USE Credit Union: Assistant Branch Manager Ii

Company: USE Credit Union
Location: National City
Posted on: February 17, 2021

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