Assistant Branch Manager - Finanta Credit Union

*\*Please check your spam folder for emails from our message portal\** Title: Assistant Branch Manager - Future Credit Union Opening Location: Philadelphia, PA Department: Credit Union Reports To: Branch Manager Salary Level: 6 Classification: Salary Exempt *C H A R A C T E R I S T I C S , S K I L L S & E X P E R I E N C E* **CHARACTERISTICS** | · Organized/ Efficient · Approachable · Customer focused · Independent/ Self-motivated · Adaptable and Strategic Leader · Ethical · Goal Oriented · Friendly · Courteous | · Conscientious · Self-starter · Self-awareness · Learning mindset · Performs well in a fast-paced work environment · Supportive · Curious · Creative · Analytical | | --- | --- | **SKILLS** - Proficiency in Microsoft Products. - Capacity to learn Credit Union software systems and databases, including but not limited to Customer Relationship Management and cloud-based programs like Microsoft 365 & Power BI. - The ability to maintain a high degree of accuracy and attention to detail. - Ability to work independently. - Strong written and verbal communication skills. - Strong analytical skills. - Excellent customer service skills and passion for member wellness. - Ability to work effectively with racially and socially diverse individuals. - Ability to speak, read and write Spanish. **EXPERIENCE** - 4+ years of Credit Union and/or bank retail experience with leadership exposure. - High school diploma or GED. - 5+ years of customer service experience. *R O L E , R E S P O N S I B I L I T I E S & E X P E C T A T I O N S* **ROLE** The Assistant Branch Manager will work with members to meet financial service needs through processing transactions and suggesting new products or services. They are responsible for delivering the highest level member service, accurate and efficient processing of member transactions, promoting products and services, resolving member account issues, making modifications to accounts, adding account services, opening new accounts, submitting consumer loan applications while collecting the appropriate documents to support the data, council members to recommend financial wellness in a holistic approach and performing those functions according to the policies and guidelines of the credit union in a friendly, helpful manner. The Assistant Branch Manager will coordinate all internal operational functions such as workflow, audits, dual control, cash monitoring and scheduling activities. They will supervise Member Services Representatives and Teller Team to ensure operational excellence is achieved, independently and through the direction of the Branch Manager. **RESPONSIBILITES** 1. **Member Services and Teller Obligations** 2. **Branch Operational Efficiency** 3. **Office Support/Policy and Procedures** 4. **Management** 5. **Coordination of Financial Education Course** 6. **Individual, Team, and Company Participation** **EXPECTATIONS** 1. **Member Services and Teller Obligations** 1. Open new accounts and screen applicants as directed 2. Assist members with requests for services including but not limited to stop payments, originals or copies of cleared share drafts, direct deposit, signature verification and card product items in person or via phone inquiries. 3. Assist members in completing loan applications and perform loan closing to ensure proper documentation is processed, setup appropriate automatic transfers 4. Exercise loan approval in accordance with assigned authority 5. Cross-sell services while assisting members with specific requests including member education related to our products and services 6. Perform on-line transactions (in person, by mail or by phone): process deposits (including check holds), withdrawals, transfers, loan payments, fees, money orders, direct deposit, CU check withdrawals, payroll deduction, cashed share drafts, and other duties that may not be listed. 7. Adhere to proper cash drawer security including maintaining limits and balancing guidelines for own actions and me…