union policies and applicable laws.
Assist with interviewing, hiring, planning, assigning work, evaluating performance, and addressing staff issues in partnership with the FCM.
Prepare and maintain branch staff work schedules, including approving time off and hours worked.
Promote, transfer, dismiss, or change the status of branch staff in consultation with the FCM and Human Resources.
Oversee branch operations in partnership with and in the absence of the FCM.
Ensure branch sales goals are met by meeting personal sales goals and coaching staff.
Create learning objectives and sales goal achievement initiatives for the branch in partnership with the FCM.
Serve as an operational reference, providing coaching and assistance in resolving member problems.
Analyze and approve, deny, or rescind loans, with decision authority on loans outside normal guidelines.
Supervise branch operations related to cash, travelers' checks, money orders, bonds, deposits, statements, computer totals, and obtaining operating cash, coordinating with the Accounting Department.
Supervise branch audits for the same operational areas.
Make exceptions to policy as appropriate and within established authority.
Monitor and enforce adherence to internal controls and security procedures.
Ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) regulations.
Maintain integrity and ethics in all actions and conversations with members and their accounts.
Perform other duties as assigned and be available to work additional hours as requested.