Assistant Branch Manager

The estimated salary range for this role is $64,831.00 to $77,798.00 annually.

Spanish speaking preferred.

Responsibilities Include: (Please summarize the 4-8 main responsibilities/accountabilities of the position. List responsibilities in the order of importance and time spent.)

Leadership

• Consistently demonstrates positive leadership attributes such as collaboration, strong communication skills, decision making, problem resolution, crisis management, initiative, and high emotional intelligence.
• Embrace and advocate a culture of change, agility, inclusiveness, and innovation that aligns to Retail and the organization’s vision and strategic goals.
• Collaborate with supervisory team to set clear objectives for the branch and employees; monitor progress and track results.
• Promote a balance between the employee and member experience by engaging with the team to support a positive environment.
• Inspire others to grow and develop to build bench strength.
  
  

Operations

• Manage the day-to-day operations of the branch.
• Collaborate with the supervisory team to continuously develop a consultative sales approach for the team to identify sales opportunities.
• Ensure the team can effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures.
• Demonstrate a strong working knowledge of operational procedures and policies to be able to assist with complex tasks and situations.
• Provide direction and guidance in overseeing the supervisory team to make sound decisions and develop their direct reports.
• Act as the lead supervisor when the Branch Manager is not present.
  
  

Employee Experience:

• Build strong relationships with all teammates and consistently works to create a positive, inclusive work environment where all employees feel engaged and valued.
• Collaborate with the supervisory team to effectively recruit, hire, and onboard new employees.
• Transfer learning to the team through direct development or leveraging other training/development opportunities available.
• Lead the coaching and career development conversations with direct reports on a consistent basis and ensure that this is in place for the supervisor’s direct reports. This may include overseeing observations, documented coaching conversations, creating development plans, performance improvement plans, and disciplinary actions as needed.
• Work with manager to identify high potential employees and create career development plans and succession planning for the branch and organization.
  
  

Member Experience

• Identify trends through daily observations and member surveys data to create and implement action plans for the team to provide improved member experience.
• Ability to de-escalate heightened member situations with emphasis on problem solving and service recovery. Provide support and guidance to supervisors to do the same.
• Work with the supervisory team to develop teammates to provide exceptional member experiences by cultivating relationships, identifying member needs to make beneficial recommendations and warm transfers to branch representatives or business partners.
• Ensure that the team strengthens their ability to communicate with members to share knowledge and information.
• Contribute to the management of the branch traffic flow with lobby management. This includes managing branch scheduling, lobby tracking, appointment assignments, and at times assisting to ensure that the teller and drive-up traffic are managed with limited wait times.
  
  

Compliance

• Collaborate with the supervisory team in maintaining branch controls. This includes, but is not limited to branch self-audits, reconciliations, daily proof, daily reports, verifying currency, balancing individual cash box/cash recyclers (TCR), CTR’s and SAR’s.
• Stays abreast and adheres to policies, procedures, and banking regulations.
• Identifies and manages emerging risks and fraud trends to minimize exposure to members and FourLeaf.
• Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.
  
  

Strategy

• Participate in the overall success of the branch, Retail Banking and organizational goals by meeting or exceeding assigned performance goals and metrics.
• Collaborate with the supervisory team to create, implement, and manage strategies.
• Consistent analysis of branch production reports and activities to identify areas of opportunity.
• Supports promotions and business development efforts through in-branch contests, sales promotions, and marketing campaigns. Participates in community events and business organizations.
  
  

Computer Skills: PC, Windows, and Internet proficiency

Languages: Bi-lingual fluency in both English and Spanish highly preferred

FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.

Qualifications

Skills

Required

Language-Spanish (Latin American): Advanced

Communication Written: Advanced

Problem Solving: Advanced

Sales: Advanced

Supervisory: Advanced

Behaviours

Required

Innovative: Consistently introduces new ideas and demonstrates original thinking

Enthusiastic: Shows intense and eager enjoyment and interest

Team Player: Works well as a member of a group

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

Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivation

Required

Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Goal Completion: Inspired to perform well by the completion of tasks

Self-Starter: Inspired to perform without outside help

Education

Required

High School or better

Experience

Required

3 years: 3-5 years of credit or lending experience

3 years: 3-5 years of supervisory and leadership experience

3+ years of financial or equivalent sales and service experience

Licenses & Certifications

Required

Notary

Medallion

NMLS