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)
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)
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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