Assistant Branch Manager

  • Assistant Branch Manager

    Job Locations
    Job ID
    Sales/Branch Management
  • Roles

    What you should know about the role

    Assists the Branch Manager to manage, direct, and administer the operation and development efforts of a medium to larger, asset sized branch location. This position reports to the Branch Manager or Branch Supervisor. Reporting to this position are Branch staff.

    What you should know about Advia

    Advia is a fast-growing Credit Union that is positioned in the top 3% of credit unions across the United States with nearly 2 billion in assets. We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages. We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations. The work environment at Advia is fast-paced, performance based and fun infused. We certainly live by the saying work hard, play hard. As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.

    As a Assistant Branch Manager, you will have opportunities to:

    • Self-manage your day to day work schedule
    • Impact credit union operations through creative ideas and process improvements
    • Prepare for future branch management opportunities

    Major Duties

    • Assumes responsibility for assisting in the supervision of Branch operations.
    • Coaches branch personnel to provide friendly, responsive service to all members; cross-sells appropriate products and services to benefit the member and maintains sales goals set forth by the credit union.
    • Ensures that operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards. Provides suggestions for improved effectiveness.
    • Ensures Branch security. Assists with opening and closing the building in accordance with set hours.
    • Ensures that the Branch balances all transactions at the close of each day. Proofs Tellers, runs related reports, and balances the vault at the end of each day. Provides assistance to Tellers as needed. Completes month end certification of all cash items and negotiable instruments.
    • Assists with Service Representative functions. Performs duties related to loan processing, certificates of deposit, and IRAs. Assists in opening new member accounts and with loan closings and disbursements.
    • Acts as a Loan Officer, processing and approving member loans within established policies and limits.
    • Completes required reports and records and ensures that Branch functions are properly documented.
    • Assists with implementing changes to established policy and procedures within the Branch.
    • Assumes responsibility for establishing and maintaining effective coordination and working relations with Branch personnel.
    • Provides assistance, direction, and supervision as needed, including guidance for branch personnel.
    • Reviews and monitors the work of Branch personnel. Provides suggestions and support as necessary.
    • Assists with orientation of new employees and staff training sessions. Ensures that personnel are well trained in all phases of their respective jobs. Performs cross training as necessary.
    • Assists with determining appropriate staffing levels and scheduling employees.
    • Assists with tracking individual progress and conducting performance appraisals. Formulates and implements corrective actions as needed.
    • Assumes responsibility for establishing and maintaining effective, professional business relations with members.
    • Ensures that members'' requests and questions are promptly and courteously resolved. Answers members'' questions or refers appropriately. Verifies deposits and provides payoff and bluebook quotes.
    • Ensures the members are informed of Credit Union services, products, and policies. Cross-sells services.
    • Ensures that the Credit Union''s professional reputation is maintained.
    • Assumes responsibility for related duties as required or assigned.
    • Replaces Branch Manager as necessary. Assists with personnel functions as assigned.
    • Ensures that work area is clean, secure, and well maintained.
    • Applies knowledge of credit union systems, policies, and procedures. Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.

    Physical Requirements

    Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

    Working Conditions

    Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.

    Mental and/or Emotional Requirements

    Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of calmly and professionally dealing with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.


    Nothing in this position description restricts management s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time. Advia Credit Union is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Skills & Experience

    Required Skills

    Understanding of Teller/Member Service Representative functions. Knowledge of Loan Officer duties. Thorough knowledge of Credit Union products, services, and policies. Strong interpersonal, leadership, and supervisory skills. Well organized and detail oriented. Ability to operate related computer applications and related business equipment.


    A minimum of two to five years of similar or related experience, including preparatory experience.


    A high school degree or equivalent.

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