Role: To direct and coordinate and aid the Branch Manager in ensuring the branch meets organizational, financial, operational, service, and growth plans.

Essential Functions & Responsibilities:

• Assists Branch Manager by monitoring all branch activities to ensure they are in compliance with established Credit Union policies and procedures. In the absence of the branch manager, the assistant branch manager assumes the primary level of authority in the branch.
• Assists and helps monitor new personnel coaching and cross training within the branch.
• Assists Branch Manager with timecard approval, daily/monthly branch audits, daily loan/new account work review.
• Assists Branch Manager in developing & maintaining business partners, scheduling community events and community involvement.
• Serves as a resource to staff assisting with daily operational functions/procedures, knowledge about products/services, policies and procedures.
• Underwrites consumer loans, originates & closes real estate loans, reviews and approves underwriting decisions of subordinate personnel.
• Assists subordinate personnel in balancing daily transactions; examine, evaluate, and process loan applications in absence of subordinate personnel.
• Resolves account-related concerns with members.
• Evaluates all branch activities to ensure they are in compliance with established Credit Union policies, procedures, and objectives; recommends changes to manager.
• Performs other job related duties as assigned.

Performance Measurements:

Knowledge and Skills:

Experience: One year to three years of similar or related experience.

Education: (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program such as LAUNCH.

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills

Physical Requirements: Light lifting required.

Behaviors

• Team Player: Works well as a member of a group
• Enthusiastic: Shows intense and eager enjoyment and interest

Motivations

• Goal Completion: Inspired to perform well by the completion of tasks
• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
• Self-Starter: Inspired to perform without outside help