1 Job in Pasadena, TX
Wellby Financial is Hiring an Assistant Branch Manager Near Pasadena, TX
We're committed to bringing passion and customer focus to the business.Position SummaryThe Assistant Branch Manager plays a key role in supporting the efficient operation of a branch within the organization. They work closely with the Branch Manager to ensure that the branch meets its financial goals, provides exceptional customer service, and adheres to company policies and procedures. This position requires a combination of leadership, financial acumen, and customer service skills.
Principle Duties And Responsibilities
- Willingness and ability to exhibit Wellby Core Values every day.
- Works purposefully and is driven to provide the best team member experience.
- Assists manager in efforts to reach profit, performance, and customer service goals.
- Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers.
- Reviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable.
- Coordinates communication to the branch staff.
- Works to meet branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures.
- Oversees and assists with the preparation of all branch reports for approval by manager.
- Oversees branch operations in partnership with the branch manager.
- 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).
- 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.
- Consistently enlightens members on alternate digital options to manage their account.
- Fosters a positive and engaging work environment 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 tellers and personal bankers including both recognition and personal improvement plans.
- 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.
- Ensure compliance with policies, procedures, security requirements, government regulations and ethical business practices.
- Vault, dual-control access, increased approval authority limits.
- Plans and implements programs taking initiative to ensure Branch sales, growth and budget goals are achieved.
- Proactive in conflict resolution, handling issues in a prompt, professional and consistent manner.
- Performs other duties as assigned.
- Knowledge of Wellby’s organizational functions, and general operating policies and procedures.
- Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
- Knowledge of retail product philosophy, banking industry best practices and regulations
- Knowledge of all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening.
- Knowledge of personal computer, utilizing Microsoft Office Suite.
- Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
- Ability to analyze, develop, and implement metrics and process enhancements that ensure key performance indicators are aligned with desired outcomes.
- Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations.
- Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
- Ability to influence and engage direct and indirect reports and peers.
- Ability to work effectively across organizational departments and functions to achieve strategic goals.
- Ability to work in a fast-paced team environment with exceptional customer service skills.
- Ability to communicate clearly and concisely, orally and in writing.
- Ability to motivate others and to work in a large cross-functional team dynamic.
- Ability to coordinate several concurrent activities simultaneously.
- Team member has supervisory responsibilities.
- The team member performs a number of routine and generally related tasks without supervisory direction.
- Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
- Courses of action are determined by established procedures and/or the Branch Manager.
- The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
- The team member uses independent judgment in making decisions.
- The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
- To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management, members and other team members.
- The ability to observe details at close range (within a few feet of the observer).
- Must be able to occasionally lift items weighing up to 25 pounds across office and load onto shelves for various needs.
- The noise level in the work environment is usually moderate.
- Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.
- High School Diploma or equivalent required.
- Bachelor's degree in business, finance, or a related field (preferred).
- Minimum three (3) years of credit union or bank retail banking experience.
- Minimum one (1) year of leadership experience in a credit union or bank preferred.
- Teller, personal banking, escalation management, and vault management required.
- May need to report to a different location for scheduled shift, generally within assigned District Boundaries
- 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
Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, contact Human Resources.Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. DisclaimerThe statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company.
Job Summary
Full Time
$52k-64k (estimate)
06/07/2024
06/26/2024
The job skills required for Assistant Branch Manager include Customer Service, Leadership, Branch Operations, Initiative, Consumer Loans, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be an Assistant Branch Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Assistant Branch Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Assistant Branch Manager positions, which can be used as a reference in future career path planning. As an Assistant Branch Manager, it can be promoted into senior positions as a Top Branch Administration Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Assistant Branch Manager. You can explore the career advancement for an Assistant Branch Manager below and select your interested title to get hiring information.
If you are interested in becoming an Assistant Branch Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Assistant Branch Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Assistant Branch Manager job description and responsibilities
Assistant Branch Manager meet with clients, provide project updates, and assist with any project adjustments as client requests.
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Assumes responsibility for supervision of branch office during the absence of the manager.
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Assistant branch manager looks after the customer service and sales of the branch and has to be present for the assistance to the staff, customers and the manager on a given day.
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Assistant branch manager responsibilities are to work towards the progress of the organization and handle each and every function of the organization efficiently.
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Lead, monitor and coach branch employees to deliver a consistent positive customer experience.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Assistant Branch Manager jobs
Moreover, an assistant branch manager must also prioritize meeting the sales targets and staying within the allotted budget and deadlines.
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An assistant branch manager can field customer complaints and attempt to find solutions.
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High priority always comes first As Assistant Branch Manager.
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The position of an assistant branch manager comes with a high degree of responsibility.
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This candidate must be flexible to coach and work from different areas throughout the branch.
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Step 3: View the best colleges and universities for Assistant Branch Manager.
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