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Copper State Credit Union · 21 hours ago

Assistant Branch Manager I

Phoenix, AZ

Full-time

Onsite

Mid Level

$50K/yr - $53K/yr

3+ years exp

Copper State Credit Union is a dedicated financial cooperative that has been serving its members since 1951. The Assistant Branch Manager I role involves supervising branch activities, training staff, and ensuring compliance with policies while providing exceptional service to members.

Financial ServicesLendingNon Profit

Responsibilities

Supervise branch activities including:

Help coordinate branch activities to ensure members are served in a timely manner and slow times are productively utilized

Report to Branch Manager on team and individual work accomplishments, problems, and progress in mastering tasks

Intercede with the Branch Manager on behalf of the team regarding performance management issues/problems and to recommend solutions

Coach, facilitate, solve work problems, and participate in the work of the team

Train branch staff

Establish, promote, and meet branch sales, performance, and operational initiatives. Ensure unity and consistency of operations within the branch to ensure compliance with policies, procedures, and regulatory requirements

Approve supervisory overrides for other employees in accordance with credit union policies and within established levels

Ensure results are properly documented and maintained in the branch for cash auditing, ordering the cash, verifying cash received, filling teller cash orders, maintaining vault security and balancing vault cash nightly

Minimize loss exposure by identifying operational deficiencies in the branch and recommending corrective action

Prepare and review operational reports, charts, tables, and other documents as requested to document branch performance to specific credit union operations guidelines

Process all cash and non-cash transactions such as payments, transfers, withdrawals, incoming and outgoing wire transfer requests, stop payments on share draft and credit union checks

Respond to member inquiries regarding credit union services and/or account discrepancies. Obtain and route necessary information to support departments for extensive account research and/or adjustments. Works closely with other departments in obtaining information and ascertaining necessary corrections. Coordinates a response to member inquiries and ensures prompt answers

Interview members to discuss member’s overall financial position and complete all aspects of the account opening process for savings, checking, credit cards, money markets, IRAs, and CDs

Utilizing basic business account acumen, work with existing, new, and potential business members to serve their business needs including opening, processing, and servicing all types of business accounts, merchant service recommendations, and commercial lending referrals

Actively cross-sell credit union products and services, making recommendations to members, and, if appropriate, referrals to business partners including consumer lending, mortgage lending, and financial advisors. Make contact with existing members to proactively seek new memberships, increase sales opportunities and provide follow-up service

Serve as a trusted advisor to membership by viewing situations from the member’s perspective to effectively respond to their needs and concerns, often going beyond the initial need or expressed concern of the member by promoting member care, answering member queries, and researching member accounts

Provide accurate information to members regarding credit union products, services, policies and procedures. As appropriate, advise members of regulations applicable to these policies and procedures

Qualification

Sales experienceConsumer account knowledgeInterpersonal skillsBusiness account knowledgePC applicationsMathematical skillsTechnologically astuteResults orientationService focusEye for qualityInitiativeFlexibility

Required

Requires education equivalent to a four-year high school education or general education degree (GED). Some post-secondary education preferred

At least 3 years previous sales experience and/or teller experience in a financial institution or early mastery of Personal Financial Consultant III skills required

Professional well developed interpersonal skills essential for servicing credit union members and projecting a positive image as representative for the credit union. Approaches others in a tactful manner, reacts well under pressure, accepts responsibility for own actions, and follows through on commitments

Requires sound and accurate judgment. Displays a willingness to make decisions in a timely manner, usually within established guidelines. Includes appropriate people in decision-making process and can support and explain reasoning for decisions

Requires excellent interviewing skills, ability to listen to members' needs and promote appropriate credit union products and services

Knowledge of consumer and business account opening required

Knowledge of PC applications including Word and Excel required

Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)