USE Credit Union: Assistant Branch Manager Ii
Company: USE Credit Union
Location: National City
Posted on: February 17, 2021
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Job Description:
Job DescriptionUSE Credit Union Job ID 2021-1393 Job Locations
US-CA-Chula Vista Category Retail (Branches) Type Regular Full-Time
More information about this job Overview Are you Service-Driven and
Relationship-Focused? USE's branches are the perfect place for you!
As an Assistant Branch Manager II, you'll have the chance to
empower members to gain better control of their finances while
inspiring and developing staff. Become part of a team that is key
in delivering extraordinary experiences. Do you have what it takes?
Responsibilities * Establish and maintain member relationships in
order to meet the member's financial needs, provide extra-ordinary
service, and create loyal members while meeting Branch and
Corporate objectives. * Establish new memberships, checking,
savings accounts, term investments, IRAs, insurance products,
consumer loans and other products and services, such as Online
Banking, etc. Utilizes the Deep Dive to meet each member's
perceived and unperceived financial needs. Performs appropriate
on-boarding activities for all new and existing members including
follow-up calls. * Perform a variety of file maintenance duties,
including but not limited to: adding owners/signers, updating
personal information, adding additional products, decedent
accounts, trust certifications, and POAs as requested by members. *
Originate and fund consumer loans (Credit Cards, Auto Loans, Other
Consumer Loans, Home Equity Loans and Lines and Mortgage Referrals)
to meet consumer loan sales objectives. * Maintain reporting for
all loan leads, applications and funding's as directed by
management including pipeline reports. * Coordinate the application
process between the member, third parties and internal loan
operations group, ensuring extra-ordinary service for the member.
Communicate status to all parties during the loan process, guides
the loan to a smooth closing. * Manage loan queues, including
timely and proactive follow-up on approved loans, meeting targeted
loan closing ratios and other product cross-sell ratios, keeping
loan conversation logs current and closing loan files with
appropriate explanations for loan outcomes. * Cross-sell all
products and services to meet member needs and achieve strategic
objectives, cross-sell ratios, and member retention goals. *
Initiate and maintain strong referral relationships with members
and outside contacts and helps achieve new business development
goals. * Responsible for branch business development, conducting
outside calling activities, growing new and existing SEG
relationships, attending community events, and promoting the public
image of USE, the credit union philosophy and USE's services and
products to the SEGs and the local community. * Business
Development activity will be in partnership with the AVP Branch
Manager to assist with retail goal attainment including new and
existing members on a retail level. Build and maintain other
business relationships and product delivery channels. Originate and
market loan products for local Retail market area. Managing CD
maturity call lists/new account calls, generating new business. *
Initiate proactive outbound calls including internal lists and
targeted prospects. * Support the AVP, Branch Manager in creating
and managing the annual business plan for the branch, appropriately
managing team performance to achieve branch performance goals,
branch efficiency, and maintain branch profitability. * Lead and
guide the franchise team around instilling and maintaining our
Cultural attributes, Core Values, 7 Habits and Collaboration
(Better Together). * Promote team spirit with employees and assists
staff with questions/issues/concerns. * Mentor and advise staff on
daily operations, identifying cross-selling opportunities, coaching
needs and goal attainment. * Greet and welcome members to the
credit union in a courteous and professional manner, adhering to
USE's member service standard and Core Values. * Manage the day to
day Retail Operations including, but not limited to: scheduling,
member contact, opening new accounts, marketing, phone calls,
teller/member issues that may arise, handling customer problems or
concerns and ensuring compliance of credit union employees within
established security, sales, operations, regulatory compliance,
audit, and record keeping policies, procedures and practices.
Qualifications * Two year college degree; and three or more
yearsrelated experience and/or training; or equivalent combination
of education and experience. Advanced degree in business or related
field is preferred. * Supervisory experience, experience in a
financial institution/credit union, knowledge of branch operational
activities, and understanding of loan practices is required.
Previous managerial or supervisory experience in a financial
institution is preferred. * Ability to read and interpret documents
such as safety rules, operating and maintenance instructions, and
procedure manuals. * Must have excellent communication and
interperson
Keywords: USE Credit Union, National City , USE Credit Union: Assistant Branch Manager Ii, Accounting, Auditing , National City, California
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