Assistant Branch Manager

Assistant Branch Manager

Department: Branch


FLSA: Exempt


EEO: First/Mid-Level Officials and Managers


Salary Grade: 10


Salary Range: Min. $70,304.00, Mid. $81,661.84, Max $97,994.21


Reporting Structure: Branch Manager

People Vision: At Sun, our people shine brightest. We create a culture of empathy, care, and connection that empowers brighter futures and supports well-being for all. Because when we care, lives change.

Position Purpose: The Assistant Branch Manager (ABM) will be responsible for supporting the direction and administration of Branch operations, demonstrating attributes of “servant leadership” in developing the team. The ABM leads the education of the team in sales and membership development and enrichment of their CU relationship. Oversees and ensure compliance with NCUA, BSA and SUN’s policies and procedures. Oversees the delivery of a full range of products and services to members and prospective members delivered with extraordinary member service in alignment with our vision! The ABM works to support the members and their team in all aspects of the credit union. The ABM acts in the absence of Branch Manager to resolve member issues in accordance with SUN’s policies. The ABM also collaborates with the Branch Manager in supervising, coaching, and developing the staff and providing appropriate disciplinary procedures. The ABM is willing to perform various tasks and functions in support of our member experience. 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Leads by example, demonstrates “member obsession” in all encounters be it CU members or team members!


• Ensures operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards. Provides suggestions to continually improve processes that result in efficiency and improve member service.


• Assists with opening and closing the building in accordance with set hours. Tests security equipment as assigned. Provides awareness of any security issues. 


• Ensure that the Branch balances all transactions at the close of each day. Proofs Tellers, runs related reports, and balances the vault at the end of each day. Helps and supports Tellers. Completes month end certification of all cash items and negotiable instruments.


• Assists with Service Representative functions. Performs duties related to loan processing, certificates of deposit, and IRAs. Handles direct deposit functions and safe deposit boxes. Assists in opening new member accounts and with loan closings and disbursements.


• Promotes Branch business development and seeks to broaden member base. Actively deepens relationships with members and increase “wallet share” and retention.


• Completes required reports and records and ensures that Branch functions are properly documented.


• Assists with implementing changes to established policy and procedures within the Branch.


• Ensures compliance with BSA “Bank Secrecy Act” Rules & Regulations.


• Ensure proper procedure is followed regarding CTR processing.


• Reviews and shares with applicable branch personnel CTR Exception Report.


• Report any unusual activity to the BSA Compliance Officer to determine if a Suspicious Activity Report (SAR) will be required. 


• Provides supervision for Tellers and Service Representatives.


• Assists with orientation of new employees and staff training sessions. Supports the team in their development through training, coaching, and encouraging while holding staff accountable to CU vision and strategies. Ensures the team has the tools needed to provide extraordinary member service.


• Assists with determining appropriate staffing levels and scheduling employees which might require coverage in other branches as needed.


• Is an advocate for the people in the communities demonstrated by attendance at community events before and after normal work hours in support of new member growth and business development. 


• Demonstrates “member obsession” in all interactions between team and members.


• The branch operates efficiently and effectively in accordance with established Credit Union policies and standards. Also, compliance with NCUA, BSA and other regulators specific to the Credit Union industry.


• Able to initiate and develop effective business relations with members. 


• Strong business acumen able to communicate and find resolution to members’ needs.


• Develops and sets the tone for team collaboration and can develop trust and respect from the team.


• Business productivity and goal setting skills.


• Participate in SUN’s strength-based management using Standout tools; check-ins, milestone connect and performance pulse to increase employee engagement and career growth.

Position Requirements

Education and Experience:

• High school graduate or equivalent required. College degree preferred.


• Thorough knowledge of Credit Union products, services, and policies.


• Understanding of Teller/Member Service Representative functions.


• Knowledge of Loan Officer processes and responsibilities.


• Minimum of three years of progressively responsible credit union or financial industry experience in operations in a supervisory role.
  
  
   

Key Competencies:

 Technical Skills

• Strong interpersonal and communication skills.


• Active listener with a collaborative mindset.


• Strategic thinker with problem-solving abilities.


• Self-motivated and committed to continuous learning.


• Well-organized and detail oriented.


• Proficient with standard computer applications and office equipment.


• Demonstrates servant leadership; able to motivate, coach, and support team members.

Working Conditions

• No hazardous or significantly unpleasant conditions (such as in a typical office). Occasional evening or weekend work to meet project deadlines.


• Sitting for extended periods; dexterity of hands and fingers to operate a computer keyboard, mouse, and other office equipment.


• Physically able to participate in meetings, presentations, and training sessions.


• Some travel may be required between branches and business partners. [Optional]
  
  
   
  
  
   

Intent and Function of Job Descriptions

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well- constructed job descriptions are an integral part of any effective compensation system. 

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Sun Community Federal Credit Union is an Equal Opportunity Employer committed to creating a diverse and inclusive workplace. We encourage applications from all qualified candidates regardless of race, gender, age, religion, sexual orientation, or veteran status.