financial institution branch manager

Mobilink Bank

<div>
 
 
 Department:
 
 Business banking - IMD
 
 
 
 Reports To:
 
 Regional Business Manager - IMD
 
 
 
 Job Grade:
 
 AVP / VP
 
 
 
 Total Positions:
 
 01
 
 
 
 Location:
 
 Karachi Saddar Islamic Branch
 
 
 
 
 
 
 What is Branch Manager Islamic &ndash; MMBL?
 
 
 
 As a Branch Manager (BM) Islamic at MMBL, you will be responsible for driving asset and liability business growth, financial planning, and ensuring branch profitability in a Shariah-compliant manner. You will lead and inspire your team to meet business objectives, maintain service excellence, and uphold compliance with Islamic banking principles and SBP regulations. This role demands strategic leadership, strong business acumen, and a customer-centric mindset to ensure smooth operations and high-performing teams.
 
 
 
 
 
 
 What Branch Manager Islamic &ndash; MMBL does?
 
 
 <ul>
 <li>
 Assist the Regional Business Manager/Unit Head in preparing the annual business plan for branch asset and liability portfolios and other Shariah-compliant banking products.
 </li>
 <li>
 Develop and maintain strong business relationships with asset and liability clients.
 </li>
 <li>
 Achieve assigned sales targets for liabilities, Takaful, and other products.
 </li>
 <li>
 Set realistic staff targets and deadlines while conducting periodic performance reviews.
 </li>
 <li>
 Conduct daily reviews of branch and individual asset portfolios, identifying and addressing performance gaps in line with bank policies.
 </li>
 <li>
 Ensure asset and liability portfolio targets are consistently achieved and performance indicators stay within assigned benchmarks.
 </li>
 <li>
 Promote cross-selling of all bank products and services through regular training and team capacity building.
 </li>
 <li>
 Oversee smooth daily branch operations through routine checks and compliance reviews.
 </li>
 <li>
 Ensure adherence to all operational policies, regulatory guidelines, and Shariah compliance standards.
 </li>
 <li>
 Maintain a professional and efficient work environment within the branch.
 </li>
 <li>
 Monitor portfolio performance and proactively manage collections to maintain CCR, PAR, and write-offs within assigned benchmarks.
 </li>
 <li>
 Develop and implement collection and recovery strategies aligned with bank SOPs, ethical practices, and Shariah-compliant regulations.
 </li>
 <li>
 Manage branch revenue streams and ensure sustainable profitability through quality business generation.
 </li>
 <li>
 Conduct regular reviews of branch P&amp;L to identify areas for OSS (Overall Sales &amp; Services) improvement.
 </li>
 <li>
 Present monthly performance updates and strategies to the Regional Business Manager.
 </li>
 <li>
 Drive excellence in customer service delivery while fostering diversity and inclusion within the branch environment.
 </li>
 <li>
 Lead, mentor, and develop branch staff to enhance their technical and Islamic banking knowledge.
 </li>
 <li>
 Identify skill gaps and coordinate with HRBP for training and professional development programs.
 </li>
 <li>
 Perform any other tasks assigned by management to support business goals and operational excellence.
 </li>
 </ul>
 
 
 
 
 
 What are we looking for, and what does it take to be a Branch Manager Islamic - MMBL?
 
 
 
 
 Job Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree from a reputable institution (Master&rsquo;s or Bachelor&rsquo;s in Management Sciences, Commerce, Accounting &amp; Finance, Economics, Agriculture, or Islamic Finance preferred).
 </li>
 <li>
 Minimum 1&ndash;3 years of relevant work experience, with at least one year in Islamic banking preferred.
 </li>
 </ul>
 
 
 
 
 
 Essential Skills
 
 
 <ul>
 <li>
 Strong customer service and team leadership capabilities.
 </li>
 <li>
 Excellent selling, negotiation, and convincing skills.
 </li>
 <li>
 Proficiency in MS Office.
 </li>
 <li>
 Strong communication and interpersonal skills.
 </li>
 <li>
 Effective collection management and follow-up ability.
 </li>
 <li>
 Fluency in the local language.
 </li>
 <li>
 Ability to work well under pressure.
 </li>
 <li>
 Sound understanding of Islamic finance principles and Shariah compliance.
 </li>
 </ul>
 
 
 
 
 
 Desirable Skills
 
 
 <ul>
 <li>
 Proficiency in business planning, retail banking, and Islamic banking operations.
 </li>
 <li>
 Knowledge of compliance and regulatory requirements, including SBP Islamic banking regulations and Shariah Advisor approvals.
 </li>
 <li>
 Certification in Islamic Banking is highly desirable.
 </li>
 </ul>
 
 
 
 
 About MMBL:
 
 
 
 
 
 Mobilink Microfinance Bank Ltd. is providing banking services to over 48 million registered users including 20+ million monthly active customers across Pakistan. With a hybrid model that combines traditional microfinance with mobile/digital banking technologies, the bank now operates with over 114 branches and 270,000 branchless banking agents and provides a USSD (GSM) based digital channel offering savings, micro enterprise (MSME) loans, small housing loans, remittances, collection (utility bills and loan instalments), mobile wallets, insurance, G2P, B2B &amp; B2P payments; thus, playing a leading role in the promotion of financial inclusion. MMBL is committed to fostering a positive and productive workplace, and our core values reflect this focus. These values include promoting innovation and entrepreneurship, encouraging teamwork and collaboration, and prioritizing a customer-centric approach in all aspects of our business.
 
 
 
 
 
 Why Join MMBL?
 
 
 
 
 
 This is an opportunity for someone who is passionate about making a difference and playing a key role in driving transformative change. Our team is committed to empowering millions with the tools necessary to succeed in the digital age, and we're looking for a talented individual to join us in this endeavor.
 
 
 
</div>

Branch Manager - Islamic

<div>
 
 
 Department:
 
 Business banking - IMD
 
 
 
 Reports To:
 
 Regional Business Manager - IMD
 
 
 
 Job Grade:
 
 AVP / VP
 
 
 
 Total Positions:
 
 01
 
 
 
 Location:
 
 Peshawar Saddar Islamic Branch
 
 
 
 
 
 
 What is Branch Manager Islamic &ndash; MMBL?
 
 
 
 As a Branch Manager (BM) Islamic at MMBL, you will be responsible for driving asset and liability business growth, financial planning, and ensuring branch profitability in a Shariah-compliant manner. You will lead and inspire your team to meet business objectives, maintain service excellence, and uphold compliance with Islamic banking principles and SBP regulations. This role demands strategic leadership, strong business acumen, and a customer-centric mindset to ensure smooth operations and high-performing teams.
 
 
 
 
 
 
 What Branch Manager Islamic &ndash; MMBL does?
 
 
 <ul>
 <li>
 Assist the Regional Business Manager/Unit Head in preparing the annual business plan for branch asset and liability portfolios and other Shariah-compliant banking products.
 </li>
 <li>
 Develop and maintain strong business relationships with asset and liability clients.
 </li>
 <li>
 Achieve assigned sales targets for liabilities, Takaful, and other products.
 </li>
 <li>
 Set realistic staff targets and deadlines while conducting periodic performance reviews.
 </li>
 <li>
 Conduct daily reviews of branch and individual asset portfolios, identifying and addressing performance gaps in line with bank policies.
 </li>
 <li>
 Ensure asset and liability portfolio targets are consistently achieved and performance indicators stay within assigned benchmarks.
 </li>
 <li>
 Promote cross-selling of all bank products and services through regular training and team capacity building.
 </li>
 <li>
 Oversee smooth daily branch operations through routine checks and compliance reviews.
 </li>
 <li>
 Ensure adherence to all operational policies, regulatory guidelines, and Shariah compliance standards.
 </li>
 <li>
 Maintain a professional and efficient work environment within the branch.
 </li>
 <li>
 Monitor portfolio performance and proactively manage collections to maintain CCR, PAR, and write-offs within assigned benchmarks.
 </li>
 <li>
 Develop and implement collection and recovery strategies aligned with bank SOPs, ethical practices, and Shariah-compliant regulations.
 </li>
 <li>
 Manage branch revenue streams and ensure sustainable profitability through quality business generation.
 </li>
 <li>
 Conduct regular reviews of branch P&amp;L to identify areas for OSS (Overall Sales &amp; Services) improvement.
 </li>
 <li>
 Present monthly performance updates and strategies to the Regional Business Manager.
 </li>
 <li>
 Drive excellence in customer service delivery while fostering diversity and inclusion within the branch environment.
 </li>
 <li>
 Lead, mentor, and develop branch staff to enhance their technical and Islamic banking knowledge.
 </li>
 <li>
 Identify skill gaps and coordinate with HRBP for training and professional development programs.
 </li>
 <li>
 Perform any other tasks assigned by management to support business goals and operational excellence.
 </li>
 </ul>
 
 
 
 
 
 What are we looking for, and what does it take to be a Branch Manager Islamic - MMBL?
 
 
 
 
 Job Requirements
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree from a reputable institution (Master&rsquo;s or Bachelor&rsquo;s in Management Sciences, Commerce, Accounting &amp; Finance, Economics, Agriculture, or Islamic Finance preferred).
 </li>
 <li>
 Minimum 1&ndash;3 years of relevant work experience, with at least one year in Islamic banking preferred.
 </li>
 </ul>
 
 
 
 
 
 Essential Skills
 
 
 <ul>
 <li>
 Strong customer service and team leadership capabilities.
 </li>
 <li>
 Excellent selling, negotiation, and convincing skills.
 </li>
 <li>
 Proficiency in MS Office.
 </li>
 <li>
 Strong communication and interpersonal skills.
 </li>
 <li>
 Effective collection management and follow-up ability.
 </li>
 <li>
 Fluency in the local language.
 </li>
 <li>
 Ability to work well under pressure.
 </li>
 <li>
 Sound understanding of Islamic finance principles and Shariah compliance.
 </li>
 </ul>
 
 
 
 
 
 Desirable Skills
 
 
 <ul>
 <li>
 Proficiency in business planning, retail banking, and Islamic banking operations.
 </li>
 <li>
 Knowledge of compliance and regulatory requirements, including SBP Islamic banking regulations and Shariah Advisor approvals.
 </li>
 <li>
 Certification in Islamic Banking is highly desirable.
 </li>
 </ul>
 
 
 
 
 About MMBL:
 
 
 
 
 
 Mobilink Microfinance Bank Ltd. is providing banking services to over 48 million registered users including 20+ million monthly active customers across Pakistan. With a hybrid model that combines traditional microfinance with mobile/digital banking technologies, the bank now operates with over 114 branches and 270,000 branchless banking agents and provides a USSD (GSM) based digital channel offering savings, micro enterprise (MSME) loans, small housing loans, remittances, collection (utility bills and loan instalments), mobile wallets, insurance, G2P, B2B &amp; B2P payments; thus, playing a leading role in the promotion of financial inclusion. MMBL is committed to fostering a positive and productive workplace, and our core values reflect this focus. These values include promoting innovation and entrepreneurship, encouraging teamwork and collaboration, and prioritizing a customer-centric approach in all aspects of our business.
 
 
 
 
 
 Why Join MMBL?
 
 
 
 
 
 This is an opportunity for someone who is passionate about making a difference and playing a key role in driving transformative change. Our team is committed to empowering millions with the tools necessary to succeed in the digital age, and we're looking for a talented individual to join us in this endeavor.
 
</div>

DBS Bank

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you. Job Purpose* Drive overall business of the branch by ensuring exceptional customer service, proactive sales environment, seamless back-office operations and overall profitable branch* Enhance existing relationships with customers and build new relationships to increase the customer base* Ensure compliance with all applicable external and internal regulations and guidelinesKey Accountabilities* Drive implementation of the overall Bank strategy at branch level (asset and liability, marketing, sales, operations) in consultation with the Cluster Head* Develop and implement branch specific marketing & communication strategies to build DBS brand and to achieve branch targets* Owner of Branch P&L, Cascade the branch scorecard to branch and sales employees to ensure achievement of targets* Develop and ensure adherence to the operating budget for the branch in line with the corporate and regional budgetJob Duties and Responsibilities* Generate sales through assets, liability and other banking products as well as TPP* Monitor on a regular basis the actual achievement of sales targets vis-à-vis plans for the branch; take necessary action to minimize deviations, if any* Build and manage effective customer relationship with key customers tagged to him/her; enable superior customer service to them; Advise them on making robust investment and financial decisions* Reduce customer dormancy and customer attrition* Ensure branch target achievement through effective upselling and cross selling* Develop the business prospects in the branch vicinity by scouting for avenues to expand overall branch book, both assets & liability portfolio qualitatively & quantitatively* Ensure effective execution of marketing campaigns and conversion of customer referrals* Drive Business growth through prospective high net worth individuals, along with Relationship managers to maintain positive relationships* Address customer queries and grievances escalated by the branch personnel in a timely manner* Ensure Lead sharing with respective Business like IBG for Assets etc.* Manage public relations and liaison with local government authorities / RBI/ other banks for day to day branch operations and reporting* Support the internal and external audit team in carrying out the periodic branch audit; Formulate action plans to address the deviations found in audit* Provide guidance to branch personnel on effective customer relationship management, sales, customer service and compliance to ensure achievement of individual targets.* Take overall responsibility for identification of training needs and completion of mandatory certifications for branch personnel* Drive a performance driven culture in the team by timely monitoring, review of performance parameters and feedback to the team membersRequirements* 6-8 years in handling Branch of a reputed BankEducation / Preferred Qualifications* MBACore Competencies* Excellent interpersonal and communication skills* Ability to build strong relationships with clients.* Responsible* Ability to meet deadlines.* Knowledge about internal/external regulations.Technical Competencies* Good Computer KnowledgeWork Relationship* Effective communication between self and superior* Inter-personal skills & team player* Display of RED Attitude (Reliable, Easy to deal with & Dependable)DBS India - Culture & BehaviorsDBS is committed to building a culture where all employees are valued, respected and their opinions count.
 
We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are: * Ensure Customer Focus by Delighting Customers & Reduce Complaints* Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation* Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement* Maintain the Highest Standards of Honesty and IntegrityApply NowWe offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Analyst, Branch Manager, Consumer Banking Group

The Roshaan's

Roshaan&rsquo;s Furniture is seeking an experienced and dynamic Branch Manager to lead operations at our new outlet located on Golra Road. The ideal candidate will be responsible for overseeing daily branch activities, ensuring excellent customer service, managing sales performance, and maintaining operational efficiency.CORE RESPONSIBILITIES:-<ul><li>Make sure the branch achieves its sales targets, require weekly deep analysis</li><li>Monitor sales conversion rates and implement strategies to boost performance.</li><li>Analyze customer trends and adjust sales tactics to match client affordability and market conditions.</li><li>Monthly Report on the most selling and profitable product.</li><li>Build, train, and motivate the sales team for peak performance.</li><li>Enhance team communication, negotiation, and persuasion skills.</li><li>Ensure all team members possess deep product knowledge and customer handling skills.</li><li>Monitor customer feedback and address concerns promptly.</li><li>Analyze market trends and competitor activities to adjust branch strategy.</li><li>Manage daily operations and ensure compliance with company SOPs.</li><li>Monitor footfall, display effectiveness, and the implementation of promotional activities.</li><li>Maintain store presentation, merchandising, and stock levels.</li><li>Identify reasons for sales decline and develop corrective action plans.</li><li>Weekly tracking of sales against branch targets to identify and implement necessary measures.</li><li>Make sure SOP is perfectly executed in the branch</li><li>Coordinate with the delivery team to schedule and ensure timely furniture deliveries.</li><li>Handle customer complaints and resolve issues in a timely, professional manner.</li><li>Maintain an up-to-date knowledge of current promotions, showroom stock, and new arrivals.</li><li>Responsible to look after essential administrative matters including electricity, electrical items, sanitary works, POS systems.</li><li>Responsible for accurate display stock list in ERP system</li><li>Generation of SO &amp; follow ups with the concerns.</li><li>Responsible for achieving monthly sales targets assigned by the management.</li><li>Ad-hoc duties assigned by the line manager and/or management.</li><li>Responsible to closely monitoring of overall activities of branch and staff.</li><li>Responsible for training and orientation for new staff</li></ul>Requirements:<ul><li>Minimum 5 years of experience managing retail outlets (furniture or home d&eacute;cor preferred).</li><li>Bachelor's degree in business administration, or equivalent.</li><li>Strong leadership, communication, and problem-solving skills.</li><li>Proven ability to drive sales and manage teams effectively.</li><li>Candidate must be a resident near Golra Road or able to commute daily.</li></ul>Job Type: Full-timePay: Rs60,000.00 - Rs70,000.00 per monthApplication Question(s):<ul><li>Do you have 5 years of experience in retails outlets management?</li></ul>Work Location: In personExpected Start Date: 01/12/2025

Branch Manager - Islamabad

Banner Bank

<div><div>More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. 
</div><div></div> 
<div>With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.</div><div></div><div> 
As a Branch Manager with Banner Bank you will manage the efficient daily operation of a branch office, including sales, operations, consumer/small business lending, high client service levels, security and safety in accordance with the Bank's objectives. Develop new deposit and loan business. Provide a superior level of client service and promotes the sales and service culture through coaching, guidance and staff motivation. Achieve individual and branch sales goals through new business sales, referrals, and account retention.</div>
<h3 class="jobSectionHeader">In this role you'll have the opportunity to:</h3><ul><li>
Responsible for providing leadership, training, and supervision. Delegate day-to-day operations to the Branch personnel. Perform duties in the absence of other Branch personnel.</li><li>
Responsible for attaining established Bank and branch goals through active participation in the Banner Way Sales Management and Sales Management Systems programs.
</li><li>Partner in community activities to increase the Bank's visibility and enhance new and existing business opportunities.
</li><li>Responsible for conducting observations and coaching sessions with the sales team on a regular basis in order to help develop new business. Conduct Touch Bases, Huddles, and Skill builders with the sales team.</li><li>
Perform outbound business calls on prospects and clients to gain a better understanding of their current and future financial needs.
</li><li>Oversee the sales of Consumer and Business Credit cards, Account Analysis, and Treasury Management Services, etc. Sell and setup Merchant Services and handle existing Merchant Services issues.
</li><li>Drive the branch to perform at 100% during Bank and Division Sales Campaigns. Conduct branch promotions to build momentum for core account growth.</li><li>
Responsible for complying with, and ensuring staff follows, policies, procedures, security requirements, and government regulations.</li></ul><h3 class="jobSectionHeader">
Education &amp; Certifications</h3><ul><li>
Bachelor's Degree: required (an equivalent combination of education and experience may be considered)
</li><li>NMLS registration required</li></ul><h3 class="jobSectionHeader">
Experience</h3><ul><li>
4+ years of bank branch leadership and operations experience required
</li><li>2+ years of experience in a supervisory/management role leading a project, process or team required
</li></ul><h3 class="jobSectionHeader">Knowledge, Skills and Abilities</h3><ul><li>
Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Considerable knowledge in all facets of the consumer lending process.
</li><li>Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
</li><li>Possess effective selling, cross selling and referral skills. Demonstrated success in sales and business development. Demonstrated ability to develop and manage income and expense budgets; proficiency in MS Word and Excel.
</li><li>Possess strong mathematical, analytical, problem solving, and negotiation skills. Ability to analyze client credit data and other related financial information.
</li><li>Demonstrate ability to train employees in client service, sales, operations, product knowledge, and consumer loans. In-depth knowledge of management and supervisory principles, policies, and legal requirements. Demonstrated leadership, team building, and management skills.
</li><li>Knowledge of state and federal laws and regulations related to banking.</li></ul><h3 class="jobSectionHeader">
Travel</h3><ul><li>
Up to 20%</li></ul><h3 class="jobSectionHeader">
Compensation &amp; Benefits</h3><ul><li>
Targeted starting salary range (based on experience): $70,000 - $95,000</li><li>
Incentive potential</li><li>
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance
</li><li>Paid vacation time, sick time and 11 company paid holidays</li><li>
401k (with up to 4% match)</li><li>
Tuition reimbursement</li><li>
Get more information at: Employee Benefits \u007C Banner Bank</li></ul><div>
Please take time to review Banner Bank's Consent &amp; Privacy notice before applying.</div><div></div><div> 
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.</div><div></div><div> 
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.</div>

A note on how we use AI: We may use artificial intelligence (AI) tools to support parts of the hiring process, such as analyzing resumes. These tools assist our recruitment team but do not replace human judgment. While a sufficient interview pool is being generated, a human review of all resumes is conducted. Final hiring decisions are ultimately made by humans. We also review our AI tools to monitor for potential bias and we comply with applicable legal requirements for the use of AI tools in this context.</div>

Branch Manager II

Client of Michael Page

<div>
<div>
Key responsibilities include:
<ul>
<li>Assisting in the development and management of relationships with global and regional financial institutions.</li>
<li>Preparing high-quality credit proposals for country limits, bank limits, and transactional financing opportunities.</li>
<li>Supporting onboarding, KYC, and CDD documentation processes in compliance with CBK, CB-UAE, DFSA, and internal standards.</li>
<li>Monitoring portfolio performance, ensuring timely execution of risk participation deals, and tracking approval conditions.</li>
<li>Liaising with internal teams (Operations, Compliance, Risk) to ensure smooth execution and servicing of transactions.</li>
<li>Supporting revenue generation efforts by analysing transactional activity, identifying opportunities, and contributing to cross-sell initiatives.</li>
<li>Maintaining detailed reports on activities, issues, closures, and performance vs. targets.</li>
</ul>
</div>
</div>
<div>
</div>
<div>
</div>
<div>
</div>

Assistant Relationship Manager - Financial Institutions

Vantage Credit Union

<div>JOB FUNCTIONS<ul><li>
Assists the Branch Manager with the daily management of branch operations and associates to ensure sales, growth, and profit objectives. Delegate portion of authority when necessary but may neither delegate overall responsibility for results nor any portion of accountability. Leads team to provide superior service to members.</li><li>
Assists the Branch Manager with the successful completion of all required branch reporting. Also, responsible for consistent adherence to operational procedures and regulations regarding account and lending functions. Maintains the smooth daily operations of the branch, including but not limited to facilities operations, security controls, audits, opening / closing procedures, balancing, and supplies.
</li><li>Assists the Branch Manager with respect to hires, terminations, promotions, transfers, performance appraisals and interpretation of credit union policies for branch associates. Provides appropriate and timely feedback to branch associates and communicates staffing needs to the Branch Manager.</li><li>
Coach, mentor, lead, and motivate branch associates to meet and exceed branch sales and production goals as well as contribute to the overall credit union goals. Provide ongoing training and mentoring to branch associates to maximize opportunities to gain and grow member wallet. Recommend and refer cross-sell opportunities as appropriate.</li><li>
Assists the Branch Manager with monitoring sales and service within the branch to ensure sound business practices for the credit union, exceptional service for members and professional development of branch staff. Provides consistent, timely coaching and guidance to associates to assist with strengthening their product knowledge and identifying member needs.
</li><li>Assist members with account and loan needs and inquiries, as necessary. Ensures a consistent optimal member experience. Ensures work quality standards are met regarding completion of all required paperwork and information in the system. Assists members with complaint resolution, as necessary.</li><li>
Maintain prescribed security controls to protect the facility and its contents against criminal and fraudulent operations and unnecessary risk or exposure and notify the Branch Manager, Facilities, Security, and the Regional Managers of any irregularities immediately.</li><li>
Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, central operations and records, central lending, and quality assurance. Always maintain confidentiality.</li><li>
Assists with initial quality control assessments on loan and account documentation of their own work and documents prepared for member signature by other areas. Consistently scores at an excellent level on quality reviews of their work and leads their team to perform the same. Coaches associates that are underperforming in this area. Works with branch team to resolve any issues/errors and communicates progress to appropriate areas in a timely manner.</li><li>
Assists the Member Care Center with answering calls during times of high call volume.</li><li>
Participate in departmental, branch and credit union projects and assist with system testing as needed.</li><li>
In partnership with the Branch Manager, support the growth of the branch and the credit union, and achievement of goals through business development and community involvement. Assists in building the credit union&rsquo;s presence in the community. Represents the branch, as appropriate, in its relationships with members, community organizations, and vendors.</li><li>
Perform other tasks or special project work as assigned.</li><li>
In the absence of the Branch Manager, or as required, assume the responsibilities of that position. These responsibilities include, but are not limited to, the supervision of branch employees, overseeing all member complaints requiring supervisory attention, and ensuring the overall safety and well-being of the branch operation.</li></ul>
REQUIREMENTS<ul><li>
Possesses an exceptional knowledge of banking/credit union operations and sales leadership.</li><li>
Time Management: possesses a strong grasp of branch operations and can plan, organize, prioritize, schedule, and direct staff to accomplish outstanding work or meet Member volume demands.</li><li>
Communication: expresses self honestly, positively, and professionally in both oral and written communication.</li><li>
Interpersonal Skills: interacts professionally and positively with Members and staff at all levels cultivating positive relationships that further the goals of the credit union and meet Member needs.</li><li>
Dependability: possesses keen sense of ownership and responsibility for branch sales and operations.</li><li>
Leadership: possesses strong ability to motivate staff and cultivate a collaborative organization by clearly communicating credit union strategies, mission, and vision.</li></ul> 
QUALITIES 
<ul><li>
Passionate about helping people and possesses a thorough understanding of credit union philosophy.</li><li>
Integrity and high moral responsibility.</li><li>
Creative, problem-solving leader, results driven.</li><li>
Analytical ability, with the incisiveness to ask discerning questions.</li><li>
Works well with staff at all levels to achieve group cohesiveness and objectives.</li><li>
Possesses strong leadership capabilities/skills.</li><li>
Excellent decision-making abilities required.</li><li>
Committed to the credit unions Culture Code shared convictions.</li></ul> 
EDUCATION AND EXPERIENCE 
<ul><li>
Incumbent should possess two to four years of financial institution experience, preferably in a credit union. A college degree in a business-related field or its equivalent of three to five years of financial institution experience is desirable, supplemented by a strong curriculum of specific credit union and general business courses in a continuing education setting. Attendance of credit union industry seminars, workshops, and conventions as appropriate.</li><li>
One to two years of supervisory experience is desirable but not required if closely supervised and assisted by the Branch Manager.</li></ul> 
PHYSICAL REQUIREMENTS 
 
 
<ul><li>Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time.</li><li>
Occasional travel or moving from one office location to another or from one department to another at the headquarters building.</li><li>
Occasional lifting, moving, or adjusting objects up to 20 pounds.</li><li>
Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.</li><li>
Work will be in a commercially reasonable temperature-controlled environment.</li><li>
Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.</li></ul></div>

Assistant Branch Manager

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