Assistant Branch Manager - Plano

Texans-Credit-Union; Plano (TX); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Texans Credit Union in the Dallas area seeks a Branch Operations leader to assist the Branch Manager. You will guide sales and service, develop staff, and ensure excellent member experiences across transactions, loans, and accounts.

The role requires 2–3 years of supervisory experience in a branch environment and a strong knowledge of financial products, with a professional appearance and solid time management. Join a member-owned institution with long-standing community presence.

Competenze

• Oversee and promote a sales/service environment in the branch.
• Working knowledge of financial products and services.
• Excellent member service skills with strong interpersonal communication.

Mansioni

• Primary manager on duty in the absence of a branch manager.
• Lead and develop branch staff to provide excellent service to members.
• Monitor products and sales to ensure profitable and sound business practice and high service quality.
• Evaluate staff performance and provide coaching/counseling as needed.
• Ensure branch security, audit compliance, and adherence to federal laws.
• Schedule staff to ensure efficient branch operation and use traffic reports for planning.
• Review and sign documents; maintain quality control and accountability.
• Assist staff with resolving complex member issues.
• Assist in budgeting supervision for the branch.
• Remain compliant with Bank Secrecy Act (BSA) requirements.

Conoscenze

Sales environment

Financial products

Member service

Interpersonal skills

Time management

Organization

Professional appearance

Formazione

High-school diploma

Descrizione del lavoro

Description

You’ve built your leadership foundation. Now take it to the next level. Grow your experience, inspire a team, and make an impact as our next ABM.

We’re Texans Credit Union. We are a $2.4 billion financial institution making our members’ financial dreams come true for 70 years. We are member-owned and operated in the Dallas metro area and are looking for people to join our team who love a challenge and enjoy helping others to truly make a difference.

Position Purpose and Objectives

Assist Branch Manager in managing all sales and operational functions within the branch. Lead and develop branch staff with the goal of providing excellent service to members in transactions, loans and accounts.

Major Duties and Essential Functions

• Primary manager on duty in the absence of a branch manager.
• Assist in creating and maintaining a sales and service environment within the branch.
• Maintain a highly motivated, well-trained staff who consistently offer excellent service to all members. Maintain effective employee relations within the branch.
• Monitor key products and sales within branch to ensure profitable and sound business practice as well as the highest quality of service for the members.
• Assist in evaluating job performance of branch staff to ensure quality of work and service to the membership. Issue coaching/counseling as needed.
• Apply and evaluate security and audit policies and procedures for the branch. Ensure that the branch is in compliance with federal laws and regulations.
• Assist in monitoring branch activity including number of transactions, volume, teller errors, loan volume, teller and loan personal sales, and new accounts. Track volume and issue reports as required by management.
• Ensure branch staff receives on-going training on security and robbery procedures, products/services, current procedures, and all other necessary information.
• Schedule adequate staff to ensure efficient branch operation. Utilize traffic pattern reports and sales volumes to determine true need.
• Ensure your time is spent between sales/service, operations and leadership.
• Ensure documents are properly reviewed and signed prior to leaving the branch. Maintain minimal quality control errors and hold staff accountable to the same.
• Assist staff members in solving complex problems or member issues.
• Assist in recommending, implementing and supervising the branch budget.
• Remain compliant with all financial laws and regulations including Bank Secrecy Act (BSA) as they apply to the duties of the position.

Positions directly supervised:

All branch personnel

Requirements

Specific knowledge, skills, and abilities required for this position:

Ability to oversee and promote a sales/service environment; working knowledge of a variety of financial products and services; excellent member service skills; exceptional interpersonal and oral communication skills; basic computer and typing skills; excellent time management and organizational skills; professional and polished in both attitude and appearance

Education:

High-school diploma or equivalent

Experience:

Minimum 2-3 years supervisory experience in a branch environment

Minimum 2-3 years Sales/Service experience in a Retail and/or Financial Institution environment