Assistant Manager Financial Services

Teachers Federal Credit Union Hauppauge , NY 11788

Posted 2 months ago

Join Our Team

For 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.

SUMMARY:

The Assistant Manager is responsible for assisting the Branch Manager in leading a group of banking professionals to achieve organizational goals for sales, service, and operational excellence.

ESSENTIAL DUTIES

  • Coach staff to cross-sell and track achievement against sales goals, and provide training on sales techniques

  • Review loan applications and related documentation to ensure accuracy and completeness

  • Approve wire transfers and notarize documents.

  • Implement special promotions and ensure current literature/brochures/marketing materials are accessible to members, ensure staff are aware of the programs, and tracking/reporting on achievement.

  • Cross-sell products/services by advising members of their benefits, features, and rates

  • Review suspicious account activity and investigate potential fraud

  • Review account transactions, examine checks, match signatures, write fraud tickets for fraud

  • Participate in community relations activities

  • Inspects the Branch facility daily for safety concerns

  • Investigate ATM deposit issues, prepare/mail ATM correction letters to members

  • Contact vendors for ATM and other branch equipment repairs

  • Comply with Teachers policies, procedures, guidelines and related laws/regulations, and ensures that staff comply

  • Ensure Branch security procedures are in place and keeps staff aware, maintain phone contact list and ensure related forms are available

  • Perform all duties inherent in the role of a supervisor

  • Perform other duties as needed upon request by immediate supervisor

EDUCATION and/or EXPERIENCE

  • Associates degree or a minimum of four years of directly related experience required

  • Minimum of three years branch banking experience required

  • Knowledge of banking products, branch opening/closing procedures, branch security, business development, member support, retail banking, branch operations, banking software required

  • Microsoft Word and Excel required

  • Notary Public license preferred

  • Strong communication, interpersonal, and customer service skills

Benefits of Joining the Teachers Team:

We provide a competitive compensation and benefits package that includes, but is not limited to:

  • Paid time off for vacation, personal days, and holidays

  • Fully-funded pension plan

  • 401(k) company contribution

  • Teachers pays 100% Premium Coverage for Vision & Dental Care

  • Tuition reimbursement is offered to full-time employees

  • Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is $26.85 to $36.25 an hour. Eligible for quarterly incentive cash opportunity. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.

To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers

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Assistant Manager Financial Services

Teachers Federal Credit Union