To effectively assist the Branch Manager to operate a branch. Coach staff and maintain business relations. Duties and Responsibilities: Maintains a strong focus on helping each member achieve financial success. Ensure member experiences are always at or above our Eagle Service Standards. Behaves consistently with ICCU’s Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times. Be a positive influence on creating an upbeat and energetic team Culture. Ensure smooth operation of the branch in all areas. Be an active member of the community by volunteering on service organizations. Develop and coach all branch personnel to meet branch goals. Innovative marketing of the Credit Union services. Develop and grow branch through business development activities. Responsible for the direct supervision of three to twelve team members. Ensure accurate balancing of individual MSS team member cash drawers. Ability to make sound lending decisions Train Financial Service Officers (FSO) to assess risk, train them on ICCU’s lending philosophies, and effectively critique FSO recommendations. Maintain a continuous focus on meeting all NPS goals and Eagle Service standards with branch. Maintain acceptable levels of insurance penetration and Game of Work Sales goals. Ensure accuracy of daily vault and branch operations. Help create team member Strength Development Plans. Enthusiastic and motivational training on a weekly basis or more often if needed in the areas of member service, positional performance, positional growth and excellence, etc. Assign, direct, and coordinate the scheduling needs of the branch team. Effective team, onboarding, mentoring, and training of new team members. Completion of performance documentation and adequate training to meet the needs of each position. Keeping informed of member needs or desires regarding products and services. Take ownership of, support, and bring to resolution all member escalations. Ongoing and continuous self-development, learning and training to prepare to become a Branch Manager. Act as Branch Manager in Branch Manager's absence. Upkeep and maintain physical facility. Ensure all team members’ appearance and dress reflects the standards of a financial institution. Monitor branch daily duty checklist to ensure all operational tasks are completed promptly and accurately, and that the branch always remains in compliance. Assist with helping members in whatever capacity is needed based on member traffic and current staffing levels which includes (but is not limited to the following): Member interviews, consumer loans, HELOCs, mortgages, credit cards, consumer accounts, business accounts, investment accounts, retirement accounts, all account and loan maintenance, member escalations, teller line back-up, etc.
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Job Type
Full-time
Career Level
Mid Level