Assistant Branch Manager - Southland Credit Union

Role:

To assist members and potential members with their Credit Union needs directly and through other Member Service Representatives; provides expertise with respect to more complex Credit Union services such as IRAs, certificate accounts, electronic funds transfer, home banking, etc.; explains services, sets up new accounts, respond to problems, and provides general Operations assistance. Assist Branch Manager as needed, or in the absence of the Branch Manager, maintain proper branch operation.

Major Duties and Responsibilities:

Assists members with opening and closing accounts, answers questions about products and 
services and resolves problems that are within their authority to resolve. Assists other
Member Service Reps with technical problems and questions relating to complicated products
and regulations. Refers problems that are beyond their authority to their manager, along
with their recommendations.

Identifies cross-sell opportunities and cross-sell services to members. 

Lead and coach Branch Service Representatives on delivering exceptional member experience 
and identifying potential sales opportunities.

Assures that appropriate records are maintained, i.e. Member Account information on the 
system), and required reports are prepared, etc.

Assists in monitoring all branch activities to insure they are in compliance, including 
Branch opening and closing policies and procedures.

Assist Branch Manager on hosting meetings and workshops 

Acts as liaison between members and various organizations and departments.

Takes lead on performing Branch Monthly Certification and other branch operational tasks as needed.

Performs other related duties as assigned.

Knowledge and Skills:

• Experience:  Two to five years of similar or related experience

• Education: A two-year college degree or completion of a specialized course of study at a business or trade school. Bachelor’s degree in business administration or finance (preferred).
• Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
• Other Skills:
  • Must have good communication skills.
  • Strong leadership, analytical, and organizational skills
  • Familiarity with banking regulations
  • Strong passion for helping and supporting others.
  • A high degree of accuracy and attention to detail
  • Ability to multi-task, prioritize, and work efficiently
  • Working knowledge of regulations relating to all Credit Union deposit products (i.e. Reg E, Reg CC, Reg D, BSA, Truth-in-Savings Act, etc.).
  • PC proficient, ability to use the Symitar system, operate a computer, computer keyboard and a 10-key calculator.
• Hours: 40 hours a week. Will require to work on Saturdays as needed.
•  

 

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

 

Southland Credit Union is an Equal Opportunity Employer.

 

Salary Minimum:USD $33.22/Hr.Salary Maximum:USD $49.82/Hr.