Assistant Branch Manager
Insight Credit Union - Orlando, FL

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DESCRIPTION

To direct and coordinate the activities of personnel in a branch, assisting the Branch Manager in ensuring the branch meets organizational, financial, operational, service and growth plans.

This position is located at:
206 Hillcrest Street
Orlando, FL 32801

DUTIES

30% - Hires, reviews, schedules, trains, and monitors the work of branch personnel: conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates.

25% - Assist members/non members with opening and closing accounts using Leadbuilder/Activity Manager program. Answers questions about products and services, and refers credit union products and services beyond the members stated needs. Resolves problems that are within their authority to resolve.

15% - Monitors branch operating results including Leadbuilder/Activity Manager usage and ensures appropriate steps are taken to correct unsatisfactory conditions.

10% - Monitors and corrects all branch activities to ensure compliance with established policy and regulations. Performs quality control on all branch documents and directly coaches employees on errors found including corrective action.

10% - Resolve account related concerns that have been escalated to management by subordinate employees.

5% - Coaches employees on member satisfaction surveys, monitors performance gaps and documents results for additional corrective action.

5% - Performs other duties as assigned.

Expectations:
1. To provide and ensure that the Credit Union Services Standards are met on a consistent basis. The employee should obtain an average Quality Loop score of 2.0 or better each quarter.
2. Responsible for compliance with BSA, AML, OFAC, and CIP as set forth in Credit Union policy.
3. To carry out assigned responsibilities with zero errors as it related to member/non member interaction.
4. To make Transamerica referrals.
5. Consistently refer credit union products and services using Leadbuilder/Activity Manager software to grow the credit union and serve our members.
6. Ensure staff is consistently using Leadbuilder/Activity Manager software to refer credit union products and services.
7. To keep management informed regarding key operating issues affecting the branch.
8. To maintain a professional work environment and businesslike appearance.
9. Assist manager in maintaining a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.
10. Actively promote an environment where credit union policies and procedures are carefully followed by your direct reports.
11. Coach and develop skills of direct reports to identify opportunities to cross sell products and services for the betterment of the member's financial well being.
12. Note observations of employee performance; assist in performance evaluations within prescribed time frame.
13. Encourage staff to participate in the credit union's Insight Inspire volunteer program.
14. To maintain a dependable record of attendance and timeliness.

QUALIFICATIONS

Experience: Two years to five years of similar or related experience.

Education: A high school education or GED.

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 can be of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.

Other Skills: Must have good communication skills for training other tellers. 10-key calculator and computer keyboard skills. Accurate with numbers and names.

EQUAL OPPORTUNITY EMPLOYER 30% - Hires, reviews, schedules, trains, and monitors the work of branch personnel: conducts performance reviews; allocates resources to meet operational needs within the department; reviews and approves, denies, or modifies department recommendations from subordinates.

25% - Assist members/non members with opening and closing accounts using Leadbuilder/Activity Manager program. Answers questions about products and services, and refers credit union products and services beyond the members stated needs. Resolves problems that are within their authority to resolve.

15% - Monitors branch operating results including Leadbuilder/Activity Manager usage and ensures appropriate steps are taken to correct unsatisfactory conditions.

10% - Monitors and corrects all branch activities to ensure compliance with established policy and regulations. Performs quality control on all branch documents and directly coaches employees on errors found including corrective action.

10% - Resolve account related concerns that have been escalated to management by subordinate employees.

5% - Coaches employees on member satisfaction surveys, monitors performance gaps and documents results for additional corrective action.

5% - Performs other duties as assigned.

Expectations:
1. To provide and ensure that the Credit Union Services Standards are met on a consistent basis. The employee should obtain an average Quality Loop score of 2.0 or better each quarter.
2. Responsible for compliance with BSA, AML, OFAC, and CIP as set forth in Credit Union policy.
3. To carry out assigned responsibilities with zero errors as it related to member/non member interaction.
4. To make Transamerica referrals.
5. Consistently refer credit union products and services using Leadbuilder/Activity Manager software to grow the credit union and serve our members.
6. Ensure staff is consistently using Leadbuilder/Activity Manager software to refer credit union products and services.
7. To keep management informed regarding key operating issues affecting the branch.
8. To maintain a professional work environment and businesslike appearance.
9. Assist manager in maintaining a cohesive, highly trained, motivated staff sufficient to meet daily branch demands.
10. Actively promote an environment where credit union policies and procedures are carefully followed by your direct reports.
11. Coach and develop skills of direct reports to identify opportunities to cross sell products and services for the betterment of the member's financial well being.
12. Note observations of employee performance; assist in performance evaluations within prescribed time frame.
13. Encourage staff to participate in the credit union's Insight Inspire volunteer program.
14. To maintain a dependable record of attendance and timeliness.

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