Assistant Branch Manager

Assistant Branch Manager

Welcome to Financial Plus Credit Union (FPCU) – 'The Place where it's Possible.'

At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact.

Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU – where you aren't just making a living, but joining a place where you can reach your goals.

Assists the Branch Manager or District Branch Manager and influences the profitability of the assigned branch with particular emphasis on building member relationships; expands the sales culture and provides leadership and resources to achieve desired results; directs branch staff activities towards attainment of branch sales goals; includes a consultative sales approach and conducts on-site business visits; utilizes problem solving, decision making, team building skills, and maintains a high degree of flexibility;

promotes high morale and exhibits positive attitudes towards members and fellow employees while instilling a sense of team spirit throughout the branch. Ensures all policies and procedures are followed.

Communicate properly with all employees to ensure positive and clear understanding of credit union goals and direction.

Assist Branch Manager in supervising branch team to include setting schedules, approving time off, conducting monthly coaching meetings, and providing observations and feedback.

Assist Branch Manager with maintaining the security of the branch and personnel by adhering to all security policies and procedures. Must comply with dual control on cash procedures as well as ensure timely completion of all audit schedules and policies.

Operates as Branch Manager in their absence and oversees all sales and operations of the Branch.

Responsible for implementing the coaching training for Branch Tellers and MSR's regarding sales processes and provide additional training and support on the credit union's products and services, cross-selling techniques, and service standards.

Responsible for assisting Branch Manager in meeting sales goals. This includes making outside business calls and meeting with potential commercial and consumer account prospects.

Assist Branch Manager with positively promoting teamwork among branch staff and internal members and departments

Interview members for financial information and provide accurate application for approval by Loan officer to include checking credit report and collateral value for non-pre-approved loans

Must be able to establish new accounts for eligible members and sell the financial services that best meet the needs of the members.

Maintain knowledge of all credit union products and services; cross sell those that best meet the members' needs

Obtain and complete required documentation for all consumer loans and process all closings for pre-approved and non-instant loans as scheduled by the Loan Officer.

Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations

Perform other duties as assigned

Bachelor's degree in Sales, Marketing, Finance or Business is a plus! Or similar related experience

One to three years of progressive supervisory or leadership experience

Two to three years of similar related experience with sales and lending and demonstrate an ability to teach others cross selling techniques

Must have sales and service, planning, organizational, analytical, leadership, presentation, and problem-solving skills

Must be able to diffuse member conflict and be solutions based for both members and staff

Strong attention to detail and accuracy

Ability to adhere to internal policies as well as external policies and regulations set forth by the NCUA

Be adaptable to change and…