Assistant Branch Manager - Finanta Credit Union

Job Description

Job Description

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Title: Assistant Branch Manager - Future Credit Union Opening

Location: Philadelphia, PA

Department: Credit Union

Reports To: Branch Manager

Salary Level: 6

Classification: Salary Exempt

C H A R A C T E R I S T I C S , S K I L L S & E X P E R I E N C E

CHARACTERISTICS

· Organized/ Efficient

· Approachable

· Customer focused

· Independent/ Self-motivated

· Adaptable and Strategic Leader

· Ethical

· Goal Oriented

· Friendly

· Courteous

· Conscientious

· Self-starter

· Self-awareness

· Learning mindset

· Performs well in a fast-paced work environment

· Supportive

· Curious

· Creative

· Analytical

SKILLS

• Proficiency in Microsoft Products.
• Capacity to learn Credit Union software systems and databases, including but not limited to Customer Relationship Management and cloud-based programs like Microsoft 365 & Power BI.
• The ability to maintain a high degree of accuracy and attention to detail.
• Ability to work independently.
• Strong written and verbal communication skills.
• Strong analytical skills.
• Excellent customer service skills and passion for member wellness.
• Ability to work effectively with racially and socially diverse individuals.
• Ability to speak, read and write Spanish.

EXPERIENCE

• 4+ years of Credit Union and/or bank retail experience with leadership exposure.
• High school diploma or GED.
• 5+ years of customer service experience.

R O L E , R E S P O N S I B I L I T I E S & E X P E C T A T I O N S

ROLE

The Assistant Branch Manager will work with members to meet financial service needs through processing transactions and suggesting new products or services. They are responsible for delivering the highest level member service, accurate and efficient processing of member transactions, promoting products and services, resolving member account issues, making modifications to accounts, adding account services, opening new accounts, submitting consumer loan applications while collecting the appropriate documents to support the data, council members to recommend financial wellness in a holistic approach and performing those functions according to the policies and guidelines of the credit union in a friendly, helpful manner. The Assistant Branch Manager will coordinate all internal operational functions such as workflow, audits, dual control, cash monitoring and scheduling activities. They will supervise Member Services Representatives and Teller Team to ensure operational excellence is achieved, independently and through the direction of the Branch Manager.

RESPONSIBILITES

1. Member Services and Teller Obligations
2. Branch Operational Efficiency
3. Office Support/Policy and Procedures
4. Management
5. Coordination of Financial Education Course
6. Individual, Team, and Company Participation

EXPECTATIONS

1. Member Services and Teller Obligations
   1. Open new accounts and screen applicants as directed
   2. Assist members with requests for services including but not limited to stop payments, originals or copies of cleared share drafts, direct deposit, signature verification and card product items in person or via phone inquiries.
   3. Assist members in completing loan applications and perform loan closing to ensure proper documentation is processed, setup appropriate automatic transfers
   4. Exercise loan approval in accordance with assigned authority
   5. Cross-sell services while assisting members with specific requests including member education related to our products and services
   6. Perform on-line transactions (in person, by mail or by phone): process deposits (including check holds), withdrawals, transfers, loan payments, fees, money orders, direct deposit, CU check withdrawals, payroll deduction, cashed share drafts, and other duties that may not be listed.
   7. Adhere to proper cash drawer security including maintaining limits and balancing guidelines for own actions and mentoring MSRs and Tellers

1. Branch Operational Efficiency
   1. Maintain effective member services through own actions and mentoring MSRs and Tellers
   2. Print teller drawer report for your teller initials, balance against receipts, and ensure that all receipts are attached and initialed
   3. Participate in vault count as directed including ordering cash/coin and monitoring branch cash levels
   4. Oversee and execute all internal audits, operational reports and other quality assurance
   5. Research discrepancies on various reports as needed
   6. File daily work, membership cards, loan files, etc.
   7. Support Branch Manager in achieving branch level sales production goals, operational plans and budget, including personal contributions to sales goals and activities

1. Office Support/Policy and Procedures
   1. Ensure adherence to operational policies, procedures and controls
   2. Oversee the safety and security of teammates, members and credit union assets while informing the branch manager
   3. Provide suggestions to improve operational policies and procedure while implementing support of existing guidelines, including mitigating losses in operations.
   4. Maintain records and files as directed
   5. Open and distribute mail; process checks and requests from members and others, as needed
   6. Attends and participates in staff meetings

1. Management

1. Provides day-to-day supervision, training, and evaluation to teller and MSR.
2. Ensures all staff are adequately trained to perform requisite duties.
3. Adheres to supervisory requirements including recruitment, coaching, and other policy oversight.
4. Provide coverage for staff as directed.

1. Coordination of Financial Education Course
   1. Recruit attendees for the Course
   2. Serve as main contact for the Course, maintaining contact with attendees throughout Course timeline.
   3. Administer Pre- and Post-Tests
   4. Coordinate logistics to ensure meeting space conducive to adult learning.
   5. Maintain Course database as directed.

1. Individual, Team & Company Participation

1. Quarterly Coaching Sessions and Annual Performance Plan
2. Department Meetings
3. Opportunities Meeting, Company Progress Report
4. Participate in training, assessments and surveys as directed
5. Special Events Attendance & Support

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is frequently required to stand, sit, talk and hear.
• The employee is occasionally required to move about the office; use hands and fingers to feel, handle, or operate office equipment.
• Specific vision abilities required by this job include close vision and the ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The work is performed primarily in an office or client business setting. The noise level in the work environment is moderate.
• Travel in a wide geographic area is required approximately 10% of the time. Employee must hold a driver's license and able to drive, and able to travel outside of the office for meetings, conferences, client visits and other job-related commitments.

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The team member profile does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.