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Rally Credit Union · 1 day ago

Branch Assistant Manager

Harlingen, TX

Full-time

Onsite

Mid, Senior Level

5+ years exp

Rally Credit Union is seeking a Branch Assistant Manager to oversee branch operations under the direction of the Branch Manager. This role includes managing the Teller Department, ensuring quality service to members, and leading staff to meet operational goals while promoting a positive member-focused environment.

CreditFinanceFinancial ServicesLending

Responsibilities

Managing, Leading and Coaching

Actively supports the Vision, Mission and Operating Objectives of the credit union while being member focused, always displaying a friendly, helpful, professional and positive attitude

Responsible for directing, maintaining quality and progress of work

Assists with managing branch office in absence of Branch Manager

Establish work method and workflow and ensure timeliness of work completion

Ensure staff is motivated through training, coaching, supervision, and review of department activity and results to fulfill branch and credit union One Page Strategy

Effectively works with Vault Teller and Sales Coaches to develop and implement and staff IDPs

Supervises the Vault Teller/Teller Team Lead in their role and responsibilities of maintaining an efficient and member-centric front line and vault

Responsible for the management and growth of the branch, including daily operations, lending and member service

Completes orientation of new employees in overall branch procedures; complete check in responsibilities for new and transferred teller staff

Holds meetings at least twice a month with branch employees to for discussing areas needing improvement, provide effective feedback, disseminate changes in procedures, product knowledge, promoting a sales and service culture, etc

Monitors quality of service and member surveys and ensures that employees are maximizing opportunities to cross-selling products

Participates in interviews for hiring new branch employees. May make hiring recommendations but does not have the authority to extend offers of employment. Serves as the contact for Teller Department issues including but not limited to scheduling and approving leave requests, counseling, and training

Evaluate the work performance of branch staff

Under guidance of Branch Manager ensures the Teller and Vault Teller/Teller Team Lead annual evaluations are completed and administered on time

Under guidance of Branch Manager ensure the Member Service staff 90-day evaluations are completed and administered on time

Creates member service staff schedule and reviews teller staff schedule ensuring sufficient coverage for efficiency and member needs

Responsible for ensuring the completion of the end of month reports – reporting to Branch Manager

Based on staff’s skill development, recommend changes, promotions, overrides, and check approval limits to Branch Manager

Promote the credit union’s positive image through internal contacts as well as involvement in outside activities, including CU sponsored clubs and organization, maintaining effective and productive relationships with community groups meeting minimum standards set by the credit union

Service and Cross sales

Assumes responsibility for ensuring and performing efficient, effective, and professional front line operations. Responsible for assignment and distribution of workflow

Answers member and staff questions, solves problems/complaints, and assists with complex transactions and sensitive member issues

Handle concerns registered by members involving the branch, keeping the Branch Manager informed of member’s concerns and request assistance when necessary

Monitors and ensures teller staff works towards achieving the minimum standard survey score

Through Branch Manager and Sales Coach, monitors and ensures Member Service team meet minimum performance standards set by the credit union

Assists with training, direction and coaching of staff in fostering a sales and service culture. Motivates staff in cross-sell activities and/or develops engagement program based on the goals of the credit union. Meets or exceeds operational objectives regarding sales, service and financial objectives

Serves as a point of escalation and research and can authorize exceptions to normal policy or procedures when circumstances warrant, and deviation is justified

Ensure protection of credit union interest in matters of documentation and adherence to policies and applicable laws and regulations

Institute and implement branch procedure changes, as well as overall policy and procedures changes

Responsible for proper control and monthly audit of blank laser check stock, and debit cards

Responsible for ensuring proper supply and control and accountability of the cash maintained in the branch, SDB e-cash and ATM/ITM

Audits branch vault (under dual control) periodically, (at least quarterly and before vacations, extended leave, and terminations) and forward documentation to internal auditor upon request; inclusive of SDB e-cash as applicable

Ensure surveillance system is functioning properly, test quarterly and document

Ensure facility is maintained in excellent condition and monthly safety and security inspections are performed

Performs duties of a vault teller, teller, or other operational positions as required. Assist branch personnel and operational issues in the absence of the Branch Manager

Verify security and internal control procedures are in place, efficient and adhered to

Verifies (under dual control) periodically, (at least quarterly and before vacations, extended leave and termination’s) cash issued to employees in branch and forward documentation to internal auditor when requested

Maintain facility in excellent condition and monthly safety and security inspections performed

Qualification

Branch operations managementSupervisory experienceMember serviceSalesCross-sellingOrganizational skillsCoachingTeam motivationTrainingCustomer serviceSafetySecurity inspectionsCash handlingAudit proceduresPolicy implementationCommunity relationsTechnical proficiencyLeadershipCommunication skillsProblem-solvingConfidentialityFlexibilityAttention to detail

Required

Associates degree, or equivalent work experience

Five (5) years in branch operations to include a minimum of (1) year member service with cross and up selling of products and services

Two (2) year supervisory experience

Position involves wrist / hand manipulation, ability to lift up to 50 lbs, ability to bend stoop and reach overhead

Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents

Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction

Must be flexible and willing to travel or relocate to different branches, inclusive of outlying locations

Most important to this position is to be highly motivated with good communication skills and capable of leadership by example; maintain a high level of confidentiality

Strong organizational, supervisory skills and lending experience preferred

Personal computer with windows environment, calculator, cash recycler/dispenser, copy machine, scanner, ATM depository, ITM, currency counter, debit card imprinter