Assistant Branch Manager

Socket.dev; Charlotte (NC); On-site; USD 42,000 - 60,000; Full time

Job summary

BayPort Credit Union is seeking a branch supervisor to lead daily operations, coach staff, and drive member-focused service. The role involves guiding tellers, ensuring accuracy in transactions, and executing sales initiatives to grow community relationships.

The ideal candidate has 2-4 years in teller or member service roles, with a strong emphasis on leadership and teamwork within a branch setting. A four-year high school education or equivalent is required, and the position emphasizes

Qualifications

• Four-year high school education equivalent required.
• 2-4 years teller, member service, loan or related experience.
• Knowledge of branch operations including cash handling and loan processes.

Responsibilities

• Mentor and coach branch staff to achieve goals and provide ongoing feedback.
• Drive branch sales goals by developing and executing effective sales strategies.
• Ensure exceptional member service and handle inquiries professionally.
• Oversee cash handling, transaction processing and branch security.

Skills

Leadership

Sales

Customer service

Team collaboration

Education

High school diploma or equivalent

Job description

POSITION SUMMARY:

The primary purpose of this position is to provide quality service to current and potential Credit Union members. This is accomplished by serving as a liaison between the member and the credit union; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers. Other duties include daily supervision of branch staff while ensuring effective operational practices; assisting staff with decision making, researching balancing discrepancies completing end of month reports, and evaluating tellers’ performance. Provides support to the employees by coaching, training, and assisting with complex transactions and inquiries.

ESSENTIAL FUNCTIONS:

• Coaching and Leadership
  • Mentor and coach branch staff to achieve individual and team goals.
  • Provide ongoing feedback and training to enhance performance and professional development.
  • Foster a collaborative and motivating work environment.
• Sales and Business Development
  • Drive branch sales goals by developing and implementing effective sales strategies.
  • Identify and pursue new business opportunities and relationships within the community.
  • Monitor and analyze sales performance, adjusting strategies as needed to meet targets.
• Member Service Excellence
  • Ensure that all members receive exceptional service and support for their financial needs.
  • Address and resolve member concerns, account inquiries, and issues with professionalism and efficiency.
  • Assist members with account management, including account openings, maintenance, and general inquiries.
• Promote a member-centric culture within the branch.
• Support members with loan applications, processing, and follow-up.
• Operational Management
  • Assist in managing branch operations, including compliance with credit union policies and procedures.
  • Oversee cash handling, transaction processing, and other operational tasks.
  • Ensure branch security and adherence to safety protocols.
• Team Collaboration
  • Work closely with the Branch Manager and other team members to achieve branch objectives.
  • Participate in branch meetings and contribute to strategic planning and decision-making.
  • Collaborate with other branches and departments to enhance overall credit union performance.
  • Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Communication, Diversity, Innovation, It's On Me, and One Team.

QUALIFICATIONS AND REQUIREMENTS:

Required Education:

Education equivalent to a four-year high school education.

Required Experience:

2-4 years of teller, member service, loan or related experience.

Preferred Experience:

Previously held supervisor or leadership roles.

Required Knowledge:

Knowledge of general credit union operational procedures to include cash handling, teller job-related duties, and loan processes and procedures.

This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.