Assistant Branch Manager
Company: Purdue Federal Credit Union
Location: Lafayette
Posted on: November 15, 2024
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Job Description:
Assistant Branch Manager
Branch and Retail
Lafayette, IN
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ID:
1089-588
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Full-Time/Regular
Please APPLY AT:
https://jobs.silkroad.com/PurdueFCU/PurdueExternalPortalpurduefedcareerssilkroadcom
The Assistant Sales Manager is responsible for supporting the
branch team along with the Sales Manager by insuring proper
training, coaching and development of team members of the sales and
service process. This position will partner with the Sales Manager
to train and develop team members on product and operational
knowledge to insure accuracy and efficiency and provide the highest
level of member satisfaction. The Assistant Sales Manager will
contribute to branch sales by meeting their personal production
goals as well as coaching the branch team members to do the same.
Employees are expected to adhere to all rules and regulations
applicable to the position. Must comply with all SAFE Act
regulation procedures.
*Employees are expected to adhere to all rules and regulations
applicable to this position, including but not limited to all
policies and procedures pertaining to the Bank Secrecy Act.
Duties and Responsibilities (Essential Functions):
* Responsible, alongside the Sales Manager, for the achievement of
success of the branch through coaching and development, goal
allocation and personal contribution.
* Display strong sales and leadership abilities and act as a Sales
Manager, Lending Specialist or Member Consultant when needed.
* Assist with the selection, performance, cross-training, coaching
and development, promotion, and termination of staff with the
support of the Sales Manager.
* Ensure team members (specifically MCIs and MCIIs) are clear on
the expectations of their roles and responsibilities and
demonstrate them accordingly by effectively coaching each team
member.
* Must have solid and complete knowledge of all Purdue Federal
products and services and be able to teach and coach team members
in this area.
* Must have solid knowledge of consumer lending processes and
procedures including all types of loans (including Home Equity) and
be able to originate, process and close loans with very fee
errors.
* Actively manage their loan and account queues to meet SLAs.
* Must annually pass a Lending Certification test.
* Help promote an environment of honesty and integrity, mutual
respect, and pride and ownership while holding team members
accountable for their actions.
* Understand, help communicate and convey Purdue Federal's
strategic matrix and vision to educate staff on how their
contributions make an impact to the organization through consistent
communication in branch meetings, coaching and daily meetings.
* Create amicable and productive working relationships with support
departments for enhanced service to members and staff
* Act as the branch head of quality assurance in all areas of
retail operation in accordance with Purdue Federal
policies/procedures and demonstrate compliance with all bank
regulations including BSA, CIP, and OFAC
* Promote accuracy and efficiency at all points of member contact
by continuous review of processes and systems.
* Contribute to exceeding production goals by identifying and
implementing new opportunities to promote products in the branch
when needed.
* Help develop in-branch activities and campaigns including
outbound call initiatives to generate awareness and sales, as well
as participate in external events such as tabling.
* Take ownership of personal leadership and development
opportunities.
Required Skills
Knowledge, Skill, and Ability Requirements:
* Bachelor's degree preferred, or 3 or more years of leadership
experience in a financial services setting
* 1-3 years of experience in leading a team in a service or sales
environment
* Customer Service Experience
* Competent computer skills
* Proven success in a sales and service environment
* Capable of managing and prioritizing a multitude of tasks
* Ability to communicate, verbally and in writing, in a
professional manner when dealing with employees, members, vendors
and company contacts
* Ability to follow the core values of honesty, integrity, mutual
respect, pride and ownership
Purdue Federal Credit Union is an Equal Opportunity
Employer/Veterans/Disabled
Keywords: Purdue Federal Credit Union, Fishers , Assistant Branch Manager, Executive , Lafayette, Indiana
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