Assistant Branch Manager

TEAM: SERVICE RESOURCE CENTER: BRANCHES BAND: 6

Position: Assistant Branch Manager

Reports To: Branch Manager or Regional Branch Manager

Position Type: Exempt

People Manager

In an industry where things are common, we are the intentional outlier because of how we do what we do to be a top workplace that attracts and retains the best talent. The ability of our team will never be an inhibitor to growth. All positions within 3Rivers are designed to support the mission, vision, and strategic tenants. We are not afraid to be strategically different and aggressively dedicated to our approach so 3Rivers continues to thrive by doing what is right for the membership, one member at a time. We develop our bench so we are known as a talent developer company who specializes in offering financial services. Excellence IS the expectation so we can maintain top 10% peer status by being a consistently high performer. Our goal is to be high-touch and competitively priced everyday with real market convenience in the areas we serve. This keeps us real and relevant every day to our members by leveraging the lift being with 3Rivers brings to their experience. At 3Rivers change is constant. Our team must be able to execute, collaborate, produce, create business need and value, and be flexible in order to get the job done. Every job description is written at and Exceeds Expectations level of performance so sustainable success is achieved year after year.

Position Summary

The Assistant Branch Manager uses workforce optimization to align the team based on membership needs using effective scheduling & time management techniques. Clarifies expectations by communicating so team members understand what they need to do, how they need to do it, and what results must be achieved. Assists with approval of payroll and vacation requests as needed to ensure membership needs and work/life balance is achieved. Maintains user-level knowledge of relevant software and systems such as Core, Lending, Budget, Payroll, Compliance, Coaching, etc. Executes effective delegation & monitoring to direct day-to-day activities of team to ensure member satisfaction and reinforce branch objectives and priorities. Incorporates project management to balance priorities & participation in 3Rivers initiatives and knows when to start or stop activities as needed. Handles all escalated member issues to resolution and follows up with internal team as necessary. Recognizes how well the team understands compliance concepts and integrate compliance policies and procedures in team’s everyday work. Coaches team to remember how these policies affect the membership.

PERFORMANCE STANDARDS

Execution: What does this position do?

Responsible for strengthening existing relationships, establishing new relationships, and serving as a trusted resource and as a coach/mentor. Help others recognize their areas of strength and opportunities for improvement as well as identify and confront critical behaviors with respect to peers. Continuously works to uncover and solution money matter needs that will increase loan wallet share, self-service activity usage, and positively impact the Measures that Matter.

Collaboration: Who does this position work with to get the job done?

Routinely collaborates with all resource centers to ensure that resource utilization is consistent with the strategic vision. Ensures effective communication takes place among all stakeholders that supports shared goals while providing motivation and increasing engagement to achieve necessary results. This position is specifically responsible for leveraging the resource center’s people, technology and tools to ensure the functional work is supporting the organizational needs.

Productivity: What does the work from this position produce or generate?

Achieves desired results through others with proper coaching and accountability and holding self and others accountable to produce the needed results. Productive and effective decisions and the ability to leverage resources appropriately is key to achieving service standards. Understands the relationship focus with our membership and uses that knowledge to effectively guide the work of the team. Inspires the team(s) to create unusual & innovative ideas that connect with our members. Monitors progress and advises stakeholders about project status and resource allocation. Builds and effectively utilizes relationships and informal influence to achieve on-time completion of projects and initiatives.

Business Need & Value: What is the impact of this position?

Coaches and develops team members to produce results. Collaborates using multiple methods to help team members impact the Measures that Matter while ensuring compliance with laws and regulations. Creates a work environment which instills a sense of confidence in others.

Flexibility: How adaptable & flexible does this position need to be for 3Rivers?

Must be able to ensure team and self are prepared to handle ever-changing member needs in a constantly-changing and sometimes stressful environment. Productive and effective decisions and the ability to leverage resources appropriately is key to achieving service standards along with holding self and others accountable to produce the results needed for our membership. Must be willing to listen & learn from others, develop self, peers and team, and communicate in a way that supports collaboration.

MISSION CRITICAL FACTORS

Every position at 3Rivers has a variety of factors assigned to the role to identify the mindset and skills necessary to achieve performance levels that are required for our continued success. Financial Wellness is part of everything we do so knowing the now, giving hope, painting the picture and determining what is next are expectations for all of Team3.

Use Your Head

Manages Complexity: Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.

• Asks the right questions to accurately analyze situations.
• Acquires data from multiple and diverse sources when solving problems.
• Uncovers root causes to difficult problems.
• Evaluates pros and cons, risks and benefits of different solution options.
  
  
  

Cultivates Innovation: Creating new and better ways for the organization to be successful.

• Comes up with useful ideas that are new, better, or unique.
• Introduces new ways of looking at problems.
• Can take a creative idea and put it into practice.
• Encourages diverse thinking to promote and nurture innovation.
  
  
  

Results

Optimizes Work Processes: Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.

• Identifies and creates the processes necessary to get work done.
• Separates and combines activities into efficient workflow.
• Designs processes and procedures that allow managing from a distance.
• Seeks ways to improve processes, from small tweaks to complete reengineering.
  
  
  

Ensures Accountability: Holding self and others accountable to meet commitments.

• Follows through on commitments and makes sure others do the same.
• Acts with a clear sense of ownership.
• Takes personal responsibility for decisions, actions, and failures.
• Establishes clear responsibilities and processes for monitoring work and measuring results.
• Designs feedback loops into work.
  
  
  

People

Drives Engagement: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.

• Structures the work so it aligns with people’s goals and motivators.
• Empowers others.
• Makes each person feel his/her contributions are important.
• Invites input and shares ownership and visibility.
• Show a clear connection between people’s motivators and the organizational goals.
  
  
  

Interpersonal Savvy: Relating openly and comfortably with diverse groups of people.

• Relates comfortably with people across level, functions, culture, and geography.
• Acts with diplomacy and tact.
• Builds rapport in an open, friendly, and accepting way.
• Builds constructive relationships with people both similar and different to self.
• Picks up on interpersonal group dynamics.
  
  
  

Own Your Own Development

Manages Ambiguity: Operating effectively, even when things are not certain or the way forward is not clear.

• Deals comfortably with the uncertainty of change.
• Effectively manages risk.
• Can decide and act without the total picture.
• Is calm and productive, even when things are up in the air.
• Deals constructively with problems that do not have clear solutions or outcomes.
  
  
  

Situational Adaptability: Adapting approach and demeanor in real time to match the shifting demands of different situations.

• Picks up on situational cues and adjusts in the moment.
• Readily adapts personal, interpersonal, and leadership behavior.
• Understands that different situations may call for different approaches.
• Can act differently depending on the circumstances.
  
  
  

CORE VALUES

Commitment- Be all in.

Consistency- Be all in EVERY DAY.

Innovation- Think (UYH) and ASK WHY.

Integrity- Do the RIGHT thing, not the easy or quick thing.

Quality - Do an OUTSTANDING job, don’t run out of GAS.

Trust- Hold trust and be trustworthy.

Value- Make members lives better, easier, safer; help them fulfill dreams; help them do what they don’t know how to or think isn’t possible even if it’s not here (see integrity above); make them wiser; help them build wealth (beyond saving $$)

Activity & Knowledge Requirements

Work Environment

• Normal accessibility of branch and corporate work sites required for the position.
• Normal exposure to cramped spaces, loud noises, dust, and work safety hazards.
• Normal amount of extended work hours required.
  
  
  

Physical Effort

• Normal physical mobility, which includes movement from place to place on the job, taking speed and distance into account.
• Normal physical agility, which includes ability to maneuver body while in place.
• Normal physical strength to handle routine office materials and tools.
• Normal physical strength to handle 50-pound object, taking frequency into consideration.
• Normal dexterity of hands and fingers.
• Normal coordination, including eye-hand, hand-foot.
• Normal endurance.
  
  
  

Knowledge Requirements

• Strong service skills
• Strong service coaching skills
• Knowledge of markets, competitor activities, problems and developing trends within assigned location
• Strong knowledge of all electronic delivery products, other credit union products and services
• Loan trained and qualified
• Knowledge of the fundamentals of lending, policies, and principles
• Good motivational and training skills
• Good verbal communication skills
• Thorough knowledge of all deposit, small business and consumer loan products
• Adheres to all federal, state and credit union regulations and policies.
  
  
  

Education And/Or Experience

• High School diploma or equivalent
• 2-4 year college degree in business or related field
• 3-5 years of experience in branches, call center, retail, operations, and/or lending