Peak Credit Union
AssistantBranchManager
“Assistant Branch Manager at Peak Credit Union. Skills: sales, branch operations, member service, leadership. Handles and oversees daily operations of branch, including cash and vault balancing, negotiable items, and audits.. Partners with other business units to resolve member issues or grow member actively participates in cross-functional meetings.”
What You'll Achieve.
Ensures member service levels are met or exceeded.; Attracting new members and deepening relationships with current members.; Mitigates branch controls and risk by adhering to required operational processes, standards, and regulations.; Meet or exceed sales goals and service standards.
Industry & Context.
Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
Travel is required., rotating Saturdays from 9:15 AM – 1:45 PM. Saturday shifts are primarily at the Albany Branch.
What They're Looking For.
Must Have
Minimum three (3) years of experience in retail financial services, with past roles showing a progression of increasing responsibility including leadership/mentorship.
What You'll Do.
Handles and oversees daily operations of branch
including cash and vault balancing
Partners with other business units to resolve member issues or grow member actively participates in cross-functional meetings.
Maintains a thorough and comprehensive understanding of all retail products and services and sufficient knowledge of all credit union services to make effective referrals to other business lines.
Engages with members by greeting
personalizing interactions
uncovering financial needs
making recommendations for financial services
and providing timely follow-up.
Maintains and enforces systems
and productivity standards.
Understands and complies with federal and state regulations relating to financial products and services as well as credit union policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
Resolves or makes decisions related to the service and operational functions within their authority.
Seeks opportunities to grow branch assets and membership through community outreach
and business development.
Partners with the Branch Manager while conducting employment interviews and making hiring decisions or recommendations.
Trains and develops branch staff to provide high-level
consistent service to members while creating a relationship-based sales and service culture at the branch.
Resolves employee problems and performance issues timely.
Works in partnership with Branch Manager to coach
lead and motivate retail branch employees to meet or exceed sales goals and service standards.
Performs all duties of a Member Service Specialist 2.
How You'll Work.
Team & Collaboration
Partners with other business units to resolve member issues or grow member actively participates in cross-functional meetings.; Partners with the Branch Manager while conducting employment interviews and making hiring decisions or recommendations.; Works in partnership with Branch Manager to coach, lead and motivate retail branch employees to meet or exceed sales goals and service standards.
Communication Scope
Excellent communication skills with customers (members) and internal team members required.
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