Branch Assistant

BASIC FUNCTION:
Performs diverse accounting, clerical, and administrative duties in support of branch loan making and servicing, loan administration, office administration, financially related services, and member/public relations. Will be responsible for the retiring of Association stock.

REPORTS TO: Regional Lending Managers

SUPERVISES: None

MINIMUM QUALIFICATIONS:

EDUCATION: Post High School

EXPERIENCE: Two years of clerical and office experience. Skill in computer operations.

SENSORY AND PHYSICAL REQUIREMENTS:
1. Must have the ability to read documents from many sources.
2. Must be able to communicate audibly and with staff, customers, and the general public.

DESIRABLE QUALIFICATIONS:

Management Skills:
1. Planning and organizing: Ability to use resources to obtain results.
2. Control: Skill in establishing procedures to monitor day-to-day conditions.
3. Oral & Written Communications: completeness, accuracy, logic, and organization in speaking and writing.
4. Decision Making, Judgment, and Common Sense: ability to properly analyze data/problems and make sound decisions.
5. Adaptability: ability to accept change and innovation and adapt to it.
6. Working Relationship: ability to work with others.
7. Initiative: takes action beyond what is necessary. Originates action instead of responding to events.
8. Stress Tolerance: stability of performance under pressure and opposition.
9. Project a good image for the Association toward members and various publics
10. Performs other duties as assigned

RESPONSIBILITIES (the essential responsibilities include but are not limited to)
"Employees have the responsibility to comply with Standards of Conduct, Privacy, IT Security, etc."

25% 1. Perform Loan Servicing role responsibilities timely.
25% 2. Perform Loan Servicing role responsibilities accurately.
25% 3. Perform daily branch functions to maintain excellent customer service. 15% 4. Responsible for overall coordination of Branch activities.
10% 5. Assist Management/Accounting with reporting.