GTE Financial
Financial Services
AssistantManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Assistant Manager at GTE Financial. Skills: Sales management, Member relations, Operational excellence. Run day-to-day operational excellence. Manage people (3 FTE on average)”
Industry & Context.
What They're Looking For.
Must Have
1 year supervisory experience, Knowledge of lending practices, Qualify for Level II lending authority
Nice to Have
Associate degree preferred, Bilingual preferred (English/Spanish), Qualify for NMLS registration
What You'll Do.
Run day-to-day operational excellence
Manage people (3 FTE on average)
Conduct thorough financial assessment
Recommend appropriate products and services
Generate leads from Community Financial Center
Build new member relationships
Maintain existing member relationships
Provide great member experience
Generate leads for internal partners
Cross-sell walk-in traffic
Manage day-to-day employee activities
Achieve operational excellence
Coach and empower sales team
Meet objectives set forth by leadership
Manage assigned staff
Ensure adherence to standards
Prepare timely evaluations
Measure employee performance
Provide direction for growth
Practice Integrity coaching principles
Support key behavior models
Drive community financial center success
Support future advancement
Assist in recruitment
Maintain qualified team
Monitor performance issues
Address performance issues
Provide leadership support
Address employee concerns
Support giving back to community
Create stronger community
Create healthier community
Plan change in organization
Lead change in organization
Drive change in organization
Meet business objectives
Exceed business objectives
Review sales activity data
Analyze sales activity data
Analyze forecast data
Support strategic initiatives
Partner with Branch Manager
Debrief Branch Manager daily
Deliver value-added experience
Achieve high member engagement
Maintain high member readiness standards
Manage member traffic
Integrate virtual channels
Ensure employees provide quality service
Identify GTE Financial products
Recommend GTE Financial products
Meet member expectations
Meet financial objectives
Adhere to GTE’s Branding standards
Focus on quality control
Focus on process improvements
Demonstrate functional knowledge of Bank Secrecy Act
Demonstrate functional knowledge of Federal laws
Demonstrate functional knowledge of U. S. Patriot Act
Demonstrate functional knowledge of Office of Foreign Assets
Demonstrate functional knowledge of Anti-Money Laundering
Demonstrate functional knowledge of Right to Financial Privacy
Demonstrate functional knowledge of Bank Bribery Act
How You'll Work.
Team & Collaboration
Partnership with Branch Manager; Work with Operations Support Managers; Work with Operations Support Team
Full Job Description
**Come join our GTE Financial team!** We are looking for a leader to ensure an exceptional member and employee experience. The Assistant Manager is responsible for running the day-to-day operational excellence of the branch, people managing (3 FTE on average), and is always expected to be present at the Community Financial Center for consistent support and guidance. The **“Go to person”** for the Community Financial Center. The Assistant Manager will ensure members’ needs are satisfied by conducting a thorough financial assessment and recommending the most appropriate products and services, fulfilling the member’s immediate and future financial goals. They will assist in generating leads from the Community Financial Center and building new and maintaining existing member relationships while providing a great member experience. The Assistant CFC Manager will also generate leads for their internal partners, Mortgage, Business Services, Investments, and Insurance Services. The “Assistant Community Financial Center Manager” is the gatherer, in the branch cross-selling walk-in traffic, managing the day-to-day employee activities, and making sure operational excellence is achieved. **What does GTE look for in an****Assistant Center Manager****?** **Leadership:** * Coach and empower the sales team to achieve the highest performance and meet objectives set forth by leadership. * Coach, train, and manage assigned staff, ensuring adherence to Credit Union and departmental standards. Prepare timely evaluations that accurately measure employee performance and provide direction for future growth and development. Practice Integrity coaching principles. * Demonstrates and supports key behavior models to drive community financial center success. * Work in conjunction with the CFC Manager on succession planning to support future advancement and promotions. * Assists in the recruitment and retention of maintaining a qualified team of sales and service professional employees. * Monito
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