Assistant Branch Manager

Love Where You WorkHolladay, UT
Onsite

About The Position

Responsible for assisting with the direction and administration of Branch operations. Ensures that established policies and procedures are followed. Oversees the provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Acts as Branch Manager as necessary. Trains, directs, and assists in supervising Branch staff. Performs various Branch functions as required.

Requirements

  • High school graduate or equivalent.
  • Thorough knowledge of Credit Union products, services, and policies.
  • Understanding of Teller/Member Service Representative functions.
  • Knowledge of Loan Officer Duties.
  • Two to five years of related operations experience required.
  • Strong interpersonal and communication skills.
  • Well organized.
  • Able to operate related computer applications and basic business equipment.
  • Good marketing skills.
  • Good supervisory abilities.

Nice To Haves

  • Additional coursework preferred.

Responsibilities

  • Assumes responsibility for assisting in the supervision of Branch operations, ensuring operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards, and providing suggestions for improved effectiveness.
  • Ensures Branch security, assists with opening and closing the building in accordance with set hours, and tests security equipment as assigned.
  • Provides assistance to Head Teller and Tellers as needed.
  • Completes monthly, quarterly, and annual branch certifications and audits.
  • Assists with Member Service Representative functions, performing duties related to loan processing, certificates of deposit, IRAs, and safe deposit boxes, and assisting in opening new member accounts and with loan closings and disbursements.
  • Promotes Branch business development and seeks to broaden member base, actively cross-selling Credit Union products and services.
  • Acts as a Loan Officer, processing and approving member loans within established policies and limits.
  • Completes required reports and records and ensures that Branch functions are properly documented.
  • Assists with implementing changes to established policy and procedures within the Branch.
  • Works with Branch Manager and staff to establish goals and performance benchmarks, monitors progress, and provides regular status reports to Branch manager and staff.
  • Assumes responsibility for establishing and maintaining effective coordination and working relations with Branch personnel, providing assistance, direction, and supervision as needed, including guidance for Loan Officers, Tellers, and Service Representatives.
  • Reviews and monitors the work of Branch personnel, providing suggestions and support as necessary.
  • Assists with orientation of new employees and staff training sessions, ensuring that personnel are well trained in all phases of their respective jobs, performing cross training as necessary, and conducting regular operations and training meetings.
  • Assists with determining appropriate staffing levels and scheduling employees.
  • Assists with tracking individual progress and conducting performance appraisals, formulating and implementing corrective actions as needed.
  • Assumes responsibility for establishing and maintaining effective, professional business relations with members, ensuring that members' requests and questions are promptly and courteously resolved, answering members’ questions or referring appropriately, and verifying deposits and providing payoff and bluebook quotes.
  • Ensures that the members are informed of Credit Union services, products, and policies, and cross-sells services.
  • Ensures that the Credit Union's professional reputation is maintained.
  • Assumes responsibility for related duties as required or assigned, replacing Branch Manager as necessary, assisting with personnel functions as assigned, and ensuring that work area is clean, secure, and well maintained.
  • Works a regular and predictable schedule.
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