What are the responsibilities and job description for the Assistant Branch Manager position at Gulf Winds Credit Union?
About Gulf Winds
Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000 members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren’t treated like an account number, but as part of the family.
Our Values
We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other.
Integrity
We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.
Care
We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.
Growth
We set ambitious goals, provide personal development opportunities, and encourage results.
Innovation
We challenge the status quo to enhance the member’s experience and solve tomorrow’s challenges today.
Working at Gulf Winds
Working at Gulf Winds is not just a job, it’s a career. We’re hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team you can expect:
- Open and transparent communication with your leaders
- Consistent coaching and opportunities to improve performance
- Collaborative and team-focused environments
- Short and long-term professional development
- Opportunity to participate in cross-functional projects
With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.
Application Deadline: 4/15/2025
Job Description
Role:
Welcomes members in the branch and provides superior and professional services that promote Gulf Winds' financial solutions and security. This position supports Gulf Winds' mission/vision by serving members and leading team members by utilizing Gulf Winds' core values, strategies, and best practices to provide service beyond expectations. Works with the AVP of Corporate Operations to effectively lead team members to provide optimal service to our members. Ensures that member needs are achieved by understanding their financial needs and recommends the most appropriate product and service solutions that fulfill immediate and future financial needs. Accurately and efficiently processes a variety of financial inquiries, service requests, new accounts, new loans, account maintenance, and account monetary transactions.
Essential Functions & Responsibilities:
Assists the AVP of Corporate Operations in the leadership and coaching of team members. This includes providing sales coaching, operational guidance, maintaining cash security and other negotiable instruments, assisting in performance evaluations, and overall Retail managerial responsibilities. Assists members with complaints, research, and follows-up on details to resolve to the member’s satisfaction. Assists the AVP of Corporate Operations with audits, including but not limited to branch, security, teller cash, TCR, new account, loan, and any specialized audits.
Approaches, greets, and welcomes members into the branch, establishes relationships while understanding member needs by asking appropriate questions, and recommends the best solution to strengthen the member’s financial well-being. Engages members in conversation and delivers an exceptional experience at all touchpoints and zones within the member journey of the branch. Educates members on Gulf Winds and the Credit Union’s offerings, including all lines of business. In the absence of Member Advocates, establishes new relationships, opens new accounts, takes, and processes loan applications. Assists with teller transactions, including end-of-day balancing. Develops effective service and sales strategies to promote products and services to meet or exceed team-based goals. Utilizes marketing, digital, branding elements, and technology to engage members in conversation and needs discovery. Creates and delivers an experience that deepens relationships and delivers the Gulf Winds’ Brand.
Actively learns, demonstrates, and fosters the Gulf Winds culture. Takes personal initiative and is a positive example for others to emulate. Actively participates in community activities that support Gulf Winds’ community efforts and initiatives.
Performs other job-related duties as assigned.
Performance Measurements:
- Provide friendly, professional, personal service, and leadership to all members and team members, measured by net Promoter Score.
- Meet Branch Loan Production goals measured by closed loan dollars.
- Meet Branch new member growth measured by number of new member relationships established.
- Meet Branch Referral goals measured by number of referrals submitted in the referral system.
- Adhere to Teller Balancing Policy standards.
- Regular Reliable Attendance.
- Complies with all applicable rules, regulations, procedures, and policies, including but not limited to BSA, OFAC and Physical Security.
- Demonstrate behaviors consistent with the Gulf Winds Core Values.
Knowledge and Skills:
Experience: Three to five years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside or outside the organization for first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Ability to read, write, comprehend, and speak English clearly. Demonstrated ability to work independently and provide a high level of customer service. Demonstrated ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment. Demonstrated ability to use mathematics to process account and transaction information. Normally expected to work between 8:30 a.m. and 5:00 p.m. but may be required to work nights and/or weekends. Must adhere to safety rules and regulations.
Physical Requirements: This position may require significant time spent on your feet or moving about the branch.
Potential for some heavy lifting.
Work Environment: No adverse environmental working conditions noted.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Gulf Winds is an Equal Opportunity Employer. Drug Free Workplace.
