Assistant Branch Manager Float, FT40

Essential Functions & Responsibilities

• Manages cash levels and performs weekly, monthly, and quarterly branch audits, including cashboxes, vault, ATMs, and TCRs.
• Greets members and provides relevant information regarding transactions, products, and services.
• Takes responsibility for fulfilling member service requests, including account opening, access services, maintenance, domestic wires, loan applications, and funding with authorized signing authority.
• Adheres to all branch processes, procedures, policies, and compliance regulations.
• Performs transactions of increased complexity, including IRA, business, and fiduciary account opening, initiates domestic and international wires, and takes applications and closes on home equity loans and lines of credit.
• Provides notary and medallion signature guarantee.
• Deescalates challenging member situations by problem-solving, exercising sound judgment and decision-making skills while demonstrating a special effort to say yes.
• Provides appropriate overrides within Credit Union guidelines and limits.
• Serves as a role model and trains all new Member Experience team members within branch location.
• Performs individual settlement procedures, balances MSR or Teller cash drawer and daily transactions, and assists with or independently performs branch balancing.
• Actively engages in the relationship-building process through educating and referring Credit Union products and services.
• Demonstrates a commitment to learning and thoroughly understanding all Credit Union deposit and loan products and services.
• Remains vigilant and aware of surroundings, reports any unusual or suspicious behaviors, activity, or inconsistencies.
• Performs other job-related duties as assigned.

Knowledge And Skills

• Experience: Three years of related experience is required; previous supervisory experience preferred.
• Education: Associate's degree required or an equivalent combination of education and experience.
• Proper National Mortgage Licensing System (NMLS) credentials are required or obtained within 90 days of hire.
• Interpersonal Skills: High degree of confidentiality, discretion, diplomacy, and tact in communication; builds relationships and fosters positive interactions with Credit Union team members, members, and vendors by demonstrating friendly, helpful, and efficient service; excellent written and verbal communication skills including positive tone, explaining financial concepts clearly and concisely, managing difficult conversations, and skillfully diffusing upset members; patience, active listening, and sound judgment are required; ability to motivate and influence the actions of others.
• Ability to understand and communicate products, services, and regulations.
• Other Skills: Proficient Microsoft Office skills and the ability to learn the core system and other related software; ability to apply cognitive reasoning to daily tasks, take ownership, and work independently and as part of a collaborative team; highly motivated, detail-oriented, organized, and efficient with multitasking, problem-solving, and practical application.