What are the responsibilities and job description for the Assistant Branch Manager position at R I A FEDERAL CREDIT UNION?
Summary/Objective
At R.I.A. Federal Credit Union, the primary focus of the Assistant Branch Manager is to improve the financial well-being of our members. This is accomplished through:
- Relationships: Building relationships is integral to the success of R.I.A. As a community credit union, R.I.A.s Assistant Branch Manager will invest the time to get to know members and take care of their needs while finding opportunities to improve their financial well-being.
- Integrity: In an era of big banks and big data, operating with integrity is becoming a more difficult trait to find in a financial institution. An R.I.A. Assistant Branch Manager is committed to handling members finances and data in a manner that is ethical, transparent, and professional.
- Action: Not content with business as usual, R.I.A. is action oriented. From helping a member solve a financial challenge to positively impacting the community through volunteering and sponsorships, R.I.A. is motivated to action.
Essential Functions
Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions
- Learn and Educate: The Assistant Branch Manager must maintain high levels of product/services knowledge so in turn they can educate members and prospective members on R.I.A.s products and services as well as educate their team at the branch.
- Interact: The Assistant Branch Manager interacts with members and prospective members specific to deposit and loan accounts. Since these interactions are face-to-face, creating a pleasant experience for R.I.A. members is vital. Interacting and leading the Branch Team also requires someone who can motivate and create a team friendly environment.
- Perform: The Assistant Branch Manager will perform banking transactions including but not limited to transfers, loan payments, open new accounts and loans, and various other financial transactions. Also required to open and close the branch on a regular basis as well as all other essential functions to keep the branch running.
- Uncover and Refer: As a not-for-profit financial institution, we have a responsibility to uncover opportunities to improve the financial well-being of those with whom we interact. The most important characteristic of a successful Assistant Branch Manager is the ability to find these opportunities and convert them into success for our members. Should opportunities arise to help a member with an additional product or service, the Assistant Branch Manager should refer this to the respective teams to act. Building a Branch Team that is also successful at this is vital.
- Compliance: A strong understanding and adherence to Policy and Procedure is a requirement for success as the Assistant Branch Manager at R.I.A.
- Balance: The ability to maintain balancing and cash handling standards for the branch which includes vaults, teller drawers, and coin machines.
Competencies
- Leadership
- Business Acumen
- Confidentiality
- Financial Acumen
- Respectful
- Collaborative
- Can learn and evolve
- Trustworthy
- Ethical Practice
- Adaptable
- Trustworthy/listens well
- Attention to detail and solid organizational skills
- Strong written and verbal communication skills; comfortable making presentations
- Takes initiative; problem solve
- Relates well to employees at all levels; relationship-builder
Supervisory Responsibility
Serves as primary liaison between the branch team and branch manager and all aspects of credit union services and procedures.
Physical Demands
While performing the duties of this job, the employee is regularly required to spend considerable time sitting at a desk, complete work using a computer, regularly answer phone calls, and interact with employees at all levels of the organization. The employee will occasionally lift and move up to 25 pounds.
Type/Expected Hours of Work
This is a full-time position. While normal hours of work and days for R.I.A. Federal Credit Union are Monday through Thursday, 8:00 a.m. to 5:00 p.m., Friday, 8:00 a.m. to 6:00 p.m., and Saturday 8:00 a.m. to 12:00 p.m., hours for this position reflect branch attendance, but may vary based on job related requirements.
Travel
Less than 10% travel is expected for this position; some local travel in the Quad City area.
Required Education and Experience
- High School graduate or G.E.D.
- Two years secondary education in related field or equivalent work experience.
- Experience in customer service, banking, and electronics.
- Experience as a supervisor or a in a leadership role.
EEO Statement
R.I.A. Federal Credit Union believes in equal employment opportunity for all employees and applicants for employment. Our companys success depends on the effective utilization of qualified individuals regardless of their race, creed, color, religion, sexual orientation, age, ancestry, national origin, disability, military or veteran status or any other characteristic protected by law. We will not discriminate on the basis of these characteristics in a personnel action including, but not limited to, hiring, training, promotions, transfers, demotions, benefits, compensation, discipline, termination and any other conditions or privileges of employment.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time to adjust and adapt to the changing needs of the business.
Salary : $21 - $23