Description

Job Title: Assistant Branch Manager II

FLSA: Non-Exempt
Function: Operations
Reports To:  District Manager

Purpose:  Lead branch staff by facilitating efficient performance of employee’s respective duties, through a working knowledge of all branch functions. Promote positive employee relations and morale. Support staff in such a way that allows them to provide members with World Standard service in accordance with the credit union’s core values and service promise.

Responsibilities:

• Lead by example by consciously choosing how your actions impact others
• Create and promote a positive professional image of one’s self and the credit union
• Coach and encourage others to foster a supportive work environment
• Lead by example by embracing and consistently following all steps listed in the Perfect Hour for Personal Bankers, and the New Account Opening process
• Assist with weekly observations for Perfect Hour for Tellers
• Work with the branch manager to create individual performance plans for Tellers and Personal Bankers struggling with Perfect Hour. Schedule weekly coaching sessions as needed 
• Travel to other branches when needed, in the absence of an available supervisor or manager
• Service member’s financial needs and process account transactions, including non-monetary requests, with a high level of accuracy 
• Take proactive ownership of all members you assist, serving as his/her primary contact, finding answers and solutions, serving as the member’s advocate, proactively communicating with the member throughout the lending process
• Interview new members, educate, and refer valuable products and services to help the member save time and money
• Interview credit applicants, looking for opportunities to save the member time and money with Arbor products and services, relative to both the product the member wishes to apply for, and other beneficial products and services to fit their needs
• Open, maintain, update, and close member accounts when appropriate
• Obtain and analyze credit bureau reports and approve credit union services within established authority 
• Serve as manager in the absence of the branch manager
• Assist in maintaining branch cash levels and ensure the accurate balancing of the branch and front-line staff
• Schedule and coordinate branch and teller audits with appropriate staff
• Lead branch meetings
• Create and maintain a Book of Business for Arbor Loyalty Members, making regular contact to maintain and nurture relationship through the offering of innovative financial solutions
• Answer phone calls promptly and professionally, using a warm hand-over when transferring phone calls
• Maintain an up-to-date and comprehensive knowledge of the credit union’s products and services
• Assist in ensuring that staff understands and complies with current and new policies and procedures (i.e. conduct staff meetings, facilitate staff training) 
• Promote and maintain a confidential environment to protect member and credit union information 
• Follow all credit union policies, procedures, and requirements in addition to all applicable state and federal laws and regulations
• Comply with Bank Secrecy Act, OFAC, and USA PATRIOT Act including accurate completion of Currency Transaction Report and Monetary Instrument Log, reporting of suspicious activities to a supervisor, Customer Identification Program for new members, accurate completion of new account activity profile, and identifying high risk accounts at account opening
• Exemplify the credit union’s core values, service promise, and World Standard service 
• Adhere to Arbor Financial Credit Union’s attendance policy 
• Arrive to work and meetings on time
• Complete assignments in a timely manner

Perform all other duties as assigned

Requirements

Education and Experience:

• College coursework or equivalent experience required
• Three to five years of experience in a similar or related field
• Cash handling experience 
• Financial services industry experience 
• Service/sales experience desired

Skills, Abilities, and other Requirements: 

• Strong work ethic
• Strong desire for collaboratively servicing others
• Strong computer and application skills
• Necessary verbal and written communication and grammar skills
• Ability to be bonded required
• Ability to successfully organize, prioritize, and manage multiple responsibilities 
• Ability to keep up with a busy work flow
• Ability to sit/stand for long periods of time
• Ability to perform repetitive tasks
• Occasional travel to offsite locations may be required
• Team player with a positive attitude and flexibility
• Professional demeanor and personal accountability