Assistant Branch Sales Manager - New Haven, United States - Partners 1st Federal Credit Union

Description

Two to five years of similar or related experience, including time spent in preparatory positions
High school degree or GED required

INTERPERSONAL SKILLS
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position
Must have valid drivers 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 extend 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 routinely perform work indoors in climate-controlled private office with minimal noise
MENTAL AND/OR EMOTIONAL REQUIREMENTS

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
Responsibilities

Responsible for assisting the branch sales manager (BSM) in the overall management of the branch – may step in for BSM in their absence.

Assist BSM to ensure established policies and procedures are followed
Oversees provision of a full range of services to members and prospective members
Ensures members are promptly and professionally served
Trains, directs, and supervises branch staff, while maintaining a professional, cohesive working environment

20% Assist the BSM with managing direct reports to maximize productivity, efficiency, and the potential of the branch personnel of the credit union.

Assist 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.

Assists with appraising performance and provide recommendations for staff promotion and termination, as appropriate
Provides leadership and development
20% Acts as a loan liaison, between member and centralized underwriting department
Ensures loan requests are within established policies, limits and loaded properly before loan approval
Responsible for proper documentation and funding
Ensures that branch achieves assigned loan production goal
Demonstrates sales skills and abilities
15% Assist BSM to ensure branch personnel are well trained in all phases of their respective jobs
Assists in onboarding training of new employees in overall branch procedures
Actively participates in cross-training personnel and assures staff is kept abreast of all products and services
Conducts security training
15% Ensures all branch transactions are balanced at the close of each day
Servicing ATMs as required
Oversees individual accountability for the handling of cash and assists in resolving balancing problems
10% Ensures members' requests and questions are promptly resolved
Ensures members are informed of credit union services and policies
Counsels members regarding their financial needs and services requested
10% Troubleshoots and resolves internal and external inquiries
5% Maintain communications with RSM and BrOps management team
5% Performs other duties as assigned
Must 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
Communications can involve motivating, influencing, educating and/or advising others on matters of significance
Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment
Qualifications

Two to five years of similar or related experience, including time spent in preparatory positions
High school degree or GED required

INTERPERSONAL SKILLS
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position
Must have valid drivers 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 extend 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 routinely perform work indoors in climate-controlled private office with minimal noise
MENTAL AND/OR EMOTIONAL REQUIREMENTS

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
Responsibilities

Responsible for assisting the branch sales manager (BSM) in the overall management of the branch – may step in for BSM in their absence.

Assist BSM to ensure established policies and procedures are followed
Oversees provision of a full range of services to members and prospective members
Ensures members are promptly and professionally served
Trains, directs, and supervises branch staff, while maintaining a professional, cohesive working environment

20% Assist the BSM with managing direct reports to maximize productivity, efficiency, and the potential of the branch personnel of the credit union.

Assist 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.

Assists with appraising performance and provide recommendations for staff promotion and termination, as appropriate
Provides leadership and development
20% Acts as a loan liaison, between member and centralized underwriting department
Ensures loan requests are within established policies, limits and loaded properly before loan approval
Responsible for proper documentation and funding
Ensures that branch achieves assigned loan production goal
Demonstrates sales skills and abilities
15% Assist BSM to ensure branch personnel are well trained in all phases of their respective jobs
Assists in onboarding training of new employees in overall branch procedures
Actively participates in cross-training personnel and assures staff is kept abreast of all products and services
Conducts security training
15% Ensures all branch transactions are balanced at the close of each day
Servicing ATMs as required
Oversees individual accountability for the handling of cash and assists in resolving balancing problems
10% Ensures members' requests and questions are promptly resolved
Handles member complaints
Ensures members are informed of credit union services and policies
Counsels members regarding their financial needs and services requested
10% Troubleshoots and resolves internal and external inquiries
5% Maintain communications with RSM and BrOps management team
5% Performs other duties as assigned
Must 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
Communications can involve motivating, influencing, educating and/or advising others on matters of significance
Benefits

Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment

Description:

Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment...

Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work.

This position is for U if you are a positive, levelheaded person with excellent customer service and communication skills and are able to work at our New Haven, IN location, full-time, 40 hrs/wk, with a rotating schedule of:

(Week A)

Mon & Tues: 8:15am-5:15pm, Wed: 8:15am-12:15pm, Thurs & Fri: 8:15am-5:15pm, & Sat: 8:45am-12:15pm

(Week B)

Mon-Fri: 8:15am-5:15pm

Role

Responsible for assisting the branch sales manager (BSM) in the overall management of the branch – may step in for BSM in their absence.

Assist BSM to ensure established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures members are promptly and professionally served. Trains, directs, and supervises branch staff, while maintaining a professional, cohesive working environment.

Major Duties and Responsibilities

20% Assist the BSM with managing direct reports to maximize productivity, efficiency, and the potential of the branch personnel of the credit union.

Assist 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.

Assists with appraising performance and provide recommendations for staff promotion and termination, as appropriate. Provides leadership and development.

20% Acts as a loan liaison, between member and centralized underwriting department. Ensures loan requests are within established policies, limits and loaded properly before loan approval. Responsible for proper documentation and funding. Ensures that branch achieves assigned loan production goal. Demonstrates sales skills and abilities.

15% Assist BSM to ensure branch personnel are well trained in all phases of their respective jobs. Assists in onboarding training of new employees in overall branch procedures. Actively participates in cross-training personnel and assures staff is kept abreast of all products and services. Conducts security training.

15% Ensures all branch transactions are balanced at the close of each day. Servicing ATMs as required. Oversees individual accountability for the handling of cash and assists in resolving balancing problems.

10% Ensures members' requests and questions are promptly resolved. Handles member complaints. Ensures members are informed of credit union services and policies. Counsels members regarding their financial needs and services requested.

10% Troubleshoots and resolves internal and external inquiries.

5% Maintain communications with RSM and BrOps management team.

5% Performs other duties as assigned.

Must 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.

Requirements:
Knowledge and Skills


EXPERIENCE
Two to five years of similar or related experience, including time spent in preparatory positions.

EDUCATION/CERTIFICATIONS/LICENSES

High school degree or GED required.


INTERPERSONAL SKILLS

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.


OTHER SKILLS
Must have valid drivers license and reliable transportation to travel as needed.

ADA Requirements


PHYSICAL REQUIREMENTS
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be able to stand, sit, walk for extend 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.


WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

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

Company information
Partners 1st Federal Credit Union believes the people in the communities we serve truly define who we are. We focus on your individual financial needs from simple savings accounts and debit/credit cards to vehicle loans and mortgages. We are proud to you first as your financial partner.

So whether your in Indiana, Ohio, Kentucky, Virginia, West Virginia and Maryland we want to know your story and would love the opportunity to share ours.

Insurance, Finance, Financial Services, Banking, Credit Unions
Nonprofit
Fort Wayne, Indiana

Company Specialties:
Auto Loans, Home Loans, Mortgages, Credit Cards, Debit Cards, Savings Accounts, Checking Accounts, Certificates, IMMA, HSA, Motorcycle Loans, Vehicle Loans, Small Business Loans, SBA, and Merchant Services

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