Assistant Branch Manager; Park Street-Traverse

Position: ASSISTANT BRANCH MANAGER (PARK STREET-TRAVERSE CITY)

Description

POSITION DESCRIPTION

POSITION TITLE:

Assistant Branch Manager

DEPARTTMENT:
Operations

CLASSIFICATION:
Non-Exempt

APPROVED BY: CEO

WAGE GRADE: 10

WAGE RANGE: $27.68 - $34.60

REPORTING RELATIONSHIPS

POSITION

REPORTS TO:

Branch Manager

POSITIONS SUPERVISED:

POSITION PURPOSE

Responsible for implementing existing policies, procedures, and systems involving transactions, operations and member service functions. Coordinates, directs, and assigns work. Answers staff questions, resolves more complex problems, and oversees balancing. Responsible for smooth flow of MSR area and adequate transaction coverage. Oversees provision of a full range of services to members and prospective members. Ensures members are promptly and professionally served.

ESSENTIAL

FUNCTIONS AND BASIC DUTIES

Assumes responsibility for ensuring and performing efficient, effective, and professional MSR operations.

• Ensures all MSR functions are correctly performed and are in accordance with established polices and standards. Ensures all security procedures are followed.
• Coordinates MSR operations by assisting in assigning work and distributing workflow.
• Answers MSR questions, solves problems, and assists with complex transactions and sensitive member relations problems. Explains policies and procedures to members. Makes judgments for MSR’s (within limits of authority) pertaining to cashing and/or accepting checks or drafts.
• Investigates MSRout-of-balance conditions and institutes corrective procedures. Assists in finding balancing errors. Ensures each MSR balances at the end of each day and all monies are secured in accordance with established procedures.
• Performs MSR paying and receiving functions as required. Receives deposits and loan payments. Prepares proper receipts.
• Maintains an inventory of cashier's checks, money orders, receipts, gift/travel cards, and other negotiable items for use in the MSR area.
• Balances the vault, ATM, and cash dispense machines.

Effectively oversee area personnel, ensuring optimal performance.

• Provides leadership to personnel through effective delegation and communication.
• Ensures personnel are well trained, effective, and optimally used. Provides instruction regarding policy, procedure, and service and product offerings. Assists new employees.
• Provides support and suggestions for employee improvement.
• Assists and supports personnel as needed.

Assumes responsibility for establishing and maintaining effective communication and coordination with branch and area personnel and with management.

• Keeps management informed of area activities and of any significant problems. Provides suggestions for improved service.
• Completes required reports and related documents promptly and accurately.
• Attends meetings as required.

Assumes responsibility for related duties as required or assigned.

• Ensures work areas and equipment are clean and well maintained.
• Performs procedures for opening and closing of operations, including vault, alarm, and door duties.
• Provide replacement MSR coverage as needed.
• Performs related clerical and lending functions as required.
• Comply with the U.S. Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.
• Comply with the Gramm-Leach Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, Systems and locations.

PERFORMANCE MEASUREMENTS

• MSR functions are efficiently, accurately, and effectively performed in accordance with established policies and standards.
• Security procedures are understood and adhered to by all MSR’s.
• Monies are balanced and any discrepancies promptly resolved.
• Tellers are appropriately directed, assisted, and supported.
• Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.
• Good working relationships and coordination exist with area personnel and with management. Management is appropriately informed of area activities.
• Required reports and records are accurate, complete, and timely.
• The Credit Union’s professional reputation is maintained and conveyed.
• Transaction levels, balancing, errors, etc. are in line with Credit Union standards.
• Good working relationships,…