Assistant Manager- Blue Lakes (Spanish Preferred)
ICCU
To effectively assist the Branch Manager to operate a branch. Coach staff and maintain business relations.
Duties and Responsibilities:
- Maintains a strong focus on helping each member achieve financial success.
- Ensure member experiences are always at or above our Eagle Service Standards.
- Behaves consistently with ICCUs Core Values of Honesty Integrity Respect Dignity Growth Performance Improvement and Accountability at all times.
- Be a positive influence on creating an upbeat and energetic team Culture.
- E nsure smooth operation of the branch in all areas.
- Be an active member of the community by volunteering on service organizations.
- Develop and coach all branch personnel to meet branch goals.
- Innovative marketing of the Credit Union services.
- Develop and grow branch through business development activities.
- Responsible for the direct supervision of three to twelve team members.
- Ensure accurate balancing of individual MSS team member cash drawers.
- Ability to make sound lending decisions
- Train Financial Service Officers (FSO) to assess risk train them on ICCUs lending philosophies and effectively critique FSO recommendations.
- Maintain a continuous focus on meeting all NPS goals and Eagle Service standards with branch.
- Maintain acceptable levels of insurance penetration and Game of Work Sales goals.
- Ensure accuracy of daily vault and branch operations.
- Help create team member Strength Development Plans.
- Enthusiastic and motivational training on a weekly basis or more often if needed in the areas of member service positional performance positional growth and excellence etc.
- Assign direct and coordinate the scheduling needs of the branch team.
- Effective team onboarding mentoring and training of new team members.
- Completion of performance documentation and adequate training to meet the needs of each position.
- Keeping informed of member needs or desires regarding products and services.
- Take ownership of support and bring to resolution all member escalations.
- Ongoing and continuous self-development learning and training to prepare to become a Branch Manager.
- Act as Branch Manager in Branch Managers absence.
- Upkeep and maintain physical facility.
- Ensure all team members appearance and dress reflects the standards of a financial institution.
- Monitor branch daily duty checklist to ensure all operational tasks are completed promptly and accurately and that the branch always remains in compliance.
- Assist with helping members in whatever capacity is needed based on member traffic and current staffing levels which includes (but is not limited to the following): Member interviews consumer loans HELOCs mortgages credit cards consumer accounts business accounts investment accounts retirement accounts all account and loan maintenance member escalations teller line back-up etc .
Qualifications:
Bachelors Degree or equivalent management experience. Minimum of one year branch team member experience. Mortgage Certification. Business Account Certification. Signature Guarantee/Medallion Stamp Certification Notary Public. Ability to work with other department supervisors. Ability to supervise all personnel within the branch. Ability to effectively work and communicate with Administration. Ability to always maintain the confidentiality of Credit Union and member records.
Performance Standard:
Be able to insure the smooth operation of branch and quality service to the membership. Professional in appearance attendance quality and quantity of work performed. Knowledge of all Credit Union functions procedures and policies. Prioritize to allow 15 hours per week for coaching . Be involved in b usiness development and community service activities. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.
Physical Requirements:
- Perform tasks requiring manual dexterity (processing paperwork filing stapling sorting collating typing counting cash etc.).
- Sit for extended periods of time.
- Lift 20-40 pounds of applicable supplies including but not limited to copy paper cash drawers marketing material etc.
- Repetitive motion using wrists hands and fingers.
- Reach keyboards.
- Ability to operate basic office machines (calculator computer telephone copy machine fax machine etc.).
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at ICCU to obtain employment.
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race color religion national or ethnic origin sex age disability protected veteran status or other characteristics protected by law.
Required Experience:
Manager
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