Job Details
Job Location |
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Tates Creek - Lexington, KY |
Position Type |
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Full Time |
Education Level |
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High School |
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Salary Range |
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$39.13 - $41.63 Hourly |
Job Shift |
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Day |
Job Category |
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Banking |
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Description
Title: Assistant Branch Sales Manager
Department: Retail Branches
Reports To: Branch Sales Manager
Job Grade: 12
FLSA: Non-Exempt Last Modified: 3/26/2025
It's a Job ... Only better!
At UKFCU, we're more than a Credit Union - we're a community, and we've been proudly serving our members since 1937! As a rapidly growing, not-for-profit organization, we're dedicated to making a real difference in the lives of our members and employees alike. If you're looking for a workplace where you can grow, make an impact, and have fun while helping others, UKFCU is the place for you!
Why This Role Matters
As an Assistant Branch Sales Manager, you'll support our mission of delivering exceptional service and financial solutions to our members. In this leadership role, you'll help guide and motivate branch staff, support daily operations, and drive results through member engagement and service excellence. You'll play a key role in fostering a collaborative environment that supports growth, problem-solving, and professional development.
What You'll Do
Member & Team Support
- Assist members and staff by responding to product and service inquiries, resolving problems, and escalating complex issues when needed.
- Support scheduling, training, and oversight of Financial Services Officers to ensure excellent member service delivery.
- Maintain accurate member records and assist with documentation and filing requirements.
Operational Excellence
- Assist in identifying and improving departmental operations, methods, and procedures.
- Communicate with the credit operations department to facilitate and expedite member requests.
- Support the decision-making process by delivering approvals, denials, or counter-offers while accurately documenting and explaining terms and conditions.
Sales & Service Development
- Interview members to assess financial needs and recommend appropriate UKFCU products and services.
- Participate in sales development activities and maintain required licensure for offering specific services.
- Promote UKFCU services by cross-selling products and educating members on features and benefits.
Team Collaboration & Compliance
- Maintain confidentiality and uphold member and employee trust.
- Assist in resolving member concerns with professionalism and follow-up.
- Ensure adherence to UKFCU policies and regulatory compliance.
- Stay current with industry trends, technology, and competitive offerings.
- Contribute to branch and corporate goals through teamwork and initiative
Qualifications
Who You Are Experience & Education
- 2-5 years of similar or related experience.
- High school diploma or equivalent required.
Skills & Strengths
- Strong communication and interpersonal skills, with the ability to resolve issues and provide guidance.
- Ability to influence and motivate others while maintaining professionalism and diplomacy.
- Competent with PC applications, ten-key calculators, and basic math functions.
- Strong analytical skills with attention to detail and accuracy in documentation.
- Ability to work independently and within a team.
Key Traits
- Positive attitude with a strong, friendly demeanor.
- Customer-focused mindset with a drive for problem-solving and service delivery.
- Effective multitasker who thrives in a dynamic, member-focused environment.
What's In It for You?
- Competitive salary and industry-leading benefits.
- Opportunities for professional growth and leadership development.
- A chance to make a lasting impact on our members and the organization's future.
Legalese Equal Opportunity Employer
UKFCU is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. At-Will Employment
Employment with UKFCU is deemed "at-will," which means that either you or the company may terminate the employment relationship at any time, with or without cause or notice, unless otherwise provided by law. Physical and Cognitive Demands
This role requires a blend of physical activity and mental focus to effectively perform its essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role. Key physical activities include sitting, standing, walking, and occasional lifting (up to 25 pounds). You'll also use your hands for various tasks, reach with your arms, and engage in conversations. Vision requirements include the ability to focus, perceive depth, and distinguish colors. Cognitive abilities essential for this role include judgment, auditory perception, memory, reasoning, and occasional persuasion. Work Environment
You'll primarily work indoors in a comfortable, climate-controlled office setting. The noise level is typically moderate, ensuring a focused yet dynamic work environment. Reasonable accommodations will be provided as needed to support an inclusive workplace. This job description provides a general overview of the responsibilities and expectations for this role. It is not a comprehensive list of tasks, and employees may be asked to take on additional duties to support team success.
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