Job Title: Assistant Branch Manager

Department: Sales and Service

Reports To: Branch Manager

FLSA Status: Exempt

Grade: 9

Summary

Responsible for assisting the branch manager in the overall success of the branch. Develop and ensure a strong culture to educate members and meet member’s financial needs. Supervise the activities within the department by assigning duties, create work schedules, answer questions, problem resolution, helps with complex transactions and sensitive member relations’ issues, explaining policies and procedures to members, and any other areas needed to ensure success. Assist in servicing members in a professional and timely manner.

Essential Duties and Responsibilities include the following. Other duties may be assigned. This job description in no way implies that the duties listed here are the only ones that the employee can be required to perform. The employee is expected to perform other tasks, duties and trainings as dictated by their supervisors.

• Acts as a back-up to the Branch Manager in their absence
• Perform lending, new account, and teller duties as needed
• Reinforces an understanding of the Credit Union’s history and philosophy.
• Assists in training, directing and monitoring attendance. Develop, train, and coach employees for career development. Coach employee member interaction on a regular basis to build employee’s skills and member relations.
• Support branch manager with a needs-based sales and service culture, including huddles, kickoffs, and meetings aligned with organizational goals.
• Greet, interact and close every interaction with excellent member service.
• Perform related follow-up tasks to assure problem resolution and member satisfaction and ability to refer to proper department and or representative.
• Handle member escalations and resolve in a timely manner / Ability to resolve escalated member concerns through courteous service.
• Maintains knowledge of and actively coach employees on Credit Union services and referrals as appropriate.
• Ability to order vault cash and to maintain cash levels appropriate for the branch. Serve as vault coordinator for the Credit Union, which includes money orders, gift cards, ordering the cash, verifying cash received, filling teller cash orders, maintaining full vault security and balancing vault cash and cash dispensers.
  • Perform, delegate, and monitor audits on cash drawers, dispensers, vault, etc.
  • Adhere to regulatory compliance such as the Bank Secrecy Act (BSA), Equal Credit Opportunity Act (Reg B), Availability of Funds and Check Act (Reg cc), Electronic Funds Transfer Act (Reg E), (Reg D), and Privacy Act.
• Ability to monitor and follow account flags and messages.
• Examines documents for endorsements and negotiability.
• Ensure accuracy, quality, and efficiency.
• Lead branch activities during the absence of the Branch Manager
• Knowledge of Credit Union security procedures.
• Takes responsibility for individual career development and training and seeks opportunities to learn new skills.
• Maintain an accurate employee schedule to ensure staff levels are adequate to provide excellent member service.
• Ensures supply of money for financial institution’s needs based on business demands and bond restrictions. (Reviewing periodically to ensure cash safety, efficiency, and service needs.)
• Studies and standardizes procedures to improve efficiency.
• Maintains harmony amongst staff, departments, and resolves grievances.
• Assist others to complete tasks and work assignments.
• Coordinate with Branch Manager on various assigned community outreach and business development marketing initiatives.
• Perform account maintenance request from other departments
• Assists in other duties as assigned.

Supervisory Responsibilities

Directly supervises up to 10 non-supervisory employees to include Lead Member Service Officers and Member Service Officers. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems; processing timecards; creating and managing schedules.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Managing Performance - The ability to take responsibility for ones own performance, by setting clear goals and expectations, tracking progress against the goals, ensuring feedback, and addressing performance problems and issues promptly.

Leadership -Exhibits confidence in self and others; Inspires and motivates others to perform well; effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.

Decision-Making and Judgement - Collects and evaluates all relevant information prior to making job-related decisions. Presents well-considered alternatives when making recommendations. Makes decisions in a timely manner. Communicates with all affected parties prior to implementing decisions. Maintains appropriate, professional boundaries with all peers, subordinates, supervisors, managers, vendors, and guests. Understands what appropriate, professional boundaries are and models these boundaries to others.

Team Development - Leverages diversity and inclusiveness- develops and retains a diverse, high quality workforce. The ability to coach to develop one’s capabilities. Sets clear goals and expectations and tracks teams progress.

Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals and complies with all Federal and State compliance policies

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Experience- 2 to 5 years related experience.

Education- 2-year degree or completion of specialized course of study OR 5 years related experience.

Language Skills

Ability to effectively present information and respond to questions from managers, members, and the general public.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills

To perform this job successfully, an individual should have knowledge of Symitar software used to perform member transactions. Spreadsheet software and Word Processing software.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and use hands to finger. The employee is frequently required to reach with hands and arms and talk or hear.

Work Environment

The work environme­­nt characteristics described here 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. The noise level in the work environment is usually moderate.