Assistant Financial Center Manager - BA Branch

WeStreet; Broken Arrow (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

WeStreet in Oklahoma's Broken Arrow area is seeking an Assistant Financial Center Manager for the BA Branch. You will lead branch staff, model the credit union values, and ensure exceptional member service while meeting performance goals.

In partnership with the Financial Center Manager, you will coach, train, and schedule employees, manage hiring, and monitor daily operations, including loans, cash handling, audits, and compliance with BSA/AML/CIP/CDD policies.

Qualifications

• Preferred: Bachelor's degree or higher.
• Experience networking in the community and calling on local businesses to introduce the Credit Union.
• Strong leadership, coaching, and staff development skills.

Responsibilities

• Lead branch staff to meet service standards and embody core values.
• Promote a sales and service culture and drive cross-selling.
• Hire, train, schedule, and provide input on staff performance reviews.
• Oversee loans, cash handling, and branch audits with proper controls.
• Ensure compliance with BSA/AML/CIP/CDD and privacy directives.
• Maintain integrity and ethical conduct in member relations.

Skills

Leadership

Coaching

Customer Service

Education

Bachelor's degree or better

Job description

Assistant Financial Center Manager - BA Branch

Requisition Number: ASSIS002030

Locations

Showing 1 location

Description

LEADERSHIP AND MANAGEMENT RESPONSIBILITIES (50% to 60% of the time)
Embody the Credit Union's core values of Trust, Integrity, Teamwork, and Making a Difference and ensure direct reports embody these core values and apply them in daily activities.
In partnership with the FCM, provide vision, enhance relationships, drive results, and serve as a principled role model for the branch staff.
In partnership with the Financial Center Manager, provide guidance coaching, training, motivation, and input to the branch staff to ensure they are able to meet and exceed the Credit Union's service standards, achieve performance goals, and ensure superior member service externally and customer service internally.
Actively promote and participate in a sales and service culture consistent with the Credit Union's business plan goals and ensure that the staff is cross selling and meeting established goals.
Ensure that branch personnel provide a superior level of member service and that member complaints are effectively resolved in a timely manner.
Carry out responsibilities in accordance with the Credit Union's policies and applicable laws.
Work with the Financial Center Manager in the areas of interviewing and hiring of branch staff; planning, assigning and directing work; evaluating and holding staff accountable for performance; provide input on the staff's performance reviews, reward and address employee problems.
Prepare and maintain branch staff work schedules including approving all time through the payroll system for hours worked, sick and vacation time, etc.
In consultation with the Financial Center Manager and Human Resources, promote, transfer, dismiss or change the status of branch staff.

OPERATIONAL RESPONSIBILITIES (40% to 50% of the time)
Responsible for the operations of the branch in partnership and in the absence of the Financial Center Manager.
Ensure that branch sales goals are met by meeting personal sales goals, coaching staff to meet their goals.
In partnership with the FCM, create learning objectives and sales goals achievement initiatives for the branch.
Serve as an operational reference to branch staff by providing coaching, direction, and assistance in resolving member problems.
Analyze and approve, deny, or rescind loans as appropriate. Has decision authority on loans falling outside normal lending guidelines.
Supervise the branch in the areas of balancing of cash, travelers' checks, money orders, bonds, deposits, statements, computer totals and obtaining operating cash. Ensure the staff coordinates with Accounting Department.
Supervise branch audits including balancing of cash, travelers checks, money orders, bonds, deposits, statements, computer totals and obtaining operating cash. Coordinate these items with Accounting Department.
Make exceptions to policy as appropriate and within established authority.
Monitor and enforce adherence to all internal controls and security procedures on the branch staff line.
Follow and ensure that branch staff follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives.
Perform other duties as assigned and be available to work additional hours as requested.

Behaviors

Detail Oriented

: Capable of carrying out a given task with all details necessary to get the task done well

Team Player

: Works well as a member of a group

Leader

: Inspires teammates to follow them

Education

Preferred Bachelors or better.

Experience

Preferred Experience networking in the community as well as calling on local businesses to introduce the Credit Union.Excellent leadership skills including coaching, mentoring, and redirection of staff.

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.