Branch Assistant Manager

Role:
The Branch Assistant Manager promotes member financial well-being through supporting the manager with delegated operational activities within authority limits including service delivery, production/goal attainment, ensuring operational compliance and engaging members in meaningful conversation. This position assists the Branch Manager with monitoring daily functions to actively implement improvements to the department's operating methods and procedures and support the Retail team through complex member inquires. The Branch Assistant Manager performs talent management functions for delegated team members, with manager oversight, and inspires team members to live CapEd’s values and deliver our Brand Promise.

Essential Functions & Responsibilities:

• Assists members, guest members and potential members with transaction requests and/or account, consumer lending, and business account inquires while actively listening to and inquiring about member’s needs with the objective of providing the ultimate member experience and value-added solutions.
• Assists in department training of current and new employees to ensure they are confident in job functions relating to CapEd products, services and service delivery. Arranges needed training to overcome knowledge gaps and coordinates cross-department training.
• Supports the team by accepting escalated member inquiries and works directly with members to research and explore potential solutions to provide alternatives within company policy. If needed, research inquires further or transfers request to other areas of the Credit Union to provide a solution.
• Assists in coaching and motivating team members to achieve department goals and objectives including sales, service, production, and efficiency goals. Assists in setting departmental goals and establishes performance minimums. Assists in monitoring production of branch staff by tracking individual goals, daily/monthly to ensure the department achieves assigned goals.
• Assists the Branch Manager with monitoring daily functions of branch staff. Assists with vault/cash, negotiable instrument, and compliance audit functions as assigned by the Branch Manager. Provides support and guidance to staff to make appropriate decisions and operate within parameters. Provides overrides and approvals as needed.
• Responsible for providing feedback to branch staff on day-to-day activities and developing employees in adherence to HR policies and employment law. Ensures appropriate staffing and adherence to policy. Assists with documentation preparation of formal coaching conducted by the Branch Manager.
• Collaborates with multiple departments to review reports, monitor performance errors, and review process and service efficiencies. Communicates company information and collaborative efforts with staff.
• Balances cash, checks, and completes daily transactions, account maintenance, and loan applications with minimal errors.
• Maintains knowledge of all Credit Union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job-related duties as assigned.