Assistant Branch Manager Trainee

America First Credit Union•Tucson, AZ

About The Position

The Assistant Branch Manager Trainee assists with the direction and administration of branch operations, ensures established policies and procedures are followed, and oversees services for members and prospective members. The role helps ensure members receive prompt, professional service and acts on behalf of the Branch Manager when necessary. It trains, directs, and supervises branch staff and performs branch functions as required. The position will be based at the Tucson, Arizona branch. Until that branch opens, training will take place remotely and at branches in the Phoenix metropolitan area. The role supports service quality, staff development, safety and soundness, branch productivity, sales performance, and effective relationships with members and the community.

Requirements

High school graduate or equivalent.
Lead Teller certified, Loan Officer, and completed MIM.
Two to five years of related operations experience.
Thorough knowledge of Credit Union products, services, policies, and philosophy.
Understanding of Service Representative functions.
Knowledge of Loan Officer duties.
Strong interpersonal and communication skills.
Well organized, with a professional appearance, dress, and attitude.
Ability to operate related computer applications and basic business equipment.
Good marketing skills.
Good supervisory abilities.

Responsibilities

Ensure Credit Union service standards are met and member requests, questions, and complaints are addressed promptly and professionally.
Inform and counsel members about Credit Union services, policies, financial needs, and requested services.
Model professional behavior, maintain the Credit Union's quality reputation, conduct service training, and manage lobby flow.
Directly supervise branch personnel, coordinate and review work, support efficient operations, and provide leadership through example and communication.
Participate in weekly leadership meetings, lead meetings in the manager's absence, and conduct employee meetings and training.
Ensure employees are trained in their duties, complete new-employee orientation when needed, coordinate cross-training, and recommend training programs.
Support team participation in sales goals, track employee progress, conduct performance appraisals and monthly one-on-ones as delegated, and recommend corrective actions or promotions as appropriate.
Help communicate and implement policy and procedure changes.
Ensure branch operations comply with Credit Union policies and legal and regulatory requirements.
Ensure branch security procedures, opening and closing procedures, audits, security equipment testing, and required security training are completed.
Ensure proper risk assessment for loan and teller transactions and evaluate override and waiver requests within the role's authority when the Branch Manager is absent.
Maintain cash controls, ensure daily transactions are balanced and deposits are made properly, and help tellers resolve balancing problems.
Ensure proper maintenance and housekeeping of the branch, grounds, work areas, and equipment, and implement safety measures for employees and members.
Keep the Branch Manager informed of branch activities, progress, and significant problems.
Maintain personal development and knowledge appropriate to the assistant manager position and model adherence to America First core values.
Ensure services are sold and delivered according to established standards, and schedule effective daily workflow.
Perform branch duties as needed, including acting as a Loan Officer or assisting with Service Representative functions.
Assist with interviewing and hiring and ensure staffing levels and resources are appropriate.
Process and approve member loans within established policies and limits; supervise and assist with member services and cross-sell Credit Union services.
Coordinate branch staffing and coverage, assist the Branch Manager with approving leave, overtime, and time cards, and maintain payroll and attendance records.
Coordinate branch operations with departments such as Accounting, Security, and Records.
Seek ways to improve branch operations and productivity, track statistics, prepare periodic activity reports, and recommend improvements to the Branch Manager.
Ensure supplies, forms, and equipment are available and performance, profitability, and sales expectations are met.
Support market coverage and employee training and ensure 30-day teller reviews are completed.
Establish and maintain professional business relations with members, the community, and professional contacts.
Stay informed about developments and trends in Credit Union policies and related laws and regulations.