RESPONSIBILITIES
- Assists the Branch Manager with the daily management of branch operations and associates to ensure sales, growth, and profit objectives. Delegate portion of authority when necessary but may neither delegate overall responsibility for results or any portion of accountability. Leads team to provide superior service to members.
- Assists the Branch Manager with the successful completion of all required branch reporting. Also, responsible for consistent adherence to operational procedures and regulations regarding account and lending functions. Maintains the smooth daily operations of the branch, including but not limited to facilities operations, security controls, audits, opening / closing procedures, balancing, and supplies.
- Assists the Branch Manager with respect to hires, terminations, promotions, transfers, performance appraisals and interpretation of credit union policies for branch associates. Provides appropriate and timely feedback to branch associates and communicates staffing needs to the Branch Manager.
- Coach, mentor, lead, and motivate branch associates to meet and exceed branch sales and production goals as well as contribute to the overall credit union goals. Provide ongoing training and mentoring to branch associates to maximize opportunities to gain and grow member wallet. Recommend and refer cross-sell opportunities as appropriate.
- Assists the Branch Manager with monitoring sales and service within the branch to ensure sound business practices for the credit union, exceptional service for members and professional development of branch staff. Provides consistent, timely coaching and guidance to associates to assist with strengthening their product knowledge and identifying member needs.
- Assist members with account and loan needs and inquiries as necessary. Ensures a consistent optimal member experience. Ensures work quality standards are met regarding completion of all required paperwork and information in the system. Assists members with complaint resolution as necessary.
- Maintain prescribed security controls to protect the facility and its contents against criminal and fraudulent operations and unnecessary risk or exposure and notify the Branch Manager, Facilities, Security, the Vice President of Operations and Sales, and the Regional Managers of any irregularities immediately.
- Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, central operations and records, central lending, and quality assurance. Always maintain confidentiality.
- Assists with initial quality control assessments on loan and account documentation of their own work and documents prepared for member signature by other areas. Consistently scores at an excellent level on quality reviews of their work and leads their team to perform the same. Coaches associates that are underperforming in this area. Works with branch team to resolve any issues / errors and communicates progress to appropriate areas in a timely manner.
- Assists the Contact Center with answering calls during times of high call volume.
- Participate in departmental, branch and credit union projects and assist with system testing as needed.
- In partnership with the Branch Manager, support the growth of the branch and the credit union, and achievement of goals through business development and community involvement. Assists in building the credit union's presence in the community. Represents the branch, as appropriate, in its relationships with members, community organizations, and vendors.
- Perform other tasks or special project work as assigned.
- In the absence of the Branch Manager, or as required, assume the responsibilities of that position. These responsibilities include, but are not limited to, the supervision of branch employees, handling all member complaints requiring supervisory attention, and ensure the overall safety and well-being of the branch operation.
|
|
|