Assistant Branch Manager - Meridian
Company: P1FCU
Location: Meridian
Posted on: April 24, 2024
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Job Description:
Job Details
Job Location
Meridian - Meridian, ID
Position Type
Full Time
Description
Role
The Assistant Branch Manager is responsible for leading the
frontline staff to deliver a consistent member experience, that
meets operational, service & engagement standards. Monitor, coach,
and provide accountability that reinforces the adoption of tools or
techniques that support organizational initiatives and/or
individual goals/metrics. Partners with the Branch Manager to
oversee the daily activities in the branch.
Major Duties and Responsibilities
Description
Grow the Credit Union
--- Support the Branch Manager in leading a branch team dedicated
to delivering exceptional service to members by embracing our Core
Values and Service Standards in alignment with credit union
initiatives.
--- Lead a branch team dedicated to growing the credit union by
attracting and retaining members that are highly engaged and
consider us their primary financial institution.
--- Meet branch growth goals and objectives by executing
branch-specific tactics to grow both loan and deposit
portfolios.
--- Keep staff informed and up to date through monthly huddles and
regular communication.
--- Partner with the Manager in effectively using KPIs and reports
to analyze and determine necessary actions to identify gaps in the
business and take action to resolve.Increase Member Value
--- Lead a branch team dedicated to increasing member value by
understanding member needs, preferences, and values.
--- Ensure staff understand our products and effectively
demonstrate features and benefits.
--- Understand promotions and provide each member with customized
financial solutions.
--- Lead a branch team dedicated to operational excellence by
ensuring staff are knowledgeable, engaged, trained, and
focused.
Staff Development
--- Assist the Branch Manager in training, general support,
development, and motivation to retain a highly skilled and
effective branch team.
--- Achieve staff results by communicating performance
expectations; planning, monitoring, and appraising job results;
consistently coaching employees.
--- Maintain a professional and engaging work environment.
--- Ensure personnel issues are addressed immediately.
Operational and Audit Success
--- Handle and oversee the daily operations of the frontline staff
(including cash and vault balancing, negotiable items, and
audits)
--- Manage risk by complying with regulations and understanding
policies and procedures.
--- Reviews quality control results, implement corrective action
and establishes an action plan for future improvement.
--- Ensures compliance with Credit Union, industry, and regulatory
policies and procedures.
--- Research, resolve, and communicate all operational issues to
the Branch Manager and/or other departments as necessary.
--- Manage staff schedules to meet member service expectations.
--- Strive to have all branch transactions and operations
error-free.
--- Perform other duties as assigned.
Qualifications
Knowledge and Skills
Experience
Minimum 1-year experience in-branch experience (preferred) with a
proven successful record of accomplishment in deepening and
acquiring member relationships.
Education/Certifications/Licenses
A high school degree or equivalent
Interpersonal Skills
--- People management and development skills, adept at providing
frequent and valuable performance feedback to develop and build
employees to achieve branch goals.
--- Ability to work autonomously to manage time effectively and
prioritize work appropriately to meet deadlines.
--- Strong business communication skills; able to write/speak
clearly and professionally.
Other Skills
Must be familiar with various computer software programs and
comfortable with automated technology. Must be able to type, use
PC, general office equipment including ten-key calculator and
excellent in Excel and Word programs. Excellent organizational and
editing skills, communication skills with vendors, staff, members,
and general public.
ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and
occasional lifting of up to 20 lbs. Must be capable of climbing /
descending stairs in emergency situation. Must be able to operate
routine office equipment including telephone, copier, facsimile,
and calculator. Must be able to routinely perform work on computer
for an average of 6-8 hours per day, when necessary. Must be able
to work extended hours whenever required or requested by
management. Must be capable of travel by automobile (as driver and
passenger), commercial airlines, rental vehicles and public
transportation and be able to lodge in public facilities. Must be
capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in
climate-controlled private office with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently and work
effectively either on own or as part of a team. Must be able to
plan and direct the work activities of self and others. Must be
able to read and carry out various written instructions and follow
oral instructions. Must be able to speak clearly and deliver
information in a logical and understandable sequence. Must be able
to perform basic financial calculations with extreme accuracy. Must
be capable of dealing calmly and professionally with numerous
different personalities from diverse cultures at various levels
within and outside of the organization and demonstrate highest
levels of customer service and discretion when dealing with the
public. Must be able to perform responsibilities with composure
under the stress of deadlines / requirements for extreme accuracy
and quality and/or fast pace. Must be able to effectively handle
multiple, simultaneous, and changing priorities. Must be capable of
exercising highest level of discretion on both internal and
external confidential matters.
Keywords: P1FCU, Nampa , Assistant Branch Manager - Meridian, Executive , Meridian, Idaho
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