Job Description

Assists Branch Manager with the daily operations of a full service Credit Union branch serving as backup when needed and providing leadership and guidance to employees. Ensures the branch is in compliance and contributes to the growth plans of the branch and Credit Union by providing friendly member service, handling member issues, and offering additional products and services to benefit members.

Essential Functions and Responsibilities

• Receives and processes member financial transactions including new accounts and account maintenance, account disputes, loan requests and loan maintenance, debit cards, safe deposit box requests, money transfers, and other teller transactions as needed; identifies sales opportunities and recommends products and services to members as appropriate; answers questions; serves as Branch Manager/Head Teller when need arises.
• Assists with ongoing employee development, mentoring, and employee performance evaluation. Conducts meetings, staff training, schedules employees, and reviews daily timecards.
• Audits and maintains proper controls on branch and employee security, Safe Deposit Boxes, and all cash. Maintains compliance with established Credit Union policies and procedures.
• Assists internal departments and members with account research requests and delivers information to employees and/or members involved.
• Assists Head Teller with buying and selling cash to and from tellers. Maintains vault and cash dispatch machines when Head Teller is not available. Files daily branch and negotiable instruments reports.
• Assists with staffing needs, including hiring and training within the branch, as needed.
• Maintains all department office supplies and communicates with outside vendors.
• Participates in community events as appropriate outside the Credit Union.

Required Experience Three or more years of customer service and/or sales experience is required. One or more years of financial services experience is required. One or more years of leadership and/or supervisory experience is preferred.

Education: A high school diploma or GED is required. An associate's degree in business, financial management, or in a related field is preferred.

• Excellent written and verbal communication skills, including business writing ability.
• Excellent time management, organizational skills, and accustomed to working with deadlines.
• Strong customer service orientation, detail oriented, and accurate.