Assistant Branch Manager

About the role

The Assistant Branch Manager (ABM) supervises and coordinates the activities of all branch staff (MSR, UB, MSS, or others) and reports to branch leadership. The ABM oversees, coaches, and trains all branch staff in promoting products and services, member transactions, balancing daily settlements, and meeting member needs. They assist the Branch Manager in conveying a feeling of trust, service, security, and satisfaction to members and staff. The ABM is responsible for overseeing the teller function, ATM balancing, night depository processing, cash shipment, and member service duties. They must also have a keen familiarity with credit union products and services. The ABM is responsible for all branch operations and performs all functions according to the policies & guidelines of the credit union in a friendly, helpful manner.

Responsibilities

• In the absence of a Member Service Supervisor, ensures workstations are organized and equipped for the start of the business day.
• Prioritize daily, weekly, and monthly calendars ensuring that the branch is properly staffed and that everyone’s time is maximized to serve the members.
• Provide guidance to branch staff, as appropriate, with more difficult transactions.
• Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service.
• Assist with overseeing branch office operations to ensure that policies, procedures and regulations are being followed (e.g. Bank Secrecy Act and Anti Money Laundering).
• Audit cash drawers in a surprise capacity.
• Conduct staff meetings, including training and/or providing regulatory or processes updates.
• Assume a lead role in the coaching of staff members in relationship-building with members.
• Assist with developing branch level production goals and plans to achieve them.
• Participate with Branch Manager in developing personal performance goals of all staff members.
• Assist with hiring, Catalytic Coaching, and performance management and development of branch staff.
• May manage the lending function of the branch; conduct loan interviews; process, approve and/or close loans/ensuring adherence to sound credit practices and administration policies.
• Prequalify loan applicants by examining borrower information and documentation such as credit reports and financial documents; assess creditworthiness, determine adequacy of income, credit and collateral and calculate repayment risk.
• Determine the maximum purchase price/loan amount base on the customer’s financial circumstances and needs.
• Resolve member account-related problems and ensure positive public relations.
• Explain services to potential account members to generate additional business for the credit union.
• Support business development activities including attending in person, or staffing properly so that staff may attend.

Requirements

• Associate degree or equivalent relevant experience.
• Bachelor’s degree preferred.
• Four years’ banking or retail experience including experience in developing and/or supervising branch staff.
• Prior lending experience preferred.
• Ability to obtain NMLS in certain markets may be required.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Excellent customer service skills.
• Demonstrated ability to communicate effectively – both verbally and in writing.
• Working knowledge of computer software systems including Microsoft Office (Excel, Word, and Outlook) and ability to be trained and efficiently operate credit union systems and proprietary software.
• Experience with New Solutions is a plus.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem-solving skills.
• Ability to use keyboard and data entry skills.
• Strong interpersonal/ people management skills.
• May be required to travel to cover other branches.

Qualifications

• Bilingual fluency may be required.
• Ability to work flexible work hours including evenings and weekends.

Skills

• Customer service skills.
• Keyboard and data entry skills.
• Interpersonal/ people management skills.

Benefits

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay

Commensurate with experience.

Schedule

Nightly shifts.