Job Description

Role:

Provide Branch Manager with support, assistance and leadership regarding all aspects of branch operations to ensure superior service is provided to all internal and external members. Assure the financial service needs of each member are promptly, accurately, and courteously fulfilled. Responsible for the maintenance and security of the branch facility and its contents in the absence of the Branch Manager. Responsible for maintaining vault and ATM cash, as well as all consigned items at the Branch.

Essential Functions & Responsibilities:

Support Branch Manager in all areas of member service operations, including but not limited to member services, staff performance management, compliance and facilities. Responsible for daily coordination of Tellers and Teller duties including cross-selling.

Actively educate and inform members on all credit union products and actively cross-sell all products/services to meet monthly production goals. Assist member(s) with account inquiries in a timely and accurate manner and perform all functions associated with account maintenance as requested including but not limited to personal and account data changes, address changes, and account closures.

Maintain vault and ATM cash in an accurate manner. Responsible for replenishing and verifying cash shipments from Federal Reserve under dual control system.

Balance and service coin machine (where applicable).

Perform regular unannounced audits on Teller cash drawers, ATM, and vault cash.

Assist Tellers in all phases of their duties including balancing cash drawer and end of day procedures.

Responsible for ensuring compliance issues are properly administered in the member services area.

Resolve and follow-up on member complaints and issues to ensure the highest quality member service.

Assist with account opening responsibilities

Perform other job duties as assigned. 

Performance Measurements:

1. Accurately and efficiently complete all members or account related forms and forward to appropriate department for action and/or filing.

2. Maintain usage proficiency on all member-related third-party systems and software including the maintenance of member records. These systems include but are not limited to member check ordering, ATM/Debit card ordering and maintenance, account and identity verification, etc.

3. Possess and maintain knowledge of all credit union products, services, policies and procedures so that they can be effectively communicated to the employees and members.

4. Must be available to travel to any branch location for support as requested by management, as well as work on Saturdays when needed.

5. Assist with the opening/closing of the branch office as necessary.

6. Must have excellent communication skills with Branch Managers, co-workers, subordinates and members.

Knowledge and Skills:

Experience:   One year to three years of similar or related experience.

Education: A high school education or GED; one to two years college preferred. Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.

Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills:  Customer service skills, detail-oriented and multitasking oriented.

Physical Requirements: 

While performing the duties of the job, the employee is regularly required to :

-Position self to move about the work area.

-Reach, grab, sort.

-Communicate in person and via telephone with others.

-Identify and recognize small font communication.

-Ability to transport a minimum of 10 pounds.

Address: 150 N Dairy Ashford Rd, Ste E-0172, Houston, TX 77079

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