Assistant Branch Manager - Parkcenter Branch
Westmark Credit UnionAbout the role
Description
Discover the Westmark Difference!!
Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.
· 60 % of our employees have been part of the Westmark family for 5+ years.
· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
· 85% of our managers were promoted from within the company.
· Westmark has been in business since 1954 and has recently grown to over $1.3 billion in assets, 15 branches, and over 70,000 members!
We also have some of the most impressive benefits in the industry:
· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
· Excellent health insurance options for employees and family with shared premiums
· 401k with 75% company match and 2% profit sharing contribution
· Tuition Reimbursement and Scholarships
· Employee Assistance Program (Free counseling and legal services)
Position Summary: The Assistant Branch Manager works with the Branch Manager to lead and manage the daily operations of the branch, ensuring the delivery of high-quality member services, the achievement of sales goals, and the maintenance of operational excellence.
Schedule: Average of 40 hours within a Monday thru Saturday work week.
Travel Requirements: Ability and willingness to travel up to 35 miles to provide coverage and collaborate with regional branches.
Leadership and Management:
- In collaboration with Branch Manager, lead, mentor, coach, and develop a team of Member Advisors.
- Foster a positive and inclusive work environment, promoting teamwork, accountability, and professional growth
Member Service:
- Proactively interact with members to form relationships of trust.
- Work collaboratively and clearly communicate with cross-functional teams to resolve member questions and discrepancies and to provide effective problem resolution.
- Ability to adapt to each situation and continuously find options or solutions for members to ensure Westmark is the best place for them to achieve their financial goals and dreams.
- Ensure exceptional service delivery to all members, addressing their financial needs and providing personalized solutions.
- Resolve complex member issues and complaints promptly and effectively.
- Encourage the promotion and cross-selling of credit union products and services to meet member’s needs and achieve branch sales goals.
- Able to assist members with all transaction, account and loan requests.
Operational Excellence:
- In collaboration with the Branch Manager, oversee daily branch operations, including security and compliance with credit union policies and regulatory requirements.
- Provide operational guidance and approvals in order to allow branch employees to effectively provide service to members.
- Assist Branch Manager in monitoring and managing branch budgets, expenses, and financial performance.
Sales and Relationship Development:
- In collaboration with Branch Manager, develop and implement strategic plans to grow branch membership, deposits, and loan portfolios.
- Establish and maintain relationships with local businesses, community organizations, and other stakeholders to promote the credit union and identify growth opportunities.
- Collaborate with the Relationship Development department to conduct outreach and participate in community events to enhance the Westmark’s presence and reputation.
Team Development:
- Coach and develop team members to provide excellent member service and effective sales skills.
- Encourage a collaborative and high-performing work environment.
- Provide learning and growth opportunities and hold employees accountable.
Risk Management and Compliance:
- Ensure adherence to all credit union policies, procedures, and regulatory requirements.
- Collaborate with the Risk Management department to identify and mitigate potential risks.
- Implement and maintain effective internal controls to safeguard credit union assets.
Requirements
Qualifications:
- Bachelor’s degree in a business or finance related field preferred, MBA a plus.
- Minimum of 3 years of experience in a financial institution, including lending experience.
- Advanced know
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