Assistant Branch Manager - Lone Tree

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

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.

Function Description:

The Assistant Branch Manager is 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.

Reports to:

Branch Manager

Supervisory or Managerial Responsibility:

Indirectly, all Branch positions; Directly Member Service Advisors I and II

Contacts:

Credit union members, other credit union branches/departments, credit union officials, auditors, vendors, local community members and businesses and all internal staff.

Education

Minimum Qualifications

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

Work Experience

• Prefer 4+ years teller / operations experience.
• Two years sales and customer service preferably in financial services.
• Three years supervisory/management experience

Special Training, Certification or Licensure

None

Work Environment And Conditions

May necessitate movement to other branches or departments.

Office environment.

Essential 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 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.

Core Responsibilities

• Be available to work as scheduled and report to work on time.
• Be willing to accept supervision and work well with others.
• Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
• Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
• Adheres to safe working practices and always follows all organizational safety policies and procedures.
• Demonstrates compliance with all state, federal and all other regulatory agency requirements.
• Ensure strict confidentiality of all records and PII.

Core Values

BE ETHICAL AND DEMONSTRATE INTEGRITY:

Treat others with respect, dignity and” tough love.” It’s about character and influence, not about a title. Be honest and direct. Challenge ourselves and each other to reach our full potential.

BE ACCOUNTABLE:

Lead by example. You are the reflection of how you show up. Set realistic expectations. Make good business decisions. Meet commitments. Learn from mistakes.

EMBRACE CHANGE:

Develop the individual, improve the team, grow the institution. Encourage and reward creative solutions. Ask impactful organizational questions. Identify the problem to be solved and the desired outcome. Engage others. Believe in what’s possible.

APPRECIATE THE MEMBER:

Achieve and retain trusted, valued relationships with members. Listen and identify needs. Prioritize the member experience. Maintain a high level of member satisfaction. Serve the member with pride.

ACHIEVE SUCCESS TOGETHER:

Strive for Flawless Execution. Not for the sake of numbers, but for a sense of pride in a job well done. Success favors the prepared. Consistently plan, coach and grow to master our roles. Celebrate our success.

Act Nice Behaviors

• Accept mutual accountability when things go wrong
• Acknowledge others’ efforts and thank them
• Avoid jumping to conclusions
• Be honest, direct, and civil with no hidden agendas
• Communicate with others face to face whenever possible
• Empathize with others by putting yourself in their shoes
• Establish and build relationships into trusted partnerships
• Forget the past and avoid holding grudges
• Hear individuals out by actively listening to them
• Protect and build up each other’s self-esteem
• Recognize and reinforce others’ positive actions
• Respect each other’s priorities and personal space

Bellco Credit Union provides a comprehensive benefits package to all regular, full time and part time 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.