Assistant Branch Manager

Job Description:

Responsibilities Include:

• Assists members with opening and closing accounts, answers questions about product and services and resolves problems that are within their authority to resolve. Identifies opportunities and matches members needs to credit unions products and services to establish relationships. Takes member loan applications and prepares them for review by an underwriter. Follows up with the underwriters to determine status. Works with centralized loan processors to ensure the loan is closed correctly, timely, and disbursed.

• Will complete on the spot coaching with team members to help staff with areas of development and to ensure a high service standard is held. Meets regularly with the branch team to discuss their performance and development. Ensures the team is trained to be relationship driven and not transaction driven. Accountable for reaching assigned monthly goals for the branch. The Assistant Manager needs to lead by example and sets high expectations for positive behavior and attitude.

• Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; verifies that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. Sells money orders, cashiers checks to members; transfers amounts from member accounts as directed and within credit union policies. Balances daily transactions and ensures that cash recycler inventory is correct at closing. Welcomes members and provides routine information concerning services. Answers questions and helps team members.