Assistant Solutions Manager (Main Office)

IC Federal Credit UnionFitchburg, MA
29dOnsite

About The Position

Reporting to the Solutions Manager, the Assistant Solutions Manager oversees the day-to-day operations of the assigned location to ensure exceptional support to Credit Union members and prospective members within the branch and its community. The Assistant Solutions Manager will model, coach, and motivate the branch team to proactively explore needs and build member relationships by facilitating platform transactions, such as deposit account opening, loan origination and closing, account maintenance and activation of digital banking services, in line with IC’s member service standards. As a leader within the branch banking team, this role assists the Solutions Manager in all aspects of branch operations, member experience, team member coaching/development and assumes responsibility for the branch in the Solution Manager’s absence.

Requirements

  • High School Education or GED. Two-year (2) college degree, or completion of a certification, training, or specialized banking coursework.
  • Three years to five years retail experience in a credit union, bank, or sales environment; with increasing levels of responsibility. Supervisor or management experience required.
  • Strong organizational, member service, problem solving and communication skills.
  • Active and current NMLS registration (Nationwide Multistate Licensing System) preferred in accordance with SAFE Act guidelines.
  • Basic computer and technology skills. Must be adept in use of Excel, Word, PowerPoint, and core banking applications.
  • Ability to effectively interact with and support the financial needs of members and prospective members, with a focus on delivering exceptional member-first experience.

Responsibilities

  • Facilitates personal and business account opening and assists members with support and maintenance on existing account relationships, with a focus on delivering exceptional member service.
  • Maintains updated knowledge regarding the Credit Union’s products/services and proactively recommends appropriate solutions based on member needs. Supports strategic focus of growing membership base by acquiring new members and solidifying existing member relationships.
  • Originates applications for consumer loans, home equity loans/lines and residential mortgages. Interviews applicants and completes/closes loan applications in accordance with regulatory guidelines and Credit Union procedures. Maintains registered NMLS number.
  • Demonstrates and engages members with IC’s digital banking tools, such as online and mobile banking, digital wallet enrollments and other ancillary digital solutions (e.g., bill pay, e-statements, card controls, P2P tools, etc.). Promote usage and adoption of self-service channels; highlighting convenience and benefits of omni-channel member experience.
  • Oversees all aspects of branch operations to ensure positive, consistent, and welcoming member experience. This includes responsibility for overall branch facility maintenance, cleanliness and upholding of IC’s brand standards.
  • Performs all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures. Uses established protocols and controls to ensure security and privacy is always maintained.
  • Supports the advancement and development of branch team members by coaching, reviewing, and providing on the job training. Takes ownership of individual professional development by participating in internal/external trainings and leadership programs.
  • Serves as an enthusiastic champion of all things brand and corporate culture. Models and supports the delivery of IC's Mission, Vision, and Core Values, with a focus on team member engagement and member experience. Represents the Credit Union in the communities it serves by participating in civic/community organizations in line with evolving market and community engagement strategies.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

51-100 employees

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