Assistant Branch Manager

Job Description

Job Description

Category of Employment

Full Time; non-exempt. Grade 8

Position Purpose

To assist the Branch Manager in guiding member services staff in meeting organizational, financial, operational, service, and growth plans.

Reporting Relationships

This position reports to the Branch Manager.

Essential Functions and Accountabilities

• Shares responsibility for the operation of the branch in the absence of other leadership and has overall responsibility for the branch
• Has a thorough knowledge of Credit Union policy and procedure and applies this knowledge in the operation and supervision of the branch. Holds employees accountable for standards
• Maintain a highly motivated, well-trained staff and effective employee relations. Tasks include but are not limited to scheduling staff and ensuring adequate staffing for efficient branch operation
• Resolves operational problems with staff and other branch personnel for solutions or modifications to operations. Responsible for approving transactions, signing off on various operations duties, and answering operational questions for branch staff
• Back-up support for member services staff to include but not limited to processing cash transactions, maintaining and balancing a cash drawer, helping to resolve member concerns, assisting with account opening, and processing account transactions effectively
• Engage members in meaningful financial conversations that include understanding what is important to them and recommend services, when appropriate, to improve their financial lives further
• Serve as a role model for others on the team in providing an excellent experience for members
• Act as a resource to identify and resolve more complex issues
• Perform Branch opening/closing procedures and Saturday Supervisor rotation as scheduled
• Follow all policies and procedures required to maintain accuracy, manage risk, prevent fraud, and protect members
• Assure proper maintenance, cleanliness, and security of work area, desk, equipment, etc.
• Perform other duties as supervisors require and assist other departments when necessary

Performance Expectations

• As staffing needs arise, the ability to work from all WFCU locations
• Provide informed, professional, and accurate service and support to all members and associates
• Be knowledgeable about services offered to Credit Union members
• Contribute to the overall efforts of the Credit Union in reaching its goals and objectives, which include:
• Providing quality service to Credit Union members
• Meeting WFCU Service Standards
• Maintaining efficient and productive credit union operations
• Exceed referral expectations for referrals to internal specialists. Coach and develop employees to identify cross-sales opportunities
• Demonstrate willingness to achieve professional growth through on-the-job training and educational opportunities
• Demonstrate willingness to participate in Credit Union related activities
• Maintain friendly working relationships with management and coworkers
• Maintain a dependable record of attendance and timeliness

Minimum Qualifications

• High school graduate

Desirable Qualifications

• At least two years of experience with cash handling, preferably in a financial institution
• • 1-2 years of member service or sales experience
• • 1-2 years experience in supervision of others
• • Advanced computer skills; proficient MS Office
• • Excellent time management skills
• • Excellent verbal and written communication skills
• • Ability to follow up with others regarding information needed or provided
• • Ability to work independently, self-starter, energetic
• • Able to handle highly confidential information with discretion
• • Detail oriented
• • Able to adhere to tight deadlines
• • Able to produce high-quality work in an efficient and timely manner
• • Demonstrate flexibility and adaptability by being able to discern between conflicting priorities and reprioritize as business needs dictate
• • Embraces change

Desirable Traits

• Professional presence.
• Punctual, dependable and cooperative.
• Possess a positive demeanor and cooperative attitude in relations with members and employees.
• Communicates with warmth and compassion while keeping the needs of the business as the primary focus.

Physical and Mental Demands

Physical activities involve those normally associated with working in an office environment: walking, standing, talking and similar activities.

Vision and hearing requirements, including close vision, ability to distinguish basic colors and/or shades, depth perception ability to adjust focus, ability to hear telephone and/or in-person conversations, and other vision and hearing demands.

Ability to lift objects or exert force in pushing and pulling.

Mental demands, including such requirements as reading documents, analyzing and solving problems, interpreting data or information, using math or mathematical reasoning, learning and applying new information and skills, performing highly detailed work, meeting changing and/or intensive deadlines, constant interruptions, multiple concurrent tasks and interacting with members/coworkers.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Wichita

Federal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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