Assistant Branch Manager
On-siteBowling Green, Kentucky, United States
Job Summary
Conduct consumer and account lending by meeting with members to determine needs, recommend appropriate products, and ensure accurate completion of all required documents. Process various member transactions, assist with enrolling in credit union products, and manage certificates, IRAs, and HSAs while serving as a Notary Public and Signature Guarantor. Maintain an active knowledge base of lending and account guidelines, perform cash drawer audits, balance bank equipment, and supervise office operations including opening and closing procedures. Support the Branch Manager with weekly timesheet schedules, MSR evaluations, and ATM processing maintenance. Strive to meet monthly lending and cross-sell goals while providing exceptional member service. Join a paid training program in Evansville, IN, with approved travel expenses included.
Required Qualifications
- exceptional service skills
- professionalism
- confidentiality
- multi-tasking
- problem-solving skills
- ability to work with the Branch Manager to assure that policies and procedures are being followed
- ability to provide excellent member service
- ability to serve as a primary Consumer Loan Officer
- ability to meet with members to determine their lending needs and recommend appropriate loan type
- ability to maintain an active knowledge base of lending products, guidelines, policies, and procedures
- ability to identify and recommend additional products that meets the member's needs
- ability to ensure all required lending documents are completed accurately
- ability to make follow up outbound calls to members to inquire about lending needs
- ability to strive to meet monthly lending goals
- ability to serve as an Account Service Representative
- ability to meet with members to determine their banking needs and recommend appropriate accounts
- ability to assist members with enrolling in credit union products and services
- ability to maintain an active knowledge base of credit union account types, services, guidelines, policies, and procedures
- ability to ensure all required account documents are completed accurately
- ability to strive to meet cross sell goals
- ability to assist members with certificates, IRA and HSA accounts
- ability to serve as a Notary Public and Signature Guarantee for credit union transactions
- ability to maintain a working knowledge of the credit union's core processing system
- ability to serve as a back-up Member Service Representative (MSR)
- ability to process various member transactions promptly and accurately
- ability to provide exceptional member service
- ability to maintain an active knowledge base of all MSR policies and procedures
- ability to strive to meet cross sell goals
- ability to assist Branch Manager with weekly timesheet schedules
- ability to assist Branch Manager with MSR evaluations
- ability to assist with balancing, loading, and maintaining all bank equipment
- ability to supervise, open, and close the office in the absence of the Branch Manager or when necessary
- ability to assist Branch Manager with cash drawer audits and MSR balancing
- ability to serve as a combination holder for ATM processing and maintenance
- ability to serve as a member of the alarm response team
Desired Qualifications
- Previous credit union or financial institution experience
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