Assistant Branch Manager

JOB DESCRIPTION

The Assistant Branch Manager assists the Branch Manager in overseeing the Retail Branch, along with overseeing the retail branch staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Answer member related inquiries, and resolve member-related issues.
• Promote good NBCU member relations. Know the members.
• Open and close accounts.
• Promote and demonstrate electronic account information delivery systems to new members.
• Answer telephone inquiries.
• Initiate auto, home, and personal loans — and assist borrowers with the loan application process.
• Deliver starter checks so to quickly address member needs.
• Cross-sell to members all available credit union services that satisfies member needs (e.g. IRAs; credit cards; money market accounts; safe deposit boxes, etc.).
• Monitor individual sales goals, facilitate the adoption by staff members of sales strategies that foster a positive sales environment, and coach the staff to achieve their individual sales goals. Assist the Branch Manager in maintaining related sales performance documentation.
• Ensure that branch staff is adhering to all security procedures, and that building maintenance issues are reported and corrected.
• Assist and provide feedback in retail staff performance appraisals.
• Monitor and coordinate staff scheduling with the Retail Services Supervisor.
• Provide notary services to members, as needed.
• Maintain a cash drawer, so to facilitate assisting tellers when the branch is busy.
• Execute Chex Systems and OFAC inquiries.
• Verify weekly branch cash and ATM shipments.
• Monitor/order branch office supplies.
• Attend NBCU meetings as required.
• Attend meetings and seminars related to the Credit Union's retail services and branch-related supervisory duties.
• Open and close the branch office ― and execute daily retail operations in accordance with credit union policies and procedures.
• Perform other duties as assigned.

• Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including Member Identification Program for new members, accurate completion of new account activity profile, identifying high risk accounts at account opening, and reporting suspicious activities to the BSA Officer. Accurate completion of CTR, Monetary Instrument log, and reporting of suspicious activities to supervisor.

QUALIFICATIONS

• High school Diploma or GED
• Minimum of two (2) years cash-handling experience is required.
• Minimum of two (2) years of customer service is required.
• Minimum of two (2 years of supervisory/management experience is preferred.
• Minimum of 1-2 years of experience in consumer and/or mortgage lending is preferred.
• Prior teller experience preferred.

PERFORMANCE MEASUREMENTS

• Positive, professional business relationships within the credit union.
• The ability to work independently and take-on additional projects as assigned.
• The ability to meet deadlines.
• Strong organizational skills.
• A strong commitment to achieving personal growth and success.

COMPETENCIES

• Strong leadership skills and the ability to motivate others are necessary.
• Positive, professional business relationships within the credit union.
• The ability to work independently and take-on additional projects as assigned.
• The ability to meet deadlines.
• Strong organizational skills.
• Excellent oral and written communication skills.
• A strong commitment to achieving personal growth and success.

WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to type, file or lift office supplies up to 20 pounds. The employee is frequently required to sit, stand, walk, bend, talk, hear, use hands to finger, handle or feel; and reach with hands and arms.

OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.