Asst mgr Jobs in Torrance, CA

GENERAL SUMMARY :

The Assistant Retail Services Manager assists the Retail Service Manager by acting as the "second in command" in attaining maximum productivity & profitability by leading service and sales, audit integrity process, and coaching the staff on a day to day basis in their assigned Member Service Center.

NATURE AND SCOPE OF POSITION :

This position is at the management level and reports to the Retail Services Manager. The individual in this position should be familiar with standard concepts, sales, coaching, practices, and procedures of branch management for a financial institution. These individual shares the responsibility of ensuring assigned branch is profitable by coaching and developing the team so that they can meet member's needs.

SUPERVISORY RESPONSIBILITIES :

This position will be responsible for providing employees timely, candid, and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding high performing employees.

The following positions typically report to the Assistant Retail Service Manager :

• Personal Financial Advisor I, II, III, IV.

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ESSENTIAL DUTIES AND RESPONSIBILITIES :

Coaches and develops employees on member service and product knowledge to uncover member needs and create quality referrals

Effectively assists in cross selling the Credit Union products and services to new and existing members by sharing Best Practices and sales tools with staff members to ensure high quality service and sales results.

Monitors and tracks daily sales production against MSC goal.

Performs a variety of activities on behalf of the MSC staff such as approving timecards, providing overrides for the teller lines, assigning keys and combinations, etc.

Assists members with new and / or existing share accounts and loans.

Assists members with notaries, medallions, and signature guarantees.

Performs a variety of activities on behalf of the members such as processing wire transfers

Refund / waive fees according to CU policies

Accepts Power of Attorney and another request, as necessary.

Handles difficult transactions, such as Trust and, Deceased accounts. Ensure proper follow up.

Recruits and develops top talent at all levels of the Member Service Center.

Provides performance management, counseling, and complete annual performance reviews for MSC staff.

Provides direction and support to sales staff to ensure proper safeguarding of assets and conformity to Credit Union policies and procedures.

Performs a variety of necessary task on behalf of the MSC such as ordering branch supplies, ordering cash for the branch and other operational duties as assigned.

Ability to perform teller and platform transactions.

Universally coaches employees on product knowledge for all aspects of the business, which enables employees to have quality conversations to identify and fulfill member's financial needs.

Ability to engage and motivate team members on a consistent basis to increase productivity and reduce branch turnover.

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES :

Performs other duties including special projects as assigned. Perform basic principles and practices of budget development, administration, and accountability.

MINIMUM QUALIFICATIONS

Knowledge, Skills and Abilities :

Education, Training and Experience :

Potential candidates for this position must meet the following requirements :

Bachelor's degree and / or a combination of education and experience or

Notary certification is a requirement.

One year of relevant professional-level work experience may be substituted for one year of required education.

WORKING CONDITIONS :

PHYSICAL ABILITIES, MENTAL DEMANDS, AND WORK ENVIRONMENT

Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.

While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.

The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.

Disclaimer :

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.