Assistant Manager - Trinity

GTE FinancialTrinity, FL
3dOnsite

About The Position

Come join our GTE Financial team! We are looking for a leader to ensure an exceptional member and employee experience. The Assistant Manager is responsible for running the day-to-day operational excellence of the branch, people managing (3 FTE on average), and is always expected to be present at the Community Financial Center for consistent support and guidance. The “Go to person” for the Community Financial Center. The Assistant Manager will 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. They will assist in generating leads from the Community Financial Center and building new and maintaining existing member relationships while providing a great member experience. The “Assistant Community Financial Center Manager” is the gatherer, in the branch cross-selling walk-in traffic, managing the day-to-day employee activities, and making sure operational excellence is achieved. What does GTE look for in an Assistant Center Manager ? Leadership: Coach and empower the sales team to achieve the highest performance and meet objectives set forth by leadership. 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. Demonstrates and supports key behavior models to drive community financial center success. Work in conjunction with the CFC Manager on succession planning to support future advancement and promotions. Assists in the recruitment and retention of maintaining 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, consistent with the values expected by the credit union. Demonstrates and supports key behavior models to drive community financial center success. Lead team to support giving back to the local community by helping to create a stronger and healthier place to live and work. Strong leadership, business acumen, and strategic agility to be able to plan, lead, and drive change in the organization while meeting or exceeding business objectives. Review and analyze sales activity and forecast data to support strategic initiatives to achieve goals and objectives. Strong partnership with the Branch Manager ensuring that they are debriefed frequently (daily touch base/morning huddle) on the overall activities and sales & service progress of the branch. Experience: Leads 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. Operational: 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. Must demonstrate a 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. Bilingual preferred (English/Spanish). Qualify for NMLS registration according to Safe Act.

Requirements

  • Min. 3 - 5 years' experience in a financial institution or related field with 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
  • Must demonstrate a 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
  • Qualify for NMLS registration according to Safe Act
  • Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects

Nice To Haves

  • Associate degree preferred or a combination of education and experience
  • Bilingual preferred (English/Spanish)

Responsibilities

  • Running the day-to-day operational excellence of the branch
  • People managing (3 FTE on average)
  • Conducting a thorough financial assessment and recommending the most appropriate products and services
  • Generating leads from the Community Financial Center
  • Building new and maintaining existing member relationships
  • Generating leads for internal partners
  • Managing the day-to-day employee activities
  • Coaching and empowering the sales team
  • Preparing timely evaluations that accurately measure employee performance
  • Working in conjunction with the CFC Manager on succession planning
  • Assisting in the recruitment and retention of maintaining a qualified team of sales and service professional employees
  • Monitoring and addressing performance issues on a timely basis
  • Providing leadership support to the center and address employee concerns reasonably and fairly
  • Leading team to support giving back to the local community
  • Reviewing and analyzing sales activity and forecast data
  • Maintaining high member readiness standards
  • Effectively using lobby leadership to manage member traffic
  • Ensuring employees provide quality member service
  • Working closely with the Operation Support Managers on adhering to GTE’s Branding “Brandtastic” standards
  • Working in conjunction with the Operations Support Team to focus on quality control and process improvements

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

Associate degree

Number of Employees

501-1,000 employees

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