What are the responsibilities and job description for the Assistant Branch Manager position at FREMONT FEDERAL CREDIT UNION?
POSITION TITLE: ASSISTANT BRANCH MANAGER
DEPARTMENT: MEMBER SERVICES
SUPERVISOR: BRANCH MANAGER
WORKING STATUS: HOURLY/ NON-EXEMPT
Purpose
The primary purpose of this position is to build a team that will allow Fremont Federal Organization to live our Mission to deliver the Best Advice, Best Service, and Best Products to promote healthy financial living. To accomplish this effort this position must build a team that will deliver outstanding service to members and team members in alignment with our established Service Standards. A key component of living out our mission is to recommend to members our products and services that will help to promote HEALTHY financial habits. In addition, guides and manages branch office in providing quality service to members in account transactions, loan applications, and new accounts. This role is intended to fully prepare a credit union employee for branch management within 12 months.
Essential Functions
- Inspiring and motivating others to perform well.
- Demonstrate enthusiastic support of mission, values, and long-term objectives.
- Ensure team consistently exceeds minimum expectations in service delivery.
- Ensure team consistently exceeds minimum expectations on sales performance.
- Works with Branch Manager to develop and supervise department staff including but not limited to performing annual reviews, approving time, authorizing overtime, and coordinating staff vacations.
- Works directly with members and potential members to evaluate and promote improved and expanded services, under direction of Branch Manager. Ensures the branch image is favorable, reflecting a sound and secure financial institution.
- Provides quality service to members in account transactions including all loans, deposits, and credit union products and services. Conduct loan interviews. Process, approve, and / or close loans.
- Provides support for any branch position. May be responsible for any job duties related to that position when necessary for the efficient operation of the branch.
- Develop new business for the credit union. Cultivate new and maintain existing relationships.
- Attends various meetings in the community and/ or trade associations to develop new business prospects and to promote the credit union.
- Assist in the preparation and implementation of the budget for the branch that is consistent with the credit union’s overall strategic plan.
- Coordinates deposit, lending, and member services functions in accordance with policies, principles, and procedures.
- Assists in preparation of branch reports detailing transaction and cross-sell activities and any other reports as requested.
- Assists in monitoring branch activity, including number of transactions, volume, teller errors, loan volume, teller and loan sales, and new accounts.
- May assist Branch Manager in evaluating the job performance of branch office staff to ensure quality of work and service to members.
- Responsible for ensuring all required branch cash audits including vault and teller drawers are completed as defined per policy.
- Provides written documentation of policy and procedural violations or inadequate performance of employees and recommends disciplinary action to Branch Manager or Chief Operation Officer.
- Assists in managing the security and safety of the branch. Analyze and monitor security and safety policies and procedures on an on-going basis, including robbery procedures.
- Assists in conducting regular branch staff meetings to communicate branch and/ or credit union information.
- Serves as a Member Service Supervisor / Vault Teller for the credit union, which includes ordering cash and currency, verifying cash received, maintaining full vault security, and balancing vault cash nightly.
- Researches and recommends procedural and operational process changes as appropriate and develop alternate solutions.
- Responsible for the interior and exterior appearance of the physical facility and for proper operation of equipment.
- Maintains communications with Branch Manager and CXO; prepares and submits assigned branch reports, attends scheduled meetings.
- Assists with application and evaluation of policies and procedures withing the branch to ensure consistency.
- Maintains regular and reliable attendance.
Other Duties
- Assist staff or members in solving complex account problems or issues.
- Reviews rates and services of competing organizations in respective area.
- Monitors attainment of established sales goals for the credit union’s products and services and establishes standards to ensure quality service delivery.
- Analyze and recommend workflow improvements and equipment needs on an on-going basis.
- Participates in community and professional activities to help develop new business and enhance the credit union’s image.
- Provides a high degree of service to members, potential members, and all third-party agencies.
- Ability to research member questions and inquiries and responds to them in a timely manner.
- Keeps work area and branch neat and organized. Keeps all confidential documents out of sight.
- Performs other related or special assignments and other duties as assigned or required.
Qualifications
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill, and/or ability required to perform the position satisfactorily. Individual abilities may result in some deviation from these guidelines.
Preferred Experience
High School Diploma required. Bachelor’s Degree or equivalent experience preferred. One years’ experience in Branch Operations position to include supervision, member service, compliance and lending, preferred. Knowledge of current regulations and compliance issues.
Skills/Abilities
Highly developed communication skills needed, both written and verbal, to communicate with members and employees clearly and concisely, and all levels of management, staff and vendors. A high degree of interpersonal skills is required. Well-developed verbal and written communication skills, member relations and interpersonal skills, accurate data input skills, and knowledge of credit union policies and procedures. Ability to organize and prioritize tasks in a flexible environment and to work on more than one task at a time. Ability to work independently with minimal supervision. Ability to handle pressure of meeting deadlines. Responsible for producing high quality work. Supervisory skills. Ability to make decisions in a timely manner with appropriate support, justification, and follow-up. Ability to accomplish all branch operation requirements and goals.
Advanced knowledge of Microsoft Office applications including Outlook, Excel, and Word.
Advanced skills in using computers and related equipment, 10-key calculator, multi-line telephone/intercom systems, and a variety of general office equipment including copy machines, scanners, and fax equipment. Maintain a high degree of confidentiality in dealing with various credit union, personnel, and member information. Light travel is required. Travel to various branch locations or to off-site trainings may be necessary on occasion.
Decision Making
Under the direction of the Branch Manager, responsible for sound and immediate decisions regarding member / employee questions or problems with matters of policies, procedures, or regulations are involved.
Financial Responsibilities
To be responsible for safeguarding the credit union’s assets by ensuring that policies and procedures are followed. Responsible for all assigned financial aspects of the branch office.
SUPERVISORY RESPONSIBILITIES
Responsible for supervising all branch employees in the absence of the Branch Manager.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Performing work through repetitive eye/hand coordination. Write using a pen/pencil or personal computer keyboard daily. Must be able to communicate through speaking and hearing and use visual acuity for examining and reading documentation. Position is required to sit, pull, push, reach, and use repetitive hand motions. Position may be required to work long or unusual hours on occasion. Ability to work overtime, attend meetings, seminars, and travel.
Working Conditions
Work is performed primarily indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel between branches. There is exposure to potentially hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Work Authorization
FFCU requires that all employees be legally authorized to work in the United States, and it abides by all laws that prohibit the employment of undocumented foreign nationals. Any person employed must complete the federal Employment Eligibility Verification Form (I-9) within three days of hire.
Equal Opportunity
FFCU provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, gender identity, sexual orientation, marital status, religion, age, disability, results of genetic testing, or service in the military. Equal employment opportunity applies to all terms and conditions of employment.
Diversity Statement
FFCU is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience, and unique perspectives. This commitment is embodied in FFCU policy and the way we do business.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Job Type: Full-time
Pay: From $22.94 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Education:
- High school or equivalent (Required)
Experience:
- Sales Experience: 1 year (Preferred)
- Banking: 1 year (Required)
License/Certification:
- NMLS (Preferred)
Ability to Relocate:
- Bowling Green, OH 43402: Relocate before starting work (Required)
Work Location: In person
Salary : $1 - $23