Ascend Federal Credit Union · 15 hours ago
LaVergne Assistant Branch Manager
La Vergne, TN
Full-time
Onsite
Mid Level
3+ years expAscend Federal Credit Union is the largest credit union in Middle Tennessee, focused on the expansion and diversification of its member groups. The Assistant Branch Manager will coordinate daily functions of financial center operations, supervise personnel, and ensure effective member service and compliance with credit union policies.
LendingFinanceBankingWellnessConsumer LendingFinancial ServicesRetirement
Responsibilities
Coordinate activities and oversee daily functions of financial center operations at location(s) assigned
Effectively deal with members and staff in all areas including problem solving and conflict situations
Continue to become familiar with credit union financial center operations and procedures by performing assigned duties, responsibilities, and projects throughout the credit union
Supervise and assist with complex balancing and other work related services
Work with supervisor and attend various training sessions and seminars to gain experience in all areas of branch operations and supervisory skills
Attend special meetings/training sessions and assist in providing appropriate information, instructions and training to employees to ensure understanding of procedures and policies, and to improve member services as designated by manager
Supervise personnel and oversee department functions jointly with the manager as a cohesive management team
In the absence of the Branch Manager, relate pertinent branch information to AVP of Branch Delivery /VP of Branch Delivery
Check and verify employees’ timecards. Prepare employee work schedules. Perform quality control on work produced by staff for accuracy
Regularly monitor employee performance and provide feedback, coaching, recognition, rewards and motivation to all employees. Assist manager with preparing performance evaluations and disciplinary matters utilizing Saba platforms
Maintain a working knowledge of the security system. Must be able to retrieve pictures and information as needed based on transaction time, location, and employee information
Notify manager of problems with daily operations, teller outages, ITM, Symitar/Epysis or Meridian Link downtime/issues and employee performance issues
Perform the duties of a financial services officer. Complete the loan application process, submit to underwriting, and complete all necessary documentation or steps needed depending on the decision rendered. Educate members and assist in solving problems on rejected loans in an attempt to obtain loan approval. Complete account opening/closing process for all account types offered. Maintain full knowledge of certificates, IRA, and HSA programs and provide members and credit union staff with information and assistance
Assist with problems involving teller line as needed
Represent the credit union in a friendly, courteous and professional manner, while providing prompt, efficient and accurate information regarding credit union loans, services, policies, and procedures
Provide notary and signature guarantee service (as assigned)
Support ITM engagement with members and staff. Assist members with using the ITM system. Troubleshoot ITM issues as needed
Maintain and monitor proper levels of working cash and cash reserve using C3 Financial system. Order and ship cash as needed. Assist with preparing counterfeit currency for proper credit and coordinate armed service manifest
Secure shipments of travel cards, gift cards and VISA instant issue cards. Assign and delete teller access to the ICUL site for gift/travel money cards
Post fed adjustments and teller error corrections
Become familiar with the Lobby Tracker platform. Review for accuracy and wait times. Deploy staff as needed to ensure a positive member experience and to minimize wait times
Become familiar with Medallia platform. Review and respond to all member surveys. Assist members and employees with problems and complaint resolution
Accept garnishments and levies as served. Follow procedure in the teller manual and send to the Legal department
Cross sell credit union services to members and employees, explaining the different services and the benefits of each. Ensure all personnel provide engaging and exceptional service to the membership. Build successful, long-term relationships with members by increasing their use of credit union services and ancillary products through financial education and coach staff to do the same
Assist manager with the business development plan of the branch including relationship building with SEGs. Coordinate onsite visits to SEGs and potential SEGs with the Business Development Department. Represent the credit union in the community by attending functions where credit union representation is needed. Refer potential SEGs to Business Development Department for follow up
Increase understanding of how the financial center performance impacts the credit union’s financial results. (PFI members vs non PFI and how they contribute, the importance of e-services, and managing efficiency at the financial center level.)
Assist manager with various compliance and security requirements including opening/closing procedures. Audit and balance the recycler, Cash Dispense Machine (if applicable) teller cash boxes, vault cash, travel cards, gift cards, instant issue cards, change fund, and bait money each month. Ensure audits are sent to the Internal Audit Department monthly and in a timely manner
Provide continuing feedback on branch quarterly goals including progress towards reaching goals during the quarter
Be familiar with Business Banking accounts and refer leads to the Business Banking Department. Refer business loan opportunities to Business Solutions Department for follow-up
Follow policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations
May travel to different locations to fill in for absent employees, including FSO and/or manager (if assigned)
Serve as backup to teller or receptionist as required
Read all internal publications including HUB and Possibilities
Perform other duties as required or assigned
Qualification
Required
Two year degree
3-5 years experience at the credit union or other financial institution is required
Must possess a high degree of poise and tact to represent the credit union in a positive manner to employees and members. Must present a professional image
Must possess excellent member service skills
Must possess excellent writing and analytical skills
Possession of a valid, unrestricted driver's license
Working knowledge of computer programs including Microsoft Outlook, Excel, Microsoft Word, and the internet
Ability to operate or have ability to be trained to operate related office equipment, including security system equipment, Biometric SDB Access, calculator, cash dispense machine, cash recycler, coin and currency counter, computer terminal (PC), multifunction copier, imager, laser printer, receipt printers, and telephone
Regular and reliable attendance is required
Company
Ascend Federal Credit Union
Ascend Federal Credit Union is a bank that offers consumer loans, retirement planning, investment, and banking services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Matt Jernigan
President and CEO
David Feldhaus, CPA
Chief Financial Officer
Recent News
Hartford Business Journal
2025-10-13
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2025-08-15
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