Primary Function

Responsible for assisting the branch manager in the overall management of the branch. Supports efforts to maximize revenue, member satisfaction, and minimize operational losses as well as deepening existing relationships and minimizing member attrition. Contributes to the implementation of promotional campaigns and product initiatives at the branch level. Completes member/financial service and teller responsibilities as needed.

Major Duties and Responsibilities

• Assists in training staff and monitoring attendance. Monitors performance and makes recommendations to manager for evaluations. May help interview for open positions and make recommendations to the manager. Works with branch personnel to improve cross selling and balancing skills and to provide updates on policy and procedure changes. Cooperates with Lending in helping members with loan applications and disbursements.
• Exercises direct supervision over assigned staff, including approval of corrections and overrides, compliance with company policies and procedures and completion of all daily posting and reconciliations.
• Performs branch opening and closing duties as assigned. Helps control branch security and appearance. Maintains liaison between branch and administrative offices.
• Investigates and resolves member complaints, and researches member situations to resolve issues involving fees, loan servicing, etc.
• Balances operational controls in order to minimize risk to the company. Performs surprise cash audits, including ATM audits. Performs pre- and post-closing peer reviews of loans originated by branch staff.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Performs other professional duties as assigned.

Skills, Knowledge, and Experience

Degree in business, accounting or related field, or equivalent experience in the lending or member services area of a credit union or financial services industry. Bilingual in English/Spanish is preferred. Ability to make prompt decisions and supervise effectively is key.

This position description is not a complete statement of all duties and responsibilities comprising the position. It contains only the facts necessary to evaluate the position on a fair basis.

Disclaimer:The description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.