Assistant Branch Manager

Category of Employment

Full Time; non-exempt. Grade 8

Position Purpose

To assist the Branch Manager in guiding member services staff in meeting organizational, financial, operational, service, and growth plans.

Reporting Relationships

This position reports to the Branch Manager.

Essential Functions and Accountabilities

• Shares responsibility for the operation of the branch in the absence of other leadership and has overall responsibility for the branch
• Has a thorough knowledge of Credit Union policy and procedure and applies this knowledge in the operation and supervision of the branch. Holds employees accountable for standards
• Maintain a highly motivated, well-trained staff and effective employee relations. Tasks include but are not limited to scheduling staff and ensuring adequate staffing for efficient branch operation
• Resolves operational problems with staff and other branch personnel for solutions or modifications to operations. Responsible for approving transactions, signing off on various operations duties, and answering operational questions for branch staff
• Back-up support for member services staff to include but not limited to processing cash transactions, maintaining and balancing a cash drawer, helping to resolve member concerns, assisting with account opening, and processing account transactions effectively
• Engage members in meaningful financial conversations that include understanding what is important to them and recommend services, when appropriate, to improve their financial lives further
• Serve as a role model for others on the team in providing an excellent experience for members
• Act as a resource to identify and resolve more complex issues
• Perform Branch opening/closing procedures and Saturday Supervisor rotation as scheduled
• Follow all policies and procedures required to maintain accuracy, manage risk, prevent fraud, and protect members
• Assure proper maintenance, cleanliness, and security of work area, desk, equipment, etc.
• Perform other duties as supervisors require and assist other departments when necessary

Performance Expectations

• As staffing needs arise, the ability to work from all WFCU locations
• Provide informed, professional, and accurate service and support to all members and associates
• Be knowledgeable about services offered to Credit Union members
• Contribute to the overall efforts of the Credit Union in reaching its goals and objectives, which include:
• Providing quality service to Credit Union members
• Meeting WFCU Service Standards
• Maintaining efficient and productive credit union operations
• Exceed referral expectations for referrals to internal specialists. Coach and develop employees to identify cross-sales opportunities
• Demonstrate willingness to achieve professional growth through on-the-job training and educational opportunities
• Demonstrate willingness to participate in Credit Union related activities
• Maintain friendly working relationships with management and coworkers
• Maintain a dependable record of attendance and timeliness