Assistant Branch Manager - Lake Havasu City, United States - HR Pals LLC

Description

The Assistant Branch Manager will assist the Branch Manager in providing leadership to the credit union through efficient daily operations of the Lake Havasu, AZ branch.

Major Duties and Responsibilities

• Actively supports and promotes company's brand, statement of purpose and strategies.
• Supervisory responsibilities include but not limited to creating team schedules, coaching and training, and branch balancing.
• Assists manager in efforts to reach profit, performance, and service goals.
• Oversees banking services to deepen member relationships to increase memberships and deposit growth.
• Works to achieve branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures.
• Oversees and assists with the preparation of all branch reports for approval by manager.
• Greet and welcome members to the Credit Union in a courteous, professional and timely manner, providing prompt, accurate, and efficient member transactions.
• Engage the members by welcoming them with a warm friendly smile, pleasant demeanor, using the member's name, and thanking them for doing business with the company. Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing; manage escalations and seek reasonable solutions
• Exhibits strong sales and service skills, presenting products and services while proactively educating members and team members on utilizing available access channels Continuously learns new and existing products (features, benefits, fees, etc.)
• Is knowledgeable about member's accounts and uses sound judgment with members and transactions.
• Communicate properly with all employees to ensure positive and clear understanding of credit union goals and direction.
• Accept responsibilities of the branch in the absence of the Branch Manager which includes maintaining accountability for branch facility and compliance to policies and procedures. Serve as acting manager when Branch Manager is absent.
• Assist with supervising and reviewing performance regularly, and setting sales and service goals and performance standards.
• Initiate efficiency projects and execute with measurable results.
• Performs other related duties as assigned.

EXPERIENCE

• One to two years of similar or related experience, including time spent in preparatory positions.

EDUCATION/CERTIFICATIONS/LICENSES

• Bachelor's degree in related field or equivalent banking industry experience.

INTERPERSONAL SKILLS

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

OTHER SKILLS

• Excellent verbal and written communication skills.
• Excellent personal and professional leadership skills.
• Understanding of credit union regulatory matters and procedures for proper operation. v Ability to remain professional and composed under pressure.
• Proficient with Microsoft Office Suite or similar software programs.
• Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned.
• Possess intermediate mathematical skills performing calculations involving decimals, percentages, etc.
• Analytical and organizational skills.
• Excellent verbal and written communication and presentation skills.
• Excellent customer service skills. v Ability to work independently as well as in a group situation.
• Ability to interact effectively one-on-one with members.
• Service Competencies
  • Displays courtesy and attentiveness to both members, co-workers, and staff.
  • Makes the member feel valued and welcome.
  • Provides accurate and prompt service. v Is knowledgeable about CU products/services and the organization.
  • Listens and demonstrates understanding.
  • Offers assistance beyond what is specifically asked.
  • Resolves problems to members' satisfaction.
  • Handles complaints in a respectful, caring way.
  • Uses problems and complaints to improve service.
  • Maintains internal teamwork. v Follows-up on commitments.
  • Takes personal responsibility for every service outcome, even if referred to another department.
• Sales Competencies
  • Understands how CU products compare to the competition.
  • Recognizes cues for sales opportunities.
  • Systematically uncovers unexpressed needs.
  • Uses communication skills to build trust.
  • Makes appropriate and timely suggestions about products to members.
  • Involves the member in the sales process.
  • Is aware of the financial impacts of product and services to the credit union.
  • Sells the "relationship" and the "credit union", not just the product.
  • Builds future contacts with the member into the sales process.
  • Makes effective referrals to Member Advisors when appropriate. ADA Requirements

PHYSICAL REQUIREMENTS

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. 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 or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. 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.

Our client acknowledges that equal opportunity for all persons is a fundamental human value. Each employee and applicant will be considered on the basis of individual ability and merit, without regard to race, color, religion, age, sex, sexual orientation, gender identity, gender expression, pregnancy, national origin, marital status, physical disability, mental disability, medical condition, genetic information, protected military or veteran status, or any other characteristics.

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