Assistant Manager- Richland (Spanish Preferred)

ICCU•Richland, WA

1d•Onsite

About The Position

To effectively assist the Branch Manager to operate a branch. Coach staff and maintain business relations. This role involves maintaining a strong focus on helping each member achieve financial success and ensuring member experiences meet or exceed Eagle Service Standards. The Assistant Manager is expected to behave consistently with ICCU’s Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times, and be a positive influence on creating an upbeat and energetic team Culture. The position ensures the smooth operation of the branch in all areas, including developing and coaching all branch personnel to meet branch goals, innovative marketing of Credit Union services, and developing and growing the branch through business development activities. The Assistant Manager is responsible for the direct supervision of three to twelve team members, ensuring accurate balancing of individual MSS team member cash drawers, making sound lending decisions, and training Financial Service Officers (FSO) to assess risk, understand ICCU’s lending philosophies, and effectively critique FSO recommendations. The role requires a continuous focus on meeting all NPS goals and Eagle Service standards with the branch, maintaining acceptable levels of insurance penetration and Game of Work Sales goals, and ensuring accuracy of daily vault and branch operations. The Assistant Manager will help create team member Strength Development Plans, provide enthusiastic and motivational training on a weekly basis or more often if needed in areas such as member service and positional performance/growth. They will assign, direct, and coordinate the scheduling needs of the branch team, perform effective team onboarding, mentoring, and training of new team members, and complete performance documentation. The role also involves keeping informed of member needs, taking ownership of and resolving member escalations, and engaging in ongoing self-development to prepare to become a Branch Manager. The Assistant Manager acts as Branch Manager in their absence, is responsible for the upkeep and maintenance of the physical facility, ensures team members’ appearance and dress reflect financial institution standards, and monitors the branch daily duty checklist for compliance. They will assist members in various capacities based on traffic and staffing levels, including member interviews, consumer loans, HELOCs, mortgages, credit cards, consumer and business accounts, investment and retirement accounts, all account and loan maintenance, member escalations, and teller line back-up.

Requirements

Bachelor’s Degree or equivalent management experience
Minimum of one year branch team member experience
Mortgage Certification
Business Account Certification
Signature Guarantee/Medallion Stamp Certification
Notary Public
Ability to work with other department supervisors
Ability to supervise all personnel within the branch
Ability to effectively work and communicate with Administration
Ability to always maintain the confidentiality of Credit Union and member records
Be able to insure the smooth operation of branch and quality service to the membership
Professional in appearance, attendance, quality, and quantity of work performed
Knowledge of all Credit Union functions, procedures, and policies
Must be eligible for membership at ICCU to obtain employment

Nice To Haves

Spanish Preferred

Responsibilities

Effectively assist the Branch Manager to operate a branch
Coach staff and maintain business relations
Maintain a strong focus on helping each member achieve financial success
Ensure member experiences are always at or above our Eagle Service Standards
Behave 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
Provide 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
Perform effective team, onboarding, mentoring, and training of new team members
Complete performance documentation and adequate training to meet the needs of each position
Keep informed of member needs or desires regarding products and services
Take ownership of, support, and bring to resolution all member escalations
Engage in 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.
Prioritize to allow 15 hours per week for coaching
Be involved in business development and community service activities
Comply with the Bank Secrecy Act and USA Patriot Act as implemented by Idaho Central Credit Union