Branch Leader: Assistant Manager & Team Coach

OSTTRA Group; Wheat Ridge (CO); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid Vacation

Paid Sick Days

Paid Holidays

Bonus potential

Job summary

Bellco Credit Union in Wheat Ridge, CO is seeking an Assistant Branch Manager to lead member relationships, staff development, and daily operations. You'll train and coach the Member Service Advisors, ensure audit readiness, and support branch goals while serving as a back-up loan underwriter when needed.

The role requires a Bachelor's degree, supervisory experience, and a commitment to Bellco's values and member service.

Qualifications

• Bachelor's degree in Business/Finance or equivalent work experience.
• 4+ years teller/operations experience.
• 2+ years sales and customer service 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 skills

Relationship management

Written communication

Verbal communication

Leadership

Time management

Microsoft Office

Education

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

Tools

Microsoft Office

Job description

Bellco Credit Union in Wheat Ridge, CO is seeking an Assistant Branch Manager to lead member relationships, staff development, and daily operations. You'll train and coach the Member Service Advisors, ensure audit readiness, and support branch goals while serving as a back-up loan underwriter when needed.

The role requires a Bachelor's degree, supervisory experience, and a commitment to Bellco's values and member service.