Assistant Branch Manager at Trax Credit Union

Zephyrhills, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Jun, 26

Salary

27.16

Posted On

10 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Service, Leadership, Coaching, Operational Functions, Staff Scheduling, Policy Adherence, Regulatory Compliance, Cash Operations, Vault Balancing, Sales Skills, Loan Origination, Account Opening, Fraud Detection, Credit Bureau Analysis, Staff Development, Security

Industry

Banking

Description

Description Position Summary: The Assistant Branch Manager plays a critical role in ensuring the efficient and effective operation of the branch. This position is responsible for delivering exceptional member service, providing leadership, guidance, and coaching to branch staff, and overseeing daily operational functions that support a high-performing member experience. The Assistant Branch Manager partners with the Branch Manager in managing branch operations, which may include staff scheduling, addressing inquiries related to products and services, and ensuring adherence to policies, procedures, and regulatory requirements. Principle Accountabilities: Assist Branch Manager with branch operations including Teller, Member Service, Lending, and staff supervision. Answer routine to complex questions on products and services. Oversee the cash operations of the branch, which includes balancing the vault, ordering cash, and making decisions related to member accounts and funds availability. Function as a teller or vault teller performing all related duties such as daily balancing, reports and Safe Deposit Box administration. Identify prospects and utilize sales skills to develop new business or refer prospects to appropriate officers. Contribute to reaching loan, new account, and sales goals set for branch. Open new accounts within credit union parameters. Identify fraudulent activity to prevent potential loss. Read and interpret credit bureau reports and explain information to members as needed. Originate, process and close loans. Keep lines of communication open and maintain friendly, professional relationships with members, staff and supervisors. Develop staff in technical topics, sales and people skills. Ensure security of branch at all times, along with Branch Manager. Take initiative for self-directed training and acquire skills to enhance personal performance. Register with NMLS and maintain registry annually in compliance with the S.A.F.E. Act. Promote and protect the interests of the credit union at all times. Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act. Perform other duties as assigned. Requirements Qualifications: 3+ years experience in a financial institution. 1+ years experience selling both in person and over the phone. 1+ years of cash handling experience.

Responsibilities

The Assistant Branch Manager ensures efficient branch operation by delivering exceptional member service, providing staff leadership and coaching, and overseeing daily functions in partnership with the Branch Manager. Key duties include managing cash operations, handling complex inquiries, originating loans, and contributing to sales goals.