**Assistant Branch Manager**

**Job Tracking ID**: 512439-791827

**Job Location**: Palm Harbor, FL

**Job Level**: Any

**Level of Education**: Any

**Job Type**: Full-Time/Regular

**Date Updated**: September 29, 2021

**Years of Experience**: Not Applicable

**Starting Date**: ASAP

**Job Description:**

**Location: Palm Harbor Branch**

Dominate in service by maintaining a working knowledge of all products, services, organizational policies, and procedures. Provides guidance, leadership, training, and branch team scheduling. Responsible for providing a high level of quality service while cross-selling credit union services. Must be able to work Saturdays, provide support to other branch locations as assigned. Travel is required in this position.

* Approximate time spent in teller services role: 30%. Approximate time spent in MSA role: 30%. Approximate time spent in ABM: role 40%

* Help ensure the operational success of the branch. You are responsible for periodic auditing of cash, negotiable instruments, time sheets, new accounts, loans, and reporting as required.

* Support Achievas Brand Frame by Finding a Way to assist, providing VIP service to, Make it Easy for, and Learn all about internal/external customers while promoting an environment of Trust. Hold team members accountable for living the Brand Frame.

* Responsible for account servicing, member applications, consumer loan application data input, accurate completion of consumer loan documentation, consumer loan funding, accurate completion of forms and data input related to account opening, account maintenance, and transactions, and other items as required. Provides service for business accounts, trust accounts, and equity loans.

* Delivers personalized service that focuses on individual member needs. Identifies and offers products and services that will improve our members financial lives.

* Meet loan production and cross sales goals by building a book of business that generates a pipeline.

* Maintains a working knowledge of all lending policies and guidelines and all aspects of loan closings.

* Professional and efficient communications with all departments in order to promote collaboration.

* Provides leadership, guidance, and mentorship to other team members.

* Responsible for providing support and/or handling member issue escalations.

* Maintains member confidentiality, safeguards branch assets by assuring that cash procedures are followed, and enforcing all security procedures.

* Performs teller transactions including all transactions performed on a teller line.

* Performs Head Teller functions when necessary, assisting in the supervision and development of branch staff.

* Maintain a self-development program by updating technical and management skills by completing training plan prescribed for the position, attending pertinent seminars and classes and reading journals and publications.

* Partner with Branch Manager to represent Achieva in the community, and partner with leadership to be a top employer.

* Delivers professional and efficient communications for member outreach campaigns including but not limited to calling campaigns, community outreach, relationship building, and Achieva marketing brand strategies including any tracking and/or reporting.

* Responsible for upholding all credit union ethical standards.

* Represents the credit union in a courteous and professional manner.

* Perform other essential job functions as required or assigned.

**Experience and Skills:**

**Minimum Education Required:**

* High school diploma or GED

**Minimum Experience Required:**

* Financial institution experience- minimum 3 years

* Leadership experience- minimum 1 year

**Required Skills:**

* The ability to multi-task

* Organizational skills

* Superior interpersonal skills

* Sharp attention to detail

* A professional demeanor, appearance, and speech

* The ability to work independently

* Will excel in a team environment by holding others accountable

* The ability to identify and solve problems

* Proficiently use common office equipment: copier, fax, scanner, telephone, Windows based PC, 10 key adding machine.

* Knowledge and practical use of MS Office Suite