Job Description

Job Description

Job Description

DESCRIPTIVE SUMMARY

Reporting to the Solutions Manager, the Assistant Solutions Manager oversees the day-to-day operations of the assigned location to ensure exceptional support to Credit Union members and prospective members within the branch and its community.

The Assistant Solutions Manager will model, coach, and motivate the branch team to proactively explore needs and build member relationships by facilitating platform transactions, such as deposit account opening, loan origination and closing, account maintenance and activation of digital banking services, in line with IC’s member service standards.

As a leader within the branch banking team, this role assists the Solutions Manager in all aspects of branch operations, member experience, team member coaching/development and assumes responsibility for the branch in the Solution Manager’s absence.

ESSENTIAL JOB FUNCTIONS

1. Facilitates personal and business account opening and assists members with support and maintenance on existing account relationships, with a focus on delivering exceptional member service.
2. Maintains updated knowledge regarding the Credit Union’s products/services and proactively recommends appropriate solutions based on member needs. Supports strategic focus of growing membership base by acquiring new members and solidifying existing member relationships.
3. Originates applications for consumer loans, home equity loans/lines and residential mortgages. Interviews applicants and completes/closes loan applications in accordance with regulatory guidelines and Credit Union procedures. Maintains registered NMLS number.
4. Demonstrates and engages members with IC’s digital banking tools, such as online and mobile banking, digital wallet enrollments and other ancillary digital solutions (e.g., bill pay, e-statements, card controls, P2P tools, etc.). Promote usage and adoption of self-service channels; highlighting convenience and benefits of omni-channel member experience.
5. Oversees all aspects of branch operations to ensure positive, consistent, and welcoming member experience. This includes responsibility for overall branch facility maintenance, cleanliness and upholding of IC’s brand standards.
6. Performs all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures. Uses established protocols and controls to ensure security and privacy is always maintained.
7. Supports the advancement and development of branch team members by coaching, reviewing, and providing on the job training. Takes ownership of individual professional development by participating in internal/external trainings and leadership programs.
8. Serves as an enthusiastic champion of all things brand and corporate culture. Models and supports the delivery of IC's Mission, Vision, and Core Values, with a focus on team member engagement and member experience. Represents the Credit Union in the communities it serves by participating in civic/community organizations in line with evolving market and community engagement strategies.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

JOB COMPETENCIES

1. Employee Management : Defines responsibilities, motivates employees, delegates well, rewards appropriately.
2. Teamwork : Accountable to team, works to meet established deliverables, appreciates view of team members, respectful.
3. Sales Leadership : Ability to effectively take a leadership role in sales functions and/or to lead others in achieving stated duties and goals.
4. Job Knowledge : Understands facets of job, aware of duties and responsibilities, keeps job knowledge current.
5. Communication : Communicates well (written and verbal), delivers presentations, has good listening skills.
6. Service : The degree to which service is demonstrated in the day-to-day business environment. The level of support for co-workers as well as outside members, clients, etc.

EDUCATION/EXPERIENCE REQUIREMENTS (Education, Work Experience, Industry Knowledge)

1. High School Education or GED. Two-year (2) college degree, or completion of a certification, training, or specialized banking coursework.
2. Three years to five years retail experience in a credit union, bank, or sales environment; with increasing levels of responsibility. Supervisor or management experience required.
3. Strong organizational, member service, problem solving and communication skills.
4. Active and current NMLS registration (Nationwide Multistate Licensing System) preferred in accordance with SAFE Act guidelines.
5. Basic computer and technology skills. Must be adept in use of Excel, Word, PowerPoint, and core banking applications.
6. Ability to effectively interact with and support the financial needs of members and prospective members, with a focus on delivering exceptional member-first experience.

LEADERSHIP RESPONSIBILITIES

The Assistant Solutions Manager role assists the Solutions Manager in all aspects of branch operations, member experience, team member coaching/development and assumes responsibility for the branch in the Solution Manager’s absence.

PHYSICAL DEMANDS

Physical requirements include, but are not limited to, general office environment, ability to move floor-to-floor, ability to travel from branch to branch, and ability to work unusual hours as needed including early mornings, evenings, and weekends. Work in both traditional and open concept environments.

REQUIRED COMPLIANCE TRAINING

Satisfactorily completes all required compliance training and complies with all regulations, which apply within the scope of the position, including but not limited to the Bank Secrecy Act (BSA) and all regulations that fall within the BSA.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Branch Hours:
Monday: 8:00am-5:15pm
Tuesday: 8:00am-4:15pm
Wednesday: 8:00am-4:15pm
Thursday: 8:00am-4:15pm
Friday: 8:00am-5:15pm
Saturday: 8:30am-12:15pm (rotating)

Job Tags

Work experience placement, Work at office, Weekend work, Afternoon shift, Early shift,

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