Assistant Branch Manager/Team Leader

GESA CREDIT UNION•Richland, WA

20d•$26 - $43•Onsite

About The Position

The Assistant Branch Manager/Team Leader supports branch operations and team performance while delivering exceptional member service. The role reviews team members’ documents and transactions for accuracy and compliance, supports scheduling and employment decisions, conducts performance evaluations, and participates in progressive discipline. This position coaches, mentors, onboards, and trains branch employees, and may perform Branch Manager/Team Leader duties during that leader’s absence. The role also serves members directly and transitions as needed among Member Service Associate (MSA), Senior MSA, Personal Financial Representative (PFR), and Senior PFR duties. Responsibilities include resolving complex member concerns, developing member relationships, opening and maintaining consumer and specialty accounts, supporting consumer lending, processing wire requests, performing notarial services, managing cash and branch equipment, and maintaining branch safety, security, and regulatory compliance. The position participates in community events and volunteering on behalf of Gesa Credit Union. This is a full-time, hourly management position located at the Richland Queensgate branch in Richland, Washington. The listed salary range is $25.70–$42.83 per hour. Gesa notes that most new team members typically start between the minimum and midpoint of the range, based on experience and qualifications.

Requirements

High school degree or equivalent.
At least two years of financial industry experience.
At least one year of lending and account-opening experience.
Sales or relationship-building experience.
At least one year of customer-service experience.
Professional written and verbal communication skills.
Ability to make timely, sound decisions that minimize risk.
Ability to ask open-ended and clarifying questions to understand member needs and deepen relationships.
Professional interpersonal skills for interacting effectively with members, the public, colleagues, and leaders at all levels.
Ability to support diversity in the workplace and among the membership.
Ability to complete assigned training accurately and on time and contribute to a team environment.
Ability to meet or exceed service levels, performance expectations, and organizational goals; adapt positively to changing priorities.
Ability to prioritize and delegate tasks when appropriate, with attention to detail, timeliness, and work quality.
Discretion and sensitivity when assisting with member transactions.
Ability to demonstrate and support credit union values and service standards and engage in community events on the credit union’s behalf.
Ability to maintain confidentiality, control risk, and manage operations according to company policies, procedures, and regulatory requirements.
High level of personal integrity and ethics.
Ability to report to work on time and maintain regular attendance.
Proficiency with varying levels of technology.
Ability to pass a pre-employment credit and background check.
Some travel may be required.

Nice To Haves

Cash-handling experience is preferred.

Responsibilities

Provide exceptional member service, resolve member concerns, provide prompt resolutions, and follow up as appropriate, including on complex and sensitive concerns.
Discuss financial literacy, products, and services with members; offer appropriate products and services, make referrals, and contact members to establish and deepen relationships.
Review team members’ documents and transactions for accuracy and compliance with regulations and credit union policies and procedures.
Partner with branch and area leadership on scheduling, interviewing, hiring, progressive discipline, and timely performance evaluations.
Onboard, train, coach, and mentor new and existing branch team members; develop senior-position employees as peer leaders.
Perform Branch Manager/Team Leader duties in that leader’s absence and transition among MSA, Senior MSA, PFR, and Senior PFR duties as needed.
Oversee branch safety and security and ensure team adherence to related policies and procedures.
Open and maintain consumer, business, deceased-owner, trust, UTMA, estate, representative-payee, attorney-in-fact, durable-power-of-attorney, and other specialty accounts; assist non-members with establishing membership.
Take consumer lending applications, review credit reports, submit loan documentation, and close loans.
Discuss IRAs and HSAs with members and non-members and meet predetermined goals.
Process domestic and international wire requests and perform notarial services in accordance with state regulations and credit union policies.
Oversee branch cash activity and limits; place cash and supply orders, balance vault cash, maintain ATMs, and load and balance cash dispensers, recyclers, and ITMs.
Review and process authorized overrides and approvals while minimizing risk; perform branch certifications, cash drawer audits, and OFAC reporting.
Perform account transactions and service requests accurately and promptly; follow cash-handling procedures and balance the cash drawer or vault at the end of each day.
Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
Ensure branch equipment is functioning and take action when it malfunctions.
Oversee assistance with Digital Banking enrollment, navigation, resets, and maintenance; assist members with fraud disputes and self-service options as needed.
Follow the Gesa Credit Union Attendance Policy and participate in community and volunteering events on behalf of the credit union.
Complete assigned training, meet service levels and organizational goals, manage risk and confidentiality, and maintain regular attendance.