The Flex Assistant Manager serves our members and employees through the active participation in the service and sales processes, coaching member consultants and assisting retail managers.
Promotes Retail Vision: Champions a strong needs-based sales environment; models and enforces desired sales, referral, education and service behaviors.
Demonstrates Chameleon-like Movement: Contributes to team eort by accomplishing related results as needed; moves seamlessly within the branch environment to ensure a defined member experience
Possesses Operational and Regulatory Expertise: Meticulously arranges the schedule to ensure operational aspects are complete; reinforces regulatory and procedural compliance along with safety and security of associates and assets within the branch.
Assists Retail Manager: Ensures commitments are kept; builds trust and respect by demonstrating unwavering integrity; assists Retail Manager in conducting sales meetings, setting goals, energizing associates, addressing performance issues, individualizing coaching and achieving revenue targets.
Prioritizes Communication: Effectively communicates information to members and associates in a clear and concise manner; listens carefully; asks clarifying questions; ensures understanding; adapts style and information for each interaction.
Sales: Utilizes branded sales process to incorporate member segments, market opportunities, competitive forces and sales team effectiveness; identifies priorities and ensures sales teams execute against plans that focus on deepening client
relationships, elevating market share and increasing share of wallet; assists Retail Manager in driving sales teams to build a strong pipeline and relating branch and individual performance to company’s balanced scorecard.
Referrals: Promotes and impacts a broad range of eco-partners in an omni channel environment; displays ability to translate referral goals into behaviors and actions that demonstrate sales targets.
Education: Applies knowledge of and ability to educate members and associates on banking issues, regulations, and business practices; advises, educates and engages employees and members on a variety of technological tools and resources, allowing them to explore solutions to achieve their immediate goals and overall financial well being.
Service: Ensures a best-in-class service experience; aids the Retail Manager in attracting, on-boarding, coaching and developing Universal Associates who fulfil the responsibility of first impression specialist, key influencer and experience curator.
Proactive Problem Solver
Sales experience of 3 years or more preferred
Previous financial institution experience of 3 years or more required for success in this role, including; cash handling and member service, knowledge of principles and practices of a financial services institution.
Supervisory and employee development experience of 3 years or more desired
Excellent oral communication skills
Ability to operate applicable PC programs necessary for job function
High School diploma, bachelor's degree preferred