LaVergne Assistant Branch Manager

Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 260,000 members from 27 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union’s sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.

Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union’s commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend’s vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2025) and Training MVP Awards (2015-2025).

Coordinate activities and oversee daily functions of financial center operations at location(s) assigned. Effectively deal with members and staff in all areas including problem solving and conflict situations. Continue to become familiar with credit union financial center operations and procedures by performing assigned duties, responsibilities, and projects throughout the credit union. Supervise and assist with complex balancing and other work related services.

#LI-Onsite

• Work with supervisor and attend various training sessions and seminars to gain experience in all areas of branch operations and supervisory skills.
• Attend special meetings/training sessions and assist in providing appropriate information, instructions and training to employees to ensure understanding of procedures and policies, and to improve member services as designated by manager.
• Supervise personnel and oversee department functions jointly with the manager as a cohesive management team.
• In the absence of the Branch Manager, relate pertinent branch information to AVP of Branch Delivery /VP of Branch Delivery.
• Check and verify employees’ timecards. Prepare employee work schedules. Perform quality control on work produced by staff for accuracy.
• Regularly monitor employee performance and provide feedback, coaching, recognition, rewards and motivation to all employees. Assist manager with preparing performance evaluations and disciplinary matters utilizing Saba platforms.
• Maintain a working knowledge of the security system. Must be able to retrieve pictures and information as needed based on transaction time, location, and employee information
• Notify manager of problems with daily operations, teller outages, ITM, Symitar/Epysis or Meridian Link downtime/issues and employee performance issues
• Perform the duties of a financial services officer. Complete the loan application process, submit to underwriting, and complete all necessary documentation or steps needed depending on the decision rendered. Educate members and assist in solving problems on rejected loans in an attempt to obtain loan approval. Complete account opening/closing process for all account types offered. Maintain full knowledge of certificates, IRA, and HSA programs and provide members and credit union staff with information and assistance.
• Assist with problems involving teller line as needed.
• Represent the credit union in a friendly, courteous and professional manner, while providing prompt, efficient and accurate information regarding credit union loans, services, policies, and procedures.
• Provide notary and signature guarantee service (as assigned).
• Support ITM engagement with members and staff. Assist members with using the ITM system. Troubleshoot ITM issues as needed.
• Maintain and monitor proper levels of working cash and cash reserve using C3 Financial system. Order and ship cash as needed. Assist with preparing counterfeit currency for proper credit and coordinate armed service manifest.
• Secure shipments of travel cards, gift cards and VISA instant issue cards. Assign and delete teller access to the ICUL site for gift/travel money cards.
• Post fed adjustments and teller error corrections.
• Become familiar with the Lobby Tracker platform. Review for accuracy and wait times. Deploy staff as needed to ensure a positive member experience and to minimize wait times.
• Become familiar with Medallia platform. Review and respond to all member surveys. Assist members and employees with problems and complaint resolution.
• Accept garnishments and levies as served. Follow procedure in the teller manual and send to the Legal department.
• Cross sell credit union services to members and employees, explaining the different services and the benefits of each. Ensure all personnel provide engaging and exceptional service to the membership. Build successful, long-term relationships with members by increasing their use of credit union services and ancillary products through financial education and coach staff to do the same.
• Assist manager with the business development plan of the branch including relationship building with SEGs. Coordinate onsite visits to SEGs and potential SEGs with the Business Development Department. Represent the credit union in the community by attending functions where credit union representation is needed. Refer potential SEGs to Business Development Department for follow up.
• Increase understanding of how the financial center performance impacts the credit union’s financial results. (PFI members vs non PFI and how they contribute, the importance of e-services, and managing efficiency at the financial center level.)
• Assist manager with various compliance and security requirements including opening/closing procedures. Audit and balance the recycler, Cash Dispense Machine (if applicable) teller cash boxes, vault cash, travel cards, gift cards, instant issue cards, change fund, and bait money each month. Ensure audits are sent to the Internal Audit Department monthly and in a timely manner.
• Provide continuing feedback on branch quarterly goals including progress towards reaching goals during the quarter.
• Be familiar with Business Banking accounts and refer leads to the Business Banking Department. Refer business loan opportunities to Business Solutions Department for follow-up.
• Follow policy and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations.
• May travel to different locations to fill in for absent employees, including FSO and/or manager (if assigned).
• Serve as backup to teller or receptionist as required.
• Read all internal publications including HUB and Possibilities.
• Perform other duties as required or assigned.

Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs.

Education

• Two year degree

Work Experience

• 3-5 years experience at the credit union or other financial institution is required

Knowledge, Skills, and Abilities

• Must possess a high degree of poise and tact to represent the credit union in a positive manner to employees and members. Must present a professional image.
• Must possess excellent member service skills.
• Must possess excellent writing and analytical skills
• Possession of a valid, unrestricted driver's license.
• Working knowledge of computer programs including Microsoft Outlook, Excel, Microsoft Word, and the internet.
• Ability to operate or have ability to be trained to operate related office equipment, including security system equipment, Biometric SDB Access, calculator, cash dispense machine, cash recycler, coin and currency counter, computer terminal (PC), multifunction copier, imager, laser printer, receipt printers, and telephone.
• Regular and reliable attendance is required.

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Ascend Federal Credit Union is an Equal Opportunity Employer.