Wellby Financial · 1 hour ago
Assistant Branch Manager
Friendswood, TX
Full-time
Onsite
Mid, Senior Level
3+ years expWellby Financial is a company committed to passion and customer focus. The Assistant Branch Manager plays a key role in supporting the efficient operation of a branch, working closely with the Branch Manager to ensure financial goals are met and exceptional customer service is provided.
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
Required
High School Diploma or equivalent required
Minimum three (3) years of credit union or bank retail banking experience
Bondable
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
Knowledge of Wellby's organizational functions, and general operating policies and procedures
Knowledge of secretarial practices and procedures, business English, spelling, and punctuation
Knowledge of retail product philosophy, banking industry best practices and regulations
Knowledge of all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening
Knowledge of personal computer, utilizing Microsoft Office Suite
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines
Ability to analyze, develop, and implement metrics and process enhancements that ensure key performance indicators are aligned with desired outcomes
Ability to analyze member/prospect's credit data and other financial information to provide product insights and considerations
Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations
Ability to influence and engage direct and indirect reports and peers
Ability to work effectively across organizational departments and functions to achieve strategic goals
Ability to work in a fast-paced team environment with exceptional customer service skills
Ability to communicate clearly and concisely, orally and in writing
Ability to motivate others and to work in a large cross-functional team dynamic
Ability to coordinate several concurrent activities simultaneously
Preferred
Bachelor's degree in business, finance, or a related field (preferred)
Minimum one (1) year of leadership experience in a credit union or bank preferred
Company
Wellby Financial
We were founded more than 60 years ago with the mission of supporting those who put the first person on the moon.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
M
Marty Pell
Chief Executive Officer
W
Wes Turner
Chief Technology Officer
Recent News
2023-06-09
Company data provided by crunchbase