Assistant Branch Manager

Partner Colorado Credit Union•Denver, PA

2d•$55,970

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 standards of member service, production quality, and compliance. The role supports business and community development, helps grow the branch’s market, and can perform all branch functions when the Branch Manager or branch employees are absent. The employee must understand applicable Bank Secrecy Act and Regulation CC requirements and help ensure staff are trained on them. The position provides daily support and coaching to branch staff, oversees transaction and operational procedures, resolves escalations and service issues, and helps maintain accurate cash, records, equipment, audits, and security practices. It also supports production initiatives, staff training and scheduling, SEG and small-business relationships, and community outreach. The role requires travel by automobile to 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

Support and coach branch staff daily, advise MSRs and ASRs on member needs and transactions, and handle member escalations.
Ensure staff activities follow procedures and policies; communicate policy changes and report employee negligence and errors to the Branch Manager.
Resolve disputes, cash imbalances, and member service issues through completion.
Process member financial transactions and perform MSR and ASR duties when required.
Answer member inquiries and assist with problems branch personnel cannot resolve.
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, reset alarms when needed after business hours, and ensure security procedures are followed.
Ensure required branch audits are conducted on time and in compliance with security requirements; maintain compliance with security measures.
Ensure branch equipment is fully functional.
Assist the Branch Manager with strategies and tactics to meet production requirements.
Visit SEGs and support community events.
Supervise the branch in the Branch Manager’s absence.
Implement, monitor, and coach sales initiatives; train new staff; 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 developing and managing assigned select employee groups (SEGs); prospect new SEG and small-business partners, research contacts, and manage small-business relationships to support 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 and review functional-area policies and processes and recommend improvements.
Ensure compliance in areas of responsibility and keep the direct manager informed about operations, conditions, and influencing factors.
Track and coach branch performance, reporting information as assigned, and maintain acceptable attrition levels in each functional area.
Participate in professional development and maintain professional affiliations.
Provide ongoing cross-training and coaching for team members.
Perform other duties as directed or needed by the Branch Manager.