Job Description

OBJECTIVE

As Assistant Manager of this financial center, you will have the opportunity to use your leadership experience and outgoing interpersonal skills to build rapport with our members and partner with the Manager to create, develop, and build an effective team. Support the Manager in the daily operations of the financial center, use your sales, member service experience, and positive demeanor to expand and build strong member relationships. You’ll also have the opportunity to coach the financial center team to meet/ exceed established goals. You will contribute to an experience-driven atmosphere focused on teamwork and community involvement with a professional image in the local community through organizations and committees.

MINIMUM QUALIFICATIONS

• Business/Finance degree preferred; equivalent combination of education and/or experience required
• Minimum two years similar or transferrable experience required; working in an operation within a financial service industry preferred
• Ability to lead and manage the activities of the financial center in a highly competitive market – growth, profitability, marketing, promotions, sales, facilities, and operational changes
• Operational Management experience: coach to operational excellence
• FI Knowledge/Experience – solid knowledge base of consumer deposit accounts and consumer loans; Consumer loan authority is a plus
• Ability to maintain a strong, professional image with community involvement and networking
• Excellent interpersonal skills – both written and verbal communication skills are essential
• Proficient computer skills in Word and Excel
• Models effective use of AI tools to enhance decisions, streamline processes, and drive innovation; guide adoption within the team while ensuring alignment with organizational goals, compliance, and best practices

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist the Manager with the operation of the financial center, sales, compliance, coaching, training, and budget activities.
• Work independently, make decisions, conduct meetings, and fully manage the financial center in the absence of the Manager
• Contribute in supporting individual employee success by assisting management with in the moment coaching, encourage knowledge base resources, and being a role model in all aspects of meeting goals and operational excellence.
• Support growth and relationship development through Member Experience activities, leading employees in activities and behaviors that will differentiate Clearview from other options.
• Maintain complete knowledge of consumer and business products and services and interact with existing and potential members to understand their needs.
• Open new accounts, set up loans, open business accounts, and council members and potential members with all financial requests.
• Perform all responsibilities of the Financial Experience Advisors: ensure open and closing. financial center procedures are followed, adhere to security policies, monitor and manage cash levels and all operational financial center requirements.
• Be aware of your surroundings and have the ability to thoroughly communicate if systems, security, or other devices are not in full operations.
• Complete administrative duties such as monthly reports, quarterly audits, time and attendance, and acting on employee disciplinary needs.
• Perform transactions for Medallion Stamp Guarantees.
• Perform Notary transactions.
• Participate in events that may impact the growth of the financial center through involvement in the community.
• Attend required Clearview training and meetings.
• Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information
• Handle other duties as assigned.

ALL ABOUT THE EXPERIENCE

• Provide leadership through modeling of behaviors and bring forward new ideas and new ways of creating a member experience
• Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence
• Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond
• Apply creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; find ways to meet individual, team and member goals by navigating through barriers
• Endorse and embrace Clearview’s Commitment to Leadership which outlines management expectations for culture, communication, employee development, managing effectiveness, and community engagement
• Support Clearview’s Commitment to fostering a workplace where every individual feels welcomed, valued, and supported. Embrace and celebrate the unique differences of others, treat all people with fairness and respect, and contribute to an inclusive experience where everyone is encouraged to grow and pursue opportunities that lead to a better life. Understand and champion the belief that a diverse and inclusive workplace is essential to Clearview’s vision and success