Campus Assistant Branch Manager - UT Gregory Gym

Job Summary

As a member of UFCU’s Retail Leadership Team and working under the supervision of Sr. Retail Manager – Satellite Network, the Campus Assistant Branch Manager will lead the satellite team of PFRs on campus to grow memberships, impact communities, deepen relationships, and provide exceptional service to existing and future members. The on-campus Satellite Branch team will act as Campus Ambassadors. The Campus Assistant Branch Manager performs the overall administrative supervision of all satellite branch activities including coordinating and directing daily operations and directing personnel activities to ensure ongoing operational effectiveness within the framework of federal and state laws, NCUA regulation, and UFCU policies and procedures. Additionally, this role will require frequent activities and tasks involving, but not limited to, setting up/taking down tables, loading/unloading supplies, and working outside of normal business hours. 

About UFCU

Founded in 1936, UFCU has grown to serve Members across Texas and beyond.  At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.

In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:

Purposefully Member-Obsessed

We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success.

Possibilities Reimagined

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Business Development:

• Engage in appropriate business development activities in the local communities of the designated market area, including visible participation in business, community, and campus organizations.
• Deliver content and presentations to various types of audience.
• Host highly engaging events throughout our markets to drive membership growth, brand awareness, and community impact.
• Support and coordinate with branch leaders with any opportunities related to community impact
• Coordinate with marketing team in the creation of compelling Satellite Branch collateral to demonstrate Credit Union benefits and enhance partner relationships.

Essential Functions

Leadership:

• Responsible for managing the overall ongoing operations of the satellite branch including the staffing, training, and employee relations of all satellite branch employees at designated location.
• Hold staff accountable to goals, initiatives, and UFCU’s policies and procedures.
• Utilizes leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team.
• Promotes UFCU’s cultural values and contributes to the success of UFCU’s strategic vision and organizational and team goals. Monitors performance and, if necessary, corrects course to reach established goals.
• Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU’s strategic initiatives.

Branch Operations:

• Use principles of continuing process improvement to streamline and enhance branch operations according to UFCU’s strategic initiatives.
• Responsible for managing the overall ongoing operation of the satellite branch including staffing, training and employee relations of all branch office employees.
• Hold staff accountable to goals initiatives and UFCU’s policies and procedures.

Sales & Service:

• Responsible for the branch staff's delivery of personal financial services through new accounts and loan closings. Ensure quality service is provided by all branch employees.
• Effectively demonstrate successful promotion and sales of assigned UFCU products and services to meet and exceed both personal and Satellite branch sales objectives, while simultaneously coaching Satellite branch staff to same standards.
• Maintain a good working relationship with all Credit Union team members and work closely with other lines of business within the Credit Union to cross-sell products and promote a strong referral network.

Operations & Logistics:

• Setting up, and taking down, tables, booths, and tents for events.
• Maintain strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

Community Relations:

• Participate in frequent networking and professional events to enhance Credit Union’s brand awareness in the community to develop new business prospects and promote the cooperative.
• Coordinate with Financial Success Educators to schedule engaging events for the public.

Other:

• Perform other duties as assigned.
• Complete required regulatory training as assigned.

Knowledge/Skills/Abilities

• Ability to meet goals and deadlines.
• Excellent interpersonal, verbal, and written communication skills required.
• Must demonstrate a passion for people and service, as well as a dedication to building relationships.
• Ability to work with members and staff tactfully and professionally, both in-person and via phone.
• Experience coaching and motivating staff.
• Ability to think strategically as well as tactically while continually seeking sales, service, and operations delivery efficiencies.
• Strong analytical and reporting skills.
• Bilingual in Spanish preferred.
• Must be bondable

Core Competencies

• Delivering Member Obsession
• Delivering Performance Excellence
• Delivering Innovation
• Delivering Empowered Leadership

Experience

Minimum Requirements

• High school diploma or equivalent required.
• Minimum two (2) years of financial services or retail experience.
• Minimum of two (2) years supervisory experience required.
• Minimum three (3) years with demonstrated success selling products within a retail banking environment or financial services industry.
• Proven ability and demonstrated success in sales and service role.
• Demonstrated ability to resolve difficult situations.
• Must be bondable.

 Preferred Requirements

• Bachelor’s degree in a related field preferred.
• Bilingual in Spanish preferred.
• Credit union experience preferred.
• Experience working in a fast-paced, high-volume environment.

Things You Need to Know Before You Apply

Physical Demands

The physical demands described are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Frequent

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.
• The employee is frequently required to stand and walk.
• Employee will make extensive use of the telephone; requiring the ability to explain complex information effectively and accurately.
• The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds.

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position may involve periodic stressful conditions.
• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
• Frequent computer use at a workstation up to two hours at a time.
• The noise level in the work environment is usually moderate to loud.

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