Branch Manager Associate

20 hours ago


Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
Job Summary

We are seeking a highly motivated and experienced Branch Manager Associate to join our team at American Heritage Credit Union. In this role, you will assist the branch manager in supervising staff and providing quality service to members in account transactions, loan applications, new accounts, and problem-solving within established policies and guidelines.

Responsibilities

  • Train new branch personnel, prepare work schedules, and monitor performance.
  • Monitor branch office operations to ensure security procedures are followed and appropriate steps are taken to correct unsatisfactory conditions.
  • Remove, count, record, balance, and replenish cash from automated teller machines and other devices.
  • Explain services to potential customers and promote positive public relations.
  • Interview and consult with members for loans and input, process, and close loans.
  • Assist members in solving account problems.
  • Evaluate job performance of branch office staff to ensure quality of work and service to members.
  • Schedule office staff, including vacations, to ensure adequate staffing for efficient branch operation.
  • Maintain office equipment and supplies inventory.
  • Monitor office activity, including number of transactions, volume, advisor errors, loan volume, etc.
  • Create and maintain a cross-selling environment within the branch.

Requirements

  • At least three to five years of supervisory experience in a financial institution setting is required.
  • Intermediate working knowledge of PC applications (Word, Excel, Meridian Link, MS Outlook, ADP, and Symitar).
  • FICEP Certification is mandatory.


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