Branch Operations Manager
2 months ago
Job Summary:
The Assistant Branch Manager is a key member of the Infuze Credit Union team, responsible for assisting the Branch Manager in the overall management of the branch. This role requires a high level of trust, diplomacy, and excellent interpersonal skills to effectively communicate with members, staff, and third-party vendors.
Key Responsibilities:
- Branch Operations: Assist the Branch Manager with daily branch operations, including scheduling staff, answering questions about products and services, policies and procedures, and rules and regulations.
- Staff Management: Assist in training, directing, and monitoring attendance. Monitor performance and make recommendations to the manager for evaluations. Work with branch personnel to improve cross-selling and balancing skills and to provide updates on policy and procedure changes.
- Financial Management: Ensure all branch transactions are balanced at the close of each day. Oversee individual accountability for the handling of cash and assist in resolving balancing issues. Balance operational controls to minimize risk to the Credit Union. Perform surprise cash audits. Conduct pre- and post-closing loan reviews originated by branch staff.
- Recruitment and Hiring: Assist manager with recruiting efforts, including performing pre-screening and interviewing for open positions and making recommendations to the manager.
- Loan Processing: Process loan applications through Consumer Lending. Schedule and conduct loan payouts of approved loans.
- Member Service: Investigate and resolve member complaints and research member situations to resolve issues, including but not limited to concerns with fees and loan servicing.
- Branch Security: Assist the Branch Manager with branch security at all levels, including opening/closing of the facility, vault, and safe deposit boxes.
- Other Duties: Perform other duties as assigned.
Requirements:
Education and Experience:
Experience:
Minimum of 2 years of similar or related experience required.
3+ years in a management role preferred.
5+ years customer service experience preferred.
Education:
High school diploma or GED required.
Skills:
An Assistant Branch Manager should possess a significant level of trust and diplomacy to include the following interpersonal skills:
- Communicate in-depth with members, staff, and third-party vendors.
- Thoroughly explain account, loan, and other Credit Union policies and procedures.
- Review and maintain confidentiality for highly sensitive financial/personal information.
ADA Requirements:
Individuals must perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing and descending stairs in an emergency. Must operate standard office equipment including computer, conference room monitor, telephone, copier, facsimile, and calculator. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Acknowledgement:
This job description is not a contract and should not be presumed to guarantee employment. Infuze Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, gender, national origin, disability, age, or any other category protected by law.
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