Assistant Branch Manager

Role

The Assistant Branch Manager has the responsibility for projecting a friendly and professional credit union attitude while aiding members and potential members in their financial needs. Using an enthusiastic approach, the Assistant Branch Manager introduces and cross-sells services and products to new and current members The Assistant Manager is responsible for assisting in the administration of the daily operation of a branch office, including operations, lending, sales, member service and security and safety in accordance with Credit Union policies. In the absence of the Branch Manager, the Assistant Branch Manager assumes the duties of the Branch Manager. Actively promotes a sales and service culture, responsible for assisting in maintaining branch goals, and will seek new business ventures by participating in community events.

Major Duties and Responsibilities

• Coordinates and monitors workflow and prepares staffing schedules and monthly staff meetings. Monitors performance and interviews for open positions, makes recommendations to manager for evaluations. Works with branch personnel to improve cross selling and balancing skills and to provide updates on policy and procedure changes.

• Oversees plans, organizes and directs the daily activities of the origination, processing, underwriting, closing, funding and quality control of consumer, mortgage and home equity loans. Reviews new account documents for accuracy and completeness. Completes garnishments/subpoenas/lien perfections as needed. Exercises direct supervision over assigned staff, including approval of corrections and overrides, compliance with company policies and procedures and completion of all daily posting and reconciliations.

• Investigates and resolves member complaints, and researches member situations to resolve issues involving fees, loan servicing, etc. Ensures the safety of all Credit Union property, the safety and security of members and staff while on Credit Union property and the safety of all depository funds.

• Balances operational controls in order to minimize risk to the company. Performs surprise cash audits, including ATM audits. Performs pre and post closing peer reviews of loans originated by branch staff. Performs audits of service representative drawers, cash dispense machines and branch vaults.

• Reviews and evaluates Member Service Representative and Personal Service Counselor performance at regular intervals. Ensures minimum performance standards are met.

• Promotes the sales and service culture through active participation, coaching, guidance and staff motivation. Assists the Branch Manager in the development and implementation of an effective plan to meet branch goals. Performs branch opening and closing duties as assigned.

• Complies with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Ensures compliance of Regulation CC, Bank Secrecy Act, SAFE Act and other applicable regulations and laws. Proactively protects the Credit Union from fraud/loss.

• Promotes a positive relationship between the members (internal and external) and the Credit Union and understands that service delivery to members is the number one priority of the Credit Union.

• Completes all other tasks, assignments or functions as assigned and/or required. Assists with Notary and Service Support/Safe Deposit services when applicable.

• Regular and consistent attendance required.

• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

• Is knowledgeable of all policies and services of the Credit Union and has an overall understanding of the duties and responsibilities of each member of the branch staff. Familiar with performing the personal service and service representative responsibilities including establishing and maintaining new member accounts and capable of supervising these functions, including, but not limited to, working cash including ordering, receiving and disbursing cash, reconciliation of checks disbursed and received cash management spreadsheets, operation of the ATM/ITM machines where applicable, ordering, verifying, and securing money orders, Travel Money and Gift Cards.

Knowledge & Skills

• High School degree or equivalent
• Two years’ experience in related position