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Coastal1 Credit Union · 1 month ago

Assistant Branch Manager Floater

Cumberland, RI, US

Full-time

Onsite

Mid Level

$47K/yr - $76K/yr

Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members. They are seeking an Assistant Branch Manager Floater who will ensure efficient daily operations, develop member relationships, and support branch staff in achieving success.

CreditCredit CardsFinancial ServicesWealth Management

Comp. & Benefits

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, 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