Elgin Assistant Branch Manager

Job Details

Job Location:

Elgin, OK 73538

Position Type:
Full Time

Job Category:
Banking

Serves as a liaison between the member and the credit union. Provides a variety of transaction services for members. Responsible for providing account information, opening new accounts and professionally handling members’ daily credit union needs. Responsible for understanding and performing basic back office transactions on an “as needed” basis. Performs a variety of support duties related to the lending function within the credit union.

Proficiently performs all duties and responsibilities of FSR 3. The FSRs will not report directly to the Assistant Branch Manager in the corporate structure; however the Assistant Branch Manager will be consulted for input on evaluations and other performance reviews and will have the authority to assign duties and work well as to require follow up and/or “clean up” work of FSRs as needed.

This person will also have a working knowledge of procedures and will have the authority to provide overrides for the other FSRs.

• Display an understanding of and use sales and services skills to strengthen member relationships and build member loyalty. May be asked to assist in coaching branch staff in sales and service skills.
• Assist branch manager in day to day operations of the branch. May be required to serve as Branch Manager in the Branch Manager’s absence.
• Higher level knowledge of back office procedures including advanced account research.
• Thorough knowledge of opening and closing procedures; may be required to open/close branch as needed.
• Perform vault operation duties as needed, including but not limited to: order branch cash and load/audit branch cash dispensers.
• Perform routine transactions, including processing deposits, withdrawals, loan payments, transfers, domestic and international wires, issuing and cashing checks, receiving credit card payments and processing cash advances.
• Process mail payments and deposits. Process and log night drop transactions.
• Receive payments for installment and share secured loans, ensuring that payments equal amount due and all late charges.
• Perform Shared Branch transactions.
• ATM, CDM and card balancing duties as needed.
• Operate and balance coin machine.
• Balance cash drawer and compare totaled amount to computer generated proof. Review, verify and consolidate checks within teller capture. Report any discrepancies to supervisor. Proficient at branch opening and closing balancing procedures including documentation.
• Sell travel cards, gift cards, and other “sale” items and maintain logs and inventories.
• Answer telephone account inquiries from members and process their requests including funds and transfers between accounts, check reorders, order check copies, payroll allocations, stop payment orders, credit and debit transactions and membership file updates. Perform outbound calls as assigned.
• Maintain a working knowledge of the many aspects of the credit union to better serve members including knowledge of all FSFCU products.
• Job requires cross selling credit union products.
• Understand and use sales and services skills to strengthen member relationships and build member loyalty.
• Proficient in check ordering, credit/debit card ordering, processing simple adjustments to members’ accounts, researching member disputes and problem resolution.
• Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine checks for proper endorsement, negotiability and/or fraud, and enter deposits into computer records. Adhere to check hold policy. Process stop payments on checking accounts and on official checks.
• Maintain equipment and files necessary to keep accurate records of member accounts, including membership forms and account change forms.
• Respond promptly to members’ requests and/or concerns. If necessary, direct member to proper person for information and assistance. Research and resolve member account problems.
• Sell and process IRA and CD account transfers, rollovers and withdrawals. Prepare and process direct deposit forms and payroll allocations. Proficient in IRA products and procedures, including IRA Direct.
• Close accounts…