Description

Assistant Branch Manager

Summary

To assist the credit union in achieving its mission statement: PFCU WILL DELIVER FINANCIAL WELL-BEING WITH VALUE, CONVENIENCE AND EXCEPTIONAL SERVICE. Gains knowledge and experience in preparation for a career in management under direction of experienced personnel. Requires a working knowledge of all Credit Union Departments and understands how they relate to the successful operation of the Credit Union. Receives training and performs duties in several departments to become familiar with employees daily job requirements, operations, management view points and credit union policies and practices that affect each phase of business. Support, model & adhere to PFCU’s Service Standards as outlined in My MARC. This position will be based out of our Owosso Branch, with an expectation to travel to PFCU's other east region branches as needed.

Essential Functions, Duties, & Responsibilities

• Observes experienced workers to acquire knowledge of methods, procedures and standards required for performance of departmental duties.
• Have advanced knowledge of PFCU products & services, policies and procedures, or rules and regulations; and assist members and employees as needed and as opportunities present themselves.
• Mentee under assigned Branch Manager, Teller Manager, Consumer Loan Manager and other Department Managers and Executives to further develop knowledge and leadership practices in preparation for a future management or supervisor position.
• Assume the responsibility of a Branch Manager, Head Teller, Vault Teller or Universal employee as requested.
• Offer excellent service to all team members, potential and current membership and develop the same in others.
• Set a positive example and be a role model by building relationships, being dependable, demonstrating initiative, responsibility, integrity, professionalism, and take responsibility to see that things are being done correctly. Handle complex situations with confidence, knowledge and creativity. Be a leader.
• Cultivate personal relationships with the membership. Sell and steal loans; in person and by telephone. Refer and promote products and services of benefit.
• Aggressively promotes and sells the CUNA Mutual Lender Development Program to PFCU members. Responsible for promoting Credit Life and Credit Disability Protection sales to PFCU members. Certified in Credit Life and Credit Disability; obtain no later than 9 (nine) months after transfer to the role if Universal.
• Certified in Financial Counseling. Will actively participate and obtain certification as the opportunity is available.
• Actively participate in the incentive program.
• Provide management with new or innovative ways for improvement of employees, service quality or products offered.
• Communicate clearly and properly with all employees and management to ensure a positive and clear understanding of the credit union’s goals and direction.
• Perform any special jobs or projects as given by Management.
• Work with other management to ensure compliance with internal controls.
• Develop and cultivate community relationships.
• Maintain cleanliness and security of work area and equipment including protecting the confidentiality of member information.
• Seek training opportunities to develop or enhance knowledge through training, conferences, reading etc. Willingly prepare, participate in and attend educational functions and meetings as requested.
• Complete and progress through the Leadership Development Program and a Career Development Plan.
• Perform all other duties as assigned.

Regulatory Compliance

Follows regulatory and policy compliance requirements which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Red Flag and Anti-Money Laundering (AML) Regulations, and other compliance related policies.

Confidentiality

This position requires maintaining confidentiality with regard to non-public information about our members, employees and the Credit Union. We must protect the confidentiality of member information. Financial transactions are confidential and private. With account access, employees are to handle member information responsibly and confidentially.

Security

To ensure the safety and security of all employees, employees must follow all security policies and procedures at all times. Security is the responsibility of all employees.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reason