Assistant Branch Manager

Primary Purpose of Job: Work closely with the Branch Manager to ensure that member service and production goals are achieved.

Models the behaviors that support and drive the Credit Union mission.

Mentors branch team to deliver exceptional service to members, efficiently perform teller transactions, open new accounts, and deliver lending functions.

Responsible for the day-to-day operations of the Branch.

Essential Job Functions and Responsibilities: Team Leadership · Assists Branch Manager in ensuring branch production goals are achieved.

· Acts as "go to person" in manager's absence.

· Assists in coaching and team development.

· Acts as a mentor and trainer for Member Service Representatives.

· Model, mentor and educate branch team in policies, procedures, and products to assist in members financial needs.

Management · Take ownership of lobby and transaction flow to fill in where needed based on staffing and scheduling needs.

· Utilize good judgment in handling staff conflict, difficult member interactions, helping with complex transactions, solving problems, and explaining policies and procedures to team and members.

· Provides input and recommendations on branch personnel matters such as hiring, performance, and promotions.

· Provide sales and performance coaching on a consistent basis to build and maintain a motivated, well-trained, and effective team.

· Supports and promotes Credit Union philosophy and PCU's mission, vision, and core values.

· Manages branch daily operations to ensure completion of all duties.

· Ensures adequate staffing for efficient branch operation.

Administrative · Able to conduct a loan interview and submit necessary documents to centralized underwriting for review.

Demonstrates good judgment and understanding of the consumer loan application and loan closing process.

Proficient in using computer systems and programs required to perform the processing of consumer loans.

· Assists team and members with questions, problem solving, and complex transactions.

· Able to act as contact person for vendors and facility needs.

· Possess a high degree of knowledge of routine and complex teller transactions, products/ services, policy and procedure, and rules/regulations and is able to back up teller line.

· Understands credit reports.

Able to explain credit history and offer basic budgeting solutions to improve members overall financial well-being.

· Demonstrates and maintains an up-to-date knowledge of and ensures compliance with applicable regulatory requirements, such as BSA, OFAC, CIP, and internal policies and procedures.

· Able to back up new accounts and maintenance existing accounts as needed.

· Approve member exceptions and authorize service fee refunds to members when appropriate.

· Demonstrates an understanding and familiarity with other departments and their basic functions.

· Performs other duties and responsibilities as assigned.

Education and Experience: · High school diploma or equivalent.

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