Assistant Manager - Trinity

GTE Financial•Trinity, FL

2d•Onsite

About The Position

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 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 CFC Manager will also generate leads for their internal partners, Mortgage, Business Services, Investments, and Insurance Services. 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.

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.
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.

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).
Be present at the Community Financial Center for consistent support and guidance.
Satisfy member needs 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.
Ensure operational excellence is achieved.
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.
Demonstrate and support 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.
Assist 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.
Lead team to support giving back to the local community by helping to create a stronger and healthier place to live and work.
Review and analyze sales activity and forecast data to support strategic initiatives to achieve goals and objectives.
Partner 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.
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.