Assistant Branch Manager

Position Title: Assistant Branch Manager

LOCATION: Marquette

REPORTING RELATIONSHIPS

Position Reports To: Marquette Branch Manager

POSITION PURPOSE

The primary purpose of this position is to support and assist the Branch Manager in overall day-to-day management and to sell a full range of credit union products and services to existing and prospective members while providing specialized member service. This position will focus on opening of new accounts and cross selling of all other services and developing complete member relationships.

Serves members promptly and professionally.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1.Assumes responsibility for the effective and efficient performance of Branch operations.

a. Assists in supervising workflow of daily routine operations.

b. Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements.

c. Ensures Branch security.

d. Acts as a Consumer Loan Officer, originating, processing, approving and closing member loans within established policies and limits.

e. Acts as a Member Service Representative, opening accounts and selling additional products and services within established policies and procedures, supervises and assists staff with all member services functions.

f. Actively cross-sells Credit Union products and services to promote complete member relationships.

g. Implements changes to established policy and procedures within the Branch.

h. Represent the Credit Union in local community organizations.

i. Other duties as assigned

2. Effectively assists in supervising Branch staff, ensuring optimal performance.

a. Provides leadership through effective objective setting and communication.

b. Ensures that Branch operations are well coordinated with all Credit Union departments.

c. Assists in supervising all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.

3. Assumes responsibility for the effective and professional performance of member service functions.

a. Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for members' accounts. Completes payroll deduction and authorization forms.

b. Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and checking account problems. Takes stop payment orders.

c. Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages.

d. Performs file maintenance and account changes as needed.

e. Keeps members informed of Credit Union services and policies, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.

f. Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.

g. Actively cross-sells Credit Union products and services to promote a complete member relationship.

h. Handle special projects and assist with new product development.

i. Attends staff meetings or training sessions as required.

4. Essential Qualities include:

a. Demonstrate sound judgment in decision making, abiding by established guidelines and procedures.

b. Make decisions with integrity and honesty, always keeping the safety and soundness of the Credit Union a priority.

c. Respond to inquiries from members, assist with questions when possible, or direct members to appropriate person.

d. Maintain and project the Credit Union's professional reputation. Maintain privacy of member account information.

e. Willingness to assume responsibility for other duties as required or assigned.

PERFORMANCE MEASUREMENTS

1. Branch services are efficiently and effectively delivered in accordance with established Credit Union policies and standards.

2. Member Service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.

3. Provide informed, prompt, and accurate service and support to all members and associates by accurately processing, decisioning, and relaying loan decisions to members.

4. Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.

5. Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other staff as needed. Supervisors are appropriately informed of area activities.

6. Required reports and records are accurate, complete, and timely.

7. The Credit Union's professional reputation is maintained and conveyed.

8. Membership growth, including services per member, are in line with Credit Union standards and goals.

QUALIFICATIONS

Education/Certification:

• High school graduate or equivalent.

Required Knowledge:

• Understanding of the Credit Union’s field of membership.
• Thorough knowledge of Credit Union services and products.
• Understanding of related legal and regulatory requirements.
• Familiarity with Branch functions, policies, and procedures.

Experience Required:

• Two to three years supervisory/management and lending experience in a credit union or banking environment; or an equivalent combination of training and experience
• Leadership experience including hiring, coaching, and developing direct reports to improve results.
• Proven ability to motivate individuals and teams.
• Previous sales experience in the financial services area.
• Successful track record of setting, then meeting or exceeding individual and team objectives and goals.

Skills/Abilities:

• Excellent presentation and communications skills.
• Strong interpersonal, leadership, and supervisory skills.
• Adaptability, flexibility and ability to work branch hours, including some weekends and evenings.
• Proficiency in Microsoft Word, Outlook and Excel.
• Well organized.
• Ability to operate related computer applications and related business equipment.
• Attention to detail.
• Ability to maintain an effective and efficient work flow.
• Ability to maintain strong partnerships with community organizations.

Job Type: Full-time

Pay: $18.00 - $27.86 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• Weekend availability

Work Location: One location