Sebastian - Assistant Branch Manager
ELGA Credit Union Sebastian - Assistant Branch Manager
Marine - A Division of ELGA Credit Union
Assistant Branch Manager
Location: Sebastian Branch
Reports To: Branch Manager
Classification: Non-Exempt
Supervises Direct: 0
Supervises In-Direct: 7
Role: (Onsite at Sebastian Branch - FL)
To direct and coordinate the activities of associates, aiding the branch manager in ensuring the branch meets organizational, financial, operational, service, and growth plans. To be the first point of contact for those members requiring or requesting a manager.
Essential Functions & Responsibilities:
30% - Provides leadership and oversight of branch operations in the absence of the Branch Manager, ensuring continuity, team support, and a consistent focus on member service excellence. Maintains a visible and welcoming presence in the branch lobby, engaging with members, monitoring service delivery, and promoting an exceptional member experience. Serves as a resource for members by proactively addressing concerns, resolving issues, and ensuring timely and effective solutions that enhance the overall member experience.
25% - Onboards, trains, and coaches new branch associates, develops work schedules, and provides ongoing performance support to foster individual and team success.
20% - Supports branch operations by assisting associates with transaction balancing, providing guidance on operational processes, and processing loan applications as needed to ensure seamless member service. Partners with members to address and resolve account-related inquiries and concerns, delivering solutions that strengthen trust and member satisfaction.
10% - Educates prospective consumer and commercial members on Credit Union products and services, building relationships, identifying financial needs, and contributing to business growth and positive community engagement.
10% - Monitors branch activities to ensure compliance with Credit Union policies, procedures, and strategic objectives, while identifying opportunities for process improvements and operational effectiveness.
5% - Performs other job related duties as assigned.
Performance Measurements:
1. To meet established expectations of ELGA's Core Factors including but not limited to Accountability, Attitude, Communication, Competence, Continuous Improvement & Innovation and Relationship Building.
2. To maintain a cohesive, highly trained and motivated staff through regularly coaching individuals, recording interaction and results at least monthly.
3. To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
4. Review associate Score Cards each month ensuring accuracy and goal attainment.
5. To work with branch manager and team leaders to develop staff promotions to create fun in reaching sales and service goals.
6. To meet or exceed annual sales and service goals for the branch.
7. To keep management informed regarding key operating issues affecting the branch.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: 1. Able to operate a 10-key calculator, typewriter, and computer keyboard.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Assistant Branch Manager
Location: Sebastian Branch
Reports To: Branch Manager
Classification: Non-Exempt
Supervises Direct: 0
Supervises In-Direct: 7
Role: (Onsite at Sebastian Branch - FL)
To direct and coordinate the activities of associates, aiding the branch manager in ensuring the branch meets organizational, financial, operational, service, and growth plans. To be the first point of contact for those members requiring or requesting a manager.
Essential Functions & Responsibilities:
30% - Provides leadership and oversight of branch operations in the absence of the Branch Manager, ensuring continuity, team support, and a consistent focus on member service excellence. Maintains a visible and welcoming presence in the branch lobby, engaging with members, monitoring service delivery, and promoting an exceptional member experience. Serves as a resource for members by proactively addressing concerns, resolving issues, and ensuring timely and effective solutions that enhance the overall member experience.
25% - Onboards, trains, and coaches new branch associates, develops work schedules, and provides ongoing performance support to foster individual and team success.
20% - Supports branch operations by assisting associates with transaction balancing, providing guidance on operational processes, and processing loan applications as needed to ensure seamless member service. Partners with members to address and resolve account-related inquiries and concerns, delivering solutions that strengthen trust and member satisfaction.
10% - Educates prospective consumer and commercial members on Credit Union products and services, building relationships, identifying financial needs, and contributing to business growth and positive community engagement.
10% - Monitors branch activities to ensure compliance with Credit Union policies, procedures, and strategic objectives, while identifying opportunities for process improvements and operational effectiveness.
5% - Performs other job related duties as assigned.
Performance Measurements:
1. To meet established expectations of ELGA's Core Factors including but not limited to Accountability, Attitude, Communication, Competence, Continuous Improvement & Innovation and Relationship Building.
2. To maintain a cohesive, highly trained and motivated staff through regularly coaching individuals, recording interaction and results at least monthly.
3. To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
4. Review associate Score Cards each month ensuring accuracy and goal attainment.
5. To work with branch manager and team leaders to develop staff promotions to create fun in reaching sales and service goals.
6. To meet or exceed annual sales and service goals for the branch.
7. To keep management informed regarding key operating issues affecting the branch.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: 1. Able to operate a 10-key calculator, typewriter, and computer keyboard.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.