Function Description: The Assistant Branch Manager is responsible for leading all aspects of customer relationships delivered through the branch. Ensures compliance with operational procedures. Responsible for audit scores. Supports branch sales and service goals by training, coaching and developing Member Service Advisor staff, as well as setting a good example by meeting own goals. Responsible for branch goals. Resolves escalated issues keeping Branch Manager informed. Serves as back-up underwriter for the branch. Assumes managerial duties in the absence of the Branch Manager.
Reports to: Branch Manager
Supervisory or Managerial Responsibility: Indirectly, all Branch positions; Directly Member Service Advisors I and II
Contacts: Credit union members, other credit union branches/departments, credit union officials, auditors, vendors, local community members and businesses and all internal staff.
Minimum Qualifications
Education:
Bachelor's degree in Business/Finance or equivalent work experience.
Work Experience:
Prefer 4+ years teller / operations experience.
Two years sales and customer service preferably in financial services.
Three years supervisory/management experience
Special Training, Certification or Licensure
None
Work Environment and Conditions:
May necessitate movement to other branches or departments.
Office environment.
Essential Responsibilities:
Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
Manage branch staff including hiring, performance management, conducting monthly one-on-ones, writing reviews and making salary recommendations.
Gains and maintains a strong knowledge of Bellco products and services and can accurately enter and complete transactions, loan applications and account openings in Bellco systems.
Ensures established branch goals and metrics are met, including goals for other business groups/partners that work with the branch (i.e. wealth management). Motivate staff to success.
Conducts daily huddles and monthly one-on-ones with branch staff.
Maintain positive relationships with other departments, which may include (but are not limited to): Legal Compliance, Human Resources, Operations Teams
Evaluates, develops, motivates and trains branch personnel, coaches staff in sales and service activities. Ensures branch staff have strong product and process knowledge.
Successfully recruits, hires, trains and navigates performance issues, etc. Proactively mitigates risk for Bellco through sound leadership, communication, and guidance of decisions made within the branch. Partners with Regional Director and Human Resources appropriately.
Manage operations of the branch, including responsibility for audit scores. Ensure compliance with Operational Procedure Manuals. Ensure monthly branch audits are completed accurately and in a timely manner. Produce daily, weekly and monthly audit reports.
Manages losses and other risk issues and ensures financial losses are within acceptable guidelines.
Ensures branch effectiveness and adherence to all branch operations, procedures, and compliance.
Maintains thorough knowledge of lending process, Security and Fraud procedures, and functions of all automated equipment. Serves as a branch-wide source of knowledge on credit union operating procedures in order to provide necessary support to branch staff.
Assists in defining and developing strategy needed to set or meet organizational goals.
Performs other related duties as assigned by management.
Skills: Loan experience preferred, Strong interpersonal, sales, and relationship management skills, Strong written, verbal and communication skills, Ability to provide leadership and handle multiple priorities under time constraints, Working knowledge of Microsoft Office desktop applications.
Core Responsibilities:
Be available to work as scheduled and report to work on time.
Be willing to accept supervision and work well with…