Summary: Assists Branch Manager/Director in all aspects of branch functions. Helps manage and support with the planning, directing, organizing, obtaining branch targets/goals, and controlling the operational activities and staff of the branch, as well as adherence to Credit Union policies and procedures, audit and compliance requirements, and member-service standards.

Essential Duties and Responsibilities:

Assume responsibility of Branch Manager/Director in their absence.

Assist Branch Manager/Director in implementing business development strategies for assigned branch which also includes SEG Visits and community on-site visits.

Assist Branch Manager/Director to achieve branch goals.

Proficient in all branch functions.

Select, train, supervise and evaluate branch staff to enhance individual productivity and enable them to function according to expectation and essential responsibilities.

Develop action plans to enhance operational controls and optimize member service. Maintains sufficient knowledge of products and services, policies, procedures, and compliance, to make sound decisions involving daily operations.

Responsible for coordinating and insuring satisfactory completion of mandatory quarterly and annual compliance courses for all staff.

Keep Branch Manager/Director informed of situations relating to risk management and loss prevention.

Responsible for monthly audits of negotiable items and other certifications as required by Credit Union policy.

Responsible for satisfactory internal audits, with minimal or no exception items.

Assist with the organization and presentation of staff meetings.

Responsible for maintenance of cash limitations.

Reviews and resolves out-of-balance conditions in a timely manner and maintains staff-balancing records.

Assist with the implementation and compliance of all operations policies and procedures.

Responsible for compliance of overall branch security, related training, and daily duties such as opening/closing, alarms, key control, and security equipment.

Research and resolve member issues and complaints promptly and efficiently.

Observe and provide coaching to staff to ensure a consistent level of service quality and adherence with all policies, procedures and regulations.

Exercise awareness in regards to suspicious activity, money laundering or fraudulent behavior as it relates to cash transactions and overall transaction activity and document any such behavior so SAR filings can be considered.

Ensure compliance with all safety, security and compliance programs including but not limited to BSA, AML, OFAC, Branch Security and Safety.

Perform all other related duties as assigned.

Supervisory Responsibilities:

Directly supervises 5-20 employees. Manages and carries out supervisory responsibilities in accordance with the Credit Union’s policies, procedures and applicable laws and regulations. Responsibilities include interviewing, hiring, and training employees; planning, assigning, directing and evaluating work; conducting performance appraisals; rewarding and disciplining employees; addressing complaints and resolving problems. Shares responsibility for excellence in member service through staffing, training, coaching, and leading by example.

Associate’s degree (A.A.) or equivalent from two-year college or university; or three to four years’ related experience and/or training; or equivalent combination of education, experience and training. Credit Union or similar financial institution experience required. Management or leadership experience preferred. Spanish speaking preferred.