Position Summary

The Assistant Branch Manager will work closely with the Branch Manager to plan, schedule, supervise and evaluate branch work flow and staffing. Coordinate branch activities to meet or exceed sales and service goals and expand member relationships. Monitor staff performance and call volume. Solve problems within established policies and guidelines. Provide regular back office support and monitoring.

Duties and Responsibilities

• Sets goals for performance and deadlines in alignment with organizational goals and vision.  Organizes and monitors workflow, ensuring that employees understand their duties and delegated tasks.  Monitors employee productivity and provides constructive, consistent feedback, coaching and counseling.  Maintains safe and healthy work environment by establishing and enforcing organization standards and adhering to legal regulations.

• Supervise branch employees, observing and assisting with cross selling conversations, problem resolution, and/or questions.
• Create and maintain a cross-selling environment and regularly meet sales goals.
• Assure that employees are trained to serve members on all credit union products and services.
• Ensure that branch appointments are taken care of and scheduled accordingly 
• Research and resolve member inquiries or complaints. Ensure proper follow up and member satisfaction. 
• Open new accounts, conduct loan interviews, take applications and fund loans.
• Review and Approve Quick Cash loans, Instant Credit Loans, Share Secured Loans and Platinum Secured VISAs
• Approve and process wires over the phone
• Maintain a smooth operation of the branch and monitor cash and coin inventory for cash orders  
• Monitor staff conversations for professionalism, accuracy and content.
• Research and solve complex member questions, problems, and/or complaints concerning credit union accounts or account verifications for branch representatives.
• Regularly provide coaching. 
• Ensure that all credit union member- and employee-related business is kept in the strictest confidence.
• Treat all credit union members and employees with a positive and cooperative attitude.
• Ensure that staff understand and follow the Credit Union’s BSA-AML compliance program, including but not limited to:

• Filing Currency Transaction Reports
• Filing Suspicious Activity Reports
• Conducting OFAC checks in accordance with the CU’s OFAC screening procedures

• Incorporate BSA-AML compliance into their job descriptions and performance evaluations.
• Assists with reports, New Account audits, and Loan Funding Packet audits.
• Perform other duties as assigned. 

Education/Experience Requirements

• High school diploma or equivalent.
• 3-5 years financial institution experience.
• Excellent member service and sales skills. Heavy emphasis on sales orientation.
• Ability to operate computer terminal and general office equipment.
• Type 20 wpm.
• Interpersonal communication and problem solving skills.
• Balancing and transaction accuracy.
• Must be dependable, able to assume responsibility, supervise employees and maintain a cooperative attitude with members and other employees.
• Must be goal oriented.
• Public Notary if needed.

Working Conditions/Physical Demands

• Work in an office environment, requiring the use of office equipment, such as personal computers.
• Must be able to frequently move around the office to perform activities. 
• Occasionally work long hours to ensure adequate branch coverage and accomplish tasks as necessary to effectively manage the branch and meet established goals and targets.
• Must be able to periodically travel to other branches or meetings and places of business for existing or potential members or SEG groups by car or public transportation.

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Team Member Signature                                            Date

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Manager Signature                                                     Date