Assistant Branch Manager

ROLE:

Provides direction to and oversight of assigned Member Experience team members and serves as a resource for all branch functions and services. Welcomes members and non-members and performs various transactions accurately and efficiently. Adheres to Credit Union policies and procedures to ensure ethical and compliant business practices. Builds member relationships through education about products and services. Supports team members by assisting with challenging member questions and provides appropriate account overrides. Manages cash inventory and conducts timely branch audits. Manages branch location in the absence of the Branch Officer.

ESSENTIAL FUNCTIONS AND RESPONSIBLITIES:

• Provides leadership and direction to assigned Member Experience team members. Responsibilities include interviewing, performance management, coaching, recognition, corrective action, development, and empowerment while ensuring the achievement of key performance metrics.
• Manages cash levels and performs weekly, monthly, and quarterly branch audits, including cashboxes, vault, ATMs, and TCRs.
• Greets members and provides relevant information regarding transactions, products, and services. Takes responsibility for fulfilling member service requests, including account opening, access services, maintenance, domestic wires, loan applications, and funding with authorized signing authority. Adheres to all branch processes, procedures, policies, and compliance regulations.
• Performs transactions of increased complexity, including IRA, business, and fiduciary account opening, initiates domestic and international wires, and takes applications and closes on home equity loans and lines of credit. Provides notary and medallion signature guarantee.
• Deescalates challenging member situations by problem-solving, exercising sound judgment and decision-making skills while demonstrating a special effort to say yes.
• Provides appropriate overrides within Credit Union guidelines and limits. Serves as a role model and trains all new Member Experience team members within branch location.
• Performs individual settlement procedures, balances MSR or Teller cash drawer and daily transactions, and assists with or independently performs branch balancing.
• Actively engages in the relationship-building process through educating and referring Credit Union products and services.
• Demonstrates a commitment to learning and thoroughly understanding all Credit Union deposit and loan products and services.
• Remains vigilant and aware of surroundings, reports any unusual or suspicious behaviors, activity, or inconsistencies.
• Performs other job-related duties as assigned.

KNOWLEDGE AND SKILLS:

Experience:

• Three years of related experience is required; previous supervisory experience preferred;

Education:

• Associate's degree required or an equivalent combination of education and experience. Proper National Mortgage Licensing System (NMLS) credentials are required or obtained within 90 days of hire.

Interpersonal Skills:

• Position requires a significant amount of personal contact with others inside and outside the Credit Union, thus requiring a high degree of confidentiality, discretion, diplomacy, and tact in communication. Builds relationships and fosters positive interactions with Credit Union team members, members, and vendors by demonstrating friendly, helpful, and efficient service. Excellent written and verbal communication skills are required, including positive tone, explaining financial concepts clearly and concisely, managing difficult conversations, and skillfully diffusing upset members. Patience, active listening, and sound judgment are required. Ability to motivate and influence the actions of others. Must have the ability to understand and communicate products, services, and regulations.

Other Skills:

• Proficient Microsoft Office skills and the ability to learn the core system and other related software are required. Must have the ability to apply cognitive reasoning to daily tasks, take ownership, and work independently and as part of a collaborative team. Must be highly motivated, detail-oriented, organized, and efficient with multitasking, problem-solving, and practical application.. Must be able to work in a professional, fast-paced environment without sacrificing the quality and accuracy of work performed. This position requires standing, sitting, walking, reaching, and lifting to 30 lbs. regularly.