Description

Position Purpose

• Assist the Branch Manager in the functions of branch operations and production to achieve established credit union growth, sales and service targets for branch location while maintaining highest levels of member service, production quality and compliance.
• Assist with business/community development efforts organizationally, supporting branch growth in your market area.
• Ability to perform all functions of the branch in absence of Branch Manager and branch employees
• Be aware of the requirements of BSA (Bank Secrecy Act) and Regulation CC as it pertains to their daily job duties to ensure staff is well trained on the regulation

Essential Duties and Responsibilities

• Branch Operations
• Provide support and on the spot coaching daily to branch staff. Advise MSR’s/ASR’s in handling member’s needs and transactions, and handle member escalations when necessary.
• Ensure that all MSR/ASR activities are carried out within procedure and policy guidelines. Inform employees of policy changes and updates. Notify branch manager of all employee negligence and errors. Resolve disputes, imbalances and member service issues to completion.
• Receive and process members’ financial transactions on computer system. Perform MSR, ASR duties when required
• Answer members’ inquiries and council members with problems that cannot be resolved by branch personnel.
• Help MSRs balance cash drawers and any other out of balance situations.
• Maintain records of MSR/ASR errors such as overages, shortages, posting and balancing errors.
• Balance ATM and cash machines.
• Responsible for ordering cash and balancing branch daily.
• Responsible for closing and/or opening branch. Resetting alarm if it goes off after business hours. Ensure security procedures/policies are consistently in effect.
• Ensure all required branch audits are conducted in a timely fashion and in compliance with security requirements.
• Ensure the highest degree of branch compliance with security measures in all functional areas.
• Ensure all branch equipment is fully functional

Branch Production

• Assist manager with strategizing and implementing tactics to support production requirements.
• Visit SEG and provide support to community events.
• Supervise branch in the absence of the manager.

Other

• Implement/monitor/coach sales initiatives.
• Train new staff.
• Counsel, Coach, Scorecard & monitor cash staff.
• Ensure accuracy of Check 21 and checks balance to Symitar totals.
• Performs other duties as directed or needed by branch manager.
• Ensure adequate scheduling or staff.
• Provide optimal service to membership.

Business/Community Development

• Assist with the development and management of select employee groups (SEGs) assigned to the branch/market area.
• Prospect new SEG and small business partners within market area. Conduct research and obtain contact information for presentation. Manage small business relationship, developing opportunity for membership growth.
• Participate in community and networking events, providing brand awareness and business development opportunities.

Miscellaneous

• Ensure brand guidelines are adhered to within the branch and amongst the staff.
• Monitor, review and make recommendations for functional area policies and process. Ensure compliance issues in areas of responsibilities.
• Responsible for keeping direct manager informed of operations, conditions and influencing factors.
• Track and coach to branch performance, reporting information as assigned.
• Maintains acceptable levels of attrition in each functional area.
• Participates in professional development activities and maintains professional affiliations.
• Ongoing cross training and coaching of all team members.

Requirements

Education or Formal Training

• College degree or equivalent training/work experience requiring strong knowledge of management techniques and financial products and services.

Experience

• At least three years financial service experience.

Compensation & Benefits

Salary Range - $47,000 annually depending upon experience

Being a part of Partner Colorado CU has its benefits. We offer valuable benefits designed for you, your family, and your life. Our plans are cost-effective, convenient and provide ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. There is a potential for Annual Performance Bonus, Medical Plans, Dental, Vision, HSA, 401(k) match, Life/AD&D, Accident, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Identity Theft, Paid Time Off, Paid Holidays, Personal and Professional Development.

Working Environment

• The physical demand described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth vision, and the ability to adjust focus.
• The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• The employee is required to travel, by auto, to various branch locations as determined by staff training needs.