Essential Duties and Responsibilities

Business Knowledge:

• A n Assistant Branch Manager is fully competent in all of the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening.

• Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk (to a Member or Wellby ).

• Can autonomously make appropriate and effective decisions regarding policy and can exercise sound judgement when necessary .

Branch Management:

• Responsible for personal, staff and Branch adherence to credit union and regulatory policies and procedures.

• Vault, dual-control access, increased approval authority limits.

• Assumes responsibility for related duties and special projects as required or assigned.

• Plans and implements programs taking initiative to ensure Branch sales, growth and budget goals are achieved.

• Assistant Branch Managers are proactive in conflict resolution, handling issues in a prompt, professional and consistent manner.

Member Growth, Deepening & Exceptional Service:

• Personally understands and demonstrates that offering our members additional solutions is the highest level of service, by understanding our members’ needs and utilizing best fit solutions to meet those needs.

• Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals and follows up on business and leads.

• Adheres to Wellby Member service, outreach, and follow-up standards.

• Consistently enlightens members on alternate digital options to manage their account.

• Coach team to attain individual and team goals. The Assistant Branch Manager’s performance is tied to the overall Branch goals, and that at least 90% of primary team members are meeting 90% or more of their performance goals.

Leadership:

• Fosters a positive and engaging work environment for team members.

• Oversees a consultative and proactive product offering culture . Keeps Member Growth, Deepening, and Exceptional Service top of mind for team members.

• Provides coaching and insights that lead to an enduring organization, providing exceptional experiences and meeting operational goals by District, Branch and Team Member.

• Shares regular coaching and performance feedback with Solution Specialists, including both recognition and personal improvement plans.

• Champions change with the team and around the organization.

• Performs other duties as assigned .

Qualification s and Experience :

• Associate degree or above preferred

• Demonstrate leadership skills - inspire others and lead through influence preferred

• High School Diploma or equivalent

• Ability to occasionally report to a different location for scheduled shift, generally within assigned District boundaries

• Working knowledge of retail banking industry best practices

• Experience in managing multiple priorities independently and/or in a team environment to achieve goals

• Experience in member/customer service operations to include understanding of effective member/customer service philosophy

• Experience in responding effectively to highly sensitive , complex and/or urgent member/customer requests

• Experience in work, which displays increasing levels of responsibility and/or authority

• Advanced organizational, planning and time management skills

• Advanced skill exercising initiative and using good judgment to make sound decisions

• Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully

• Advanced verbal and written communication skills

• Advanced word processing and spreadsheet software skills

• Effective skill developing/ maintaining community relations

• Effective skill in responding to requests regarding complex financial information/data

• Willingness and ability to exhibit Wellby Core Values everyday

Job Requirements:

• M ust be able to stand or sit for prolonged periods.

• Must be able to remain in a stationary position 50% of the time.

• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to o ccasionally lift items weighing up to 50 pounds across office and load onto shelves for various needs.