Branch Operations Manager

2 days ago


Le VerdonsurMer, Nouvelle-Aquitaine, United States Trax Credit Union Full time
Job Summary

The Assistant Branch Manager plays a vital role in ensuring the smooth functioning of the branch, providing exceptional member service, and guiding staff to achieve excellence in branch operations.

Key Responsibilities
  • Assist the Branch Manager in overseeing branch operations, including Teller, Member Service, Lending, and staff supervision.
  • Provide expert guidance on products and services, policies, and procedures to members and staff.
  • Oversee cash operations, including vault balancing, cash ordering, and decision-making on member accounts and funds availability.
  • Function as a teller or vault teller, performing 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 the branch.
  • Open new accounts within credit union parameters.
  • Monitor and prevent potential loss by identifying fraudulent activity.
  • Read and interpret credit bureau reports, explaining information to members as needed.
  • Originate, process, and close loans.
  • Maintain friendly, professional relationships with members, staff, and supervisors.
  • Develop staff in technical topics, sales, and people skills.
  • Ensure the security of the branch at all times, in collaboration with the Branch Manager.
  • Take initiative for self-directed training and acquire skills to enhance personal performance.
  • Comply with regulatory requirements, including the Bank Secrecy Act.
Requirements
  • 3+ years of experience in a financial institution.
  • 1+ years of experience selling both in person and over the phone.
  • 1+ years of cash handling experience.


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