Assistant Branch Manager- Berea

About the role

Positioned within the One Park, One Mission, One Team framework, the Assistant Branch Manager I supports and leads branch staff in cultivating a member-centric culture that delivers an exceptional experience for both employees and members. This role focuses on directing, developing, motivating, and coaching staff; building strong member relationships; monitoring branch production; and addressing issues as they arise. The Assistant Branch Manager I also assists with hiring, training, and evaluating employees, represents the branch in the community, maintains communications with Retail Operations, and ensures branch activities comply with credit union policies and procedures.

Responsibilities

• Assist in directing, developing, motivating, and coaching branch staff while meeting service standards.
• Monitor branch production results relative to established objectives and take corrective action when needed.
• Actively cross-sell credit union services to members and coach staff to do the same.
• Service members, open new accounts, and conduct loan closings when necessary.
• Provide support to staff serving members and resolve problems as needed.
• Assist in hiring, training, directing, and evaluating employee performance; escalate performance issues and take disciplinary action as instructed.
• Represent the branch in relationships with coworkers, members, sponsor organizations, suppliers, other financial institutions, and similar groups.
• Participate in community, chamber, and charitable organization meetings to enhance the credit union’s visibility and image.
• Maintain communications with Retail Operations and other credit union departments; assist in preparing and submitting standard reports; attend scheduled management meetings when necessary.
• Monitor branch activities to ensure compliance with credit union policies, procedures, and security standards.
• Perform other duties as assigned.

Performance Measurements

• Serve as an ambassador of Park’s culture and mission, aligning words and actions with the Park VIBE Core Values: Vibrant Connections, Inclusive Excellence, Bold Compassion, Endless Empowerment.
• Provide friendly, professional, and accurate service and support to members and coworkers, achieving average scores of 6 and above on Quality Standard Surveys.
• Maintain and develop a qualified staff to meet member needs.
• Ensure staff minimize documentation and transaction errors and that tellers function within pre-set balancing standards.
• Aim to achieve branch goals as determined by the Management Team.
• Complete performance reviews within the prescribed time frame.
• Develop and maintain business partner relationships within the community.
• Follow all security policies and procedures; report discrepancies or suspicious activity to the manager immediately.
• Maintain a professional work environment, promote teamwork, and present a businesslike appearance.
• Follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including timely and accurate completion of OFAC searches, suspicious activity reports, and currency transaction reports.

Knowledge and Skills

• Experience: Three to five years of similar or related experience.
• Education: One of the following:
  • A two-year college degree, or
  • Completion of a specialized certification or licensing, or
  • Completion of specialized training courses conducted by vendors, or
  • Job-specific skills acquired through an apprenticeship program.
• Interpersonal Skills: Frequent personal contact with others for first-level conflict resolution, relationship building, and cooperation; requires confidentiality, discretion, diplomacy, and tact.
• Other Skills: Strong communication skills.

Physical Requirements

The work environment involves regular exposure to a general office setting and customer interaction. Physical demands include frequent sitting, standing, and walking; frequent use of hands and fingers to handle currency, documents, and office tools; reading, writing, speaking, and using office equipment and software. Occasional stooping, bending, squatting, reaching overhead, pushing or pulling office furniture, and lifting up to 15 pounds (and occasionally up to 25 pounds).