Assistant Branch Manager - Southwest

Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.

ASSISTANT BRANCH MANAGER

LOCATION:  Branch                                                DIVISION: Branch Sales & Service

FUNCTION DESCRIPTION:

Responsible for leading all aspects of customer relationships delivered through the branch.  Ensures compliance with operational procedures.   Responsible for audit scores.  Supports branch sales and service goals by training, coaching and developing Member Service Advisor staff, as well as setting a good example by meeting own goals. Responsible for branch goals.   Resolves escalated issues keeping Branch Manager informed.   Serves as back-up underwriter for the branch.  Assumes managerial duties in the absence of the Branch Manager.  

ORGANIZATIONAL RELATIONSHIPS:

Reports to:        Branch Manager

Supervises:       Indirectly, all Branch positions; Directly Member Service Advocates 1 and 2

Contacts:                                 Contacts:         Credit union members, other credit union branches/departments, credit

                                                            union officials, auditors, vendors, local community members and businesses and all                          internal staff. 

QUALIFICATIONS/REQUIREMENTS:

Education:       Bachelor's degree in Business/Finance or equivalent work experience.

Experience:     Prefer 4+ years teller / operations experience.

                        Two years sales and customer service preferably in financial services. 

                        Three years supervisory/management experience

Skills:              Loan experience preferred.                

                        Strong interpersonal, sales, and relationship management skills

                        Strong written, verbal and communication skills

                        Ability to provide leadership and handle multiple priorities under time constraints

                        Working knowledge of Microsoft Office desktop applications

ESSENTIAL FUNCTIONS:

1. Provides a valuable and enjoyable experience to both internal customers and members during interactions.  Consistently suggests ways to improve the member/customer experience through improved processes and technology.

2. Manage branch staff including hiring, performance management, conducting monthly one-on-ones, writing reviews and making salary recommendations.

2. Gains and maintains a strong knowledge of Bellco products and services and can accurately enter and complete transactions, loan applications and account openings in Bellco systems.

3. Ensures established branch goals and metrics are met including goals for other business groups/partners that work with the branch (i.e. wealth management).  Motivates staff to success.

4. Conducts daily huddles and monthly one-on-ones with branch staff.

5. Maintain positive relationships with other departments, which may include (but are not limited to): Legal Compliance, Human Resources, Operations Teams

7. Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities.  Ensures branch staff has strong product and process knowledge.  

6. Successfully recruits, hires, trains and navigates performance issues, etc. Proactively mitigates risk for Bellco through sound leadership, communication, and guidance of decisions made within the branch.  Partners with Regional Director and Human Resources appropriately.

9. Manage operations of the branch, including responsibility for audit scores.  Ensure compliance with Operational Procedure Manuals.  Ensure monthly branch audits are completed accurately and in a timely manner.  Produce daily, weekly & monthly audit reports.  

7. Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.

8. Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.

9. Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment.  Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.

10. Assists in defining and developing strategy needed to set or meet organizational goals.

11. Regular and punctual in person attendance.

Management retains the discretion to add to or change the duties of this position at any time.

WORKING CONDITIONS:

May necessitate movement to other branches or departments.

Office environment.

Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.
 
In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:
Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals. 
Exempt branch roles may earn quarterly bonuses for production and team goals. 
Exempt non-branch management roles may be eligible for an annual managerial bonus. 
Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.