Assistant Branch Manager

Posted on Sep 28, 2024 by Suncoast Credit Union
Naples, FL
Retail Trade
Immediate Start
Annual Salary
Full-Time
Overview:

Compensation: $55,000 - $80,000 based on experience and credentials

Location Type: Onsite 

Position Type: Full Time 

Service Center Hours of Operation: Monday through Thursday 8:30 AM - 5:00 PM and Friday 8:30 AM - 6:00 PM 

The Assistant Service Center Manager is a dynamic team player who oversees the daily operations of the service center branch. This individual collaborates closely with the Service Center Manager to devise operational strategies and create an inclusive environment fostering ownership. An ideal candidate is a passionate leader who empowers their team through empathy, enthusiasm, and gratitude. This role requires someone with integrity, who upholds transparency to build trust and respect.

Responsibilities:

Supervise the daily operations of the service center

Support all aspects of the branch to improve individual and team operational performance

Build a high-performing team through the development of team members

Direct and manage delivery system options within the service center to provide quality, efficient member service

Motivate, develop, train, coach, mentor, and reward staff, acknowledge staff feedback or concerns

Manage personnel activities of staff, such as performance appraisals or disciplinary matters

Set goals and objectives for team members, guide staff in developing action plans to reach stated goals

Cultivate a strong team by building trust among staff

Foster the “All Team” culture within the organization by providing open lines of communication and cooperation between all areas within the organization

Facilitate a service and sales culture within the service center to attain established goals

Secure negotiable items and confidential records

Assist with unusual transactions and authorize overrides or approvals within parameters

Ensure checks received are scanned and submitted daily to Item Processing

Promote and cross-sell Suncoast Credit Union financial products and services to meet the financial needs of members

Perform account maintenance for members such as origination, changes, reconciliation, error resolution

Ensure staff are compliant with regulatory requirements, policies, and procedures including dual control

Process consumer loan and mortgage requests

Interview members to determine loan qualifications and offer recommendations according to underwriting guidelines

Complete documentation required for loan disbursements

Represent Suncoast Credit Union at community events, including public speaking

Support credit union expansion by recognizing opportunities to promote products to improve the financial lives of Suncoast members

Demonstrate consistent proficiency in individual and overall branch work quality, including CIP and Red Flags

Implement organizational standards to minimize errors in member service, loans, and teller transactions

Attend educational events to increase professional knowledge

Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program

Complete FACT Act Red Flag training

Qualifications:

Bachelor’s degree preferred (A comparable combination of work experience and training may be substituted for education requirements)

3+ years of experience as a Member Advocate or similar position in a financial institution

Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines

Accurate, detail-oriented, and organized with task management

Ability to analyze and resolve complex problems to effectively supervise the area of responsibility

Good knowledge and understanding of the credit union products, services, policies, and procedures pertinent to the job

Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities

Good knowledge and understanding of all credit union computer systems and software applications required to perform job duties

Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators

Ability to communicate policies, practices, and procedures for direct reports and other stakeholders to understand

Skills 

Customer Service 

Leadership

Sales 

Safe Act Statement

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee will obtain a unique identifier from the registry before engaging in mortgage loan originator activities. The employee must maintain and renew the registration on an annual basis, provide updated registration information with the registry on a timely basis, and provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.

Benefits

Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts

Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage

Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO

Community Involvement: Paid Volunteer Hours

Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at (url removed)

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.

For more information, please visit our careers site at (url removed)

Reference: 202648780

https://jobs.careeraddict.com/post/95645541

Assistant Branch Manager

Posted on Sep 28, 2024 by Suncoast Credit Union

Naples, FL
Retail Trade
Immediate Start
Annual Salary
Full-Time
Overview:

Compensation: $55,000 - $80,000 based on experience and credentials

Location Type: Onsite 

Position Type: Full Time 

Service Center Hours of Operation: Monday through Thursday 8:30 AM - 5:00 PM and Friday 8:30 AM - 6:00 PM 

The Assistant Service Center Manager is a dynamic team player who oversees the daily operations of the service center branch. This individual collaborates closely with the Service Center Manager to devise operational strategies and create an inclusive environment fostering ownership. An ideal candidate is a passionate leader who empowers their team through empathy, enthusiasm, and gratitude. This role requires someone with integrity, who upholds transparency to build trust and respect.

Responsibilities:

Supervise the daily operations of the service center

Support all aspects of the branch to improve individual and team operational performance

Build a high-performing team through the development of team members

Direct and manage delivery system options within the service center to provide quality, efficient member service

Motivate, develop, train, coach, mentor, and reward staff, acknowledge staff feedback or concerns

Manage personnel activities of staff, such as performance appraisals or disciplinary matters

Set goals and objectives for team members, guide staff in developing action plans to reach stated goals

Cultivate a strong team by building trust among staff

Foster the “All Team” culture within the organization by providing open lines of communication and cooperation between all areas within the organization

Facilitate a service and sales culture within the service center to attain established goals

Secure negotiable items and confidential records

Assist with unusual transactions and authorize overrides or approvals within parameters

Ensure checks received are scanned and submitted daily to Item Processing

Promote and cross-sell Suncoast Credit Union financial products and services to meet the financial needs of members

Perform account maintenance for members such as origination, changes, reconciliation, error resolution

Ensure staff are compliant with regulatory requirements, policies, and procedures including dual control

Process consumer loan and mortgage requests

Interview members to determine loan qualifications and offer recommendations according to underwriting guidelines

Complete documentation required for loan disbursements

Represent Suncoast Credit Union at community events, including public speaking

Support credit union expansion by recognizing opportunities to promote products to improve the financial lives of Suncoast members

Demonstrate consistent proficiency in individual and overall branch work quality, including CIP and Red Flags

Implement organizational standards to minimize errors in member service, loans, and teller transactions

Attend educational events to increase professional knowledge

Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program

Complete FACT Act Red Flag training

Qualifications:

Bachelor’s degree preferred (A comparable combination of work experience and training may be substituted for education requirements)

3+ years of experience as a Member Advocate or similar position in a financial institution

Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines

Accurate, detail-oriented, and organized with task management

Ability to analyze and resolve complex problems to effectively supervise the area of responsibility

Good knowledge and understanding of the credit union products, services, policies, and procedures pertinent to the job

Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities

Good knowledge and understanding of all credit union computer systems and software applications required to perform job duties

Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators

Ability to communicate policies, practices, and procedures for direct reports and other stakeholders to understand

Skills 

Customer Service 

Leadership

Sales 

Safe Act Statement

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee will obtain a unique identifier from the registry before engaging in mortgage loan originator activities. The employee must maintain and renew the registration on an annual basis, provide updated registration information with the registry on a timely basis, and provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.

Benefits

Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts

Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage

Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO

Community Involvement: Paid Volunteer Hours

Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at (url removed)

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.

For more information, please visit our careers site at (url removed)

Reference: 202648780

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