Assistant Branch Manager

Overview

Responsible for assisting with the direction and administration of Branch operations. Ensures that established policies and procedures are followed. Oversees the provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Acts on behalf of Branch Manager when necessary. Trains, directs and supervises Branch staff and performs various Branch functions as required.

Mon – Sat Flex

• Ensures Credit Union service standard baselines and expectations are met.
• Ensures that members' requests and questions are promptly resolved. Handles members' complaints.
• Ensures that members are informed of Credit Union services and policies. Counsels members regarding their financial needs and services requested.
• Ensures that the Credit Union's quality reputation is maintained and projected and models professional behavior.
• Conducts regular service training to ensure staff provides the highest degree of excellence in every contact.
• Ensures management of lobby flow for prompt service.

• Provides leadership through professional example and communication.
• Directly supervises all Branch personnel. Ensures high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks in coordination with the branch manager.
• Participates in weekly leadership meetings with branch management staff to coordinate branch goals and activities. Conducts the meeting in the absence of manager.
• Assists in conducting regular meetings with branch employees to inform and train. Discusses areas needing improvement and changes in procedure. Ensures that staff members are well informed of new products, services, rates, and policies. Answers staff questions and assists in problem solving.
• Ensures that personnel are well‑trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures in absence of manager. Performs cross‑training as necessary. Schedules employee testing and recommends specific training programs as appropriate.
• Ensures that personnel are well‑trained in all phases of their respective jobs and provides necessary cross­training for employee development.
• Responsible to create a cohesive environment to ensure effective team participation in achieving established sales goals.
• Tracks individual progress and conducts performance appraisals on each employee at least twice annually in coordination with the branch manager. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate.
• Ensures effective one‑on‑ones are conducted monthly with each employee as delegated by branch manager. Monitors and encourages employees to complete their goals.
• Assists the branch manager in effectively communicating and implementing policy and procedure changes.

• Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements.
• Ensures Branch security, including opening and closing procedures are followed by all employees.
• Ensures Branch auditing procedures are effectively conducted and that deficiencies are corrected.
• Ensures required testing of security equipment and required security training is conducted according to established Credit Union policies.
• Ensures proper risk assessment is completed for all loan and teller transactions.
• Evaluates override and waiver authority for all necessary loan and teller transactions for appropriate risk tolerance within their level of authority in the absence of the branch manager.
• Assumes responsibility for maintaining proper cash controls. Ensures that all Branch transactions are balanced at the close of each day and daily deposits are made in accordance with established policies and procedures. Assists tellers in resolving balancing problems.
• Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out.
• Implements prudent safety measures to ensure safety of employees and…