About The Position

To effectively assist the Branch Manager to operate a branch. Coach staff and maintain business relations.

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.
  • Must be eligible for membership at ICCU to obtain employment.

Nice To Haves

  • Spanish Preferred

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.

Benefits

  • Equal Opportunity Employer
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