Assistant Branch Manager

Partner Colorado Credit Union•Arvada, CO

About The Position

The Assistant Branch Manager supports the Branch Manager in branch operations and production to meet credit union growth, sales, and service targets while maintaining high member-service standards, production quality, and compliance. The role also supports business and community development to grow the branch’s market area. The Assistant Branch Manager must be able to perform all branch functions when the Branch Manager or other branch employees are absent and ensure staff awareness of applicable Bank Secrecy Act and Regulation CC requirements. The position provides daily support and coaching to branch staff, assists with member transactions and escalations, oversees operational procedures and security, and helps maintain accurate cash, records, audits, and equipment. It also assists with production initiatives, staff training and scheduling, sales coaching, and the development of select employee group and small-business relationships. The role reports operational conditions and branch performance to the direct manager and participates in professional development and ongoing cross-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 assistant service representatives on member needs and transactions, and handle escalations when necessary.
Ensure staff activities comply with procedures and policies, communicate policy updates, and notify the Branch Manager of employee negligence or errors.
Resolve disputes, imbalances, and member-service issues to completion.
Process member financial transactions and perform member service representative or assistant service representative duties when required.
Answer member inquiries and counsel members when branch personnel cannot resolve their concerns.
Help staff balance cash drawers and resolve out-of-balance situations; maintain records of staff errors.
Balance ATMs and cash machines, order cash, and balance the branch daily.
Open and/or close the branch and reset the alarm if it activates after business hours.
Ensure security procedures are followed, required audits are completed on time, and branch security measures are maintained.
Ensure branch equipment is fully functional.
Assist the Branch Manager with strategies and 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.
Develop and manage assigned select employee group relationships and prospect new select employee group and small-business partners.
Research prospective partners and obtain contact information for presentations; manage small-business relationships to support membership growth.
Participate in community and networking events to build brand awareness and business-development opportunities.
Ensure brand guidelines are followed within the branch and by staff.
Monitor and review policies and processes for the functional area and make recommendations.
Ensure compliance in areas of responsibility and keep the direct manager informed about operations, conditions, and influencing factors.
Track and coach branch performance and report information as assigned.
Maintain acceptable attrition levels in each functional area.
Participate in professional development, maintain professional affiliations, and provide ongoing cross-training and coaching to team members.
Perform other duties as directed or needed by the Branch Manager.