Branch Assistant Manager I - Hanes Mall Blvd

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Branch Assistant Manager assists the Branch Manager in the efficient overall management and business development of a branch. The Branch Assistant Manager is also responsible for assisting in the development and leadership of a dynamic team to ensure policies, procedures and campaigns are implemented and aligned with overall Credit Union objectives as well as adherence to the organization’s mission of meeting the financial needs of the Credit Union’s member-owners. The Branch Assistant Manager is also responsible for serving the financial needs of our member-owners accurately and efficiently, and developing a strong rapport with the member which supports the Credit Union's mission of enhancing our member-owners’ financial lives and becoming their preferred financial partner. They perform tasks related to all facets within the Branch, which includes processing teller transactions, lending, account opening and maintenance, opening savings & investment products, along with other account services, operations duties, and leadership responsibilities.  The Branch Assistant Manager regularly provides leadership and supervision of the team in partnership with the Manager and acts as the second in command.

Essential Functions and Responsibilities

• Collaborates with Manager to develop, execute and monitor the Branch’s plan to ensure achievement of goals and objectives, including but not limited to member service scores, loan production, deposit production, new member growth and partner lines of business referrals.
• In collaboration with the Branch Manager, coaches the team using Vital Basics observational coaching model and serves as a role model by providing excellent customer service including engaging member in conversations and building relationships with them.
• Engages members in meaningful conversation conducting quality guidance and credit reviews to uncover their financial needs and goals.
• Identifies quality referrals to other business units such as but not limited to: Business Services, Mortgage, and Truliant Financial Advisors.
• Accurately and efficiently processes account opening and maintenance, loan applications, and transactions for members to help them manage their finances. 
• Utilizes member feedback systems to enhance member service level.
• Ensures consistent adherence to Credit Union member-owner service standards throughout interaction with every member owner, including providing first contact problem resolution.
• Monitors budget to ensure proper financial management operations.
• Sets clear objectives, behaviors, and actions for each employee which are communicated and coached to on a regular basis. Monitors progress and tracks results for each employee and provides coaching, training, or remediation as necessary.
• Shares Branch priorities and activities with all staff on a regular basis to ensure effective communication.
• Works with vendors to ensure equipment and facility needs are maintained.
• Coordinates training classes and departmental visitations for staff.
• Assists Manager in reviewing performance standards and expectations of team members to ensure effectiveness and accountability.
• Provides direction and structure for branch team to ensure compliance with regulations and guidelines.
• Responds to security and audit findings and monitors operations to ensure compliance.
• Maintains security as directed by the Branch Manager to ensure that all security procedures are followed, equipment is maintained and tested, and that employees adhere to cash management policies and procedures.
• Provides assistance and feedback to management in order to conduct performance appraisals including completion of monthly scorecards, 90-day reviews and annual reviews for the team.
• Recognizes positive behavior, achievements, and results exhibited by employees in a fair, consistent and professional manner.

Other Duties and Responsibilities

• Assists with other tasks and projects as assigned.
• Active involvement in community organizations in a leadership capacity.

Knowledge, Skills, and Abilities

• Must have excellent communication skills in English, both verbal and written
• Must have advanced understanding of credit union operations, financial products, services and delivery systems
• Must have basic arithmetic skills
• Must have community involvement and/or experience building partnerships with local businesses and organizations
• Must have a proven, successful and consistent record of coaching and mentoring employees to improved results
• Must have the ability to recognize and respond to member relationship opportunities by recording interactions and following up on leads
• Must be able to resolve member complaints and coach others
• Must have strong PC skills with intermediate skills in Microsoft Excel, Word and Power Point
• Must have ability to work well under pressure in a goal-oriented environment
• Must have Notary appointment within 3-month period
• Must have ability to understand all business processes within the credit union
• Must be detail oriented and well organized, with the ability to multi-task
• Must be able to work in a general office environment
• Must be flexible and able to shift resources and priorities as required
• Must maintain integrity and confidentiality when handling difficult situations concerning member’s accounts
• Must be able to complete all assignments with minimal supervision
• Should possess a strong commitment to providing excellent service to Truliant’s members

Physical Requirements

• Frequents standing, walking, bending, and stooping required
• Must be able to sit at a desk for long periods of time and use a computer
• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Education and Background

• High School Diploma or equivalent required
• Bachelor Degree preferred
• A minimum of 5+ years related experience in the retail industry or financial services required
• Strong interpersonal skills required
• National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 required
• Previous sales experience required
• Previous lending experience required
• Minimum of 2 years related supervisory experience, or equivalent combination of education and experience in the following areas: Branch Operations (vault, security, scheduling, opening/closing procedures), Consumer/Mortgage Lending and Staff Development
• Previous leadership experience preferred

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! 

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching  
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account