Community Resource Credit Union

Structured Compensation Job Description

Job Title: Assistant Branch Manager Effective Date:1/17

Department: Operations Grade: 10

Reports To: Branch Manager FLSA: Exempt

Supervises: Personal Financial Officers Approved By: SVP, COO

Tellers

Role:

Assist the branch manager with the overall operation of the credit union branch, which includes management of the monthly operating budget. Assume responsibility for the branch when the branch manager is absent. Provides quality service to members, potential members and business partners; provides staff with the needed direction with respect to more complex member service issues.

Actively promotes CRCU’s products and services to ensure predetermined organizational goals are met. Underwriting authority may be required.

Employee shall demonstrate an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.

Major Duties and Responsibilities: E(Essential) or

N(Nonessential)

40%Assist the Branch Manager with daily operations of the branch. Assists with staff scheduling, answer routine to complex questions on products and services, policies, procedures, or rules and regulations.

15%Provides backup assistance in member services. May function as a teller on an as-needed basis, filling in at peak times or providing coverage during shortages.

10%Assist Branch Manager in coaching routines, sales and service meetings and daily huddles to ensure sales and service objectives are being met and staff is properly trained.

10% Assists Executive Team members with special projects as needed.

5%Provide input into performance reviews of branch staff

5% Monitors departments’ activities for compliance with established policies and

regulations. Takes action to resolve non-compliant issues.

5% Assures that appropriate records are maintained and required reports are

prepared affecting the department.

5% Serves as an underwriter as needed

5% Performs other related duties as assigned.

Expectations:

  1. To provide back up and support to the Branch Manager.
  2. To provide accurate, courteous, friendly, timely and professional service to all

members.

  1. To insure that all operations for assigned products are in compliance with governing

regulations.

  1. To coach and train staff in products and services; to meet sales and service

goals/objectives.

  1. To assure highly qualified staff; sufficient to meet daily member demands.
  2. To maintain a professional work environment, promote team work, build respect among

coworkers and present a businesslike appearance.

  1. Make rational and realistic decisions which are based on logical assumptions and

reflect factual information and consideration of organizational resource.

  1. Able to effectively relate with staff by understanding how to approach or respond

to individuals based on their personal style.

Knowledge and Skills:

Experience: Two years to five years of similar or related experience.

Education: Equivalent to a two-year college degree or completion of a specialized course

of study at a business or trade school.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal

courtesy and tact. Work involves extensive personal contact with others and

is usually of a personal or sensitive nature. Workmay involve motivating or

influencing others. Outside contacts become important when fostering sound

relationships with other entities (companies and/or individuals) becomes

necessary.

Other Skills: Working knowledge of regulations relating to all Credit Union deposit products

(Reg B. Reg E, Reg CC, Reg D, Reg Z,Truth-in-Savings Act) and credit union

products and services.

Strong supervisory, PC (technology), compliance, leadership, written and

verbal communication skills.

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle or feel; reach with hands and arms; talk and hear. The employee frequently is required to stand,walk, and sit. Specific vision abilities required of this job include close vision and ability to adjust focus.

Working Conditions:

Work is performed indoors with some potential for exposure to safety and health hazards related to electronics work. May require periodic travel. There is exposure to potential hazardous conditions such as robbery. Employees are to receive detailed instructions and procedures to follow in order tominimize risk.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

I have read and understand my job description as Assistant Branch Manager. .

Print Name:______

Employee Signature:______

Date:______

Confidential