Assistant Branch Manager

Position Summary

The purpose of this position is to process member's requested financial transactions, resolve problems, and answer questions; to identify and suggest financial services that would improve our members' lives. Provides prompt, professional and courteous support and assistance to internal departments, retail branches and members.

• Conduct all member account functions, including teller transactions, processing request for new services, providing counseling and cross‑selling appropriate credit union products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of consumer loans. Analyze the financial position of each applicant to determine the level of risk for extending credit. Review all documentation for completeness and accuracy according to credit union compliance guidelines.
• Assist Branch Manager in monitoring all branch activities to ensure compliance with established credit union policies and procedures. Work in conjunction with Branch Manager to achieve established objectives and to ensure that appropriate steps are taken to correct unsatisfactory conditions.
• Assist in training, directing, scheduling of branch staff and monitoring attendance. Monitors performance, coaches staff, and makes recommendations to manager for employee evaluations. Assists in the interviewing process for open positions and makes recommendations to manager.
• Support development of account relationships with commercial business members. Participate in personal calls/visits, assessing needs and offering credit union products/services to meet those needs. Represents the credit union as appropriate in its relationships with sponsor and community organizations, suppliers, other financial institutions and similar groups including functions outside normal business hours.
• Take ownership of resolving more complex member requests and problems by either resolving them personally or facilitating resolution through the appropriate employee or department. Follow‑up to ensure member satisfaction with the resolution.
• Perform additional job duties as assigned by the manager.

• One to three years of similar or related experience.
• Equivalent to a high school education and/or a combination of education and three years to five years of relevant experience is required.

• Ability to accurately process account entries and transactions, write routine reports and construct basic professional and grammatically correct correspondence. Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms and documents, operating and maintenance instructions and procedure manuals.
• Ability to add, subtract, multiply and divide in all units of measure using whole numbers, fractions and decimals. Ability to compute rate, ratio and percentages.
• Ability to apply reasonable understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving variables in situations.
• Maintains a positive attitude with employees and members and remains flexible while focused on accepted practices, policy, productivity and effectiveness.
• Promotes awareness of the credit union mission and branch statement to the credit union membership.
• Position requires standing for extended periods; use hands and fingers, handle or feel; reach with hands and arms; talk or hear. Must be able to speak and hear distinctly, specific vision abilities required by this job include: close vision, color vision, and ability to adjust focus.
• Required to stand, sit and walk; sometimes to climb or balance; stoop, kneel, crouch or crawl and occasionally lift and move up to 50 pounds.
• May be exposed to mild to moderate stress levels associated with the performance of the job duties as described.
• Courtesy, tact, and diplomacy are essential elements of the job.
• Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.