Assistant Branch Manager chez CPCU/SFCU

Description

Job Title: Assistant Branch Manager

Department: Retail Operations

Reports to: Branch Manager

FLSA Status: Non-Exempt

Prepared Date: August 19, 2024

Location: Onsite

Grade: 9 

SUMMARY 

The Assistant Branch Manager is responsible for the daily operations of the branch in the absence of the Branch Manager. This position supports the overall goals and initiatives of the branch. The Assistant Branch Manager has a strong knowledge of teller operations as well as member service and lending functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES 

1. Supervises and directs staff to achieve sales and service goals as well as guides their professional development.
2. Coaches and develops staff skills. Trains staff on products and services, policies and procedures.
3. Takes initiative to drive sales opportunities in the branch and within the confines of the branch footprint.
4. Acts as a loan interviewer capable of decisioning all consumer loan types.  
5. Recommends various branch marketing promotions and takes initiative to sell the branch services in the branch and community.
6. Ensures that branch is open and ready to conduct business each business day. Responsible for recommending periodic maintenance or as needed. Fills the role of the Branch Manager in his/her absence.
7. Delegates various operational duties to the Head Teller or Tellers but assumes overall administrative responsibility for operating the branch.
8. Ensures that all security procedures are followed and that all surveillance and alarm systems are fully utilized and maintained. 
9. Regularly attends after-hours and community events to represent the branch in the community.
10. Works with Branch Manager to strategize branch development and growth.
11. Exercises discretion and independent judgment in problem solving member service issues.
12. Performs a variety of account maintenance functions including error corrections and adjustments.
13. Ensures that the branch balances all transactions at the close of each business day.  
14. Helps tellers to resolve balancing problems and authorizes over/short adjustments.  
15. Fills the teller role in times in times of short staffing in the branch. 
16. Conducts surprise audits as necessary to verify accuracy of teller’s balance.
17. Holds periodic meetings with branch employees on various topics as needed.
18. Other duties as assigned. 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

QUALIFICATIONS  

• Associate degree (A. A.) or equivalent from two-year college or technical school; or three to five years of branch or retail banking experience.  
• Strong knowledge of financial products and services, sales and sales-management techniques and financial banking regulations.
• Previous supervisor or management experience preferred.
• Ability to use various technical platforms including Microsoft office (excel, word etc.). 
• Ability to work well on teams and independently while keeping internal and external service top of mind.
• Ability to interpret a variety of instructions furnished in written, oral or schedule form.
• Excellent customer service skills and the ability to foster strong member and employee relationships.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.