Assistant Branch Manager

Connex Credit Union, Inc.; Branford (CT); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Medical, Dental and Vision coverage

Paid time off

401K contributory plan with company m

Community outreach involvement

Job summary

Connex Credit Union is seeking an Assistant Branch Manager in Branford, CT to deliver outstanding member service and drive branch growth. You will lead retail and commercial member relationships, coach staff, and support recruitment and training to meet performance goals.

The role requires strong leadership, a focus on advocacy, and collaboration with the Branch Manager to manage daily operations. The position emphasizes community outreach, relationship-building with local businesses, and

Responsibilities

• Coaches sales and service skills to all branch team members.
• Develops sales and service leadership skills in Service Coordinators, Member Service Representatives, and New Account Representatives.
• Assists Branch Manager in quality hiring for all branch positions.
• Provides regular training and coaching for New Account Representatives.
• Assists Branch Manager in development of goal attainment strategy, analyzing results, making adjustments when goals are not met and celebrating when they are.
• Comfortable performing overrides, making exceptions, and decisions the acceptance of checks when necessary.
• Coordinates, and monitors workflow and productivity to ensure high levels of accuracy, quality and quantity are maintained.
• Drives branch reporting by working with the Branch Manager to compile individual branch results and combining results to measure the branch’s productivity.
• Works with Branch Manager to meet/exceed individual and branch goals on a monthly, quarterly, & annual basis
• Mentors New Account Representatives on the advocacy process and identifying opportunities for every member.
• Oversees the daily operation of the Branch, according to written Branch operations standards, including adherence to security procedures.
• Makes recommendations to the Branch Manager for changes and improvements in procedures concerning the branch in relation to overall operations.
• Assists with monthly audits in Branch Managers absence.
• Resolves member problems/responds to inquiries beyond the authority of other Branch personnel.
• Ensures that the branches maintain and utilize all Marketing provided; makes sure all Marketing displayed is current and accurate.
• Assists in maintaining adequate Member Service Staff through training support and filling vacancies promptly with qualified applicants.
• Maintains knowledge of competitors’ rates and terms and drives that knowledge with the branch team.
• Makes appropriate recommendations to reward and recognize team performance utilizing MVA nominations, spot awards, and “you’re awesome” cards.

Skills

Leadership

Coaching

Sales & service

Job description

Are you looking to have a positive impact on people in your community?Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others.We’re a company with a long and successful history where trust is important and exceptional customer service is the standard.We are committed to our employees, our members and the communities we serve.If you want to make a difference and be part of a growing, inclusive organization, join us in our mission.

• Competitive compensation.
• Medical, Dental and Vision coverage.
• Paid time off.
• 401K contributory plan with company match.
• The opportunity to become involved in community outreach.

Description

An Assistant Branch Manager must provide outstanding service to all members and identify and find solutions for their financial needs in order to better their financial lives. The person in this role is responsible for branch growth and profitability through the expansion and organic growth of retail and commercial members and member relationships, through business development within the branch community. The Assistant Branch Manager has two direct reports, the New Account Representative and the Service Coordinator. In addition the position requires general coaching of branch personnel on advocacy, sales, and service techniques. This role requires filling in for the Branch Manager during any absence.

Connex has a right to transfer you to other locations to perform the same or other duties, if Connex believes such a transfer is in its best interest. This transfer may be temporary or permanent and you will be notified in advance if that is to occur, except for temporary, emergent transfers to cover due to shortage or other problem.

Essential Functions and Responsibilities

Advocacy

1. Leadership and Coaching personnel:

• Coaches’ sales and service skills to all branch team members on a regular basis. Works with other branch leaders to ensure sales & service coaching occurs consistently;
• Develops sales & service leadership skills in Service Coordinators, Member Service Representatives, and New Account Representatives;
• Assists Branch Manager in quality hiring for all branch positions
• Provides regular additional training and coaching for New Account Representatives

2. Assists Branch Manager in development of goal attainment strategy, analyzing results, making adjustments when goals are not met and celebrating when they are.

3. Comfortable performing overrides, making exceptions, and decisions the acceptance of checks when necessary.

4. Coordinates, and monitors workflow and productivity to ensure high levels of accuracy, quality and quantity are maintained.

5. Drives branch reporting by working with the Branch Manager to compile individual branch results and combining results to measure the branch’s productivity.

6. Works with Branch Manager to meet/exceed individual and branch goals on a monthly, quarterly, & annual basis

7. Mentors New Account Representatives on the advocacy process and identifying opportunities for every member.

8. Oversees the daily operation of the Branch, according to written Branch operations standards, including adherence to security procedures.

9. Makes recommendations to the Branch Manager for changes and improvements in procedures concerning the branch in relation to overall operations.

10. Assists with monthly audits in Branch Managers absence.

11. Resolves member problems/responds to inquiries beyond the authority of other Branch personnel.

12. Ensures that the branches maintain and utilize all Marketing provided; makes sure all Marketing displayed is current and accurate.

13. Assists in maintaining adequate Member Service Staff through:

• Training support
• Filling vacancies promptly with qualified applicants

14. Maintains knowledge of competitors’ rates and terms and other trends related to the credit union industry and drives that knowledge with the branch team.

15. Makes appropriate recommendations to reward and recognize team performance utilizing MVA nominations, spot awards, and “you’re awesome” cards.

Business Development

• Builds and maintains relationships with SEG groups and local businesses within the branch community to grow the business.
• Participates in the community to help grow awareness and brand recognition of the credit union.

Lending

• Procure and maintain active status of NMLS license;
• Interviews loan applicants, analyzes credit and financial information
• Accurately completes required loan forms and related documents necessary in the lending process;
• Assures quality control of loan check disbursements
• Pre-qualifies prospective mortgage and home equity candidates and co-ordinates 1st mortgage interviews with mortgage originator

Performance Measurements (if applicable)