Assistant Branch Manager

Northwest FCU
Herndon, VA
Feb 14, 2019
Feb 15, 2019
Full Time
Requisition Number 19-0028 Post Date 1/31/2019 Title Assistant Branch Manager City Herndon State VA Description Herndon, VA location The primary role of this position is to assist Northwest Federal Credit Union to live out our vision to be the lifetime financial partner for our member-owners. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership. This position is responsible for ensuring that outstanding service is delivered to both internal and external members. A key component of this service to external members is to ensure each employee identifies members' financial needs and suggests appropriate Credit Union solutions. DUTIES AND RESPONSIBILITIES: Must include the following and you may include any additional: * Deliver outstanding service that delivers on our Service Promises. * Meet or exceed the service goals for the position. * Knowledge of the Credit Union's products and services. * Complete BVS classes as assigned. * Maintain department policy and procedure documentation accordingly. * Remains cognizant of and adheres to NWFCU policies and procedures, and regulations pertaining to the Bank Secrecy Act (BSA). * Maintain supervision and leadership of branch personnel and demonstrate strong personal effectiveness. * Be responsible for all work completed in the branch. Assist with overseeing the daily operations in the branch in coordination with the BTL or in the absence of the Branch Manager. * Accountable for all work processed in the Branch and for ensuring that all personnel consistently exceed standards for quality customer care at all levels. * Ensure business expertise and member focus by maintaining updated industry knowledge and being proactive in identifying industry trends. Ability to act as a change agent; suggest ways to support change, process improvements and coaches others through change. * Take personal accountability for goals, attitude, behavior, participation and contributions. * In conjunction with the Branch Manager, observe the staff daily and meet weekly to review skill gaps, set goals and develop plans to improve performance. Look for ways to raise the bar on employee development, skills and return on investment. * Contribute to performance evaluations, planned developmental coaching sessions and counseling documentation in addition to supporting the manager with paid time off approvals. * Knowledge of policies and procedures for all products and services available through the Credit Union, NWCM, and other business partners/vendor scan by cross selling them to members. * Leads by example in sales, service and referrals. Meets monthly referral goals, trains and coaches branch staff to do the same. * In coordination with the Branch Manager and Branch Team Leader, responsible for monitoring the branch cash. * Ensure audit controls are followed and maintain strict security measures utilizing dual and internal controls. Track and monitor teller, vault and TCR/TCD differences and reports concerns to Manager. * Responsible for understanding and sharing with the team the branch scorecard. Assist the Branch Manager with developing plans to address areas needing improvement. * Responsible for contributing to all required 90-day and yearly performance reviews for branch staff. * If the manager is unable, attend and participate in networking and community outreach activities. * Perform business relationship management responsibilities. * Is an Assistant Treasurer and performs Notary and Signature Guarantee duties. * Participate in special projects and task force groups studying and analyzing operational and member service areas. * Ability to lead staff meetings and contribute during Member Banking Team conference calls. * Process loans as required depending. Understand loan products and how to read credit reports. * ABM is responsible for the delivery of an exceptional member service experience through their assigned branch. * Responsible for the supervision and leadership of branch teammates and will be required to provide industry leading service while assisting with and supporting all aspects of sales, service and transaction activities in the branch. * Will provide direction and leadership by supervising, training and assuring quality control over all activities of the Branch Team Leader, MSRs and Loan Officers depending on assigned branch. * Oversees the daily operations in coordination with the Branch Manager, being accountable for all goals, profitability, internal controls, work processed and for ensuring that all personnel consistently exceed service standards. SUPERVISORY RESPONSIBILITIES: In the absence of the Branch Manager, the Assistant Branch Manager supervises the entire branch. Responsibilities include overseeing the branch staff and assisting with training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. * Championed as the branch second in command in the absence of the Branch Manager. * Professionally onboard, develop, coach and evaluate the assigned staff. * May participate in the selection / hiring process with the Branch Manager. * Provide operations oversight; complete operational functions such as, approving transactions, cash control, branch security, audits, internal controls, ensure compliance, policies and procedures are adhere to. * Identify skill gaps of the staff and work with the branch leadership team and Training Department on available resources and job aids. * Open and close the branch under dual control and / or operating the branch in the absence of management. * Respond and report service incidents and their positive resolution. * Coach branch team on personal and performance improvement goals. Requirements QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assistant Branch Managers must possess the requisite certifications and experience to supervise front line staff and assist in managing branch operations in accordance with established credit union policies, operational procedures, and security safeguards. They must also personally possess and be able to confidently coach and have strong engagement skills that cultivate member relations, initiate referrals, and effectively cross-sell products and services. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum Qualifications * Self-motivated, well-organized individual * Excellent verbal and written communication skills Ideal Qualifications Preferred * Ability to interact with individuals at all income levels in a professional manner * Demonstrated ability to work independently and to follow through on details to completion * Demonstrate knowledge of Federal Regulations required by the National Credit Union Association (NCUA) * Ability to work under critical time constraints * Ability to communicate with tact and diplomacy with both internal and external customers * Required to interact with customers in an open face to face work environment * In depth knowledge of NWFCU, Federal and State Credit Union / Banking Regulations * Advance Consumer Underwriting and Credit Report knowledge * NMLS Registration * Advanced knowledge of state regulations for Safe Deposit Boxes * Advanced knowledge of Risk Management and Compliance policies EDUCATION AND/OR EXPERIENCE: * Bachelor's Degree required, or equivalent years of experience. * A minimum of three years' experience in a comparable financial or more than three years retail service and sales experience. * One year supervisor experience required, two years supervisor experience is desired. SKILLS: * PC experience to include working knowledge of the internet, office software for word, spreadsheets and email * Ability to use fax, telephone system, copier and other communication tools * Ability to coach and provide strong leadership * Strong knowledge of risk management and loss prevention LANGUAGE SKILLS Proficiently read, write, and communicate in English; bilingual desired but not required. * Possess effective interpersonal skills and the ability to deal tactfully and effectively with individuals in difficult situations or resolving member concerns. * Preferred candidates will be proficient in both English and Spanish. MATHEMATICAL SKILLS Strong Mathematical Skills * Skilled at calculating cash flows and debt ratios * Possess a high degree of accuracy performing basic mathematical calculations * May be required to count large amounts of currency * Ability to read and understanding financial statements * Ability to influence branch profitability REASONING ABILITY Interpret, understand, and explain NWFCU deposit and non-deposit products and features to potential customers. * Exercise sound judgment, logic and initiative while maintaining member confidentiality and demonstrating integrity. * Resolves situations pertaining to policies, procedures and personnel issues. * Research and analyze account data to effectively resolve account problems. * Requires knowledge of credit reports. WORK ENVIRONMENT Utilize a calculator. * Ability to stand or sit for long periods of time, kneel, crouch, stoop, hear and talk. * Raise, lower, or transport an object from one level to another (includes upward pulling) to lift up to 50 pounds. * Travel to other branches may be required. * Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Apply Online Send This Job to a Friend checkbook Need to make a loan payment? Click for payment options * Make a Loan Payment money Loans for every need Low rates & flexible terms * Apply for a loan today! checkbook Checking that makes sense. For your life and your wallet. FREE Choice Checking Convenient Debit Mastercard(R) 33,000+ FREE ATMs FREE Online Banking & Bill Pay * Open your account today! Obtaining any loan with Northwest Federal requires membership eligibility and becoming a member by opening a primary savings account. Federally insured by NCUA. Contact our Member Services Center 844-709-8900 M-F: 7 AM - 7 PM Sat: 8 AM - 1 PM ABA Routing Number 256075025 Footer menu * Home * Banking * Business * Resources * Join * Log In * Contact * Privacy Policy Social profiles * Facebook * Twitter * LinkedIn * YouTube Entity navigation * NWFCU * NWFCU Foundation * Northwest Financial Advisors * NW Insurance Agency * Northwest Title & Escrow (C) All Rights Reserved.