Assistant Branch Manager - McTavish
Role Overview
Reports to the Branch Manager and contributes to the credit union's goals, member experience, and balanced growth.
Leads frontline branch employees in partnership with the Branch Manager and promotes proactive advice and service delivery.
Key Skills for This Role
Full Job Posting
Role overview
Reports to the Branch Manager and contributes to the credit union's goals, member experience, and balanced growth.
Leads frontline branch employees in partnership with the Branch Manager and promotes proactive advice and service delivery.
Leadership and culture
- Lead and develop a medium-sized frontline service team through one-on-one coaching, observational coaching, and team meetings.
- Create a proactive advice and service culture focused on a consistent member experience.
- May lead district recruitment activities and coordinate scheduling of the MSR talent pool.
- Translate goals into operational plans, track performance, and report progress.
- Support organizational change and encourage adoption of digital solutions.
- Model values-based banking, respect, diversity, inclusion, and the organization's mission and values.
Member experience and service
- Deliver and coach seamless service across member transactions.
- Support daily branch service and provide member advice on lending, deposits, and estates within assigned limits, referring matters as needed.
- Resolve routine and moderately complex member and operational issues; partner with the Branch Manager on more complex issues.
- Manage lobby flow and ensure members are greeted upon arrival.
- Promote, explain, and assist members with digital banking solutions.
Branch operations and risk
- Lead frontline communications and support branch-wide communications, including during Branch Manager absences.
- Complete required reporting accurately and on time and follow internal audit processes.
- Participate in opening and closing the vault, ATM, and cash recycler as required.
- Keep private information confidential.
- Assist with business plans, cost-effective operations, and market development to support financial targets.
- Support strategic projects and retail branch initiatives as a subject matter expert.
- Maintain compliance with internal policies, regulatory requirements, and legislation.
Role expectations
- Leadership and development of frontline employees and responsibility for member service and branch performance.
- Confidential handling of private information.
- Compliance with internal policies, procedures, regulatory requirements, and legislation.
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