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Assistant Branch Manager

2 months ago

Zephyrhills, United States Trax Credit Union Full time
Job DescriptionJob DescriptionDescription:

Position Summary: The Assistant Branch Manager is key to the smooth functioning of the branch and is responsible for member service, guidance and coaching of staff and performing branch operations and functions that enable the branch to serve members with excellence. The Assistant Branch Manager will assist the Branch Manager with the operations of the branch which may include scheduling staff, answering questions on products and services, policies and procedures, or rules and regulations.


Principle Accountabilities:

  • Assist Branch Manager with branch operations including Teller, Member Service, Lending, and staff supervision. Answer routine to complex questions on products and services.
  • Oversee the cash operations of the branch, which includes balancing the vault, ordering cash, and making decisions related to member accounts and funds availability.
  • Function as a teller or vault teller performing all related duties such as daily balancing, reports and Safe Deposit Box administration.
  • Identify prospects and utilize sales skills to develop new business or refer prospects to appropriate officers.
  • Contribute to reaching loan, new account, and sales goals set for branch.
  • Open new accounts within credit union parameters.
  • Identify fraudulent activity to prevent potential loss.
  • Read and interpret credit bureau reports and explain information to members as needed.
  • Originate, process and close loans.
  • Keep lines of communication open and maintain friendly, professional relationships with members, staff and supervisors.
  • Develop staff in technical topics, sales and people skills.
  • Ensure security of branch at all times, along with Branch Manager.
  • Take initiative for self-directed training and acquire skills to enhance personal performance.
  • Register with NMLS and maintain registry annually in compliance with the S.A.F.E. Act.
  • Promote and protect the interests of the credit union at all times.
  • Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
  • Perform other duties as assigned.


Requirements:

Qualifications:

  • 3+ years’ experience in a financial institution.
  • 1+ years’ experience selling both in person and over the phone.
  • 1+ years of cash handling experience.