What are the responsibilities and job description for the Assistant Branch Manager position at First Source FCU?

Job Description

POSITION SUMMARY

The primary responsibility is to assist the Branch Manager in providing an exceptional experience to our membership by promoting the mission, lending philosophy and values of the organization. Coach and develop staff to identify opportunities to improve our members’ financial lives through counseling and education. Lead the sales team to successfully offer products and services using the needs based sales approach. Maintain a high level of quality standards.

ESSENTIAL JOB FUNCTIONS

Responsible for assisting the Branch Manager in the overall management of the branch –may step in for Branch Manager in their absence.
Assists the Branch Manager with the overall operational function of the branch, cross-sells products and services to members to enhance overall member relationship. Assists in coaching staff to enhance the member experience.
Provides guidance and effective feedback to MSR Supervisor in dealing with any performance issues when necessary.
Assists with loan administration as needed; reviews loan applications and makes loan recommendations and lending decisions within predetermined lending authority.
Provides general credit union lending information to members. Assures all types of loans are prepared and documented in accordance with current credit union policy.
Ensures the branch staff has met all compliance standards by reviewing branch operational procedures with overall credit union policy; may perform periodic audits of cash drawers, procedures, and lending functions.
Keeps branch staff informed regarding changes in procedures or policies affecting branch operations and ensures that staff is updated in a timely manner.
Shares responsibility for all aspects of security and maintenance of the branch office’s property and equipment.
Delivers New Hire MSR Training and as well as monitors the Member Service MSR Mentor program in conjunction with the Training and Development Manager
Required to participate in First Source Federal Credit Union events as well as designated Community events.
Required to attend or participate in necessary compliance training, including but not limited to Bank Secrecy, OFAC, and Privacy.
Required to attend or participate in necessary compliance training or departmental training as needed, including but not limited to Bank Secrecy, OFAC, and Privacy.
Notary license required.
Must be registered under the SAFE Act Guidelines as established in 2011
Required to attend training sessions as appropriate.
Required to travel as needed
Performs other duties as assigned

UNIVERSAL BEHAVIORS

Knowledgeable and Experienced

I promise to take personal ownership for learning and using that knowledge to provide value to those that I serve by :

Looking for answers until I find them.

Seeking opportunities to learn from others.

Appreciating and respecting others views.

Acknowledging mistakes and learning from them.

Going out of my way to share my knowledge and experience.

Striving for Operational Consistencies

I promise to make it easy for you through consistency, efficiency, and accuracy by :

Doing it right the first time, being thorough and accurate.

Taking pride and ownership in my work

Making and keeping commitments.

Continuing to look for better ways to do things and challenging the status quo.

Rewarding Work Environment

I promise to show care, compassion, and respect toward everyone I interact with by :

Being approachable and accessible to others.

Creating a pleasant work environment for each other.

Always asking what more I can do.

Resolving differences promptly

Recognizing the contributions of others.

Embracing diversity in the workplace.

Committed to Member Service

I promise to deliver exceptional member service by :

Interacting with a natural and genuine friendliness.

Being courteous and respectful.

Creating a welcoming environment.

Exceeding your expectations.

Sharing the moment and finding common ground.

QUALIFICATIONS, SKILLS AND EXPERIENCE

High School plus 3-5 years related experience or related business degree

Strong communications skills

Strong analytical skills

Working knowledge of computer software’s

A professional appearance and ability to work flexible hours required

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