Assistant Branch Manager - Ft Worth
JOB
Summary:
Responsible for delivery of superior quality member service while adhering to regulatory and policy guidelines through personal service and supervision of direct reporting staff.
Responsible for day to day branch operations and supervises all branch staff including but not limited to staffing, daily cash operations, lending approval/disapproval authority.
Ensures flow of work is being done and that all services are being handled properly.
Responsible for business development in assigned area.
MAJOR DUTIES/(ESSENTIAL FUNCTIONS):
Schedule and cross-train adequately to ensure effective branch succession and efficient branch operations.
Supervises all staff, including preparation and administration of annual performance evaluations.
Maintains key controls for branch.
Ensures that office and contents are safeguarded at all times.
Ensures ATMs are properly functioning to include cash levels, supplies, maintenance, and compliance.
Apply and evaluate policies and procedures for the branch.
Ensure that the branch is in compliance with federal laws and regulations set forth by the NCUA and other regulatory agencies.
Make recommendation for change when appropriate.
Ensures the credit union is adequately staffed with competent employees.
Monitor branch activity, including number of transactions, volume, teller errors, loan volume, teller, loan and member service sales.
Manage the security and safety of the branch.
Analyze and monitor security and safety policies and procedures on an on-going basis.
Maintain internal controls for all negotiable instruments and cash.
Ensure that staff receives on-going training on security and robbery procedures.
Proactively solicits new residential mortgage, consumer, and commercial business and cross-sells credit union loan and deposit products to meet established member service quality standards.
Will be expected to prospect and network in the community to develop new long-term, mutually beneficial relationships, focusing on the promotion of the credit union's products and services to increase deposits, consumer, real estate and small business loan relationships through a consultative selling approach.
Monitors key products and sales within branch to ensure profitable and sound business practices and a high quality of service for members.
Responds to member inquiries and referrals that are generated from both their own contacts and from other credit union business channels.
Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine member financing objectives, advise members of product/pricing policies and guidelines, and gather any additional required information.
Ensures exceptional member service by maintaining thorough knowledge of all programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies.
Will be expected to council members and applicants to help them realistically appraise and understand the current financial conditions, revalue current financial problems and prevent future ones.
Also expected to communicate with collections department and work with members who are experiencing financial difficulty.
Provides in person or by telephone, routine information concerning credit union service or policy, including eligibility for membership, how to apply for a loan, loan policy, interest rates, etc.
Will particiPPerforms any and all duties as assigned by the VP Consumer Lending/Compliance, COO, CLO and/or the CEO for the benefit of the credit union.
RELATIONSHIPS:
Works with the credit union correspondent banks, credit union members, vendors and other credit union personnel.
HIRING AND EDUCATIONAL REQUIREMENTS:
Five years of general experience in a financial institution of which two must be in a supervisory capacity.
Experience with MS Office applications (i.
e.
, Outlook, Word, Excel, and PowerPoint) Excellent human relations skills.
Self-motivated, and highly organized.
Able to work well under pressure, problem-solving.
Recommended Skills Administration Business Development Business Ethics Consultative Selling Coordinating Ethics Estimated Salary: $20 to $28 per hour based on qualifications.
Summary:
Responsible for delivery of superior quality member service while adhering to regulatory and policy guidelines through personal service and supervision of direct reporting staff.
Responsible for day to day branch operations and supervises all branch staff including but not limited to staffing, daily cash operations, lending approval/disapproval authority.
Ensures flow of work is being done and that all services are being handled properly.
Responsible for business development in assigned area.
MAJOR DUTIES/(ESSENTIAL FUNCTIONS):
Schedule and cross-train adequately to ensure effective branch succession and efficient branch operations.
Supervises all staff, including preparation and administration of annual performance evaluations.
Maintains key controls for branch.
Ensures that office and contents are safeguarded at all times.
Ensures ATMs are properly functioning to include cash levels, supplies, maintenance, and compliance.
Apply and evaluate policies and procedures for the branch.
Ensure that the branch is in compliance with federal laws and regulations set forth by the NCUA and other regulatory agencies.
Make recommendation for change when appropriate.
Ensures the credit union is adequately staffed with competent employees.
Monitor branch activity, including number of transactions, volume, teller errors, loan volume, teller, loan and member service sales.
Manage the security and safety of the branch.
Analyze and monitor security and safety policies and procedures on an on-going basis.
Maintain internal controls for all negotiable instruments and cash.
Ensure that staff receives on-going training on security and robbery procedures.
Proactively solicits new residential mortgage, consumer, and commercial business and cross-sells credit union loan and deposit products to meet established member service quality standards.
Will be expected to prospect and network in the community to develop new long-term, mutually beneficial relationships, focusing on the promotion of the credit union's products and services to increase deposits, consumer, real estate and small business loan relationships through a consultative selling approach.
Monitors key products and sales within branch to ensure profitable and sound business practices and a high quality of service for members.
Responds to member inquiries and referrals that are generated from both their own contacts and from other credit union business channels.
Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine member financing objectives, advise members of product/pricing policies and guidelines, and gather any additional required information.
Ensures exceptional member service by maintaining thorough knowledge of all programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies.
Will be expected to council members and applicants to help them realistically appraise and understand the current financial conditions, revalue current financial problems and prevent future ones.
Also expected to communicate with collections department and work with members who are experiencing financial difficulty.
Provides in person or by telephone, routine information concerning credit union service or policy, including eligibility for membership, how to apply for a loan, loan policy, interest rates, etc.
Will particiPPerforms any and all duties as assigned by the VP Consumer Lending/Compliance, COO, CLO and/or the CEO for the benefit of the credit union.
RELATIONSHIPS:
Works with the credit union correspondent banks, credit union members, vendors and other credit union personnel.
HIRING AND EDUCATIONAL REQUIREMENTS:
Five years of general experience in a financial institution of which two must be in a supervisory capacity.
Experience with MS Office applications (i.
e.
, Outlook, Word, Excel, and PowerPoint) Excellent human relations skills.
Self-motivated, and highly organized.
Able to work well under pressure, problem-solving.
Recommended Skills Administration Business Development Business Ethics Consultative Selling Coordinating Ethics Estimated Salary: $20 to $28 per hour based on qualifications.
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