Assistant Branch Manager
About The Position
Position Summary: The Assistant Branch Manager plays a critical role in ensuring the efficient and effective operation of the branch. This position is responsible for delivering exceptional member service, providing leadership, guidance, and coaching to branch staff, and overseeing daily operational functions that support a high-performing member experience. The Assistant Branch Manager partners with the Branch Manager in managing branch operations, which may include staff scheduling, addressing inquiries related to products and services, and ensuring adherence to policies, procedures, and regulatory requirements.
Requirements
- 3+ years experience in a financial institution.
- 1+ years experience selling both in person and over the phone.
- 1+ years of cash handling experience.
Responsibilities
- Assist Branch Manager with branch operations including Teller, Member Service, Lending, and staff supervision.
- Answer routine to complex questions on products and services.
- Oversee the cash operations of the branch, which includes balancing the vault, ordering cash, and making decisions related to member accounts and funds availability.
- Function as a teller or vault teller performing all related duties such as daily balancing, reports and Safe Deposit Box administration.
- Identify prospects and utilize sales skills to develop new business or refer prospects to appropriate officers.
- Contribute to reaching loan, new account, and sales goals set for branch.
- Open new accounts within credit union parameters.
- Identify fraudulent activity to prevent potential loss.
- Read and interpret credit bureau reports and explain information to members as needed.
- Originate, process and close loans.
- Keep lines of communication open and maintain friendly, professional relationships with members, staff and supervisors.
- Develop staff in technical topics, sales and people skills.
- Ensure security of branch at all times, along with Branch Manager.
- Take initiative for self-directed training and acquire skills to enhance personal performance.
- Register with NMLS and maintain registry annually in compliance with the S.A.F.E. Act.
- Promote and protect the interests of the credit union at all times.
- Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
