
Assistant Branch Manager
Jeanne D'Arc Credit Union, Lowell, MA, United States
Assistant Branch Manager
As an Assistant Branch Manager, you will work under the leadership of the AVP – Regional Branch Officer and Branch Officer to provide direction to and oversight of assigned Member Experience team members and serve as a resource for all branch functions and services. Welcome members and non-members and perform various transactions accurately and efficiently. Adhere to Credit Union policies and procedures to ensure ethical and compliant business practices. Build member relationships through education about products and services. Support team members by assisting with challenging member questions and provide appropriate account overrides. Manage cash inventory and conduct timely branch audits. Manage the branch location in the absence of the Branch Officer.
Essential Functions & Responsibilities
Train new branch personnel; prepare work schedules and monitor performance.
Monitor branch office operations to ensure that security procedures are being followed and that appropriate steps are taken to correct unsatisfactory conditions.
Review documents prepared by subordinate personnel, such as savings bond applications and safe deposit vault entry and exit records to ensure compliance with organizational policies and procedures.
Remove, count, and record cash from automated teller machine.
Explain services to potential consumer and commercial account customers to generate additional business and to promote positive public relations.
Assist subordinate personnel in balancing daily transactions; examine, evaluate, and process loan applications in the absence of subordinate personnel.
Resolve account‑related concerns with customers.
Evaluate all branch activities to ensure they are in compliance with established Credit Union policies, procedures, and objectives; recommend changes to manager.
Manage branch office in the absence of manager.
Perform other job‑related duties as assigned.
Knowledge & Skills
Experience: One year to three years of similar or related experience.
Education: A two‑year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job‑specific skills acquired through an apprenticeship program.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first‑level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
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As an Assistant Branch Manager, you will work under the leadership of the AVP – Regional Branch Officer and Branch Officer to provide direction to and oversight of assigned Member Experience team members and serve as a resource for all branch functions and services. Welcome members and non-members and perform various transactions accurately and efficiently. Adhere to Credit Union policies and procedures to ensure ethical and compliant business practices. Build member relationships through education about products and services. Support team members by assisting with challenging member questions and provide appropriate account overrides. Manage cash inventory and conduct timely branch audits. Manage the branch location in the absence of the Branch Officer.
Essential Functions & Responsibilities
Train new branch personnel; prepare work schedules and monitor performance.
Monitor branch office operations to ensure that security procedures are being followed and that appropriate steps are taken to correct unsatisfactory conditions.
Review documents prepared by subordinate personnel, such as savings bond applications and safe deposit vault entry and exit records to ensure compliance with organizational policies and procedures.
Remove, count, and record cash from automated teller machine.
Explain services to potential consumer and commercial account customers to generate additional business and to promote positive public relations.
Assist subordinate personnel in balancing daily transactions; examine, evaluate, and process loan applications in the absence of subordinate personnel.
Resolve account‑related concerns with customers.
Evaluate all branch activities to ensure they are in compliance with established Credit Union policies, procedures, and objectives; recommend changes to manager.
Manage branch office in the absence of manager.
Perform other job‑related duties as assigned.
Knowledge & Skills
Experience: One year to three years of similar or related experience.
Education: A two‑year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job‑specific skills acquired through an apprenticeship program.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first‑level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
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