What are the responsibilities and job description for the Assistant Financial Center Manager - BA Branch position at WeStreet Credit Union?
Job Details
Description
LEADERSHIP AND MANAGEMENT RESPONSIBILITIES (50% to 60% of the time)
Embody the Credit Union’s core values of Trust, Integrity, Teamwork, and Making a Difference and ensure direct reports embody these core values and apply them in daily activities.
In partnership with the FCM, provide vision, enhance relationships, drive results, and serve as a principled role model for the branch staff.
In partnership with the Financial Center Manager, provide guidance coaching, training, motivation, and input to the branch staff to ensure they are able to meet and exceed the Credit Union’s service standards, achieve performance goals, and ensure superior member service externally and customer service internally.
Actively promote and participate in a sales and service culture consistent with the Credit Union’s business plan goals and ensure that the staff is cross selling and meeting established goals.
Ensure that branch personnel provide a superior level of member service and that member complaints are effectively resolved in a timely manner.
Carry out responsibilities in accordance with the Credit Union’s policies and applicable laws.
Work with the Financial Center Manager in the areas of interviewing and hiring of branch staff; planning, assigning and directing work; evaluating and holding staff accountable for performance; provide input on the staff’s performance reviews, reward and address employee problems.
Prepare and maintain branch staff work schedules including approving all time through the payroll system for hours worked, sick and vacation time, etc.
In consultation with the Financial Center Manager and Human Resources, promote, transfer, dismiss or change the status of branch staff.
OPERATIONAL RESPONSIBILITIES (40% to 50% of the time)
Responsible for the operations of the branch in partnership and in the absence of the Financial Center Manager.
Ensure that branch sales goals are met by meeting personal sales goals, coaching staff to meet their goals.
In partnership with the FCM, create learning objectives and sales goals achievement initiatives for the branch.
Serve as an operational reference to branch staff by providing coaching, direction, and assistance in resolving member problems.
Analyze and approve, deny, or rescind loans as appropriate. Has decision authority on loans falling outside normal lending guidelines.
Supervise the branch in the areas of balancing of cash, travelers’ checks, money orders, bonds, deposits, statements, computer totals and obtaining operating cash. Ensure the staff coordinates with Accounting Department.
Supervise branch audits including balancing of cash, travelers checks, money orders, bonds, deposits, statements, computer totals and obtaining operating cash. Coordinate these items with Accounting Department.
Make exceptions to policy as appropriate and within established authority.
Monitor and enforce adherence to all internal controls and security procedures on the branch staff line.
Follow and ensure that branch staff follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives.
Perform other duties as assigned and be available to work additional hours as requested.
Description
LEADERSHIP AND MANAGEMENT RESPONSIBILITIES (50% to 60% of the time)
Embody the Credit Union’s core values of Trust, Integrity, Teamwork, and Making a Difference and ensure direct reports embody these core values and apply them in daily activities.
In partnership with the FCM, provide vision, enhance relationships, drive results, and serve as a principled role model for the branch staff.
In partnership with the Financial Center Manager, provide guidance coaching, training, motivation, and input to the branch staff to ensure they are able to meet and exceed the Credit Union’s service standards, achieve performance goals, and ensure superior member service externally and customer service internally.
Actively promote and participate in a sales and service culture consistent with the Credit Union’s business plan goals and ensure that the staff is cross selling and meeting established goals.
Ensure that branch personnel provide a superior level of member service and that member complaints are effectively resolved in a timely manner.
Carry out responsibilities in accordance with the Credit Union’s policies and applicable laws.
Work with the Financial Center Manager in the areas of interviewing and hiring of branch staff; planning, assigning and directing work; evaluating and holding staff accountable for performance; provide input on the staff’s performance reviews, reward and address employee problems.
Prepare and maintain branch staff work schedules including approving all time through the payroll system for hours worked, sick and vacation time, etc.
In consultation with the Financial Center Manager and Human Resources, promote, transfer, dismiss or change the status of branch staff.
OPERATIONAL RESPONSIBILITIES (40% to 50% of the time)
Responsible for the operations of the branch in partnership and in the absence of the Financial Center Manager.
Ensure that branch sales goals are met by meeting personal sales goals, coaching staff to meet their goals.
In partnership with the FCM, create learning objectives and sales goals achievement initiatives for the branch.
Serve as an operational reference to branch staff by providing coaching, direction, and assistance in resolving member problems.
Analyze and approve, deny, or rescind loans as appropriate. Has decision authority on loans falling outside normal lending guidelines.
Supervise the branch in the areas of balancing of cash, travelers’ checks, money orders, bonds, deposits, statements, computer totals and obtaining operating cash. Ensure the staff coordinates with Accounting Department.
Supervise branch audits including balancing of cash, travelers checks, money orders, bonds, deposits, statements, computer totals and obtaining operating cash. Coordinate these items with Accounting Department.
Make exceptions to policy as appropriate and within established authority.
Monitor and enforce adherence to all internal controls and security procedures on the branch staff line.
Follow and ensure that branch staff follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with privacy act directives.
Perform other duties as assigned and be available to work additional hours as requested.