Assistant Branch Manager (Bridgewater, MA)

FUNCTIONAL SUMMARY: The Assistant Branch Manager oversees the branch in the absence of the Branch Manager and assists with the daily management of the branch. They work with the Branch Manager to train, motivate, and provide performance feedback to employees, while modeling the sales and service standards.

RESPONSIBILITIES:

1. Supports the Branch Manager with sales, service, and operational control. Guides and advises staff and members about complex member issues. Ensures proper communication between departments.
2. Participates in hiring, training, coaching, evaluating, developing, promoting, compensating, and disciplining subordinates within the current policies and procedures established through Human Resources and within approved budget guidelines.
3. Champions sales activities, programs, processes and tactics across the branch organization and local marketplace focused on retaining and deepening member relationships and attracting new members and business to the CU.
4. Participates and supports the sales/service culture by conducting daily huddles at the direction of the manager.
5. Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in more products and services.
6. Maintains a working knowledge of all products and services offered by the Credit Union including periodic promotional offerings.
7. Maintains a working knowledge of all electronic delivery channels to assist members with access and use of online banking, bill pay and the mobile application.
8. Originates and closes all loan types via direct member contact, telephone, mail, and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
9. Manages all aspects of operations including the proper control and accountability of cash handling procedures.

QUALIFICATIONS:

1. Associate degree or equivalent experience required.
2. Minimum of 3 - 4 years branch sales, service, and operations experience within a financial institution.
3. Minimum of 1-year supervisory experience preferred
4. Proven written and verbal communication, organizational, and leadership abilities.
5. Must possess initiative, strong interpersonal skills, and the ability to effectively manage daily operations of the Branch.
6. Must be familiar with all applicable regulatory issues and compliance.
7. PC skills to include MS Office, Outlook, Word, Excel, and PowerPoint required
8. Provides Medallion and/or notary service for membership. (Required as part of the job within 90 days of hire).
9. Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).