Kevin Willett's blog
Title: In-Store Assistant Branch Manager Department: Retail Services
Reports to: In-Store Branch Manager Date: April 2012
Assists Branch Manager with daily activity in the branch and assumes responsibility for the branch in the absence of the Branch Manager. Assists in training new staff members.
(E) Essential or (M) Marginal
E 1. Provides excellent service to members.
E 2. Assists Branch Manager in the assignment of work to the staff as well as training
E 3. Ensure a safe, secure working environment for staff and visiting members. Ensures branch
operational efficiency following established operating/security procedures.
E 4. Oversee all branch operations including but not limited to order cash for the branch and ship
excess coin; ensure Travelers Checks; ATM and Miscellaneous GL’s are in balance according
to schedule; BICL duties; Scanning duties; and keys, codes and RBU duties.
E 5. Assist Branch Manager in developing and maintaining strong relationships with store
manager and staff as well as other in-store retailers.
E 6. Assist Branch Manager in actively marketing WCU by running in-store branch promotions.
E 7. Lead a sales oriented team to reach established individual and branch sales goals, including
loan and deposit growth, product sales and cross sales.
E 8. In the absence of the Branch Manager, assumes responsibility for the branch including
opening and closing the branch.
E 9. Performs duties related to consumer loan origination and closing of loans
following WCU policies and procedures.
E 10. Assists members in submitting Mortgage and Home Equity loan applications and Home
E 11. Opens and services all types of WCU deposit accounts including operation of pod station as
E 12. Maintains a working knowledge of WCU products, services, rates, and fees. Maintains
knowledge of competitor rates and products. Cross-sells WCU products based on member needs including Investment and Insurance Center, Insurance Center of New England referrals and loan payment protection
Workers’ Credit Union
Assistant Branch Manager
E 13. Determines appropriate actions for member inquiries and problems. Follows through to
resolution in a timely manner.
E 14. Meeting or exceeding goals for branch growth and developing additional business through
direct solicitation of potential members in a retail setting.
E 15. Assist Branch Manager in branch budget process and branch business plans
E 16. Maintains confidentiality of all member and credit union information and data.
M 17. May assist the branch manager with interviewing, performance evaluations, and other routine
M 18. Performs additional duties as requested.
Two years of banking experience at the level of a WCU Financial Service Rep II; one year of sales experience; two to three years consumer loan underwriting experience with attainment of loan authority (minimum of WCU Level III authority); Mortgage and Home Equity loan origination experience; knowledge of state and federal regulations including those pertaining to IRAs, deposit accounts, consumer and mortgage loans; excellent interpersonal skills to work effectively with members, WCU employees, business associates and the public; strong oral and written communication skills; ability to effectively delegate and monitor staff performance. HS diploma or equivalent required.
Mandated Licensing Requirement:
Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provides changes to any individual information (such as an address or name change) as they occur directly into the NMLS system or to the HR Department within 20 days of such change.
Able to communicate orally with co-workers and members. Able to operate computer keyboard and other office machines that require finger dexterity and repetitive motion. Visual acuity necessary to prepare/inspect documents. Occasional lifting up to 25 lbs. Sedentary work, sitting most of the time.
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