Assistant Branch Manager jobs in United States
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Cornerstone Community Financial Credit Union · 1 day ago

Assistant Branch Manager

Cornerstone Community Financial Credit Union is seeking an Assistant Branch Manager to enhance member service and drive branch operations. The role involves coaching and developing team members, ensuring compliance, and building strong member relationships.

AccountingCreditFinancial ServicesLending
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Growth Opportunities

Responsibilities

Ensures self and team members can enhance the financial lives of our members by identifying their short and long-term financial needs and goals and assisting them to achieve these goals, through active listening and confidently recommending appropriate products and services utilizing a consultative, relationship-building sales approach
Assists with leading, coaching and developing the branch team to meet goals and deadlines as established to include, but not limited to ensuring team members meet monthly sales requirements under CCF’s Sales and Service Plan, meet volume participation requirements for the sale of ancillary products such as credit insurance, GAP, and MBP, and effectively documenting member interviews in CCF’s core system
Assists with ensuring teller and member transactions are processed accurately, efficiently and within established compliance and credit union guidelines. Actively follows-up and reviews branch activities to ensure compliance
Assists in leading the branch team to service all members with their questions and concerns and to improve the financial lives of our membership. Motivates, coaches, trains, and develops the branch team holding them accountable to the service promises, mission, vision, goals and productivity standards defined by the Credit Union, in conjunction with the Branch Manager. Assists with member escalations to resolve concerns and issues
Assists Branch Manager in the planning, controlling, managing and coordination of branch operation activities to include, but not limited to scheduling, maintaining adequate staffing, directing work, cross-training, reporting, overseeing loan, teller and member services operations
Participates and assists in conducting team member check-ins and provides input in department level sales meetings where goals are actively discussed, set and reviewed
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Qualification

Microsoft SuiteLoan processingFinancial analysisTeam leadershipMember relationship buildingCoaching skillsNotary designationNMLS IDProblem solvingCommunication skillsTime management

Required

Two to Five years of similar or related experience, including time spent in preparatory positions
A high school degree or GED is required
A significant level of trust, credibility and diplomacy is required
In-depth dialogue, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature
Communications may involve motivating, influencing, educating and/or advising others on matters of significance
Proficiency in the Microsoft suite of products including Word, Excel, Outlook and PowerPoint
Demonstrates the ability to process and analyze loan applications
Demonstrates knowledge of business, personal, and insurance products and services
Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, and ratios)
Demonstrates the ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member's needs and recommending products that will benefit them
Demonstrates problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues
Demonstrates the ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast paced, high-volume environment
Proficient in speaking and writing the English language
Proficient in leading, coaching, developing, and holding team accountable
Demonstrates ability to communicate effectively in person, by phone, or by using electronic and virtual forms of communication
Ability to be bonded
Ability to obtain and maintain NMLS ID
Ability to obtain and maintain notary designation

Benefits

Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.
Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year.
Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement.
Health Insurance Coverage: Multiple lowdeductible medical plan options, as well as dental and vision coverage.
Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage.
Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs.
Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career.
Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution.
Employee Assistance Program (EAP): Confidential support services for personal and professional challenges

Company

Cornerstone Community Financial Credit Union

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Cornerstone Community Financial Credit Union is a progressive, full-service financial institution owned and operated by its members.

Funding

Current Stage
Growth Stage

Leadership Team

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Heidi Kassab
President/CEO
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Rob Stier
Chief Financial Officer
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Company data provided by crunchbase