Assistant Branch Manager (Watertown)

Job Description

Job Description

Assistant Branch Manager

GENERAL FUNCTION

Provide direction, leadership and motivation to ensure that the Member Service team achieves service, sales and operational goals.

Responsible for ensuring the security and accountability of all cash and negotiable items. Serve as back up to Branch Manager.

MAJOR RESPONSIBILITIES

1. Embrace the movement to foster change and make a meaningful impact within the Community by exhibiting our corporate values of Integrity, Empowerment, Respect and Commitment in an effort to promote professional growth and prosperity within the organization and the neighborhoods that we serve.

2. Supervise and own daily operations and sales activities of the branch.

3. Supervise, schedule, train and coach the Member Service staff and provide input for performance evaluations.

4. Evaluate staff deficiencies, identify training needs and assist in performance improvement plans.

5. Proactively source, acquire, expand and retain customer relationships by maximizing sales opportunity while providing world class customer experience for all current and prospective members.

6. Transform service transactions to sales opportunities according to customer need and refer opportunities to partners (i.

e. Mortgage / mfs) where appropriate.

7. Effectively model, train, support and coach all staff personnel to ensure that sales and service targets are met.

8. Responsible for reaching sale goal targets as required.

9. Proactively educate members on utilizing available access channels (i.e. ATM, WEBLINE, Telephone and Mobile banking)

10. Participate in various community functions to help promote the Credit Union’s branding and community roots.

11. Implement campaigns and challenges, motivate and provide ongoing employee one-on-one coaching sessions.

12. Maintain expertise and reliably provide Member Service staff with accurate answers to product, policy and procedural questions and resolve account discrepancies.

13. Maintain vault cash and other negotiable items as necessary to service member needs.

14. Maintain adequate levels of supplies, including checks, receipts, money orders, traveler checks, and envelopes.

15. Balance vault, ATM, branch and all other end of day work.

16. Process and maintain certificates and IRAs on a daily basis.

17. Process payroll deductions and general file maintenance.

18. Supervise status changes on member accounts

19. Supervise and promote continuing education as it relates to compliance and other financial services needs through BVS and other sources.

20. Escalate equipment, staff, or member problems appropriately.

21. For the purpose of maintaining Credit Union goals, it is the responsibility of each employee to strive for the continuous quality improvement of processes and quality of service to internal and external customers.

22. Abide by all federal, state, and local laws including but not limited to : The Bank Secrecy Act, including the Office of Foreign Assets Control (OFAC) and Financial Crimes Enforcement Network (FinCEN);

Uniform Commercial Code (UCC); Federal Reserve Bank; and National Credit Union Administration (NCUA).

NOTE : The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.

POSITION REQUIREMENTS

1. H.S. Diploma / equivalent, plus requisite additional training and experience.

2. Three years’ experience as a MSR or teller in a credit union, financial institution, or other cash handling function with minimum of one year in a supervisory role.

3. Excellent interpersonal and supervisory skills; leadership, conflict-resolution and problem-solving.

4. Ability to effectively sell products and services.

5. Proven judgment and decision-making abilities.

6. Excellent written and verbal communication skills.

7. Attention to detail and good mathematical skills.

8. Proficient in computer skills and operation of general office machines.

9. Willing and able to travel to other credit union branches if needed.

PHYSICAL AND MENTAL ABILITIES

1. Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.

2. Sitting the majority of the time.

3. The ability to occasionally lift, push, pull or carry up to 10 pounds.

4. Occasional bending, squatting, twisting, climbing, reaching above, at or below shoulder level, and kneeling.

5. The ability to meet deadlines and maintain accuracy.

6. The ability to effectively interact with all personality types in stressful situations.

7. Excellent ability to communicate effectively.

8. Occasional travel required.

DISCLAIMER

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.

It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.