Assistant Branch Manager Madison Welch 5318

Keesler Federal Credit Union•Madison, MS
•Onsite

About The Position

The Assistant Branch Manager supports the branch’s daily operations, sales, lending, and member service activities. The role assists the Branch Manager in leading staff, meeting regulatory and operational requirements, resolving escalated member issues, and maintaining effective cash, security, and audit controls. It also supports loan production, member retention, business development, relationship growth, branch performance, and an exceptional member experience. The position has supervisory responsibilities, including participating in hiring and onboarding; training and developing employees; assigning and overseeing work; evaluating performance; coaching and counseling staff; administering recognition or corrective action; responding to employee concerns; and supporting employment actions in accordance with policies and legal requirements. The role performs teller and lending duties as needed and helps maintain branch operations, cash and equipment, compliance, sales activity, and community relationships. The position is based primarily in a professional office or branch setting and may involve extended periods sitting or standing, repetitive computer or device use, and occasional movement around the facility.

Requirements

  • High school diploma or GED.
  • At least 2 years of similar or related lending experience.
  • Financial institution, banking, or credit union experience as a lender or teller.
  • Experience meeting or exceeding loan production, deposit growth, and member or customer service goals.
  • Proficiency with computers and standard office technology, including Microsoft Word, Excel, Outlook, and Teams.
  • Ability to interact professionally and respectfully with members, coworkers, and external partners.
  • Clear and effective verbal and written communication skills, attentive listening, and a courteous, cooperative, service-oriented approach.
  • Ability to build positive working relationships and contribute to a collaborative, inclusive, member-focused environment.

Nice To Haves

  • Prior leadership or supervisory experience.

Responsibilities

  • Perform branch servicing duties, including teller and lending functions, as needed.
  • Complete daily branch opening and closing duties according to policies and procedures.
  • Assist with business continuity planning.
  • Serve as a point of contact for escalated issues and provide authorized overrides.
  • Use the CRM tool to create, monitor, and manage sales and referrals for consumer and business accounts.
  • Assist the Branch Manager with audits and share responsibility for vault or safe security.
  • Review incoming accounts and lending applications for quality.
  • Research and reconcile teller outages.
  • Upload quality review reports into the document management program.
  • Assist with alarm checks, cash and coin shipment orders and disbursement, and supervisory reporting.
  • Help balance, service, and clean branch cash-dispensing equipment, including ATMs, TCR cash recyclers, and coin machines.
  • Maintain branch supplies and monetary instrument inventory.
  • Assist the Branch Manager with community functions and developing Select Employer Group relationships.
  • Make outbound calls to members about products or services for which they qualify.
  • Cross-sell credit union services and provide merchant referrals for business accounts.
  • Stay current on credit union products, services, policies, procedures, and regulatory updates to identify cross-selling opportunities.
  • Serve as a subject matter expert and as the primary contact for assigned organizational initiatives.
  • Ensure branch compliance with applicable federal laws and regulations, including National Credit Union Administration requirements, the Bank Secrecy Act, and Office of Foreign Assets Control requirements.
  • Participate in employee recruitment, interviews, selection, onboarding, training, work planning and oversight, performance evaluation, coaching, counseling, recognition, corrective actions, concern resolution, and employment actions.
  • Perform other duties as assigned.

Benefits

  • Medical, dental, and vision insurance.
  • Section 125 Flexible Spending Accounts for health care and dependent care expenses.
  • Employee and dependent life insurance.
  • 401(k) retirement plan with a 100% match on the first 5% contributed by the employee.
  • Paid leave.
  • Tuition reimbursement and competitive scholarships.
  • Short-term and long-term disability benefits.
  • Employee Assistance Program.
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