Assistant Manager - Sarasota

GTE Financial•Sarasota, FL

9d•Onsite

About The Position

GTE Financial is seeking a leader to ensure an exceptional member and employee experience. The Assistant Manager is responsible for the day-to-day operational excellence of the branch, people management (averaging 3 FTE), and consistent support and guidance within the Community Financial Center. This role is the primary point of contact for the Community Financial Center, ensuring member needs are met through thorough financial assessments and recommending appropriate products and services to achieve financial goals. The Assistant Manager will also generate leads from the branch, build and maintain member relationships, and generate leads for internal partners such as Mortgage, Business Services, Investments, and Insurance Services. This role involves cross-selling, managing employee activities, and ensuring operational excellence.

Requirements

Associate degree preferred or a combination of education and experience.
Min. 3 - 5 years' experience in a financial institution or related field.
At least 1 year of supervisory experience.
Knowledge of lending practices regarding the interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy.
Qualify for or hold Level II lending authority as prescribed by GTE Financial Consumer Lending.
Functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Nice To Haves

Bilingual preferred (English/Spanish).
Qualify for NMLS registration according to Safe Act.

Responsibilities

Ensure an exceptional member and employee experience.
Run the day-to-day operational excellence of the branch.
Manage people (3 FTE on average).
Provide consistent support and guidance as the "Go to person" for the Community Financial Center.
Ensure members’ needs are satisfied by conducting a thorough financial assessment and recommending the most appropriate products and services, fulfilling the member’s immediate and future financial goals.
Assist in generating leads from the Community Financial Center and building new and maintaining existing member relationships while providing a great member experience.
Generate leads for internal partners (Mortgage, Business Services, Investments, and Insurance Services).
Cross-sell walk-in traffic.
Manage day-to-day employee activities.
Make sure operational excellence is achieved.
Coach and empower the sales team to achieve the highest performance and meet objectives.
Coach, train, and manage assigned staff, ensuring adherence to Credit Union and departmental standards.
Prepare timely evaluations that accurately measure employee performance and provide direction for future growth and development.
Practice Integrity coaching principles.
Demonstrate and support key behavior models to drive community financial center success.
Work in conjunction with the CFC Manager on succession planning.
Assist in the recruitment and retention of a qualified team of sales and service professional employees.
Monitor and address performance issues on a timely basis.
Provide leadership support to the center and address employee concerns reasonably and fairly.
Lead team to support giving back to the local community.
Review and analyze sales activity and forecast data to support strategic initiatives.
Partner with the Branch Manager ensuring frequent debriefs (daily touch base/morning huddle) on branch activities and sales & service progress.
Lead employees to consistently deliver a value-added (The Member Advantage) experience resulting in high member engagement.
Maintain high member readiness standards as a member of the leadership team; deliver a clean, neat, and accommodating environment.
Effectively use lobby leadership to manage member traffic by integrating the use of virtual channels such as Interactive Teller Machines (ITMs), tablets, smartphones, and ATMs.
Ensure employees provide quality member service by identifying and recommending GTE Financial products and services that meet member expectations and financial objectives.
Work closely with the Operation Support Managers on adhering to GTE’s Branding “Brandtastic” standards.
Work in conjunction with the Operations Support Team to focus on quality control and process improvements.
Demonstrate a functional knowledge of the Bank Secrecy Act and other Federal laws.