Branch Assistant Manager
About The Position
The Branch Assistant Manager promotes member financial well-being by supporting the Branch Manager with delegated operational activities within established authority limits. The role supports service delivery, production and goal attainment, operational compliance, and meaningful conversations with members. It also helps monitor daily branch functions, identify improvements to operating methods and procedures, and assist the Retail team with complex member inquiries. With manager oversight, the Branch Assistant Manager performs talent management functions for delegated team members and encourages staff to live CapEd’s values and deliver its Brand Promise. The position may require adjusted schedules, overtime, and evening or weekend hours. This is sedentary work in an indoor environment, with periodic stressful conditions and usually moderate noise.
Requirements
- Three to five years of similar or related experience.
- Excellent communication and interpersonal skills.
- Experience using computers and MS Office software.
- High school education or GED.
Responsibilities
- Assist members, guest members, and potential members with transactions and account, consumer lending, and business account inquiries; listen for their needs and offer appropriate solutions.
- Help train current and new employees on CapEd products, services, and service delivery; arrange training to address knowledge gaps and coordinate cross-department training.
- Handle escalated member inquiries, research potential solutions, and provide alternatives within company policy; research further or refer inquiries to other Credit Union departments as needed.
- Help coach and motivate team members toward sales, service, production, and efficiency goals.
- Assist in setting departmental goals and performance minimums, and track staff production against individual and department goals.
- Help the Branch Manager monitor daily branch functions and staff activities.
- Assist with assigned vault, cash, negotiable instrument, and compliance audit functions.
- Provide staff with support and guidance, make decisions within authorized parameters, and provide overrides and approvals as needed.
- Give branch staff feedback on day-to-day activities and help develop employees in accordance with HR policies and employment law.
- Help ensure appropriate staffing and adherence to policy, and assist with documentation for formal coaching conducted by the Branch Manager.
- Collaborate with other departments to review reports, monitor performance errors, and assess process and service efficiencies.
- Communicate company information and collaborative efforts to staff.
- Balance cash and checks and complete daily transactions, account maintenance, and loan applications with minimal errors.
- Maintain knowledge of Credit Union products, services, and promotions.
- Perform other job-related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
