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Assistant Branch Manager

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Description

At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America. The Assistant Branch Manager assists in the leadership of the operations and personnel of the branch to ensure exceptional member service experiences happen while achieving the goals of the branch.

LOCATION

Billings Branch:

875 Main St
Billings, MT 59105

SCHEDULE

Full Time

To be effective, an individual must be able to perform each job duty successfully.

Coaching & Development

  • Exemplifies MACU Way and Leadership Behaviors and philosophy while fulfilling responsibilities as a leader in the branch environment and within the credit union.
  • Learns to coach others to develop the necessary AAA skills to get the expected results. Connects AAA skill proficiency to production.
  • Drives accountability with team members around AAA and results.
  • Leads by example and supports a branch culture of exceptional member service. Understands the MACU vision and articulates the vision through MACU Way behaviors.
  • Under the lead of the Branch Manager, solicits feedback regarding team culture and utilizes the MACU Mission, Vision, and Values to drive a unified team culture and obtains buy-in from their team.
  • Regularly holds personalized 1:1’s with each team member.
  • Uses coaching tools to improve development activities beyond that of production and toward team member development.
  • Partners with team members to create individual development plans that include AAA skills and other development opportunities.
  • Evaluates direct report employees in their quarterly check-ins and annual Performance Evaluations and assists the Branch Manager with the MSR/MEO/FSR evaluations.
  • Supports the Branch Manager with change management efforts and priorities of the credit union with team members.
  • Trains and coaches branch staff on credit union policies, procedures, philosophies and branch functions to encourage the achievement of branch operational and sales goals.
  • Works with the Branch Manager to implement employee life cycle strategies in regard to employee hiring, onboarding, development and retention.

Member Experience

  • May partner with the Branch manager to resolve member and employee concerns. Resolves concerns; follows up in a timely manner. Seeks assistance as necessary.
  • May support the Branch Manager in community development – acts as a credit union representative in the community where the branch is located and successfully meet the needs of sponsor groups.

Branch Operations

  • Assists in the daily operations of the branch (including cash management, compliance).
  • Effectively uses proprietary sales tools like Member Value Review (MVR), Value Analyzer and New Account Framework to maintain AAA standards.
  • Approves and denies loans and is the back-up for the branch manager for loan exceptions. Sees opportunity in how to create a package that provides the best value for the member.
  • Assists the Branch Manager is developing methods to track and measure team productivity, accuracy, and sales and service.
  • Gains knowledge and understanding of the Credit Union Financials.
  • Utilizes judgment and responsibility in fulfilling members' needs using the credit union policies.
  • Assists the Branch Manager with security and maintenance of the branch building and property.
  • Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position

Leadership Focus

  • Coaches and develops branch team members to provide an exceptional Member Experience.
  • Partners with internal Business Partners to serve the membership and develop others.
  • Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Must have 3+ years of financial industry experience, which includes 1+ years of lending experience.

Education

Two-year college degree or completion of a specialized course of study at a business or trade school or equivalent.

Licenses, Certificates, Registrations, Trainings

  • Must meet all Branch Progression training expectations of all positions supervised
  • Notary Public or have ability to obtain within first 90 days where possible
  • Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
  • The Assistant Branch Manager is responsible to ensure that the branch is appropriately staffed with employees that are trained to reasonably meet the needs of the member including ensuring appropriate staff coverage of all Credit Union products and services including but not limited to: depository, lending, online, mobile, safe deposit (where applicable), notary and medallion services.

Computer/Office Equipment Skills

  • Basic computer operating skills
  • Intermediate to advanced skills in Microsoft Office (Outlook, Word, Excel and PowerPoint)
  • Symitar experience preferred

Managerial Responsibility

  • Has supervisory/managerial responsibilities that are direct or through work leaders, typically with a subordinate group of 10 or more employees.
  • Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates and reviews the work of assigned staff.
  • Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy.

Other Skills and Abilities

  • Must have a thorough knowledge and understanding of credit union policies and procedures as well as related work experience in operations (teller and new account functions), lending (loan origination) and sales in a financial institution.
  • Must have the ability to make sound decisions based on credit union policies.
  • Must have the ability to supervise, train, lead and coach others in providing quality service and selling credit union products and services.
  • Must have strong leadership skills which include a proven track record of preparing and mentoring new leaders for the credit union, including demonstrated success in handling difficult situations.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

  • Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
  • Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

  • Close vision (clear vision at 20 inches or less)
  • Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

  • Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

  • There are no unusual environmental factors

Noise Environment

  • Moderate noise (business office with computers and printers, light traffic)

***This job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person***

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