Float Assistant Branch Sales Manager at Partners 1st Federal Credit Union

Fort Wayne, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

0.0

Posted On

19 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Branch Management, Sales Strategy, Member Service, Problem Solving, Teamwork, Lending, Compliance, Staff Supervision, Coaching, Performance Appraisal, Loan Origination, Community Engagement, Transaction Balancing, Security Training, Diplomacy, Tact

Industry

Financial Services

Description

Description Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are able to work at our 6731 Old Trail Road location, Fort Wayne, IN, full-time, 40 hrs/wk, with the schedule being subject to possible daily adjustments. Shifts can occur between 8:15 am - 6:15 pm, Monday through Friday. Saturday hours can occur between 8:45 am through 12:15 pm and are determined on operational needs at the branches. Float Assistant Branch Sales Manager Role Travels to branch locations to act as Assistant Branch Sales Manager, filling in the gaps to assist with branch operational and staffing needs. Responsible for assisting the Branch Sales Manager (BSM) with the overall management of respective branch activities, including sales and service, community leadership, human resource management, meeting goals and financial and compliance standards, and increased branch profitability. Oversees the efficient execution of operational and lending processes within the branch, ensuring compliance with policies, procedures and regulatory compliance. Enhances the member experience by implementing member relationship sales strategies that drive growth and optimize branch performance to deliver seamless service and achieve financial success. Trains, directs, and supervises branch staff, while maintaining a professional and cohesive work environment. Major Duties and Responsibilities 20% Assist the BSM with managing direct reports to maximize monthly sales, creating efficiencies, and the potential of the branch personnel of the credit union. This includes supporting the BSM in directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Assists with appraising performance and provide recommendations for staff promotion and termination, as appropriate. Provides leadership and development. 20% Acts as a loan liaison, between member and centralized underwriting department. Ensures loan requests are within established policies, limits and loaded properly before loan approval. Responsible for proper documentation and funding. Ensures that branch achieves assigned loan production goal by asking for a comfortable payment range and offering a fully protected loan. Demonstrates sales skills and abilities. 20% Assists the branch management teams with member engagement leading to growth and profitability of branch. This includes involvement in community engagement activities providing credit union awareness and establishing new business, creating positive member experience enhancing the member experience with the goal of retention and growth. Provides the best experience possible by ensuring members' requests and questions are promptly resolved. This may include performing teller transactions and handling member complaints. Ensures members are informed of credit union services and policies. Counsels members regarding their financial needs and services requested. Troubleshoots and resolves internal and external inquires. 15% Assist BSM to ensure branch personnel are well trained in all phases of their respective jobs. Assists in onboarding training of new employees in overall branch procedures. Actively participates in cross-training personnel and assures staff is kept abreast of all products and services. Conducts security training. 15% While floating, ensures all branch transactions are balanced at the close of each day. May service ATMs as required. Oversees individual accountability for the handling of cash and assists in resolving balancing problems. 5% Maintain communications with RSM and Branch Experience management team. 5% Performs other duties as assigned. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union. Requirements Knowledge and Skills Experience Two to five years of similar or related experience, including time spent in preparatory positions. Education/Certifications/Licenses High school degree or GED required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Other Skills Must have valid drivers license, reliable transportation to travel as needed and be able to be registered with the Nationwide Multistate Licensing System (NMLS) for mortgage loans. Must adapt to differing branch environments and demonstrate diplomacy, tact and professionalism. Must be able to work a flexible schedule Monday-Saturday to cover branches as needed. ADA Requirements Physical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be able to stand, sit, walk for extend periods of time. Reach and grasp using arms, hands and fingers. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled private office with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Responsibilities

This role involves traveling to various branch locations to act as the Assistant Branch Sales Manager, filling operational and staffing gaps while assisting the Branch Sales Manager with overall branch management, including sales, service, HR, and financial goal achievement. Key duties include overseeing operational and lending processes, enhancing member experience through sales strategies, and training, directing, and supervising branch staff.