Assistant Branch Manager

GENERAL SUMMARY
The position of Assistant Branch Manager requires an individual with solid organizational and member service skills.  This position will be a team leader and requires an individual possessing strong product knowledge, sales skills and ability to motivate individuals operating as a team.  The Assistant Branch Manager will support and oversee branch operations in the absence of the Branch Manager.   

ESSENTIAL FUNCTIONS

• Support in the training, motivating, and supervising of staff on sales techniques and product knowledge in order to deliver excellence in member service.
• Assist with ensuring that policies and procedures are in compliance with credit union established policies and procedures. 
• Lead a proactive and consistent effort to reach branch and credit union goals.
• Build positive relationships with members.
• Perform a broad range of member service activities.   
• Responsible for facilitating the loan application, approval and closing process for the full range of consumer loans available to Credit Union members.
• Assist Branch Manager in creating and maintaining a cross-selling environment within the branch.  Coach employees on sales techniques and product knowledge to insure branch will meet established goals.
• Apply approved processes to ensure branch remains in compliance with federal regulations set forth by the National Credit Union Administration and other regulatory agencies.
• Oversee the physical maintenance of the branch facility, ensuring everything is properly maintained and in good working order.  Report all identified issues to the Branch Manager.
• Assist staff or personally resolve member complaints and inquiries at the branch level.
• Maintain current knowledge of all Credit Union policies and procedures, including compliance with federal laws and regulations as set forth by the NCUA and other regulatory agencies.

NOTE:  The list of essential functions is not exhaustive.  It may be supplemented as necessary from time to time.

ADDITIONAL FUNCTIONS

• Serve as a Member Service Officer (See MSO job description.)

JOB SPECIFICATIONS

• Professional, well-developed interpersonal skills necessary for supervising branch staff and interacting with members, vendors, branch employees and branch visitors
• Requires completion of high school education.
• At least two years of MSO experience is required.  Experience in lending is required.  Previous management experience preferred.
• Requires knowledge of Credit Union policies and procedures and branch products and services.  Knowledge of the Credit Union movement is a plus.
• Requires strong sales skills or the willingness to learn sales skills in order to meet established monthly branch and credit union goals.
• Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
• Requires PC proficiency and knowledge of Microsoft Office suite.

PHYSICAL REQUIREMENTS

Sitting = Frequent                                                   Crawling = Occasional
Standing = Frequent                                               Climbing = Occasional
Walking = Frequent                                                 Balancing = Occasional
Driving an automobile = Occasional                       Reaching Overhead =Occasional
Lifting/Carrying = Occasional                                  Reaching Forward = Occasional  
           Amount of Weight = 25 to 50 lbs.                 Kneeling = Occasional
Squatting = Occasional                                           Push/Pull = Occasional
Bending = Occasional                                             Twisting = Occasional

 

DISCLAIMER
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.