Assistant Branch Manager

Del-One Federal Credit Union•New Castle, DE

13d

About The Position

Primary duties include cultivating an effective sales and service culture by coaching branch staff and by recognizing and rewarding your staff for their achievements. Serve a fundamental role in the day-to-day support for the branch sales and service efforts and provide support to the Branch Manager’s community involvement, volunteerism, and business development efforts by acting as a joint Ambassador of the organization. The Assistant Branch Manager fosters a member centric culture in accord with credit union values, policies and guidelines in which all employees may perform their best work in a team environment. Leads and coaches staff to an exceptional member experience, handles customer questions, concerns, and complaints as escalated by branch staff or as needed, utilizing department specified tools and protocols. Responsible for assisting with the direction and administration of Branch operations. Understands, interprets, explains, and applies policies and procedures and communicates clearly to staff. 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

Associate degree or equivalent experience
Thorough knowledge of Credit Union products, services, and policies
Understanding of financial terminology and calculations
Understanding of Teller and Member Service Representative functions
Proficiency in Microsoft Applications
One to three years of related operations experience required
Strong interpersonal and communication (verbal and written) skills
Proven track record at successfully identifying and pursuing business development opportunities including coaching and management of branch staff.
General knowledge of the functions of other departments and those that directly support branch sales, service and operations.
Moderate mathematical skills
Well organized
Able to operate related computer applications and basic business equipment
Good marketing skills
Good supervisory abilities

Responsibilities

Assumes responsibility for assisting in the supervision of Branch operations.
Develop new customer relationships and expand and retain existing relationships by proactively identifying financial needs of the credit union’s members and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
Provides consultative services to Members regarding credit union products and services and ensures that team members are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement.
Ensures that operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards.
Provides suggestions for improved effectiveness.
Ensures Branch security.
Assists with opening and closing the building in accordance with set hours.
Tests security equipment as assigned.
Assists with vault responsibilities.
Ensures that the Branch balances all transactions at the close of each day.
Proofs Tellers, runs related reports, and balances the vault at the end of each day.
Provides assistance to Tellers and MSRs as needed.
Completes month end certification of all cash items and negotiable instruments.
Assists with MSR functions.
Performs duties related to loan processing, certificates of deposit, IRAs, and processing death and disability claims.
Handles direct deposit functions and safe deposit boxes.
Assists in opening new member accounts and with loan closings and disbursements.
Promotes Branch business development and seeks to broaden member base.
Actively cross-sells Credit Union products and services through support of community development activities and initiatives
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 policies and procedures within the Branch.
Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.
Assumes responsibility for establishing and maintaining effective coordination and working relations with Branch personnel.
Provides assistance, direction, and supervision as needed, including guidance for Member Advocates.
Reviews and monitors the work of Branch personnel.
Provides suggestions and support as necessary.
Assists with orientation of new employees and staff training sessions.
Ensures that personnel are well trained in all phases of their respective jobs.
Performs cross training as necessary.
Assists with determining appropriate staffing levels and scheduling employees.
Assists with tracking individual progress and conducting performance appraisals.
Formulates and implements corrective actions as needed.
Maintain thorough knowledge of all procedures affecting branch activities to complete appropriate action as required by circumstance.
Assumes responsibility for establishing and maintaining effective, professional business relations with members.
Ensures that members' requests and questions are promptly and courteously resolved.
Answers members’ questions or refers appropriately.
Verifies deposits and provides payoff and bluebook quotes.
Ensures the members are informed of Credit Union services, products, and policies.
Cross-sells services.
Ensures that the Credit Union's professional reputation is maintained.
Assumes responsibility for related duties as required or assigned.
Replaces Branch Manager as necessary.
Assists with personnel functions as assigned.
Ensures that work area is clean, secure, and well maintained.
Assists with weekly audits if the TCD, ATM, and coin machine.
Assists with the weekly ordering and receiving of branch cash shipments.