Assistant Branch Manager

Job Description

Job Description

Summary

Responsible for assisting the branch manager in the overall management of the branch. Individual supports efforts to maximize revenue, member satisfaction, and minimize operational losses as well as deepening existing relationships and minimizing member attrition. Contributes to the implementation of promotional campaigns and product initiatives at the branch level. Completes member/financial service and teller responsibilities as needed.

Major Duties and Responsibilities

• Assists in training, directing and monitoring attendance. Monitors performance and makes
  recommendations to manager for evaluations. May help interview for open positions and
  make recommendations to the manager. Works with branch personnel to improve cross
  selling and balancing skills and to provide updates on policy and procedure changes.
  Cooperates with Lending in helping members with loan applications and disbursements.
• Exercises direct supervision over assigned staff, including approval of corrections and
  overrides, compliance with company policies and procedures and completion of all daily
  posting and reconciliations.
• Performs branch opening and closing duties as assigned. Helps control branch security and
  appearance. Maintains liaison between branch and administrative offices.
  
• Investigates and resolves member complaints, and researches member situations to resolve
  issues involving fees, loan servicing, etc.
  
• Balances operational controls in order to minimize risk to the company. Performs surprise
  cash audits, including ATM audits. Performs pre and post closing peer reviews of loans
  originated by branch staff.
  
• Must comply with all company policies and procedures, applicable laws and regulations,
  including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign
  Assets Control.
  
• Performs other professional duties as assigned.
  

Knowledge and Skills

• 6 months to 2 years of banking, lending, financial service or related experience is a plus. Experience with customer service is essential as well as having the ability to make prompt decisions and exhibit supervisory skills. Bilingual in Spanish and English preferred.

EDUCATION/CERTIFICATIONS/LICENSES

A 2-year college degree or completion of a specialized course of study in business, accounting or related field desired.

INTERPERSONAL SKILLS

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Disclaimer

This position description is not a complete statement of all duties and responsibilities comprising the position. It contains only the facts necessary to evaluate the position on a fair basis.