Assistant Branch Manager

Assistant Branch Manager 

Position Purpose and Objectives

The primary purpose of the Assistant Branch Manager is to work with the Branch Manager to develop a highly effective team that consistently meets or exceeds sales and service goals as defined by the strategic plan and core values for Credit Union of Texas.  The Assistant Branch Manager is responsible for planning, coordinating and managing of all credit union services and activities of the Branch.  Additional duties include responsibility for the daily maintenance, well-being and security of the physical facility.

 

Major Duties and Essential Functions

 

1. Develop each team member through coaching and training to meet or exceed sales and service standards.
2. Review and evaluate reports of Branch activities, including staffing, loans, deposits, overdrafts, charge-offs, and audits to meet credit union performance objectives.  Leverage management tools to reports to analyze, identify and strategically address trends.
3. Meet with each team member regularly to review performance and hold team member accountable to the sales and service goals established by leadership.
4. Lead sales training meetings for Branch employees.
5. Responsible for meeting or exceeding Branch sales and service goals.
6. Conduct annual performance evaluations.
7. Administer corrective action when necessary, including termination, to hold team members accountable for their performance and behavior.
8. Identify exceptional talent through the credit union’s hiring process and makes recommendations for advancement, promotion or other internal opportunities.
9. Demonstrate enthusiastic support of corporate mission, core values and long term objectives.  Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.  This includes compliance with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA Patriot Act as they apply to the duties of the position.
10. Assign and/or delegate daily work assignments to all Branch team members.
11. Accept responsibility for the overall security of the Branch, including keys, combinations, documents, records and negotiable items.
12. Manage expenses within an approved budget, and authorize the payment of Branch bills.
13. Serve as Notary Public and perform Signature Guarantee.
14. Receive and respond to member feedback.
15. Work closely with Business Development to ensure growth opportunities within the community.
16. Responsible for all aspects of Branch in the absence of the Branch Manager.
17. May perform other duties as required to maintain credit union services and operations.

 

Positions directly supervised:  Experience Expert, Service Specialist and Member Engagement Specialist.

 

Specific knowledge, skills, and abilities required for this position:

• Character built on integrity and sincerity; relatable.
• Effective verbal communication and written communication skills.
• Tact and diplomacy when communicating with internal and external members.
• Must have the ability to multi-task and work under the pressure of deadlines.
• Cognitive thinking, problem-solving skills and sound decision-making.
• Excellent member-centric skills.
• Ability to maintain an attitude of positivity, teamwork and cooperation with internal members.
• Goal oriented and ability to stay on task in a fast-paced environment.
• Ability to consistently coach and develop team members.
• Basic mathematical skills as it relates to the financial industry.
• Competence with computer programs, telephone, 10-key calculator and other office machinery.

 

Education:  High School diploma and/or equivalent experience and certifications.        

Experience:  Minimum 3-4 years related experience in financial institution environment or equivalent preferred.

 

Physical Activities and Requirements of this Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. 

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

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