Talent.com
Assistant Branch Manager Trainee

Assistant Branch Manager Trainee

America First Credit UnionTempe, AZ, US
1 day ago
Job type
  • Full-time
Job description

Branch Assistant Manager

This position is for the Phoenix Metropolitan area which includes Glendale, Goodyear, Mesa, Phoenix, Queen Creek, Tempe, and Surprise as well as other cities within the Phoenix Metropolitan area. This position will train at our Tempe Branch which is located at 1511 N. Project Drive in Tempe, AZ.

This is a unique opportunity to gain experience in branch leadership. Ideal for a quick and proactive learner, this role provides a path for those seeking to grow and develop within the company, with the potential for advancement based on performance and organizational needs. Responsible for assisting with the direction and administration of Branch operations of a medium sized branch. Ensures that established policies and procedures are followed. Oversees the provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Acts on behalf of branch manager when necessary. Trains, directs and supervises branch staff and performs various branch functions as required.

Responsibilities

Service :

  • Ensures Credit Union service standard baselines and expectations are met.
  • Ensures that members' requests and questions are promptly resolved. Handles Members' complaints.
  • Ensures that members are informed of Credit Union services and policies. Counsels members regarding their financial needs and services requested.
  • Ensures that the Credit Union's quality reputation is maintained and projected and models professional behavior.
  • Conducts regular service training to ensure staff provides the highest degree of excellence in every contact.
  • Ensure management of lobby flow for prompt service.

Staff Development :

  • Provides leadership through professional example and communication.
  • Directly supervises all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks in coordination with the branch manager.
  • Participates in weekly leadership meetings with branch management staff to coordinate branch goals and activities. Conducts the meeting in the absence of manager.
  • Assist in conducting regular meetings with branch employees to inform and train. Discusses areas needing improvement and changes in procedure. Ensures that staff members are well informed of new products, services, rates, and policies. Answers staff questions and assists in problem solving.
  • Ensures that personnel are well-trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures in absence of manager. Performs cross-training as necessary. Schedules employee testing and recommends specific training programs as appropriate.
  • Responsible to create a cohesive environment to ensure effective team participation in achieving established sales goals.
  • Tracks individual progress and conducts performance appraisals on each employee at least twice annually in coordination with the branch manager. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate.
  • Ensures effective one-on-ones are conducted monthly with each employee as delegated by branch manager. Monitors and encourages employees to complete their goals.
  • Assists the branch manager in effectively communicating and implementing policy and procedure changes.
  • Safety and Soundness :

  • Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements.
  • Ensures Branch security, including opening and closing procedures are followed by all employees.
  • Ensures that Branch auditing procedures are effectively conducted and that deficiencies are corrected.
  • Ensures required testing of security equipment and required security training is conducted according to established Credit Union policies.
  • Ensures proper risk assessment is completed for all loan and teller transactions.
  • Evaluates override and waiver authority for all necessary loan and teller transactions for appropriate risk tolerance within their level of authority in the absence of the branch manager.
  • Assumes responsibility for maintaining proper cash controls. Ensures that all Branch transactions are balanced at the close of each day and daily deposits are made in accordance with established policies and procedures. Assist tellers in resolving balancing problems.
  • Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out.
  • Implement prudent safety measures to ensure safety of employees and members.
  • Keeps Branch manager informed of Branch activities, progress toward established objectives, and of any significant problems.
  • Productivity and Performance :

  • Ensures that personal development meets expectation for assistant manager position and knowledge is sufficient to support members and employees. Complies with and leads by example in adherence to America First core values.
  • Ensures that services are sold and delivered in accordance with established standards and procedures and the integrity and quality of all Credit Union programs are maintained.
  • Ensures the effective scheduling of work flow in daily routine operations.
  • Performs duties in Branch positions as needed. May act as Loan Officer or assist with Service Representative functions.
  • Assist in the interviewing and hiring process ensuring that staffing levels are appropriate and that human resources are effectively utilized.
  • Acts as a Loan Officer, processing and approving member loans within established policies and limits set.
  • Supervises and assists with member services functions. Cross-sells Credit Union services.
  • Directly supervises all branch personnel in coordination with branch manager. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.
  • Responsible for effective scheduling for appropriate branch coverage. Assists branch manager in approving all sick leave, vacation, overtime, and time cards for each branch employee. Keeps accurate payroll and attendance records.
  • Ensures that Branch operations are well coordinated with appropriate operation departments. (Accounting, Security, Records, Etc.).
  • Continually seeks ways to improve Branch operations and productivity and to meet established goals.
  • Tracks Branch statistics, prepares periodic activity reports, and makes recommendations to branch manager for improvements.
  • Ensures that adequate supplies, forms, and equipment are available for personnel.
  • Ensures performance and profitability expectations are met as determined by branch manager.
  • Ensures all sales goals and standards are met thru tracking staff performance.
  • Continually seeks ways to improve Branch operations and productivity and to meet established goals.
  • Prepares periodic Branch activity reports and makes recommendations to branch manager for improvements.
  • Support and assist with market coverage, employee training and insure that the 30 day teller reviews are completed.
  • Qualifications

    Training / Education / Certification : College degree strongly preferred. Experience in finance industry strongly preferred.

    Required Knowledge : Previous supervisory or management experience required. Thorough knowledge of Credit Union products, services, policies, and philosophy. Understanding of Service Representative functions. Knowledge of Loan Officer duties.

    Experience Required : Two-five years of related operations experience required.

    Skills / Abilities : Strong interpersonal and communication skills. Well organized, professional appearance, dress, and attitude. Able to operate related computer applications and basic business equipment. Good marketing skills. Good supervisory abilities.

    Create a job alert for this search

    Assistant Branch Manager • Tempe, AZ, US

    Related jobs
    • Promoted
    BRANCH MANAGER TRAINEE

    BRANCH MANAGER TRAINEE

    Daikin ComfortMesa, AZ, US
    Full-time
    The Branch Manager Trainee's responsibilities include taking direction from multiple sources to learn all aspects of the branch operations and branch manager position. This will include either shado...Show moreLast updated: 30+ days ago
    • Promoted
    Manager Trainee

    Manager Trainee

    Builders FirstSourceCasa Grande, AZ, US
    Full-time
    Ignite Your Career at Builders FirstSource.Builders FirstSource, America's largest supplier of building materials, value-added components and building services to the professional market, helps mak...Show moreLast updated: 9 days ago
    • Promoted
    Branch Manager

    Branch Manager

    United RentalsPhoenix, AZ, US
    Full-time
    If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals!. As Branch Manager at United Rentals, you'll be the leader ...Show moreLast updated: 30+ days ago
    • Promoted
    Border Patrol Agent

    Border Patrol Agent

    US Customs and Border ProtectionRio Verde, AZ, US
    Full-time
    Border Patrol Agent (BPA) Entry Level.IMPORTANT NOTICE : Duty assignments available at the time of offer may include the Southwest Border, including. Border Patrol determines duty assignments at the ...Show moreLast updated: 30+ days ago
    Manager Trainee - 33226

    Manager Trainee - 33226

    HertzPhoenix, Arizona, United States
    Full-time
    Quick Apply
    Sales, Operations, Customer Service, finance, fleet management, and people management.This position has a clearly defined career path to Branch Manager in as little as 12-18 months.This role suppor...Show moreLast updated: 30+ days ago
    Manager Trainee - 34444

    Manager Trainee - 34444

    HertzGoodyear, Arizona, United States
    Full-time
    Quick Apply
    Sales, Operations, Customer Service, finance, fleet management, and people management.This position has a clearly defined career path to Branch Manager in as little as 12-18 months.This role suppor...Show moreLast updated: 30+ days ago
    • Promoted
    BCBA

    BCBA

    Action Behavior CentersTempe, AZ, US
    Full-time
    APPLICATIONS ARE REVIEWED DAILY.YOU CAN EXPECT A RESPONSE WITHIN 24 HOURS.Our Patients : An intentional focus on small caseloads with a compassionate care approach. Our Culture : ABC Core Values are m...Show moreLast updated: 4 days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationMaricopa, Arizona
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationMaricopa, Arizona
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Manager Trainee

    Manager Trainee

    HertzPhoenix, AZ, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Branch Manager

    Branch Manager

    WaFd BankMesa, AZ, US
    Full-time
    Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over. WaFd Bank is hiring a Branch Manager...Show moreLast updated: 2 days ago
    • Promoted
    PRN Rehab RN Job in Scottsdale, Arizona

    PRN Rehab RN Job in Scottsdale, Arizona

    Gifted HealthcareFountain Hills, AZ, US
    Full-time
    Rehabilitation RNs (Rehab RNs) have specialized knowledge and clinical skills necessary to provide care for people with physical disabilities and chronic illnesses. The Rehab RN coordinates educatio...Show moreLast updated: 22 days ago
    • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationMaricopa, Arizona
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    PRN MedSurg RN Job in Scottsdale, Arizona

    PRN MedSurg RN Job in Scottsdale, Arizona

    Gifted HealthcareFountain Hills, AZ, US
    Full-time
    MedSurg RNs provide bedside care for a variety of patients and execute individualized patient assessments to create an individualized plan of care. MedSurg RNs prepare equipment and assist physician...Show moreLast updated: 22 days ago
    • Promoted
    Branch Manager

    Branch Manager

    SunSourcePhoenix, AZ, US
    Full-time
    Since 1974, United Central Industrial Supply, a SunSource company, has been providing industrial operators throughout North America the components and services they need, when they need them.Our sp...Show moreLast updated: 30+ days ago
    • Promoted
    Assistant Manager Trainee

    Assistant Manager Trainee

    Globe Life Carder AgencyTempe, AZ, United States
    Full-time
    We are seeking dedicated individuals to join our team as a Manager in Training.As we continue to experience significant growth, we are looking to bring in individuals. We are looking for individuals...Show moreLast updated: 12 days ago
    • Promoted
    Branch Manager

    Branch Manager

    SurgeTempe, AZ, US
    Full-time
    The Branch Sales Manager is responsible for identifying, prospecting and securing business opportunities to support new revenue growth for a specific geographic area. This includes overall responsib...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationMaricopa, Arizona
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago