Assistant Branch Manager is responsible for establishing and maintaining member services. This position has various responsibilities, including but not limited to overseeing branch schedules, maintaining negative accounts, budgets, and staff development. The assistant branch manager directs the activities in the branch manager's absence.
Expectations
Provide friendly, professional, personal service to all members
Maintain member confidentiality
Employee Engagement
Maintain a professional work environment and a businesslike appearance
Maintain a high level of accuracy in posting member transactions
Maintain a good attendance record
Follow all security procedures and policies
Follow all operational procedures and policies regarding members' transactions and information
Participate in training programs offered
Be courteous, tactful, and diplomatic
Primary Responsibilities:
**Reasonable accommodations may be provided to enable staff with disabilities to perform the primary function.
Answer phones and assist members' needs
Quote loan values, payment calculations, interest rates, and terms
Quote new and used auto values, credit life and disability insurance cost, GAP premiums, extended warranty cost, and loan-associated fees
Take and evaluate loan requests by members
Process and disburse loan funds if approved
File necessary paperwork to exact vehicle/mortgage liens
Make sure loans are being submitted for QC
Quote loan payoffs/ attempt to recover loans
Quote savings product rates
Open new savings, checking, and certificate accounts for members
Submit new and changed payroll deduction and net pay deposit request
Answer member questions regarding their accounts or our policies/procedures
Process and verify wires
Cross-sell products and services
Provide backup staff support
Assist members with IRA needs
Track mortgage/auto lien filings
Maintain Quality Control of new accounts and loans
Provide notary service
Image documents into efichency when necessary
Market potential membership
Assist in ensuring the branch is adequately staffed
Provide staff backup
Assist in marketing new SEGs and maintaining existing SEGs
Maintain electronic sign
Conduct weekly staff meetings alongside the branch manager
Print and review financials
Maintain a negative account report
Plans daily goals assigns daily assignments, and member service standards
Assist in monitoring branch reports
Trains staff and assist in a performance review
Other duties as assigned
Knowledge, Skill & Abilities
Previous banking or credit union experience required
Excellent member service skills
Mathematical skill
Strong communication and organizational skills
Strong computer, telephone, calculator, and other office machine knowledge
Ability to work in a fast-paced environment
Ability to make sound decisions
Familiar with regulations, policies, and procedures
Physical Demands
Must be able to remain in a stationary sitting position 50% of the time. Constantly operates a computer and other office machinery such as a calculator, copy machine, fax, etc. Must be able to communicate well with others. Occasional lifting of 10+ lbs. Most work is completed in an office environment. You'll need to walk around the branch and address staff.