Branch Operations Lead — Assistant Manager

Coastal1; North Kingstown (RI); On-site; USD 49,000 - 60,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

Paid time off

401(k) with company match

Employee homebuyer assistance

On-site fitness center

Job summary

Coastal1 Credit Union is seeking an Assistant Branch Manager for our Tower Hill Road branch in North Kingstown, RI. The ABM will support daily branch operations, supervise staff, and ensure excellent member service while promoting Coastal1 products and mortgage programs.

Minimum 3 years in teller/member services with supervisory experience, mortgage licensing, and strong communication skills are required. Competitive benefits and a path to leadership are offered.

Qualifications

• Minimum of 3 years in teller and member services functions, minimum of two years supervisory/management experience.
• Must register/be registered by the Nationwide Mortgage Licensing System and Registry.
• Excellent communication skills, both written and verbal. Familiarity with basic math concepts required.
• PC proficiency to include Microsoft Office and other banking software.
• Ability to manage multiple priorities simultaneously with time management/organizational/multi-tasking skills.
• Must be capable of accurate and timely performance of duties.
• Ability to train, develop, and supervise an efficient, effective, productive, motivated teller staff.

Responsibilities

• Advise members and potential members on all types of consumer and commercial accounts and assist them in making appropriate selections, open new accounts, originate loan/equity requests as needed.
• Manage daily operations in the absence of the Branch Manager.
• Utilize opportunities to cross-sell all products and services and to promote Coastal1 programs in a positive manner.
• Ability to meet required sales goals on a consistent basis.
• Originate new accounts, process all documentation with the new accounts as well as loan origination, forward to correct back-office function.
• Ensure staff compliance with Coastal1's Bank Secrecy Act/Anti-Money Laundering Policy (BSA) and related procedures, Member Identification Program (MIP), and Office of Foreign Assets Control (OFAC) screening and record keeping requirements, including reviewing and monitoring staff compliance with BSA/MIP/OFAC related procedures.
• Maintain a high level of knowledge about Coastal1's products and services, and ensure that all staff members are kept up to date with new offerings, changes, etc.
• Provide operational support in the day-to-day running of the Branch, including opening, settlement, and closing procedures, facilities management, and proof and reconciliation procedures as required.
• Support Branch manager in supervising staff, in ensuring adequate job training takes place, and that staff interaction with members is prompt, courteous, and of the highest professional caliber.
• Interact daily with other departments (Retail Lending, Real Estate Lending, Member Services, etc.) for prompt resolution of member problems and issues.
• Originate and underwrite Retail loan applications within limits of lending authority, and ensure applications are submitted promptly to Branch Manager, VP Branch Administration or Retail Lending Department.
• Originate real estate mortgage referral process and ensure these are submitted promptly to Real Estate Lending Department.
• Perform other duties as required.

Job description

Coastal1 Credit Union is seeking an Assistant Branch Manager for our Tower Hill Road branch in North Kingstown, RI. The ABM will support daily branch operations, supervise staff, and ensure excellent member service while promoting Coastal1 products and mortgage programs.

Minimum 3 years in teller/member services with supervisory experience, mortgage licensing, and strong communication skills are required. Competitive benefits and a path to leadership are offered.