What are the responsibilities and job description for the Assistant Branch Manager position at mfcu?

Are you an enthusiastic leader that finds purpose and joy in helping lead a diverse team? Do you thrive in an environment focused on empowering members to financial wellness? Members First Credit Union is seeking an Assistant Branch Manager at our Wackerly Branch in Midland to help oversee teller operations while assisting the Branch Leader with hiring, training and development of employees.

We strive to create an atmosphere of belonging with no judgment, just opportunity. We are interconnected to each other, and when we embrace out true authentic selves, we are stronger. We will empower you to be the best version of yourself while helping you to flourish in work and life. Come join us to help create thriving communities!

ASSISTANT BRANCH MANAGER

Non-Exempt

Reports to : Branch Leader

Position Overview

The primary purpose of this position is to assist Members First Credit Union to deliver on its mission : To encourage a better tomorrow . To achieve this mission, the position must deliver on our brand promise : We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed. You will do this by living out our core values in every service contact to both internal and external members.

Essential Duties

Deliver on the Credit Union’s Promises with each service interaction.
Supervises the activities of teller operations area by assigning work, answering questions, solving problems, helping with complex transactions, and sensitive member relations problems. Explain policies and procedures to members as a communication tool. Assists Branch Leader with hiring of new staff.
Ensure that staff is trained and cross trained in all phases of their particular jobs to ensure the delivery of quality service and accurate transactions.
Evaluate the job performance of subordinates to ensure quality member service and performance expectations are reached for each member of the team.
Ensure that the branch meets performance goals as established by the Credit Union.
Collaborate with Branch Leader for training in coaching the team and expectations of documentation
Is responsible for the branch when the Branch Leader is out of the office.
This position is an in branch / office role, must be available to work 8 a.m. to 5 p.m. M-F, Saturday coverage as needed, and some outside of normal working hours for meetings and / or education / trainings.
The ability to attain the Financial Counselor Certification (CCUFC) through CUNA within the first 6 months
The ability to attain State of Michigan Credit Producers License within 6 months of lending training

Duties and Responsibilities

The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.

Analyze the workflow on an on-going basis to determine staffing requirements. Oversee work schedule for full-time and part-time employees in the teller area to ensure proper service to the membership.

Approve member exceptions, provide overrides, and authorize fee refunds to members when deemed necessary.

Investigate teller losses and institute corrective flow of work and / or corrective disciplinary action where required.

Creating an environment of team work between all front line departments that will facilitate a deeper relationship with the membership thus reaching the branch goals that have been set.

Oversees the daily ATM balancing, Vault, Cash Dispenser, and Coin Machine.

Orders and verifies cash order from Fed weekly.

Establish, monitor, and improve initiatives / procedures to improve the efficiency and effectiveness of member services without decreasing the audit trail and security of any entries and to ensure that all record keeping is current and accurate.

Train with Branch Leader on the Credit Union progressive discipline process

General Sales Expectations

Successfully use effective Sales Champion skills and behaviors.

Coach employees to maximize opportunities to sell products and services that will benefit the membership.

Build relationships with current and new members. Offer products and services that will help to fulfill their financial needs.

Ensure that members are receiving a high level of service from all employees at the branch.

Member Service Representative

Operates and balances a cash drawer as needed.

Create opportunities for expanded member relationships by determining the needs for additional products and services; recommend appropriate credit union solutions.

Process member’s service transactions as requested.

Remind delinquent members that their payments are due.

Opening New Accounts

Thoroughly explain products and services to members. Prepare and process documentation for new accounts, explain regulation documents, and collect share deposit.

Understand how to read and explain a credit report.

Assist with the new accounts auditing process.

Prepare an adverse action letter when products are denied.

Be knowledgeable in HSA / IRA laws, contribution limitations, and paperwork.

Lending

Attain State of Michigan Credit Producers License within 6 months of lending training.

Review loan applications prepared by loan officers to assist with making decisions as needed.

Conduct loan interviews. Process, approve and / or close loans as needed.

Other Duties

Answer Telephones and handle member inquiries.

Attend education functions as required.

Extensive knowledge of the Credit Union’s products, services, policies and procedures.

Maintain comprehensive, up-to-date knowledge of all State and Federal regulations that are applicable to the transactions performed in the cashier / teller area.

Other duties as assigned.

Qualifications and Expectations

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.

Strives to exceed Credit Union, department, and personal goals

The ability to attain the Financial Counselor Certification (CCUFC) through CUNA within the first 6 months

The ability to attain State of Michigan Credit Producers License within 6 months of lending training

Understands deadlines and is able to meet timeframes set

Team Oriented

Produces accurate work results

Act with diplomacy, tact and professionalism when dealing with both members and staff

Ability to motivate and positively influence others

Professionalism in actions and appearance

Flexibility

Dependability

A significant level of trust diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and / or is usually of a personal or sensitive nature. Work will involve motivating and influencing others. Outside contacts will be important and fostering sound relationships with other entities (companies and / or individuals) is necessary.

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and / or outside the organization generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion.

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.

Ability to move or transport up to 25 pounds.

Able to remain stationary for 2-4 hours at a time

Work Environment

Must maintain a neat and orderly work area.

Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).

Protect the confidentiality of credit union staff and members by locking door or removing items from desk / workstation when away.

Education and Experience

Minimum High School Graduate or equivalent

Minimum of one year experience with a financial institution

Ability to write routine reports and correspondence

Ability to apply common sense understanding to carry out detailed written or oral instructions

Skills in Microsoft Word, Excel, and Outlook

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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