What are the responsibilities and job description for the Assistant Branch Manager position at BayPort Credit Union?
Job Details
Description
POSITION SUMMARY:
The primary purpose of this position is to provide quality service to current and potential Credit Union members. This is accomplished by serving as a liaison between the member and the credit union; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers. Other duties include daily supervision of branch staff while ensuring effective operational practices; assisting staff with decision making, researching balancing discrepancies completing end of month reports, and evaluating tellers’ performance. Provides support to the employees by coaching, training, and assisting with complex transactions and inquiries.
Essential Functions
Coaching and Leadership: Sales and Business Development: Member Service Excellence:
Required Education: Education equivalent to a four-year high school education.
Required Experience: 2 – 4 years of teller, member service, loan or related experience.
Preferred Experience: Previously held supervisor or leadership roles.
Required Knowledge: Knowledge of general credit union operational procedures to include cash handling, teller job-related duties, and loan processes and procedures.
This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.
Description
POSITION SUMMARY:
The primary purpose of this position is to provide quality service to current and potential Credit Union members. This is accomplished by serving as a liaison between the member and the credit union; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers. Other duties include daily supervision of branch staff while ensuring effective operational practices; assisting staff with decision making, researching balancing discrepancies completing end of month reports, and evaluating tellers’ performance. Provides support to the employees by coaching, training, and assisting with complex transactions and inquiries.
Essential Functions
- Mentor and coach branch staff to achieve individual and team goals.
- Provide ongoing feedback and training to enhance performance and professional development.
- Foster a collaborative and motivating work environment.
- Drive branch sales goals by developing and implementing effective sales strategies.
- Identify and pursue new business opportunities and relationships within the community.
- Monitor and analyze sales performance, adjusting strategies as needed to meet targets.
- Ensure that all members receive exceptional service and support for their financial needs.
- Address and resolve member concerns, account inquiries, and issues with professionalism and efficiency.
- Assist members with account management, including account openings, maintenance, and general inquiries.
- Promote a member-centric culture within the branch.
- Support members with loan applications, processing, and follow-up.
- Operational Management:
- Assist in managing branch operations, including compliance with credit union policies and procedures.
- Oversee cash handling, transaction processing, and other operational tasks.
- Ensure branch security and adherence to safety protocols.
- Team Collaboration:
- Work closely with the Branch Manager and other team members to achieve branch objectives.
- Participate in branch meetings and contribute to strategic planning and decision-making.
- Collaborate with other branches and departments to enhance overall credit union performance.
- Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Communication, Diversity, Innovation, It’s On Me, and One Team.
Required Education: Education equivalent to a four-year high school education.
Required Experience: 2 – 4 years of teller, member service, loan or related experience.
Preferred Experience: Previously held supervisor or leadership roles.
Required Knowledge: Knowledge of general credit union operational procedures to include cash handling, teller job-related duties, and loan processes and procedures.
This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.