Assistant Branch Manager

Partner Colorado Credit Union•Denver, CO

About The Position

The Assistant Branch Manager assists the Branch Manager with branch operations and production to achieve credit union growth, sales, and service targets while maintaining high member service, production quality, and compliance. The role supports business and community development and branch growth in the market area, and is able to perform all branch functions when the Branch Manager or other branch employees are absent. The position also requires awareness of Bank Secrecy Act and Regulation CC requirements and helping ensure staff are trained on applicable regulations. The Assistant Branch Manager provides daily support and coaching to branch staff, helps resolve member needs and escalations, oversees transaction and cash-handling activities, and supports branch security, audits, equipment, and compliance. The role assists with production initiatives, staff training and scheduling, and development of 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.
Ability to travel by automobile to various branch locations as determined by staff training needs.

Responsibilities

Support and coach branch staff daily; advise Member Service Representatives and Assistant Service Representatives on member needs and transactions, and handle escalations.
Ensure staff activities follow procedures and policies; communicate policy updates and report employee negligence and errors to the Branch Manager.
Resolve disputes, imbalances, and member service issues; answer inquiries and counsel members with issues branch personnel cannot resolve.
Process member financial transactions and perform Member Service Representative and Assistant Service Representative duties when required.
Help staff balance cash drawers and resolve out-of-balance situations; maintain records of errors, including overages, shortages, and posting and balancing errors.
Balance ATMs and cash machines, order cash, balance the branch daily, and open or close the branch as required.
Maintain security procedures, ensure timely and compliant branch audits, and ensure branch equipment is functional.
Assist the manager with strategies and tactics for meeting production requirements; implement, monitor, and coach sales initiatives.
Visit select employee groups and support community events; prospect and research new select employee group and small-business partners, manage small-business relationships, and participate in community and networking events.
Supervise the branch in the Branch Manager’s absence and help ensure adequate staff scheduling.
Train new staff; counsel, coach, scorecard, and monitor cash staff; and cross-train and coach team members.
Ensure Check 21 accuracy and that checks balance to Symitar totals.
Ensure brand guidelines are followed and monitor, review, and recommend changes to functional-area policies and processes.
Ensure compliance in areas of responsibility, keep the direct manager informed of operations and relevant conditions, and track and report branch performance as assigned.
Maintain acceptable attrition levels in each functional area and participate in professional development activities and maintain professional affiliations.
Perform other duties as directed or needed by the Branch Manager.