Assistant Branch Manager

First New York Federal Credit UnionAlbany, NY
Onsite

About The Position

This role is for a highly motivated individual with a positive, outgoing, and influential personality to ensure an unsurpassed level of member services is continuously provided by every team member. The Assistant Branch Manager will maximize every opportunity to increase membership, refer consumer and real estate loans, and promote e-services. They must possess the skills to motivate team members to work together to achieve goals, especially in the absence of the Branch Manager.

Requirements

  • Must possess an Associate’s degree or equivalent work experience.
  • Financial institution experience is a must.
  • Excellent interpersonal skills, and the ability to motivate team members.
  • Must possess supervisory capabilities.
  • Should possess detailed knowledge of all branch functions.
  • Must be familiar with banking or credit union policies and procedures.
  • Must be able to respect confidential information.
  • Must have excellent written and verbal communication skills.
  • Should have a thorough knowledge of PC software programs and internet navigation.
  • Must be accurate, thorough and neat in work habits.

Responsibilities

  • Motivate all team members to provide an unsurpassed level of member service, meeting and exceeding their expectations with every interaction.
  • Ensure a smooth working relationship with other department team members when their assistance is needed.
  • Maintain quality and quantity of work, including assigning, directing, coordinating, and reviewing work.
  • Possess a thorough knowledge of all products and services offered by the credit union, including shares, consumer loans, and e-services.
  • Accurately take applications for Consumer loan products and provide referrals to the Loan Sales team for Real Estate loan products. Assist in processing and closing Consumer loans.
  • Participate in the Sales Incentive Program.
  • Refer appropriate members to the First New York Retirement and Investments Services Program.
  • Ensure that account and loan servicing issues or concerns are processed correctly and resolution is communicated to the member in a timely manner.
  • Analyze member problems and find beneficial solutions in a timely manner.
  • Follow and ensure that all team members follow policies and procedures applicable to their positions to maintain compliance with government and credit union regulations, including the Bank Secrecy Act.
  • In the absence of the Branch Manager, determine that proper control and individual accountability of cash and the handling of cash is in accordance with regulations and accepted accounting principles.
  • Perform routine audits of teller cash, and other negotiable security and branch logs in accordance with written procedures.
  • Oversee branch balancing in conjunction with other branch supervisors.
  • Ensure that new employees are thoroughly trained in all phases of their particular job. Cross-train staff as appropriate.
  • Assist the Branch Manager in completing realistic and timely appraisals of team member performance.
  • Support the Branch Manager in achieving the goals established for the branch.
  • Assist the Branch Manager in attaining all goals related to Community Outreach activities.
  • Handle monthly reports as assigned by the Branch Manager.
  • Conduct reviews of all new memberships to ensure quality control and compliance standards are met.
  • Authorize exceptions to normal policy or procedures when circumstances warrant and where deviation is justified.
  • Maintain Notary Public, NMLS designation and Signature Guarantee services.
  • Perform other duties as may be assigned.
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