Assistant Manager

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 ICCU’s 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.
• Ensure 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 ICCU’s 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 Manager's 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:

Bachelor’s 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 business 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.).

This role offers benefits, including:

• Competitive Pay
• Medical, Dental, & Vision Insurance
• Generous Paid Time Off
• Paid Holidays
• Matching 401K AND Pension
• Tuition Reimbursement
• Employee Assistance Program
• Employee Wellness Program
• Paid Group Life and Disability Insurance
• Awesome Culture
• And More

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.

Equal Opportunity Employer


This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.