West Region Assistant Branch Manager

West Region Assistant Branch Manager

Requirements

• Two-year college degree or completion of specialized certification in a similar or related field. A combination of education and experience will be considered in lieu of a two-year degree or specialized certification.
• Three to five years of similar or related experience is required.
• Two years’ experience in a leadership level position in a similar or related field is preferred.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, employees, vendors, members, and the general public.
• Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate, ratio, and percent.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Must have the capability to deal with problems involving concrete variables in standardized and non-standardized situations.
• Excellent understanding of the Credit Union departments and procedures.
• Punctual, self-motivated, confident and accurate.
• Excellent communication and interpersonal skills both written and verbal.
• Ability to stay calm under pressure.
• Professional attitude; supportive management.
• Neat and professional in appearance and dress.
• Ability to create good word of mouth; proven ability to effectively refer products and services. Must be self-motivated, confident, calm under pressure and accurate.
• Ability to operate related computer applications and other business equipment to sufficiently perform all job duties.
• Good typing skills.

Responsibilities

• Observe employees to elevate personal knowledge of methods, procedures and standards required for successful performance of essential duties and responsibilities in varying credit union departments.
• Have advanced knowledge of PFCU products & services, policies & procedures, rules & regulations; and assist members and employees, as needed.
• Mentee under assigned Branch Manager, and other Department Managers and Executives to further develop knowledge and leadership practices in preparation for a future management or supervisor position.
• Assume the responsibility of a Branch Manager, Vault Teller or Experience Specialist, as needed.
• Engage actively in the Cross-Education Program. Support and promote cross education requirements developed for the Branch Operations team. Review/check cross-education tracking sheets to ensure goals are being met.
• Coach and enforce the behaviors required to support employees’ goal achievement and assist in developing employees’ product knowledge and cross selling skills. Assist and support the implementation of an action plan for individuals when goals are not met.
• Monitor and investigate employee errors and institute coaching, corrective flow of work and/or corrective disciplinary action when required.
• Monitor employees’ performance; conduct performance appraisals in a timely manner; provide encouragement and recognition for outstanding performance. Conduct regular observations for coaching opportunities for staff.
• Perform all duties outlined in PFCU’s Vault Addendum.
• Set a positive example and be a role model by building relationships, being dependable, demonstrating initiative, responsibility, integrity, professionalism, and take responsibility to see that things are being done correctly and in a timely manner. Handle complex situations with confidence, knowledge and creativity. Be a leader.
• Cultivate personal relationships with the membership and provide an individualized education experience by referring and promoting PFCU products and services based on identified financial need.
• Certified in Financial Counseling. Will actively participate and obtain certification as the opportunity is available.
• Provide management with new or innovative ways for improvement of employees, service quality or products offered.
• Communicate clearly and properly with all employees and management to ensure a positive and clear understanding of the credit union’s goals and direction.
• Work at any PFCU location to assist with the management of the team in the absence of the Branch Manager, Assistant Manager or another employee; during a short- or long-term absence.
• Perform any special jobs or projects as directed by Management.
• Work with other management to ensure compliance with internal controls.
• Develop and cultivate community relationships.
• Maintain cleanliness and security of work area and equipment including protecting the confidentiality of member information.
• Seek training opportunities to develop or enhance knowledge through training, conferences, reading etc. Willingly prepare, participate in and attend educational functions and meetings as requested.
• Complete and progress through the Leadership Evolution Program and a Career Development Plan.
• Perform all other duties as assigned.

Preferred Qualifications

• Two years’ experience in a leadership level position in a similar or related field is preferred.