Branch Leader: Elevate Service, Sales & Compliance

Bellco; Wheat Ridge (CO); On-site; USD 55,000 - 85,000; Full time

Job summary

Bellco in Wheat Ridge, CO is seeking an Assistant Branch Manager to lead customer relationships at the branch, coach Member Service Advisors, and ensure compliance with procedures and audits. You will also back-up underwriting and support sales and service goals while modeling Bellco’s core values.

The role requires a Bachelor's in Business/Finance or equivalent, 3 years supervisory experience, and 4+ years in teller/operations with 2 years in sales/customer service in financial services.

Qualifications

• Bachelor's degree in Business/Finance or equivalent work experience.
• 4+ years teller / operations experience.
• 2 years sales & customer service preferably in financial services.
• 3 years supervisory/management experience.

Responsibilities

• Demonstrates Bellco’s core values in all interactions with members and staff.
• Manage branch staff, including hiring, performance reviews, and salary recommendations.
• Enter and complete transactions, loan applications and account openings accurately.
• Ensure branch goals and metrics are met, including wealth management partners.
• Conduct daily huddles and monthly one-on-ones with staff.
• Maintain relationships with other departments (Legal, HR, Operations).
• Develop staff, coach sales/service activity, and mitigate risk.
• Oversee branch operations and audit scores, produce audit reports.

Skills

Interpersonal skills

Sales & relationship management

Written & verbal communication

Leadership & people management

Microsoft Office

Education

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

Job description

Bellco in Wheat Ridge, CO is seeking an Assistant Branch Manager to lead customer relationships at the branch, coach Member Service Advisors, and ensure compliance with procedures and audits. You will also back-up underwriting and support sales and service goals while modeling Bellco’s core values.

The role requires a Bachelor's in Business/Finance or equivalent, 3 years supervisory experience, and 4+ years in teller/operations with 2 years in sales/customer service in financial services.