•Assists the Branch Manager with motivating, coaching, and developing branch staff to provide outstanding service and advocacy to members, while consistently identifying opportunities to deepen relationships and strengthen member loyalty. Aids in the development and delivery of annual for branch staff.
•Maintains advanced-level understanding of all aspects of branch workflow, including loan application processing, new account originations, cash vault management, branch compliance, and other operational processes. Assists with performing these functions as necessary.
•Supports the process of delivering daily huddles and monthly meetings with branch staff to recognize staff achievements, provide product education, and share meaningful business updates.
•Conducts ongoing development activities with staff including but not limited to coaching and staff observations.
•Participates in external networking and promotional events with local schools, colleges, and other community business partners.
•Aids in branch facility-related maintenance needs, including ATM, custodial, security, and other vendors as required.
•Serves as community liaison in representing the Credit Union at community functions and leadership forums.
•Assists the Branch Manager with creation of annual branch business plan highlighting business trends and opportunities for competitive differentiation.
•Role models servant leadership at all time and inspires others to embrace the Credit Union mission of people helping people through personal conduct and performance.
•Serves as point of escalation for member issues/concerns within the branch. Coordinates resolution of member issues with other Credit Union departments. Demonstrates sound and appropriate judgment when making exceptions to policy/procedures for the benefit of the member.
•Ensures the branch is adequately staffed and that the branch schedule is reflective of traffic patterns resulting in an effective and efficient workflow which will provide an overall exceptional experience for all members.
•Collaborates with the Branch Manager in the process of hiring, advancement, mentoring and addressing disciplinary matters of staff.
•Required to have the ability to travel throughout the branch network to provide staffing assistance at all branch locations when necessary.
•Ensures that the branch follow prescribed policy, operational, and security procedures in compliance with internal and external procedures, NCUA, and other regulations.
•Full compliance with BSA rules and regulations.
•Perform other duties as assigned by management.