ASSISTANT BRANCH MANAGER
Effective date: 10/1/2025
Role:
To direct and coordinate the activities of personnel in a remote Credit Union facility, aiding the Branch Manager in ensuring the branch meets organizational, financial, operational, service, and growth plans.
Essential Functions & Responsibilities:
Trains new branch personnel; prepares work schedules; and monitors performance. Monitors branch office operations to ensure that security procedures are being followed and that appropriate steps are taken to correct unsatisfactory conditions.
Reviews documents prepared by subordinate personnel, such as savings bond applications and safe deposit vault entry and exit records to ensure compliance with organizational policies and procedures.
Removes, counts, and records cash from automated teller machine.
Explains services to potential consumer and commercial account customers to generate additional business and to promote positive public relations.
Assists subordinate personnel in balancing daily transactions; examine, evaluate, and process loan applications in absence of subordinate personnel.
Resolves account-related concerns with customers.
Evaluates all branch activities to ensure they are in compliance with established Credit Union policies, procedures, and objectives; recommends changes to manager.
Manages branch office in absence of manager.
Performs other job related duties as assigned.
Performance Measurements:
Maintain a cohesive, highly trained, motivated staff sufficient to meet daily branch demands. Provide feedback within appropriate and prescribed time frames while effectively coaching and counseling as needed.
Provide informed, professional, and accurate service and support to all members and staff.
Meet or exceed the established branch expectations, priorities and objects.
Promote a relationship building and good stewardship culture within the branch by leading through example. Coach and develop employees to identify cross-selling opportunities.
Keep management informed regarding key operating issues affecting the branch.
Knowledge & Skills:
Experience
One year to three years of similar or related experience.Education
A high school education or GED.Interpersonal Skills
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.Other Skills
Excellent verbal and written communication skills. Must be detail oriented with the ability to multi-task in a fast paced environment. Proficient MS Office skills and 10-key calculator by touch.Physical Requirements
Sit or stand at a desk in front of computer terminal for extended periods of time. Lift and carry up to 60 lbs (presentation materials/displays, supplies, scanners, etc.).