OUR CORE VALUES

The credit union is a values-driven organization. They guide behavior as they create our desired culture.

1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust and respect.
2. Innovate Boldly – We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible.
3. Embrace the Fun! – We take joy in our work by welcoming kindness, integrity, and authenticity.
4. Own It – Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what’s right.

POSITION SUMMARY

The Assistant Branch Manager is responsible for supporting the Branch Manager in achieving branch goals and leading a team that is focused on delivering an exceptional member experience. Leads and directs the daily activities of the branch, including the delivery of credit union products and services. Responsible for operational excellence, ensuring compliance with all policies and procedures and efficiency in the processing of member transactions. The Assistant Branch Manager assumes responsibilities of the branch in the absence of the Branch Manager.

ESSENTIAL DUTIES

• Ensures delivery of an exceptional member experience on the platform and teller line through prompt, efficient and friendly service to our members.
• Ensures Member transactions are handled quickly, accurately and in accordance with guidelines.
• Manages, directs, and supervises day to day activities of Team Members.

• Ensures service levels at the branch through Member feedback, surveys, and on-the-spot coaching opportunities.
• Receives and responds to inquiries and complaints, resolving both Team Member and Member problems whenever possible.

• Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlight the benefit of our products and services over that of our competitor’s, and support overall credit union member services, promotions and member service objectives and expectations.
• Proactively plans and implements activities that promote referrals to the platform sales team by providing financial solutions and referral coaching, and feedback sessions with

Team Members.

• Coordinate and lead service promotion activities, which may include outbound calls, special service days and outside marketing efforts.
• Develops and maintains collaborative partnerships between the branch, Business Banking, Home Lending, Wealth Management, Centralized Lending and Contact Center, to achieve company objectives.
• Assist Branch Manager in participating in marketing and community events in an effort to actively promote and educate new fields of membership to the Credit Union.
• Assists the Branch Manager with human resource processes for all direct reports, including hiring, performance appraisals, disciplinary actions, individual development plans, career development, training, interviews, etc.
• Ensures assigned Team Members schedule meets member demands. Manages branch within FTE guidelines and ensures staffing is aligned with member peek transaction times.
• Provides coverage for the leadership of branch operations in the absence of the Branch Manager including but not limited to, approvals, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures.

• Conducts periodic meetings for branch Team Members to inform them of policy and procedures changes and developments, and to provide a communication base for problems, discussions, ideas, etc.

• Manages all functions related to branch operations and teller functions. Ensures branch successfully passes operational reviews and audits, and operational losses are minimized.
• Implement, maintain, and inspect security procedures, operational reports, control logs, audits, and certifications in compliance with all current regulatory requirements.
• Maintain a current working knowledge of financial industry rules, regulations and sound methods and practices.
• Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act, anti-money laundering, and elder financial abuse laws appropriate to the position.
• Perform Notary Public services as needed.
• Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES

Manages a staff of predetermined FTE.

QUALIFICATIONS

To perform this job successfully, an individual must possess cashiering and lending experience and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Thorough knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Associate degree (A. A.) from a two-year college or university; or five years related experience and/or training; or equivalent combination of education and experience. Progressively responsible management experience within retail or financial institution.

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exist. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OTHER SKILLS AND ABILITIES

Knowledge of all State and Federal laws, regulations and guidelines pertaining to Credit Union operations and practices. Knowledge of State and Federal laws, regulations and guidelines pertaining to loan operations, information disclosures, proper record keeping, etc.

Knowledge of Credit Union's operational and lending policies, procedures, regulations, and organizational structure. Knowledge of Credit Union data processing system. Ability to organize, prioritize, and direct the work of others. Ability to be bonded.

Requires daily monitoring of transactions from compliance with Valley Strong Credit Union’s Anti-Money Laundering Program. This monitoring will include, at a minimum, completion of currency transaction forms when required, proper recordkeeping when issuing official checks or money orders, and Office of Foreign Asset Control verifications as necessary. In addition, the reporting of any activity that falls within the Suspicious Activity Report criteria.

Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) Laws and Regulations, as they pertain to federal guidelines and internal policies and procedures.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.