Assistant Branch Manager: Coaching, Sales & Compliance

Bellco Credit Union; Lone Tree (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Paid vacation

Paid sick days

Paid holidays

Job summary

Bellco Credit Union is seeking an Assistant Branch Manager to lead customer relationships at the Lone Tree branch. You will coach Member Service Advisors, support sales and service goals, and ensure adherence to procedures and audit standards.

In this role you will hire, train, and evaluate staff, maintain knowledge of Bellco products, and collaborate with other departments to deliver excellent member experiences while meeting branch targets and regulatory requirements.

Qualifications

• Bachelor's degree in Business/Finance or equivalent work experience.
• 4+ years teller/operations experience.
• 2 years sales and customer service preferably in financial services.
• 3 years supervisory/management experience.

Responsibilities

• Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
• Manage branch staff including hiring, performance management, conducting monthly one-on-ones, writing reviews and making salary recommendations.
• 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.
• Ensures established branch goals and metrics are met, including goals for other business groups/partners that work with the branch (i.e. wealth management). Motivate staff to success.
• Conducts daily huddles and monthly one-on-ones with branch staff.
• Maintain positive relationships with other departments, which may include (but are not limited to): Legal Compliance, Human Resources, Operations Teams
• Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities. Ensures branch staff have strong product and process knowledge.
• 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.
• 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 and monthly audit reports.
• Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.
• Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.
• 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.
• Assists in defining and developing strategy needed to set or meet organizational goals.
• Performs other related duties as assigned by management.

Skills

Loan experience

Interpersonal skills

Sales & relationship management

Communication (written/verbal)

Leadership

MS Office

Education

Bachelor's degree in Business/Finance or equivalent

Tools

Microsoft Office Suite

Job description

Bellco Credit Union is seeking an Assistant Branch Manager to lead customer relationships at the Lone Tree branch. You will coach Member Service Advisors, support sales and service goals, and ensure adherence to procedures and audit standards.

In this role you will hire, train, and evaluate staff, maintain knowledge of Bellco products, and collaborate with other departments to deliver excellent member experiences while meeting branch targets and regulatory requirements.