What are the responsibilities and job description for the Assistant Branch Manager position at Cardinal Credit Union?
Description
Role:
To direct and coordinate the activities of the Loan Officers of Cardinal Credit Union and aiding the Branch Manager in ensuring the branch meets organizational financial, operational, service, and growth plan. Answers questions and resolves more complex problems. Ensures that members are promptly and professional served. Actively participates in Cardinal's Superior Sales & Service Program. Creates and monitors schedules. Performs specific assigned jobs including various clerical and receptionist functions and assist other Loan Officers with duties that are required as needed. Assist in coaching and mentoring of Loan Officers.
Essential Functions & Responsibilities:
Assumes responsibility that all Loan Officers are performing and are in accordance with established polices and standards. Ensures that all security procedures are followed.
Answers questions, solves problems, and assists with complex transaction and or sensitive member relations problems. Explains policies and procedures to members. Makes judgments for Loan Officers (within limits of authority) pertaining to polices that CCU has in place.
Assists with account opening and or closing procedures. Oversees and monitors employee schedules. Assign and assist in all staff cross training in all areas of meeting the members and branch needs. Assumes responsibility for ensuring and effectively performing member service functions.
Performs file maintenance and account changes as needed. Actively participates in Cardinal’s Superior Sales & Service Program. Meets MR Goals. Provides leadership and support. Keeps Management informed of area activities and of any significant problems. Provides suggestions for improved service or time saving ideas. Attends meetings as required.
Performance Measurements:
- To provide informed, professional and accurate service and support to all members and associates.
- To maintain a cohesive, highly trained and motivated staff, sufficient to meet needs of members.
- To meet or exceed annual budgeted operating plan for the branch.
- To maintain/improve the financial stability of the branch.
- To meet the branch growth plan.
- To keep management informed regarding key operating issues affecting the branch.
PM22
Requirements
Knowledge and Skills:
Experience: Two years to five years of similar or related experience.
Education: College degree preferred.
Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.