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America First Credit Union · 6 hours ago

Assistant Branch Manager Trainee

Tempe, AZ

Full-time

Onsite

Mid, Senior Level

2+ years exp

America First Credit Union is seeking an Assistant Branch Manager Trainee for their Tempe Branch. This role offers an opportunity to gain experience in branch leadership, assisting with the direction and administration of branch operations while ensuring high-quality service to members.

FinanceFinancial ServicesNon Profit

Responsibilities

Ensures Credit Union service standard baselines and expectations are met

Ensures that members' requests and questions are promptly resolved. Handles Members' complaints

Ensures that members are informed of Credit Union services and policies. Counsels members regarding their financial needs and services requested

Ensures that the Credit Union's quality reputation is maintained and projected and models professional behavior

Conducts regular service training to ensure staff provides the highest degree of excellence in every contact

Ensure management of lobby flow for prompt service

Provides leadership through professional example and communication

Directly supervises all Branch personnel. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks in coordination with the branch manager

Participates in weekly leadership meetings with branch management staff to coordinate branch goals and activities. Conducts the meeting in the absence of manager

Assist in conducting regular meetings with branch employees to inform and train. Discusses areas needing improvement and changes in procedure. Ensures that staff members are well informed of new products, services, rates, and policies. Answers staff questions and assists in problem solving

Ensures that personnel are well-trained in all phases of their respective jobs. Completes orientation of new employees in overall Branch procedures in absence of manager. Performs cross-training as necessary. Schedules employee testing and recommends specific training programs as appropriate

Ensures that personnel are well-trained in all phases of their respective jobs and provides necessary cross-training for employee development

Responsible to create a cohesive environment to ensure effective team participation in achieving established sales goals

Tracks individual progress and conducts performance appraisals on each employee at least twice annually in coordination with the branch manager. Formulates and implements corrective actions as needed. Recommends promotions for employees as appropriate

Ensures effective one-on-ones are conducted monthly with each employee as delegated by branch manager. Monitors and encourages employees to complete their goals

Assists the branch manager in effectively communicating and implementing policy and procedure changes

Ensures that operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements

Ensures Branch security, including opening and closing procedures are followed by all employees

Ensures that Branch auditing procedures are effectively conducted and that deficiencies are corrected

Ensures required testing of security equipment and required security training is conducted according to established Credit Union policies

Ensures proper risk assessment is completed for all loan and teller transactions

Evaluates override and waiver authority for all necessary loan and teller transactions for appropriate risk tolerance within their level of authority in the absence of the branch manager

Assumes responsibility for maintaining proper cash controls. Ensures that all Branch transactions are balanced at the close of each day and daily deposits are made in accordance with established policies and procedures. Assist tellers in resolving balancing problems

Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out

Implement prudent safety measures to ensure safety of employees and members

Keeps Branch manager informed of Branch activities, progress toward established objectives, and of any significant problems

Ensures that personal development meets expectation for assistant manager position and knowledge is sufficient to support members and employees. Complies with and leads by example in adherence to America First core values

Ensures that services are sold and delivered in accordance with established standards and procedures and the integrity and quality of all Credit Union programs are maintained

Ensures the effective scheduling of work flow in daily routine operations

Performs duties in Branch positions as needed. May act as Loan Officer or assist with Service Representative functions

Assist in the interviewing and hiring process ensuring that staffing levels are appropriate and that human resources are effectively utilized

Acts as a Loan Officer, processing and approving member loans within established policies and limits set

Supervises and assists with member services functions. Cross-sells Credit Union services

Directly supervises all branch personnel in coordination with branch manager. Ensures that high quality work and efficiency in operations are maintained. Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks

Responsible for effective scheduling for appropriate branch coverage. Assists branch manager in approving all sick leave, vacation, overtime, and time cards for each branch employee. Keeps accurate payroll and attendance records

Ensures that Branch operations are well coordinated with appropriate operation departments. (Accounting, Security, Records, Etc.)

Continually seeks ways to improve Branch operations and productivity and to meet established goals

Tracks Branch statistics, prepares periodic activity reports, and makes recommendations to branch manager for improvements

Ensures that adequate supplies, forms, and equipment are available for personnel

Ensures performance and profitability expectations are met as determined by branch manager

Ensures all sales goals and standards are met thru tracking staff performance

Continually seeks ways to improve Branch operations and productivity and to meet established goals

Prepares periodic Branch activity reports and makes recommendations to branch Manager for improvements

Support and assist with market coverage, employee training and insure that the 30 day teller reviews are completed

Ensures that the Credit Union's quality reputation is maintained and projected

Ensures that requests and questions are promptly and courteously resolved

Ensures that members are informed of Credit Union services and policies

Qualification

Supervisory experienceCredit Union knowledgeOperations experienceMarketing skillsInterpersonal skillsCommunication skillsProfessional appearanceBasic computer skillsSupervisory abilitiesOrganizational skills