Assistant Branch Manager

Rio Grande Credit Union

Job Title: Assistant Branch Manager
Department: Sales and Service
Reports To: Branch Manager
FLSA Status: Exempt
Grade: 9

Responsible for assisting the branch manager in the overall success of the branch. Develop and ensure a strong culture to educate members and meet member’s financial needs. Supervise the activities within the department by assigning duties, create work schedules, answer questions, problem resolution, helps with complex transactions and sensitive member relations’ issues, explaining policies and procedures to members, and any other areas needed to ensure success.

Assist in servicing members in a professional and timely manner.

include the following. Other duties may be assigned. This job description in no way implies that the duties listed here are the only ones that the employee can be required to perform. The employee is expected to perform other tasks, duties and trainings as dictated by their supervisors.

• Acts as a back-up to the Branch Manager in their absence
• Perform lending, new account, and teller duties as needed
• Reinforces an understanding of the Credit Union’s history and philosophy.
• Assists in training, directing and monitoring attendance. Develop, train, and coach employees for career development. Coach employee member interaction on a regular basis to build employee’s skills and member relations.
• Support branch manager with a needs-based sales and service culture, including huddles, kickoffs, and meetings aligned with organizational goals.
• Greet, interact and close every interaction with excellent member service.
• Perform related follow-up tasks to assure problem resolution and member satisfaction and ability to refer to proper department and or representative.
• Handle member escalations and resolve in a timely manner / Ability to resolve escalated member concerns through courteous service.
• Maintains knowledge of and actively coach employees on Credit Union services and referrals as appropriate.
• Ability to order vault cash and to maintain cash levels appropriate for the branch. Serve as vault coordinator for the Credit Union, which includes money orders, gift cards, ordering the cash, verifying cash received, filling teller cash orders, maintaining full vault security and balancing vault cash and cash dispensers.
• • Perform, delegate, and monitor audits on cash drawers, dispensers, vault, etc.
  • Adhere to regulatory compliance such as the Bank Secrecy Act (BSA), Equal Credit Opportunity Act (Reg
    
    B), Availability of Funds and Check Act (Reg cc), Electronic Funds Transfer Act (Reg
    
    E), (Reg
    
    D), and Privacy Act.
• Ability to monitor and follow account flags and messages.
• Examines documents for endorsements and negotiability.
• Ensure accuracy, quality, and efficiency.
• Lead branch activities during the absence of the Branch Manager
• Knowledge of Credit Union security procedures.
• Takes responsibility for individual career development and training and seeks opportunities to learn new skills.
• Maintain an accurate employee schedule to ensure staff levels are adequate to provide excellent member service.
• Ensures supply of money for financial institution’s needs based on business demands and bond restrictions. (Reviewing periodically to ensure cash safety, efficiency, and service needs.)
• Studies and standardizes procedures to improve efficiency.
• Maintains harmony amongst staff, departments, and resolves grievances.
• Assist others to complete tasks and work assignments.
• Coordinate with Branch Manager on various assigned community outreach and business development marketing initiatives.
• Perform account maintenance request from other departments
• Assists in other duties as assigned.

Directly supervises up to 10 non-supervisory employees to include Lead Member Service Officers and Member Service Officers. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving…