Assistant Branch Manager

Job Description

Job Description

As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union serving educators, we have since expanded to serve 23 counties across the state of Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to fostering a diverse and inclusive work environment where everyone has the chance to succeed and feel a sense of belonging. Our work environment is fun, fast-paced, and service-oriented. 

What we offer:

• Medical, Dental, and Vision
• 401K Plan with Matching
• Tuition Reimbursement Program
• Supplemental Benefits
• Engagement Area
• Wellness Studio & Gym at our Corporate Headquarters
• Company Paid Life Insurance
• Health Savings Account with Company Contributions

Role Responsibilities:

• Coordinates Member Service Representative and Teller operations and schedules. 
• Supervises the maintenance and balancing of inventory items, performs cash audits, and ensures that the branch has been balanced and closed properly daily.
• Monitors branch operating results relative to established objectives and ensures appropriate steps are taken to correct unsatisfactory conditions.
• Provides coaching – Can interpret performance results, find opportunities to drive success, and hold others accountable for results. Delivering and presenting a Bright Service environment and coaching to an exceptional Bright Conversation. Identify the member's financial needs and suggest a product or service to meet them.
• Responsible for the security of assigned branch employees, members, and assets; inventory control and accounting of branch cash and cash equivalents; compliance with all federal and state regulations; quality of branch audits; compliance with standard credit union operating policies and procedures.
• Provides outstanding service to each internal and external member as defined by our Service Standards and Promises.
• Completes loan interviews and applications, retrieves proper loan documentation, and completes final loan closings.
• Supports the skills and development of all front-line staff to offer solutions to improve our members' financial lives. Represents the branch appropriately in its relationships with members, suppliers, other financial institutions, partner organizations, and other similar groups.
• Follows appropriate credit union procedures to ensure that the vault, office, and other designated areas are secured when opening and closing the office during business hours. Assists in conducting monthly security checks for the branch; also rotates on the Saturday schedule.
• Maintain knowledge with B.S.A. Compliance training.
• At times, this position may require support and assistance in other branch locations based on business need.
• Weekend hours may be required
• Other job-related duties as assigned.

Performance Measurements:

• To provide outstanding service to internal and external members as defined by our service standards and promises.
• Identify the financial needs of each member and offer a credit union solution.
• To maintain and develop a qualified staff sufficient to meet the needs of members.
• To ensure an appropriate percentage (based on branch volume) of all new product goals, loan funding, and referral goals have been accomplished by the branch.
• To develop and maintain business partner relationships within the community and area schools.
• Maintain knowledge through training:
  • BSA Compliance – every employee is required to uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with BSCU will take into consideration the awareness of unusual or suspicious activity that is relevant to the department.
  • In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually, as made available by the Training and/or Compliance Department.
  • Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending, and Credit Ca

Minimum Expectations of Knowledge and Skills:

Experience: Three to five years of similar or related experience.

Education: Two-year college degree or completion of a specialized course of study at a business or trade school.

Interpersonal Skills: Must be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the member's best interest. Displays passion, commitment, and drive to deliver an experience that improves our members' financial lives. Work involves much personal contact with others inside and outside the organization for first-level conflict resolution and building relationships. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills: Must have good communication skills and a Working knowledge of regulations related to credit Union products (Reg. E, Reg. CC, Reg. D, Truth in Savings Act, US Patriot Act, etc.), as well as other operational regulations. Must have proficient keyboarding skills and use calculators. You will be required to rotate on the opening/closing and Saturday schedules.

Occasionally, this role will be required to assist and support other branch locations based on business needs.

Compliance:

Every employee must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions within B.S.C.U. will consider awareness of unusual or suspicious activity relevant to the department.

In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Department.

Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act.

Physical Requirements:

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodation may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee must occasionally stand, stoop, kneel, or crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment: 

The work environmental characteristics described here represent those that employees encounter while performing the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace.