Assistant Branch Manager

About the Role

The Assistant Branch Manager plays a key role in supporting the efficient operation of a branch within the organization. They work closely with the Branch Manager to ensure that the branch meets its financial goals, provides exceptional customer service, and adheres to company policies and procedures. This position requires a combination of leadership, financial acumen, and customer service skills.

Responsibilities

• Assists the manager in efforts to reach profit, performance, and customer service goals.
• Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers.
• Reviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable.
• Coordinates communication to the branch staff.
• Works to meet branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures.
• Oversees and assists with the preparation of all branch reports for approval by the manager.
• Applies advanced knowledge and experience to situations and can recognize potential concern for fraud or other loss, including reputation risk.
• Opens new Member deposit accounts, takes consumer loan applications, manages lending pipeline, closes consumer loans, makes quality referrals, and follows up on business and leads.
• Consistently enlightens members on alternate digital options to manage their accounts.
• Fosters a positive and engaging work environment for team members.
• Provides coaching and insights that lead to an enduring organization, providing exceptional experiences and meeting operational goals.
• Shares regular coaching and performance feedback with tellers and personal bankers, including both recognition and personal improvement plans.
• Ensures compliance with policies, procedures, security requirements, government regulations, and ethical business practices.
• Plans and implements programs taking initiative to ensure Branch sales, growth, and budget goals are achieved.
• Proactively resolves conflicts, handling issues in a prompt, professional, and consistent manner.

Qualifications

• High School Diploma or equivalent required.
• Bachelor's degree in business, finance, or a related field (preferred).
• Minimum three (3) years of credit union or bank retail banking experience.
• Minimum one (1) year of leadership experience in a credit union or bank preferred.
• Experience in teller, personal banking, escalation management, and vault management.
• Bondable.

Skills

• Knowledge of retail product philosophy, banking industry best practices, and regulations.
• Knowledge of all the functions of a Branch, including Teller, Member Service, Loan Origination, and Deepening.
• Proficiency in personal computer, utilizing Microsoft Office Suite.
• Skilled in operating computer equipment and general office machines.
• Ability to analyze, develop, and implement metrics and process enhancements.
• Ability to analyze member/prospect’s credit data and other financial information.
• Strong communication and interpersonal skills.
• Ability to influence and engage direct and indirect reports and peers.
• Ability to work effectively across organizational departments and functions.
• Ability to work in a fast-paced team environment with exceptional customer service skills.
• Ability to motivate others and work in a large cross-functional team dynamic.
• Ability to coordinate several concurrent activities simultaneously.

Physical Demands & Work Environment

The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• Frequently required to remain in a stationary position 50% of the time.
• Daily movements include sitting, standing, reaching, and grasping, operating computers and other office equipment, moving about the office, and attending possible onsite and offsite meetings.
• Must be able to exchange information, in person, in writing, and via telephone.
• Some degree of stress results from contact with management, members, and other team members.
• Ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds.
• The noise level in the work environment is usually moderate.

This is a Full-Time, Salary (exempt) role.