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.

Qualifications

Knowledge and Skills:

Experience: Three years to five years of similar or related experience. Position requires excellent communication and interpersonal skills. Must have experience using computers and MS Office software
Education: A high school education or GED

Critical Job Competencies: 

Brand Promise and Values: To make a difference - every member experience matters. Employees of CapEd carry out our promise and values of EP!C by being Empowered - We are knowledgeable and trusted to make decisions. Professional - We are respectful in creating outstanding experiences. Innovative - We seek new ideas for positive change. Collaborative - We connect with each other to implement solutions.

• Building Member Loyalty: Effectively meeting the member needs; building productive member relationships; taking reasonability for member satisfaction and loyalty.
• Coaching: Providing timely guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem.
• Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects or clients.
• Building a Successful Team: Using appropriate methods and a flexible interpersonal style to help build a cohesive team; facilitating the completion of team goals.

Very Important Job Competencies: 

• Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
• Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and task; being watchful over a period of time.
• Developing Others: Planning and supporting the development of individuals’ skills and abilities so that they can fulfill current or future job/role responsibilities more effectively.
• Decision Making: Identifying and understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriate solutions; taking action that is consistent with available facts, constraints, and probable consequences.
• Technical/Professional Knowledge and Skills: Having achieved a satisfactory level of technical and professional skill or knowledge in position related areas; keeping up with current developments and trends in areas of expertise. 

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and/or remain in a stationary position; use hands to finger, handle, operate, input or feel; reach with hands and arms in any direction; talk, communicate, converse, exchange information and hear; balance, kneel, walk and stand, occasionally moving and traversing; and will frequently use a computer and/or phone. There may be repetitive motions, making substantial movements of the wrists, hands, and/or fingers. The employee needs the ability to wear personal protective gear correctly. This is considered sedentary work: exerting up to 10 to 25 pounds of force occasionally and/or a negligible amount of force frequently or consistently to lift, carry, push, pull or otherwise move objects, including the human body. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.

Work Environment: 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The worker is subject to inside environmental conditions: protection from weather conditions but not necessarily from temperature changes and/or seasonal brightness through windows. This position may involve periodic stressful conditions. The Credit Union’s business days are Monday through Saturday between the hours of 8:00 a.m. to 6:30 p.m.; however, this position may occasionally require an adjusted work schedule, overtime, and to include evening/weekend hours. The noise level in the work environment is usually moderate. 

Disclaimer: 

NOTICE: This job description does not create a contract of employment and at all times your employment, if any, remains at will. This job description also in no way limits the duties to be performed by the employee, which may be assigned or modified from time to time by Capital Educators Federal Credit Union. Please know that Capital Educators Federal Credit Union is an Equal Employment Opportunity Employer and all decisions regarding employment including hiring and promotion are based on the individual meeting the essential functions of the job, with or without reasonable accommodation, and without a direct safety threat or undue hardship.