Assistant Branch Manager

Citizens Community Credit UnionFort Dodge, IA
18h

About The Position

ROLE Assist the Branch Manager with directing and coordinating the activities of personnel in a remote Credit Union facility, helping to ensure the branch meets organizational, financial, operational, service, and growth plans. Has limited lending authority. Follow established policies and procedures, provides a variety of service functions including processing deposits and withdrawals, loan and credit card payments, and account inquires. Enters transactions into the Credit Union computer based system. Responds to questions and/or provides information upon request from members. Processes requests/transactions as appropriate. Assists members with their accounts and promote additional credit union products and services, while focusing on the member experience.

Requirements

  • EDUCATION: A high school education or GED.
  • EXPERIENCE: Six months to two years of similar or related experience.
  • SKILLS: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
  • OTHER SKILLS, ABILITIES, AND PERSONAL CHARACTERISTICS: Ten key calculator and computer keyboard skills. Accurate with numbers and names. Ability to communicate effectively.
  • COMPUTER SKILLS: Basic computer skills. Proficient in Microsoft Applications (Word, Excel, Outlook).
  • MATHEMATICAL SKILLS: Simple math and cash counting.

Responsibilities

  • Oversee and assist in all of the Branch MSR responsibilities.
  • Underwrites consumer loans up to the amount assigned per credit union policy.
  • Represents the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions, and similar groups.
  • Assist in hiring, training, directing, and evaluating employee performance within the branch; Insure manager is aware of performance problems and take appropriate disciplinary action as instructed.
  • Assists Branch Manager in maintaining communications with main office; aiding in preparation of standard reports.
  • Assist Branch Manager to monitor all branch activities to insure they are in compliance with established credit union policies and procedures.
  • Identifies cross-sell opportunities and cross-sells services to members.
  • Performs other duties as assigned.
  • Accurately and efficiently processing member transactions including deposits, withdrawals, transfers, loan payments, cash advances, and cashing checks.
  • Appropriately addresses and resolves member requests/issues. Escalates issues outside of authority level.
  • Follows established quality control practices to ensure error-free work. Reviews work for accuracy, completeness, and compliance to regulations.
  • Educates members on use of Credit Union convenience products including online banking, mobile banking, ATMs, and telephone banking.
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