Assistant Branch Manager
Summary/Objective
Responsible for assisting Branch Manager in guiding the branch staff by providing quality service to members, through sales and service of products with the expectation of meeting or exceeding branch and individual goals. This person requires an ability to communicate effectively with prospective and established members while representing the credit union in a positive manner that supports our FIRST values.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Thorough knowledge of Credit Union products and services.
2. Assist Branch Manager in maintaining a highly motivated, well-trained team while promoting strong employee relations.
3.Provide leadership, guidance and training while assisting with problem solving efforts, including but not limited to, assessing situations and making judgment calls, member related issues, member engagement/service experience, out of balance conditions, ensuring compliance with CU policy and all State/Federal regulations.
4. Monitor service quality for members and ensure employees are effectively maximizing cross-selling opportunities. Provide education on and refer beneficial products/services.
5.Conduct monthly one-on-one coaching sessions with all team members, providing feedback to ensure they meet expectations, and are on target to meet assigned goals.
6. Represent and promote the Credit Union professionally and positively within the community (SEG visits, Chamber networking, community events).
7. Assist in managing the security and safety of the branch, by upholding security and safety policies and procedures. Educate/notify staff regarding practices and/or changes to such policy/procedure.
8. Ensure compliance, accuracy with all internal controls in alignment of established policies and procedures.
9. Ability to handle confidential/sensitive information in a professional manner.
10. Assist with coordinating and communicating performance related matters in partnership with HR.
11.Open and close assigned branch location and oversee the daily operations of the branch in the absence and in partnership with Branch Manager (as assigned).
12. Effectively communicate changes, issues, questions, and updates among staff, manager, and solutions teams.
13. Ensure timely follow-up and follow-thru of work and communication between branch and solution teams.
14.Maintain professional and technical knowledge by participating in training programs, educational workshops, reviewing professional publications/podcasts including all CU annual assigned trainings.
15. Experience in maintaining compliance with all governing regulations, particularly the Bank Secrecy Act, which involves handling Currency Transaction Reports and appropriately monitoring and reporting any suspected suspicious activities. Additionally, well-versed in the requirements set by the Office of Foreign Assets Control (OFAC).
Competencies
- Outstanding customer service orientation.
- Strong numeric ability.
- Accuracy and attention to detail.
- Computer proficiency.
- Stress management/composure.
- Good listening and communication skills.
- Honesty and integrity.
- Teamwork.
- Leadership and supervisory skills.
Supervisory Responsibility
This position is responsible for supervising branch staff, coaching as assigned by Branch Manager.
Work Environment
This job operates in a branch setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, cash recyclers, ATM, Instant Issue and machines. Physical presence in the branch setting is required.
Physical Demands
This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping, or standing as necessary.
Position Type/Expected Hours of Work
Ability to work flexible schedule Monday through Friday.
Travel
Periodic travel to other FCU locations may be required.
Required Education and Experience
- High school diploma or equivalent. College graduate highly desirable.
- Three years related experience and/or training; or equivalent combination of education and experience.
Preferred Education and Experience
- Previous cash handling experience.
- Previous experience with a credit union is highly desirable.
Additional Eligibility Qualifications
- Multi-lingual capabilities to include Spanish are a plus.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
