About the Role
This role supports the branch manager in overseeing daily operations, leading staff, and delivering high-quality service to members. Responsibilities include transaction oversight, compliance adherence, and contributing to team performance and growth.
Responsibilities
- Assist in managing daily branch activities and workflows
- Supervise and guide team members to ensure efficient operations
- Support the training and development of staff
- Handle member inquiries and resolve complex service issues
- Ensure accuracy and compliance in financial transactions
- Monitor account processing and documentation standards
- Assist in meeting performance goals and service metrics
- Promote financial products and services to members
- Maintain adherence to regulatory and internal policies
- Support cash handling and vault management procedures
- Conduct regular audits of operational processes
- Assist in preparing reports and performance summaries
- Collaborate with leadership on process improvements
- Ensure branch appearance meets company standards
- Respond to member feedback and escalate when needed
- Support marketing initiatives and community outreach
- Monitor daily balancing and reconciliation procedures
- Assist in onboarding new team members
- Uphold confidentiality and data security protocols
- Participate in audits and compliance reviews
- Track and report on sales and service activity
- Support loan processing and account opening workflows
- Identify opportunities to enhance member experience
- Maintain up-to-date knowledge of financial offerings
- Escalate operational issues to senior management
Work Arrangement
On-site
Team Context
- Work closely with branch manager and frontline staff to ensure smooth daily operations.
- Collaborate with regional teams to implement company initiatives and service standards.
