Assistant Branch Manager

About Us

Self-Help started in 1980 with a focus on economic inequality, especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. We’re committed to economic justice, ensuring all communities have the basic infrastructure they need to thrive—from high-quality schools to grocery stores selling fresh food—regardless of demographics, income, or wealth. Since our founding, we’ve sought new ways to pursue greater economic justice, from providing fair and affordable loans to working with partners to demand policy changes from lawmakers.

Responsibilities

• Prioritize daily, weekly, and monthly calendars to ensure proper branch staffing and maximize time to serve members.
• Provide guidance to branch staff on more difficult transactions.
• Maintain effective branch operations, including timely opening and closing, adequate staffing, and member service.
• Assist with overseeing branch office operations to ensure compliance with policies, procedures, and regulations (e.g., Bank Secrecy Act and Anti-Money Laundering).
• Approve overrides on cash withdrawals and other transactions based on authorization limits.
• Conduct surprise cash drawer audits.
• Collaborate with the Branch Manager to conduct staff meetings, including training and regulatory or process updates.
• Model great customer service for staff.
• Complete self-assessments thoroughly and accurately, and ensure they are submitted on time.
• Respond to inquiries from audit staff as needed.
• Oversee the physical facilities and equipment of the branch.
• Provide on-the-job training for all new branch staff, including consumer loan officers.
• Assist with developing branch-level production goals and plans to achieve them.
• Participate with the Branch Manager in developing personal performance goals for all staff members.
• Lead or participate in performance and accountability sessions with branch staff.
• Assume a lead role in coaching staff on relationship-building with members.
• Actively participate in hiring, Catalytic Coaching, and performance management of branch staff alongside the Branch Manager.
• Manage the lending function of the branch, including conducting loan interviews, processing, approving, and/or closing loans while ensuring adherence to sound credit practices.
• Prequalify loan applicants by examining credit reports, financial documents, and assessing creditworthiness, income adequacy, collateral, and repayment risk.
• Determine the maximum purchase price/loan amount based on the customer’s financial circumstances and needs.
• Assist with providing mortgage loan information, gathering initial documentation, and pre-qualifying mortgage loans before referring to a mortgage loan officer.
• Resolve member account-related problems and ensure positive public relations.
• Explain services to potential members to generate additional business for the credit union.
• Actively support business development activities, including attending events or ensuring proper staffing coverage.
• Perform other duties and projects as assigned.

Requirements

• Associate degree or equivalent relevant experience; Bachelor’s degree preferred.
• Four years of banking or retail experience, including experience in developing and/or supervising branch staff.
• Prior lending experience preferred.
• Ability to obtain NMLS certification in certain markets may be required.
• 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 on credit union systems and proprietary software.
• Experience with New Solutions is a plus.
• Keen attention to detail, with strong organizational and prioritization skills.
• Analytical and problem-solving skills.
• Ability to use keyboard and data entry skills.
• Strong interpersonal and people management skills.
• May be required to travel to cover other branches.
• Bilingual fluency may be required.
• Ability to work flexible hours, including evenings and weekends.

Pay

Salary Range: $58,900 – $73,600 – $88,300