Assistant Branch Manager/Team Leader

Gesa Credit Union; Richland (WA); On-site; USD 35,000 - 59,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Gesa Credit Union is seeking an Assistant Branch Manager/Team Leader in Richland, WA. The role combines coaching, account management, and front-line member service across MSA, PFR, and related positions.

You will oversee scheduling, performance evaluations, and onboarding of new team members while deepening member relationships through proactive outreach and cross-selling of financial products. A high school diploma and relevant banking experience are required.

Qualifications

• High School Degree (or equivalent) is required.
• At least 2 years of financial industry experience.
• At least 1 year of lending and account opening experience is required.
• Sales/relationship-building experience is required.
• Cash handling experience is preferred.
• At least 1 year of customer service experience is required.
• Demonstrate and support credit union values and service standards.

Responsibilities

• Provide exceptional member service to all we serve.
• Resolve member concerns, taking ownership and following up as appropriate.
• Understand financial literacy, products, and services to discuss with members.
• Offer products to deepen member relationships and refer to experts as needed.
• Make outbound calls to build and nurture member relationships.
• Oversee scheduling, hiring, and performance evaluations with Branch leadership.
• Onboard, train, and mentor new branch team members.
• Assist in opening business and complex accounts and distributions.
• Process consumer lending applications and close loans.
• Explain IRAs/HSAs and meet predefined goals.

Skills

Customer service

Communication

Leadership

Risk awareness

Education

High School degree or equivalent

Tools

Banking software

Job description

Job Details: Level: Management, Job Location: Richland Queensgate - Richland, WA 99352, Position Type: Full Time - Hourly, Education Level: High School, Salary Range: $25.70 - $42.83 Hourly, Job Category: Retail Banking

Get to know us:

About - Gesa Credit Union

Role Summary:

The Assistant Branch Manager/Team Leader reviews documents and transactions prepared by team members to ensure accuracy, oversees scheduling, recommends, and acts upon employment decisions, coaches team members and conducts timely team member performance evaluations, and initiates the progressive disciplinary process when team members’ performance is subpar. The Assistant Manager/Team Leader is a coach and mentor to team members and uses their exceptional member service and experience to onboard all new Member Service Associate (MSA), Sr. MSA, Personal Financial Representative (PFR), and Sr. PFR Team Members in the branch. Additionally, the Assistant Branch Manager/Team Leader can fluidly transition between tasks assisting members, and supporting the branch as an MSA, Sr. MSA, PFR, and Sr. PFR. The Assistant Branch Manager/Team Leader is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.

What You Will Be Doing:

• Provide exceptional member service to all whom we serve
• Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns.
• Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members
• Offer appropriate products and/or services to deepen member relationships and refer to other expert team members and/or departments as appropriate
• Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships
• Ensure branch equipment is always working properly and acts when equipment is malfunctioning
• Review documents and transactions prepared by team members to ensure they accurately adhere to regulations and credit union policies and procedures
• Partner with the Branch Manager/Team Leader and/or Area Branch Manager/Team Leader to oversee scheduling, interviewing, hiring, the progressive disciplinary process, and timely team member performance evaluations
• Onboard, train, and mentor new branch team members
• Train and develop senior positions as leaders of their peers
• Responsible for overall branch safety and security policies. Ensures strict adherence to safety policy and procedure
• Coach and mentor team members to be proficient in their job role and successful in reaching their career goals
• Successfully perform the duties, responsibilities, and job functions as the Branch Manager/Team Leader in their absence
• Fluidly transition between tasks as an MSA, Sr. MSA, PFR, or Sr. PFR, as necessary
• Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions
• Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
• Understands and completes branch audits and certifications in accordance with regulations, policy, and procedures
• Opens new accounts and assists non-members with establishing membership
• Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
• Discusses IRAs and HSAs with members and non-members and meets predetermined goals
• Process international and domestic wire requests
• Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies
• Observe and monitor cash activity to ensure the branch and team members are established cash limits
• Open consumer deposit accounts and consumer account maintenance
• Place cash orders, supply orders, balance vault cash, and maintain ATMs
• Review and process overrides/approvals within your authority while minimizing risk
• Demonstrate the ability to perform branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
• Perform transactions and service requests on member accounts in an accurate and timely manner
• Accurately follow all cash handling procedures and balance cash drawer (vault) at the end of every day and load/balance Cash Dispenser/Recycler/ITM
• Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
• Oversee team members while they assist members with Digital Banking enrollment, navigation, resets, and maintenance. May perform these duties, as required
• Assist members complex and sensitive with fraud disputes
• Understands and is able to discuss and enroll and or demonstrate member “self-service” options
• Adheres to and/or helps manage Gesa Credit Union Attendance Policy
• Participates in community events and volunteering events to give back and promote Gesa Credit Union.

About You:

• Professional written and verbal communication
• Make sound decisions that minimizes risk in a timely manner
• Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
• Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership
• Respect and support all areas of diversity in the workplace and our membership
• Complete assigned training programs in timely and accurate manner
• Participate in, encourage, and support a team environment
• Meet or exceed established service levels, job performance, and organizational goals
• Constantly adapt to changing priorities with a positive attitude
• Ability to prioritize tasks, delegating when appropriate.
• Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
• Exercises the utmost discretion and sensitivity when assisting with member transactions.

Leadership Core Competencies:

• Leading Others
• Developing Others
• Emotional Intelligence
• Social Responsibility
• Performance & Results Orientation

Qualifications: What You Will Need:

Education:

High School Degree (or equivalent) required

Experience:

• At least two (2) years financial industry experience required
• At least one (1) year of lending and account opening experience required
• Sales/relationship building experience required
• Cash handling experience preferred
• At least one (1) year of customer service experience required

• Demonstrate and support credit union values and service standards
• Attend and engage in community events on behalf of the credit union
• Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements
• Demonstrate a high level of personal integrity and ethics
• Report for work on time and maintain a schedule of regular attendance
• Some travel may be required
• Proficient with varying levels of technology

Our Team Member Value Proposition:

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year of Paid Time Off – Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs

Full Salary Range:

$25.70-$42.83

*While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at [phone] or [e-mail] to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment credit/background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity (gesa.com)