Job Description
Join our team as an Assistant Branch Manager and play a vital role in ensuring the smooth and efficient operation of our Celina, TX branch. You will be responsible for overseeing the balancing of the ATM, vault, cash drawers, and recycler, ensuring all policies and procedures are meticulously followed. Your duties will include providing a full range of services to our members and prospective members, delivering prompt and professional service. You will act as a Loan Officer and Teller when needed, actively cross-selling our Credit Union products and services, and expertly handling difficult member situations. Regular communication with the Branch Manager about operations and staff issues is essential.
Essential Functions & Responsibilities:
- 25% : Cross-sell and process consumer loans, delivering them to underwriters for review.
- 20% : Professionally handle customer inquiries, maintenance, loans, and transactions via calls. Resolve customer complaints promptly and identify cross-sell opportunities with all inbound and outbound calls.
- 10% : Monitor branch personnel, allocate resources, and ensure timely balancing of vault/ATM/recycler/tellers/branch capture. Ensure all operations/lending work is accurate, complete, and compliant with Credit Union policies and procedures.
- 10% : Process customer financial transactions including deposits, withdrawals, transfers, and loan payments. Sell money orders, cashier checks, and prepaid cards, handle credit card advances, and balance vault, cash drawer, and daily transactions. Submit checks for electronic clearing.
- 20% : Assist members with opening and closing accounts, answer questions about products and services, resolve problems within your authority, and refer those beyond your authority to the supervisor.
- 5% : Monitor branch operating results, ensure corrective steps are taken after discussing with the supervisor.
- 5% : Maintain communications with the main office, attend scheduled meetings and business development activities, and use shared schedules and calendars to keep others informed.
- 5% : Perform other job-related duties as assigned.
Performance Measurements:
- Deliver efficient and effective branch services in line with Credit Union policies and standards.
- Maintain or expand current member accounts, solicit new ones, and foster good business relationships with members by resolving their questions and problems promptly.
- Ensure branch personnel are well-trained, efficient, and coordinated in their activities.
- Accurately and effectively analyze and evaluate membership/credit applications and related financial data.
- Keep management informed of area activities and significant problems, providing suggestions for improved operational efficiency.
- Foster good working relationships with branch personnel and management, providing appropriate assistance to staff as needed.
- Ensure branch transactions, loan volumes, expenses, and profitability meet Credit Union standards.