Assistant Branch Manager - Lakeline

UFCU

Experience: 3+ yrs
Location: Austin, Texas, United States
Job type: Full-time

Required skills

communication skills
compliance
customer service
ethics

About the role

Assistant Branch Manager

Job Summary

Under general direction of the Branch Manager, supervises all branch office activities, including coordinating and directing daily operations. Directs personnel activities to ensure convenient and efficient operation of staff and branch within the framework of federal and state laws, NCUA regulations and UFCU policies and procedures. Successfully resolves escalated member issues, and effectively collaborates with other UFCU departments. Empowers and develops employees to support the branch and Credit Union initiatives.

The Assistant Branch Manager reports to the Branch Manager and leads the Teller role.

About UFCU

As Austin’s largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.

Consistently receiving awards as the Top Credit Union and Top Mortgage Company, UFCU is proud of its people-first culture. We value our employees as much as our Members. We offer an environment where people care about each other – like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here.

Essential Functions

Employee Development:

· Effectively coaches frontline staff in the successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and branch sales objectives.

· Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team.

· Promotes UFCU’s cultural values and contributes to the success of UFCU’s strategic vision and organization and team goals. Monitors performance and, if necessary, corrects course to reach established goals.

Branch Management:

· Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU’s strategic initiatives.

· Responsible for managing the overall ongoing operations of the branch including the staffing, training and employee relations of all branch office employees.

· Responsible for the branch staff's delivery of personal financial services through the teller, new accounts, loan closing and electronic delivery systems located at the branch. Ensure quality service is provided by all branch employees.

· Hold staff accountable to goals, initiatives and UFCU’s policies and procedures.

Leadership & Development:

· Continually seeks opportunities for personal and staff ongoing professional growth and learning.

· Uses effective staffing and talent management strategies to hire, develop, and grow future leaders; and ensures that team is empowered and professionally trained to achieve maximum productivity, quality of performance, job satisfaction and work-life balance.

· Performs other duties as assigned.

· Adhere to all company policies, procedures and business ethics codes.

· Complete required regulatory Training as assigned.

· Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

Knowledge/Skills/Abilities

· Ability to meet goals and deadlines.

· Excellent interpersonal, verbal and written communication skills required.

· Must demonstrate a passion for people and service, as well as a dedication to building relationships.

· Ability to work with members and staff tactfully and professionally, both in-person and via phone.

· Experience coaching and motivating staff

· Ability to think strategically as well as tactically while continually seeking sales, service and operations delivery efficiencies.

· Strong analytical and reporting skills.

Expert knowledge of current local, state and federal regulations required
Demonstrated excellence in providing superb customer service required
Success in leading teams
Proficiency with data processing/computer application skills in Microsoft Office including Word and Excel required
Strong communication skills (written, verbal, and listening)

Competencies

Delivering Member Obsession

Seeks to understand customers
Identifies customer service issues
Drives member-focused practices
Assures member satisfaction

Delivering Performance Excellence

Maintains focus
Measures progress and outcome
Ensures accountability

Delivering Innovation

Inspires curiosity
Challenges current thinking
Supports experimentation
Advances ideas to the next stage

Experience

Minimum Requirements

High school diploma or equivalent required.

Minimum of two (2) years formal or informal leadership experience.

Minimum of three (3) years of related financial services or retail experience.
Proven ability and demonstrated success in sales and service role.
Demonstrated ability to resolve difficult situations.
Must be bondable

Preferred Requirements

Bilingual in Spanish
Credit union experience
Bachelor’s degree
Experience working in a fast-paced, high-volume environment

Physical Demands

The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Frequent

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
Employee will make extensive use of the telephone requiring the ability to effectively and accurately explain complex information.
The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.

This position may involve periodic stressful conditions.
May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
May occasionally move from one work location/branch to another.
Public contact position, requiring appropriate professional appearance.
Frequent computer use at a workstation up to two hours at a time.
The noise level in the work environment is usually moderate.

About UFCU

Provides banking and lending services to credit union members.

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