Assistant Branch Manager 1 or 2 - Court Street Branch (Bilingual-Spanish Preferred)

Description

ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Contributes to the organization’s core purpose and strategic goals by providing the highest quality of service, treating each person professionally, with warmth, courtesy and respect, cross-selling additional services, and making a personal effort to make members feel they belong and are important to Numerica.
• Promotes Numerica philosophy and values; contributes to quality efforts and teamwork by providing support in the branch and throughout the region
• Supports branch manager in planning, goal setting and budget process
• Promotes a pro-active sales culture in the branch
• Assists the branch manager in creating and implementing a business development strategy
• Maintains a current knowledge of products/services offered across Numerica. Trains and coaches the team to make appropriate recommendations to members that fulfill their financial needs and goals.
• Proven consumer and business deposit knowledge, as well as consumer lending skills
• May assist branch manager with outside business development
• Visible and active in the community.
• Ensures effective adoption and rollout of new products, services and processes, including digital options
• Support, adopt, and accountable for team engagement and utilization of credit union technology
• Maintains compliance with company policies and regulatory procedures
• Responsible for training of new team members and ongoing training of all branch teammates.
• Assist the branch manager with leading team meetings to develop, celebrate and coach team members
• Personally maintains knowledge and compliance with all internal and external policies as well as adheres to all BSA regulations, and ensures team is in compliance
• Monitors and recommends changes to manager to improve efficiency
• Ensures compliance of branch operating procedures including team competency in security procedures
• Meets with team regularly to assess performance in relation to assigned goals
• Recognizes team and personal contributions in meeting/exceeding sales goals
• Coaches for improvement, and help team to overcome objections when necessary
• Leads by example in achieving sales goals
• Ensures consistent branch staffing for quality member service in the branch
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:
• Connect – Create a welcoming, energized, and warm environment
• Ask – Discover and confirm others’ needs to ensure they feel understood and known
• Resolve – Take personal and full responsibility for meeting others’ needs
• Elevate – Commit to long-term personal and organizational growth and improvement
• Strengthen – Invest in our Numerica community and beyond.

SUPERVISORY RESPONSIBILITES:

Manages subordinate employees in conjunction with Branch Manager direction. Carries out supervisory responsibilities in accordance with the organizations policies and applicable laws. Responsibilities include interviewing, hiring, training, planning, assigning and directing work, appraising performance, rewarding and disciplining employees, addressing complaints and resolving problems. Fosters a Team environment, and provides coaching and developmental opportunities.

PERFORMANCE STANDARDS:

Must have in depth knowledge of all credit union services, operational policies and procedures, and ability to communicate this knowledge effectively to team and members. Displays leadership ability plus a professional attitude and appearance at all times. Acts as proxy in Branch Manager’s absence.

EDUCATION and/or EXPERIENCE:

Minimum Qualifications:

• High school diploma or general education degree (GED); plus four years branch banking/credit union/financial institution or related experience
• Two years leadership experience
• Proven success developing a professional sales/service team through recruiting, training, developing and retaining highly skilled professionals.
• Associate or bachelor’s degree preferred

PREFERRED EXPERIENCE:

Demonstrated branch leadership and/or peer-to-peer mentoring experience within a financial institution, supporting team development and operational success

LANGUAGE SKILLS:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of peers, managers, clients, members, and the general public.

INTERPERSONAL SKILLS:

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating and influencing others. Outside contacts become important and fostering sound relationships with other entities, companies and/or individuals becomes necessary.

CERTIFICATES, LICENSES, REGISTRATIONS:

• NMLS certification required
• Notary Public License required

OTHER SKILLS and ABILITES:

Basic input, output, error correction, general ledger account structure knowledge is essential to be able to perform the job. Ability to operate a personal computer to perform simple accounting tasks such as account reconciliation. Some spreadsheet application knowledge is desirable. Ability to lift up to 25lbs. Must be able to sit or stand for extended periods of time. Ability to work in fast-paced, deadline-oriented environment.

The job description doesn’t imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management’s request.

ESSENTIAL DUTIES AND RESPONSIBILITIES: include but not limited to the following. Other duties may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Contributes to the organization’s core purpose and strategic goals by providing the highest quality of service, treating each person professionally, with warmth, courtesy and respect, cross-selling additional services, and making a personal effort to make members feel they belong and are important to Numerica.
• Promotes Numerica philosophy and values; contributes to quality efforts and teamwork by providing support in the branch and throughout the region
• Supports branch manager in planning, goal setting and budget process
• Demonstrated ability to cultivate a pro-active sales culture in the branch
• Assists the branch manager in creating and implementing a business development strategy
• Maintains a current knowledge of products/services offered across Numerica. Trains and coaches the team to make appropriate recommendations to members that fulfill their financial needs and goals.
• Proven consumer and business deposit knowledge, as well as advanced consumer lending and introductory business lending skills
• Assists branch manager with outside business development
• Active in the community through volunteerism and participates in Numerica sponsored events.
• Ensures effective adoption and rollout of new products, services and processes including digital options
• Demonstrated ability to independently support, adopt and hold team accountable for engagement and utilization of credit union technology
• Maintains compliance with company policies and regulatory procedures
• Demonstrated ability to train new team members and ongoing training of all branch teammates. Ensure proper training is administered when performed by others.
• Leads team meetings to develop, celebrate and coach team members
• Personally maintains knowledge and compliance with all internal and external policies as well as adheres to all BSA regulations, and ensures team is in compliance
• Monitors and recommends changes to manager to improve efficiency
• Ensures compliance of branch operating procedures including team competency in security procedures
• Meets with team regularly to assess performance in relation to assigned goals
• Recognizes team and individual contributions in meeting/exceeding sales goals
• Demonstrated ability to coach for improvement, helping team overcome member objections when they arise
• Leads by example in achieving sales goals
• Ensures consistent branch staffing for quality member service in the branch
• Assists in recruiting, selecting, evaluating, and training employees
• Demonstrated ability to provide timely feedback, documentations, and performance evaluations
• Ability to partner with Branch Manager to plan and create leadership development opportunities for employees career development through planning and succession
• Demonstrated ability of being utilized as a resource by team members and peers
• Basic understanding of profitability reporting and budgeting
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:
• Connect – Create a welcoming, energized, and warm environment
• Ask – Discover and confirm others’ needs to ensure they feel understood and known
• Resolve – Take personal and full responsibility for meeting others’ needs
• Elevate – Commit to long-term personal and organizational growth and improvement
• Strengthen – Invest in our Numerica community and beyond.

SUPERVISORY RESPONSIBILITES:

Manages subordinate employees in conjunction with Branch. Carries out supervisory responsibilities in accordance with the organizations policies and applicable laws. Responsibilities include interviewing, hiring, training, planning, assigning and directing work, appraising performance, rewarding and disciplining employees, addressing complaints and resolving problems. Fosters a Team environment, and provides coaching and developmental opportunities.

PERFORMANCE STANDARDS:

Must have in depth knowledge of all credit union services, operational policies and procedures, and ability to communicate this knowledge effectively to team and members. Displays leadership ability plus a professional attitude and appearance at all times. Act as proxy in Branch Manager’s absence.

EDUCATION and/or EXPERIENCE:

Minimum Qualifications:

• High school diploma or general education degree (GED); plus four to six years branch banking/credit union/financial institution or related experience
• Two years leadership experience
• Proven success developing a professional sales/service team through recruiting, training, developing and retaining highly skilled professionals.
• Associate or bachelor’s degree preferred

PREFERRED EXPERIENCE:

Demonstrated branch leadership and/or peer-to-peer mentoring experience within a financial institution, supporting team development and operational success

LANGUAGE SKILLS:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of peers, managers, members, and the general public.

INTERPERSONAL SKILLS:

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating and influencing others. Outside contacts become important and fostering sound relationships with other entities, companies and/or individuals becomes necessary.

CERTIFICATES, LICENSES, REGISTRATIONS:

• NMLS certification required
• Notary Public License required

OTHER SKILLS and ABILITES:

Basic input, output, error correction, general ledger account structure knowledge is essential to be able to perform the job. Ability to operate a personal computer to perform simple accounting tasks such as account reconciliation. Some spreadsheet application knowledge is desirable. Ability to lift up to 25lbs. Must be able to sit or stand for extended periods of time. Ability to work in fast-paced, deadline-oriented environment.

The job description doesn’t imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management’s request.

Numerica Credit Union Benefits and Perks -

Learn more about our Benefits and Perks here- https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf

Requirements

Numerica Credit Union is an Equal Opportunity/Affirmative Action Employer

Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at www.numericacu.com as a result of your disability, you can request reasonable accommodations by calling (509) 385-1660.