Assistant Branch Manager

Assistant Branch Manager

The Assistant Branch Manager is responsible for assisting with the management, coaching, training, direction, and business development efforts of the Credit Union that offers a full range of services to current and potential members. Assume full responsibilities for the operation of the Branch in the absence of the Branch Manager.

Essential Duties

• Act in accordance with the core values to assist in reaching APL Federal Credit Union's mission and vision.
• Assist Branch Manager in directing and assisting subordinates.
• Observe performance, recommend development actions and discipline.
• Work with Branch Manager to prepare written development plans to improve performance of staff not meeting expectations.
• Assist with the orientation and training of new hires.
• Conduct/oversee operational, service and sales, and compliance training to ensure staff has a thorough knowledge of all Credit Union products and services.
• Personally attend all training sessions mandated by Credit Union management.
• Collaborate with Branch Manager and Human Resources on employee relations matters and adherence to Credit Union personnel policies and procedures.
• Open or close the Branch in absence of Branch Manager or as required by Branch Operations.
• Perform all required operational and procedural duties, consistent with Credit Union guidelines to include but not be limited to cash management and proper BSA guidelines and procedures.
• Assist operations management by providing feedback and recommendations for the recruitment, selection, promotion, and advancement, of employees.
• Maintain branch security by ensuring adequate action plans are prepared and followed in support of the credit unions business continuity plans.
• Ensure employees are knowledgeable about and follow established daily operating procedures including robbery and other disaster responses.
• Respond quickly and professionally to more complex or sensitive member issues escalated from the tellers, MSAs, and call center representatives. Handle member inquiries and complaints that cannot be resolved by staff. Initiate research and follow-up where necessary.
• Plan, organize, assign, and monitor the workflow of the branch lobby area in conjunction with the Branch Manager to ensure effective delivery of products and services.
• Direct branch personnel, in conjunction with the Branch Manager, by establishing annual performance goals consistent with the board approved strategic and operational plan. Guide staff activities toward the attainment of branch goals.
• Act as MSA or Senior Teller performing appropriate duties to assist members due to staffing needs.
• Other duties as assigned.

Non-Essential Duties

• Coordinate actions in conjunctions with operations management to restore branch operations and services.

Qualifications

Education:

High school diploma or GED equivalent required. Must be able to secure and maintain a Resident Producer Individual (RPI) License and Notary Public License.

Experience:

One year of related experience in customer service or retail environment is required. 2+ years of related experience in a financial institution, cash handling and supervisor experience preferred.

Competencies

• Attention to detail – strong focus on accuracy in transactions and record-keeping.
• Cash handling – ability to handle cash with minimal errors. Proficiency in handling, counting, and verifying cash and other financial tools.
• Coaching and Development – advanced skills with the ability to show and explain to others how to perform specific tasks; teach procedures, policies, and best practices clearly. Provide positive and constructive feedback in a supportive, timely and respectful manner. Develop and refine coaching plans based on team and individual performance needs.
• Communication skills – the ability to deliver clear and concise verbal and written communication with members and peers. Change delivery of information based on audience. Conduct effective meetings.
• Confidentiality – handles member and co-worker information with discretion.
• Conflict Resolution & De-Escalation – ability to remain calm when a member and/or team member is upset, confused, or frustrated while bringing a heighted…