The Assistant Branch Manager is a management position that provides leadership, supervision and coaching to the branch staff to ensure efficient and effective sales and service interactions with members.
Essential Functions, in Priority Order
(Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary)
Under the guidance of the Branch Manager, provide supervision to the branch staff including staffing, training, evaluating performance, maintaining daily operations, staff scheduling, problem solving, and decision making, enabling the department to function efficiently while providing quality member service. Assist Branch Manager in penetrating existing Corporate Members. Time: 45%
Responsible for all necessary daily service functions, as needed. These would include but not be limited to check cashing decisions and other member exceptions, performing all MSA duties, complete members’ transactions at the teller window with accuracy, maintain and balance cash drawer, opening and closing of branch, processing ATM and mail transaction, supervise the electronic records process and assist records management staff. Manage vault duties and maintain working knowledge of vault procedures to function as back-up vault teller. Time: 15%
Responsible for staff’s ability to ensure sales and member satisfaction through regular coaching and training of branch staff, which results in improved sales performance, service skills, product knowledge, and policy and procedure competencies. Time: 15%
Conduct on the job training (OJT) and ensure that departmental procedures are accurate according to the responsibilities of the job tasks. Time: 10%
Responsible for ensuring security of the branch and adhering to policies and procedures, rules and regulations, building security, responding to member complaints, concerns, suggestions or compliments and communicating and/or distributing information to branch staff and/or the corporate office. Time: 10%
Identify process improvements, compile reports and statistics, and provide feedback to the Branch Manager. Time: 5%
(Minimum education required to perform the duties of this position)
Bachelor’s Degree in a business related field preferred, or two years of related work experience.
In addition to the education requirements:
(Minimum experience required to perform the duties of this position)
Minimum of one year experience as a Member Service Advisor or related experience.
One year of related leadership or management experience required. Leadership experience may include branch leadership, such as vault teller, scheduling, mentoring and training, etc.
NMLS registration required.
Knowledge, Skills and Abilities
(Minimum technical and communication skill levels and licenses/certificates normally required to perform the duties of this position)
Excellent communication and leadership skills.
Strong belief in and commitment to quality customer service.
Excellent organizational skills.
Ability to analyze processes and implement improvements.
Ability to develop and implement effective policies and procedures.
Knowledge of Credit Union products and services and banking regulations.
Thorough knowledge of lending principles.
Ability to recognize and respond to sales opportunities.
Ability to train and coach staff.
Ability to interact with members and staff in a positive, professional manner.
Training and presentation skills.
Conflict management skills.
Drive for Results
Integrity and Trust
Building Effective Teams
Developing Direct Reports & Others
Managing Through Systems
Ability to identify and analyze staff and member needs.
Ability to analyze and evaluate information.
Ability to use good judgment and make sound decisions quickly.
Ability to work under pressure.
Proven problem-solving abilities.
Ability to concentrate in a multi-task environment.
Ability to maintain a positive attitude and professional image.
Ability to train and evaluate results.
Capable of creatively implementing new products and motivating staff.
Tools and Equipment Used
All available general office equipment as needed.
All available computer software and hardware as needed.
Cash Dispense machine
Money order machine
Deposit Express computer
Working Relationships/Contacts (Positions with which incumbent has frequent contact)
Daily, personal/written/phone contact with Branch staff.
Daily, personal/written/phone contact with the Branch Manager.
Daily, personal/written/phone contact with Credit Union members.
Physical Demands (Physical effort generally associated with this position)
Work involves standing for long periods of time and the need to have mobility throughout the Credit Union. There is potential for eyestrain from reading the computer screen. Manual dexterity is critical when handling cash and working with Branch Services equipment. Increased workload during busy times may cause increased stress levels.
(Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position)
Internal - Work is normally performed in climate controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings.
External - Some travel to branches may be required; however, information on environmental conditions is not available.
Niles, Michigan, United States