Assistant Branch Manager

Community First Credit Union; Neenah, Northern (WI, KY); Hybrid; USD 48,000 - 64,000; Full time

Job summary

Community First Credit Union is seeking an Assistant Branch Manager in Neenah, WI to lead daily branch operations, guide staff, and provide outstanding member service. You will partner with the Branch Manager to meet goals, drive cross-selling, and ensure regulatory compliance while nurturing member relationships.

You will supervise teller functions, open deposit accounts, assist with loans, and participate in community outreach to grow membership and services.

Qualifications

• Excellent verbal communication and interpersonal skills.
• Strong ability to multi-task, prioritize, stay organized and follow up.
• Proficiency with Microsoft Office and web-based financial tools.

Responsibilities

• Interact with members to understand financial needs and offer solutions using Community First products.
• Lead loan interviews, analyze debt ratios, obtain approvals, and complete files.

Skills

Verbal communication

Multi-tasking

Prioritization

Organization

Follow-up

Education

Associate’s Degree in banking/business/management

Tools

Microsoft Office

Web-based software

Financial services platforms

Job description

Forest Avenue Branch
Neenah, WI 54956, USA

Description

As Assistant Branch Manager, you’ll provide outstanding service and build relationships with members, while working closely with the Branch Manager to ensure branch goals are met and operational procedures are followed. Do all the things you love (helping members, lending, offering great products and services) while developing your leadership skills and contributing to a strong team environment. At Community First, we’re big enough to provide exceptional career opportunities, but small enough to know you – and what you bring to the table.

As Assistant Branch Manager with Community First Credit Union, you will:

Interact with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First Credit Union

Provide a consultative approach to complete loan interviews which includes: performing debt ratio/collateral analysis, obtaining approval, closing the loan and completing the file

Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, electronic services, health savings accounts, and retirement accounts. Also close accounts when necessary

Customize protection solutions for all applicable lending products to include but not limited to payment protection and warranty

Achieve individual and overall branch goals to positively impact Community First’s membership

Assist members with all service requests including wire transfers, payroll deduction/direct deposit, check cards and statement queries

Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union

Continually manage deposit and loan portfolio through follow-up via phone, email, or direct member contact

Recognize opportunities to cross-sell all credit union products and services to increase services per household and deepen member relationships

Assist the branch in cash handling/teller functions. Maintain a cash drawer in order to assist with member service in the teller functions

Assist in developing new business through involvement with members inside and outside of the credit union, civic organizations and local businesses

Work closely with the branch manager to learn the administrative details of managing a branch. Work with all branch staff to assist in maximizing productivity of the branch team

Accept and performs branch functions as assigned by the branch manager. Assume responsibility in absence of the branch manager

We are open in the driveup from 7 a.m. to 6 p.m. Monday through Friday, and open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

We are looking for a combination of:

Associate’s Degree in banking, business, management, or a related field

2+ years of banking, member service and/or sales experience

Exceptional verbal communication skills, as well as advanced ability to multi-task, prioritize, stay organized, and follow up

Familiarity with Microsoft office suite, as well as web-based software and financial services platforms

Passion for providing outstanding service to our members – internal and external

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.