Bilingual Assistant Branch Manager

Partners 1st Federal Credit Union•Fort Wayne, IN

12d•Onsite

About The Position

Partners 1st Federal Credit Union is seeking a Bilingual Assistant Branch Manager to join their team. This role is responsible for assisting the Branch Sales Manager (BSM) with the overall management of respective branch activities, including sales and service, community leadership, human resource management, meeting goals and financial compliance standards, and increased branch profitability. The Assistant Manager will oversee the efficient execution of operational and lending processes within the branch, ensuring compliance with policies, procedures, and regulatory compliance. This role enhances the member experience by implementing member relationship sales strategies that drive growth and optimize branch performance to deliver seamless service and achieve financial success. Additionally, the Assistant Manager will train, direct, and supervise branch staff, while maintaining a professional and cohesive work environment. This position requires a strong commitment to service excellence and member-focused solutions.

Requirements

Two to five years of similar or related experience, including time spent in preparatory positions.
High school degree or GED required.
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position.
In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience.
Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Must have valid driver's license and reliable transportation to travel as needed.
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
Must be able to stand, sit, walk for extended periods of time.
Reach and grasp using arms, hands and fingers.
Must be capable of climbing / descending stairs in emergency situation.
Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
Must be able to work extended hours whenever required or requested by management.
Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
Must be capable of regular, reliable and timely attendance.
Must be able to perform job functions independently and work effectively either on own or as part of a team.
Must be able to plan and direct the work activities of self and others.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be able to perform basic financial calculations with extreme accuracy.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nice To Haves

Bilingual skills

Responsibilities

Assist the BSM with managing direct reports to maximize monthly sales, meeting loan and deposit growth goals, increasing branch profitability, creating efficiencies, and the potential of the branch personnel of the credit union.
Support the BSM in directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules.
Assist with appraising performance and provide recommendations for staff promotion and termination, as appropriate.
Provide leadership and development.
Act as a loan liaison, between member and centralized underwriting department.
Ensure loan requests are within established policies, limits and loaded properly before loan approval.
Responsible for proper documentation and funding.
Ensure that branch achieves assigned loan production goal by asking for a comfortable payment range and offering a fully protected loan.
Demonstrate sales skills and abilities.
Assist the BSM with member engagement leading to growth and profitability of branch.
Involve in community engagement activities providing credit union awareness and establishing new business, creating positive member experience enhancing the member experience with the goal of retention and growth.
Provide the best experience possible by ensuring members’ requests and questions are promptly resolved.
Perform teller transactions and handle member complaints.
Ensure members are informed of credit union services and policies.
Counsel members regarding their financial needs and services requested.
Troubleshoot and resolve internal and external inquiries.
Assist BSM to ensure branch personnel are well trained in all phases of their respective jobs.
Assist in onboarding training of new employees in overall branch procedures.
Actively participate in cross-training personnel and assure staff is kept abreast of all products and services.
Conduct security training.
Ensure all branch transactions are balanced at the close of each day.
Service ATMs as required.
Oversee individual accountability for the handling of cash and assist in resolving balancing problems.
Maintain communications with RSM and Branch Experience management team.
Perform other duties as assigned.
Comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.