Assistant Branch Manager

About the role

The Assistant Branch Manager supports the Branch Manager in overseeing the daily operations of the branch. This role emphasizes delivering outstanding member service, assisting in business development efforts, and helping to achieve branch performance goals.

Responsibilities

• Member Sales, Service, and Education: Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly. Maintain a working knowledge of all credit union deposit products, loan products, and electronic delivery channels. Lobby leads to ensure a positive member experience. Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs Open and service all types of WCU deposit and loan accounts. Encourage and assist members in resolving financial challenges and achieving goals.
• Branch Growth: Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals. Participate in community events and networking activities to promote the credit union and build relationships. Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
• Tracking And Reporting Metrics: Assist the Branch Manager with monitoring and analyzing branch performance metrics, including sales, service quality, and operational efficiency. Assist the Branch Manager with preparing regular performance reports.
• Leadership: In the absence of the Branch Manager, assumes responsibility for managing the branch including opening and closing the branch and ensuring sales and service activities continue. Assist the Branch Manager with managing, coaching, and supervising the branch team. Lead by example through accountability, reward, and recognition to drive outstanding performance. Foster a positive, collaborative work environment, promoting teamwork and employee engagement.
• Branch Operations: Assists the Branch Manager with overseeing branch performance in member satisfaction, operations, scheduling, appointment management, and branch opening/closing. Oversees Branch Operations Coordinator in areas of pre-audit the quarterly branch BICL (Branch Internal Control Library) and serve as the Training Coach and Branch Champion for their respective branch. Review branch error logs and notify frontline of corrections needed. Performs other duties as needed.
• Accurately process all transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing. Maintain comprehensive knowledge of WCU products, services, fees, and competitor offerings. Originate consumer loan applications, such as auto, personal, debt consolidation, etc.

Requirements

• Education: High School diploma or equivalent required. Bachelor’s degree is preferred.
• Experience: Minimum of 3-5 years of experience in retail banking.

Skills

• Excellent communication and interpersonal skills.
• Knowledge of banking regulations and compliance requirements.
• Strong problem-solving and decision-making abilities.
• Knowledge of procedures for handling deposits, withdrawals, transfers, and other financial transactions.
• High level of accuracy in handling cash transactions and maintaining financial records.
• Strong organizational skills and the ability to manage multiple tasks efficiently in a fast-paced environment.
• Capacity to work collaboratively with colleagues to achieve team goals and provide consistent service.
• Ability to maintain strict confidentiality regarding customer information and financial transactions.
• Awareness of security procedures for safeguarding cash and protecting against fraud and theft.
• Proficiency in using banking software and technology platforms, including ATMs, cash counting machines, and point-of-sale systems.