Assistant Branch Manager

Job Description

Job Description

BENEFIT SUMMARY

• Paid holidays; closed on Sundays
• Paid vacation, earned sick/personal time, paid bereavement leave, paid family/medical leave, short term/long term disability
• Medical/dental insurance, vision plan (effective 1st of month after date of hire)
• Medical deductible reimbursement program
• Group term life/AD&D insurance; supplemental voluntary life/AD&D insurance (effective immediately)
• Safe Harbor 401(k) plan provides up to 3% matching contributions, and an additional 3% safe harbor company contribution once you have met the plan eligibility requirements.
• Tuition assistance (up to $4500/yr; approval required), employee referral program ($250 referral bonus per referral; approval required)
• Benefits are subject to change, and subject to employee eligibility requirements. Please contact Human Resources for current information.

SUMMARY

The Assistant Branch Manager assists the Branch Manager in retail branch operations, along with supervising the retail branch staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Answer member related inquiries, and resolve member-related issues.
• Promote good NBCU member relations. Know the members.
• Open and close accounts.
• Promote and demonstrate electronic account information delivery systems to new members.
• Answer telephone inquiries.
• Initiate auto, home, and personal loans — and assist borrowers with the loan application process.
• Deliver starter checks so to quickly address member needs.
• Cross-sell to members all available credit union services that satisfies member needs (e.g. IRAs; credit cards; money market accounts; safe deposit boxes, etc.).
• Monitor individual sales goals, facilitate the adoption by staff members of sales strategies that foster a positive sales environment, and coach the staff to achieve their individual sales goals. Assist the Branch Manager in maintaining related sales performance documentation.
• Ensure that branch staff is adhering to all security procedures, and that building maintenance issues are reported and corrected.
• Assist and provide feedback in retail staff performance appraisals.
• Monitor and coordinate staff scheduling with the Retail Services Supervisor.
• Provide notary services to members, as needed.
• Maintain a cash drawer, so to facilitate assisting tellers when the branch is busy.
• Execute Chex Systems and OFAC inquiries.
• Verify weekly branch cash and ATM shipments.
• Monitor/order branch office supplies.
• Attend NBCU meetings as required.
• Attend meetings and seminars related to the Credit Union's retail services and branch-related supervisory duties.
• Open and close the branch office ― and execute daily retail operations in accordance with credit union policies and procedures.
• Perform other duties as assigned.
• Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including Member Identification Program for new members, accurate completion of new account activity profile, identifying high risk accounts at account opening, and reporting suspicious activities to the BSA Officer. Accurate completion of CTR, Monetary Instrument log, and reporting of suspicious activities to supervisor.

QUALIFICATIONS

• High school Diploma or GED
• Minimum of two (2) years cash-handling experience is required.
• Minimum of two (2) years of customer service is required.
• Minimum of two (2 years of supervisory/management experience is preferred.
• Minimum of 1-2 years of experience in consumer and/or mortgage lending is preferred.
• Prior teller experience preferred.

PERFORMANCE MEASUREMENTS

• Interpersonal communication skills (verbal and written)
• Positive, professional business relationships within the credit union.
• The ability to work independently and take-on additional projects as assigned.
• The ability to meet deadlines.
• Strong organizational skills.
• A strong commitment to achieving personal growth and success.

COMPETENCIES

• Strong leadership skills and the ability to motivate others are necessary.
• Positive, professional business relationships within the credit union.
• The ability to work independently and take-on additional projects as assigned.
• The ability to meet deadlines.
• Strong organizational skills.
• Excellent oral and written communication skills.
• A strong commitment to achieving personal growth and success.

OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

New Bedford Credit Union is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

New Bedford Credit Union is committed to complying with applicable federal, state, and local laws governing reasonable accommodations of individuals, including, but not limited to, the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA). To that end, New Bedford Credit Union will endeavor to make a reasonable accommodation to applicants and employees who have requested an accommodation, unless doing so would an undue hardship to New Bedford Credit Union’s business operations.