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Wellby Financial · 6 hours ago

Assistant Branch Manager

Texas, United States

Full-time

Onsite

Mid, Senior Level

3+ years exp

Wellby Financial is a company that emphasizes passion and customer focus. The Assistant Branch Manager supports the efficient operation of a branch, working closely with the Branch Manager to achieve financial goals and provide exceptional customer service.

Credit CardsFinanceFinancial ServicesLending

Responsibilities

Willingness and ability to exhibit Wellby Core Values every day

Works purposefully and is driven to provide the best team member experience

Assists manager in efforts to reach profit, performance, and customer service goals

Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers

Reviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable

Coordinates communication to the branch staff

Works to meet branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures

Oversees and assists with the preparation of all branch reports for approval by manager

Oversees branch operations in partnership with the branch manager

Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk (to a Member or Wellby)

Understands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members’ needs and utilizing best fit solutions to meet those needs

Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals and follows up on business and leads

Consistently enlightens members on alternate digital options to manage their account

Fosters a positive and engaging work environment for team members

Provides coaching and insights that lead to an enduring organization, providing exceptional experiences and meeting operational goals by District, Branch and Team Member

Shares regular coaching and performance feedback with tellers and personal bankers including both recognition and personal improvement plans

Coach team to attain individual and team goals. The Assistant Branch Manager’s performance is tied to the overall Branch goals, and that at least 90% of primary team members are meeting 90% or more of their performance goals

Ensure compliance with policies, procedures, security requirements, government regulations and ethical business practices

Vault, dual-control access, increased approval authority limits

Plans and implements programs taking initiative to ensure Branch sales, growth and budget goals are achieved

Proactive in conflict resolution, handling issues in a prompt, professional and consistent manner

Performs other duties as assigned

Qualification

Customer service skillsBanking industry knowledgeLeadership experienceFinancial acumenMicrosoft Office SuiteTeam motivationMulti-taskingConflict resolutionCommunication skills