ASSISTANT BRANCH MANAGER

Title: Assistant Branch Manager

Reports to: Branch Manager

Supervises: Assists in Directing Branch Associates

Status: Non-Exempt

Objective

The Assistant Branch Manager is a results-driven position and responsible for assisting with the direction and administration of branch operations by ensuring that established policies and procedures are followed, members are promptly and professionally served, and overseeing the provision of a full range of services to members and prospective members. The Assistant Branch Manager also acts as Branch Manager when necessary and trains, directs, and assists in supervising branch staff.

Duties and Responsibilities

• Assumes responsibility for assisting in the supervision of Branch operations:
  • Ensures that operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards; provides suggestions for improved effectiveness
  • Ensures Branch security; assists with opening and closing the building in accordance with set hours; tests security equipment as assigned
  • Assists with Member Services Representative functions; performs duties related to loan processing, certificates of deposit, and IRAs; handles direct deposit functions and safe deposit boxes; assists in opening new Member accounts and with loan closings and disbursements
  • Promotes Branch business development and seeks to broaden Member base; actively cross-sells Credit Union products and services
  • Acts as a Loan Officer, originating and closing Member loans within established policies and limits
  • Completes required reports and records and ensures that Branch functions are properly documented
  • Assists with implementing changes to established policy and procedures within the Branch
• Assumes responsibility for establishing and maintaining effective coordination and working relations with Branch Associates:
  • Provides support, direction, and supervision as needed, including guidance for Concierge and Member Services Representatives
  • Reviews and monitors the work of Branch Associates; provides suggestions and support as necessary
  • Assists with orientation of new Associates and staff training sessions; ensures that Associates are well trained in all phases of their respective jobs; performs cross training as necessary
  • Assists with determining appropriate staffing levels and scheduling Associates
  • Assists with tracking individual progress and conducting performance appraisals; formulates and implements corrective actions as needed
• Assumes responsibility for establishing and maintaining effective, professional business relations with Members:
  • Ensures that Members' requests and questions are promptly and courteously resolved; answers Members’ questions or refers appropriately
  • Ensures the Members are informed of Credit Union services, products, and policies; cross-sells services
  • Ensures that the Credit Union's professional reputation is maintained
• Assumes responsibility for related duties as required or assigned:
  • Replaces Branch Manager as necessary; assists with personnel functions as assigned
  • Assists in other areas as directed by Credit Union management
  • Ensures that work area is clean, secure, and well maintained
• Develops a working knowledge of the Credit Union’s data processing system
• Develops thorough knowledge of lending and financial services
• Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
• Assists in development of new products/services
• Develops an understanding of Credit Union history, philosophy, organization, policies and operational procedures
• On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs
• Must be able to relate to other people beyond giving and receiving instructions:
  • Can get along with coworkers or peers without exhibiting behavioral extremes
  • Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
  • Respond appropriately to criticism from a supervisor

Required Qualifications

• Undergraduate degree in Business or Finance or related education and experience
• Two to five years of related managerial and sales experience
• Ability to operate related computer applications and business equipment
• Thorough knowledge of Credit Union products, services, and policies
• Understanding of Teller/Member Services Representative functions
• Knowledge of Loan Officer duties
• Strong interpersonal and communication skills
• Solid supervisory abilities
• Professional demeanor
• Well organized

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

While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.