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Career Story: Assistant Branch Manager For A Credit Union

Assistant Branch Manager For A Credit Union

Job Title: Assistant Branch Manager

Type of Company: I work for a credit union.

Education: Schenectady County Community College •• United States Air Force Academy (no degree earned)

Previous Experience: I worked as a service manager in a local computer store. In banking, I worked my way up from a teller position.

Job Tasks: I am responsible for opening the branch in the morning, making sure that everything's secure before letting anyone else into the building. I then make sure there is enough cash in the cash dispensers -- the machines that the tellers use to work a little quicker so that people don't have to wait in line so long. I then balance the ATM machines, stock their cash drawers, count the money and make sure I've given them what they're supposed to have, take out the deposits and make sure they are all correct.

I am responsible for coaching the tellers on their sales and member service, writing action plans for them, teaching them the operations of the branch and how to take care of member issues. I am responsible for opening accounts, closing accounts, underwriting loans. I also take applications for home equity loans and mortgages and resolve issues that members may have. I offer notary services and signature guarantees. I am responsible for making sure the vault is correct every day, ordering cash, travelers checks, counter checks, Visa gift cards and other negotiable items. I am also responsible for closing the branch at night and making sure everything is secure and that everyone is out on time. I am responsible fore scheduling 18 employees' with vacations, sick time, and minimum overtime.

Best and Worst Parts of the Job: The best part of my job is the member service, being able to help someone with their finances face-to-face, helping them feel secure in what they are doing with their money.

The worst part is having to sit and listen to someone who is upset and yelling at you and knowing they are correct and there is nothing you can do but let them know you understand. If they had a bounced check and were charged a fee that you could not refund, for example.

Job Tips: Having a bachelors degree in accounting would be very helpful in this job. And while it may not be required in some financial institutions, you would definitely benefit from having the education behind you. Having a strong business attitude and business connections is a must. You want to help bring in business so those connections come in handy.

Additional Thoughts: Working for a credit union rather than a bank has its benefits: the smaller size of the company means they offer a lot more benefits, and good benefits make happy employees.

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