What are the responsibilities and job description for the Assistant Branch Manager position at City of Boston Credit Union?
The Assistant Branch Manager demonstrates a broad understanding of deposit and consumer loan products and services and can perform various duties related to the efficient account opening and accurate and efficient processing of member data. Builds member relationships through knowledge and understanding of credit union products and services. Adheres to established CBCU policies and procedures.
Travel is required to other locations and employee must be able to work flexible schedules to meet the needs of each branch location. Reliable transportation is also required.
The position is for our City Hall branch located in Boston City Hall.
RESPONSIBILITIES
The essential functions include, but are not limited to the following:
- Responsible for branch opening/closing, managing the branch in the absence of the Branch Manager.
- Supervise all personnel within the branch.
- Greets and welcomes members in a courteous and professional manner.
- Identifies the financial needs of each member served.
- Recommends appropriate solutions to meet member needs and provides excellent customer service.
- Completes all member requests including, but not limited to, account openings and account maintenance.
- Performs routine bank transactions including, but not limited to, deposits, withdrawals, check cashing, loan payments, maintaining logs, etc.
- Maintains and balances cash drawers and reconciling discrepancies.
- Complies with CBCU operations and security procedures by participating in all dual-control functions and auditing other Retail team’s currency and assisting in certification of proof.
- Participates in the branch’s operational tasks including, but not limited to, audits, reconciliations, cash/vault settlements, ATMs, cash recyclers, month reporting, testing, etc.
- Develops and deepens member relationships by taking ownership to resolve customer issues efficiently.
- Enhances knowledge of CBCU products and services to promote opportunities to introduce the members to all options available.
- Follows all bank security and compliance policies and procedures.
- Assists with supervision and training of other Retail team members.
- Perform other related duties as requested or assigned.
Knowledge/Skills/Experience
- 3-5 years of banking experience.
- Exceptional customer service skills.
- Strong computer and math skills.
- Strong communication, interpersonal, and sales skills.
- Ability to maintain high level of confidentiality.
- Ability to be detail oriented, efficient, and produce accurate work.
- High level of accountability, growth mindset, and teamwork/collaboration.
Education/Certifications/Licenses
- High school diploma or equivalent.
Physical Demands/Conditions Required
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
*Must be able to work rotating schedule of Monday through Saturday
DIRECT REPORTS / SUPERVISION
*No Direct Reports/Supervision