Assistant Branch Manager

Partner Colorado Credit Union•Arvada, CO

2d•$55,970

About The Position

The Assistant Branch Manager assists the Branch Manager with branch operations and production to meet credit union growth, sales, and service targets while maintaining high member-service, production-quality, and compliance standards. The role supports business and community development in the branch’s market area and can perform branch functions when the Branch Manager or other branch employees are absent. The position also helps ensure staff understand and follow applicable Bank Secrecy Act and Regulation CC requirements. The Assistant Branch Manager supports and coaches branch staff, oversees transaction and cash-handling processes, helps maintain branch security and equipment, and supports production initiatives. The role includes supervising the branch when the manager is absent, training and scheduling staff, monitoring performance and compliance, and developing relationships with select employee groups, small businesses, and community organizations. The employee travels by automobile to various branch locations as needed for staff training.

Requirements

College degree or equivalent training/work experience requiring strong knowledge of management techniques and financial products and services.
At least three years of financial services experience.

Responsibilities

Provide daily support and on-the-spot coaching to branch staff; advise Member Service Representatives and Associate Service Representatives on member needs and transactions, and handle escalations.
Ensure staff activities follow procedures and policies, communicate policy changes, report employee negligence and errors to the Branch Manager, and resolve disputes, imbalances, and member-service issues.
Process members’ financial transactions on the computer system and perform Member Service Representative or Associate Service Representative duties when required.
Answer member inquiries and counsel members about problems branch personnel cannot resolve.
Help staff balance cash drawers and resolve out-of-balance situations; maintain records of staff errors, including overages, shortages, and posting or balancing errors.
Balance ATMs and cash machines, order cash, and balance the branch daily.
Open and/or close the branch, reset alarms after-hours when needed, and ensure security procedures are followed.
Ensure required branch audits are completed on time and in compliance with security requirements, and maintain compliance with security measures throughout branch functions.
Ensure branch equipment is fully functional.
Assist the Branch Manager in strategizing and implementing tactics to meet production requirements.
Visit select employee groups and support community events.
Supervise the branch in the Branch Manager’s absence.
Implement, monitor, and coach sales initiatives; train new staff; and counsel, coach, scorecard, and monitor cash staff.
Ensure Check 21 accuracy and that checks balance to Symitar totals.
Ensure adequate staff scheduling and provide optimal service to members.
Assist with the development and management of select employee groups assigned to the branch or market area.
Prospect new select employee group and small-business partners, research prospects and obtain contact information for presentations, and manage small-business relationships to develop membership growth.
Participate in community and networking events to build brand awareness and support business development.
Ensure branch and staff adherence to brand guidelines; monitor policies and processes, recommend changes, and ensure compliance in areas of responsibility.
Keep the direct manager informed about operations, conditions, and relevant influencing factors; track and coach branch performance and report information as assigned.
Maintain acceptable attrition levels in each functional area, participate in professional development and professional affiliations, and provide ongoing cross-training and coaching to team members.
Perform other duties as directed or needed by the Branch Manager.
Travel by automobile to various branch locations as determined by staff training needs.