Description

JOB TITLE: ASSISTANT BRANCH MANAGER

FLSA STATUS: EXEMPT
REVISED DATE: 04/15/2020

REPORTS TO: BRANCH MANAGER

SUPERVISES: HEAD TELLER
TELLER 

PRIMARY FUNCTION:
The Assistant Branch Manager position exists to assist the Branch Manager in coordinating and directing branch operations at the location overseen. This position is responsible for providing exceptional member service by fulfilling the duties of an Account Officer, and that of the Head Teller when required. Coaching teller staff in the promoting, referring, and selling of products and services. Assisting the Branch Manager in implementing, overseeing, and achieving branch goals and objectives. Communicate professionally and effectively with all staff and levels of management.

PRINCIPAL DUTIES/RESPONSIBILITIES:
1. Coordinate and direct branch operations in the absence of the Branch Manager including resolving operational and personnel issues.
2. Work with the Branch Manager to supervise and schedule branch staff to ensure productivity.
3. Coach Teller staff in referring and cross selling products & services. 
4. Ensure exceptional member service is maintained throughout the branch. 
5. Abide by lending authority as designated by policy. 
6. Maintain satisfactory ratings of branch service referrals and sales.
7. Ability to successfully perform the duties, responsibilities, and functions of the positions overseen and train employees to successful performance in job duties, responsibilities, and functions.
8. Communicate expectations, defining goals, coaching and developing, recognizing success and evaluating performance and behavior of their direct/indirect reports.
9. Actively and thoughtfully communicating with their supervisor, planning their goals and development, taking accountability for their actions and striving for excellence

GENERAL DUTIES/RESPONSIBILITIES:
10. Promote products and services.
11. Attend all meetings as required.
12. Maintain clean and professional work area and appearance.
13. Maintain positive public relations and promote credit union within the community.
14. Complete educational programs as required.
15. Perform the following commitments of service to each and every member at all times:
a. Make a good first impression, be dressed professionally and greet people with a smile and a firm handshake.
b. Keep a smile in my voice as well as on my face.
c. Answer the telephone by the third ring.
d. Call people by name and thank them.
e. Give people my full and undivided attention; focus on the person face to face and on the telephone.
f. Take responsibility for solving the individual's problem instead of referring it to someone else.
g. Deliver on commitments of action(s) to be taken, so excuses won't be necessary.
h. Follow through on necessary action(s) to be sure the problem is solved.
i. Know that what's important is not only who or what created the problem but how the problem can be corrected.
j. Protect confidential information.
16. Other duties as assigned.

Qualifications

REQUIREMENTS OF THE POSITION:
High School diploma or equivalent
Minimum 2 years’ experience in financial industry.
Minimum 1 year experience in lending.
Maintain active NMLS enrollment
Ability to receive and disburse funds in an accurate manner.
Excellent communication and organizational skills.
Pleasant outgoing personality.
Able to run a 10 key calculator.
Cash handling experience.
Ability to perform under pressure.
Thorough knowledge of Credit Consumer laws.
Knowledge of all laws and regulations regarding this position.
Excellent analytical skills.
Ability to sell.
Team player.
Knowledge of credit union operations.
Computer knowledge.
Decision making skills.

PHYSICAL REQUIREMENTS:
Light work. Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

PHYSICAL ACTIVITIES:
The following physical activities will be required on a day-to-day basis: climbing, stooping, crouching, reaching, walking, pulling, fingering, feeling, hearing, balancing, kneeling, crawling, standing, pushing, lifting, grasping, talking, repetitive motions.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions if they are otherwise qualified.

VISUAL/PERCEPTION ACTIVITY:
Administrative, Clerical, Data Entry operators, Inspection, (work at distances close to the eyes).

WORKING CONDITIONS:
The worker is not substantially exposed to adverse environmental conditions (such as in typical office or administrative work.)

HUMAN RELATION SKILLS NEEDED:
The ability to communicate effectively with members, staff, and contacts outside of the credit union in a polite, courteous timely, accurate and efficient manner. Patience in dealing with a difficult member.

INTERNAL TRAINING REQUIREMENTS:
Please refer to the job description course list located on the AscentraCore Ascending to Excellence web page for the internal training requirements for this position.

ANNUAL TRAINING REQUIREMENTS:
Compliance and Regulatory (BSA, OFAC, etc.)
Security Awareness Training
Diversity, Ethics, Sexual Harassment, and Sensitivity