Jobs · Education · California

Assistant Branch Manager

SF Fire Credit Union · San Francisco, CA · 1 mo ago
On-siteEducation$37–$56/hrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting. First, there is a narrative about the credit union, values, culture, etc. That could be "About the role"? Actually "About the role" is generic; but we have description of role: "Assistant Branch Manager’s are accountable for handling any communications from our members..." etc. That's responsibilities. We also have "What You Get To Do" list of duties. That's responsibilities. We have "What We Look For In You" with requirements: multi-tasking ability, schedule includes Saturdays, shift varies, shift hours 9:15 AM to 5:45 PM. Education & Experience, Language Skills, Reasoning Ability, Mathematical Skills, Computer Skills, Physical Demands, Work Environment. Those are qualifications/requirements. We have "Salary" section with hourly rate $37.00 to $56.00. That's Pay. We have "Our Benefits" list: 401(k) and Employer Match, Health, Vision, Dental and Life Insurance, Annual Incentive/Bonus Program, Tuition Reimbursement Program, 11 Paid Holidays + Competitive PTO package, Home & Consumer Loan Program (Discounted Rates), Professional development and training programs, On-demand personal coaching resource, Wellness Program (Discounted Gym Membership). That's Benefits. We also have schedule info: "Work schedule will include Saturday’s, shift will vary depending on branch needs. Shift hours are 9:15 AM to 5:45 PM." That's Schedule. We also have maybe "About the role" could be the introductory narrative about the credit union and values? But the instruction: "Do NOT repeat the job title as a heading (the page already shows it)". The job title is Assistant Branch Manager. So we can have an "About the role" section summarizing the role description (maybe from "Is This the Career for You?" paragraph). That paragraph: "Assistant Branch Manager’s are accountable for handling any communications from our members including telephone calls, postal mail, monitoring FSC work quality, New Memberships, Credit Applications, GL Reconciliation and Branch Audits. The handling of these communications will involve answering account and service inquiries, processing financial transactions, and cross-selling the appropriate credit union products and services, while consistently meeting the service standards established by the Credit Union." That's a good summary for About the role. We also have "What It Feels Like…" describing culture. Could be part of About the role or separate? But we only need sections when there is real specific content. Could include "About the role" and maybe "Culture" but not in list of allowed headings. The allowed headings are: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should map content to these. Thus: - About the role: summary paragraph from "Is This the Career for You?" plus maybe the earlier narrative about credit union? But that's more about organization, not role. Could include both? The instruction: "Prefer a few substantive sections over many thin ones." So we can combine the organization overview into About the role as well. But we need to ensure we don't invent filler. The organization overview is substantive. Thus About the role: include the opening paragraphs about history, values, culture, and the role accountability. - Responsibilities: the "What You Get To Do" bullet list (the long list). Use
  • . - Requirements: maybe combine Education & Experience, Language Skills, Reasoning Ability, Mathematical Skills, Computer Skills, Physical Demands, Work Environment. That's qualifications. Could be Requirements section. - Qualifications: maybe separate? But we have both Requirements and Qualifications allowed. Could split: Requirements = Education & Experience, Language Skills, Reasoning Ability, Mathematical Skills, Computer Skills. Qualifications = Physical Demands, Work Environment? Or maybe we treat Requirements as the hard requirements (education/experience) and Qualifications as skills/abilities. However we have also Skills section allowed. Could map: - Requirements: Education & Experience (high school diploma + 3 years experience, previous branch/managerial experience preferred). - Qualifications: maybe the multi-tasking ability, schedule includes Saturdays, shift hours? Actually schedule is separate. - Skills: Language Skills, Reasoning Ability, Mathematical Skills, Computer Skills. - Pay: Salary range. - Schedule: Work schedule includes Saturdays, shift hours. - Benefits: list. We must not create sections with filler like "commensurate with experience". We have actual specifics. Let's extract details precisely. From text: **About the role / organization**: - Opening: "Where It Began… In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created." - Values list: "What We Stand For… There are a few things we look for in those we hire at SF Fire Credit Union, regardless of role or team. First, do they align with our values?🤝 Be PersonalWalk the Member / Employee Path⭐ Be a LeaderEmpower, Collaborate, Own💡 Be Outside the BoxInnovate, Educate, Engage💯 Be RealIntegrity and Transparency Matter🌎 Be the ConnectionServe our Community" - Culture: "What It Feels Like… Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get togethers, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we’re driven to do great work, we also value real work/life balance." - Role accountability: "Is This the Career for You? Assistant Branch Manager’s are accountable for handling any communications from our members including telephone calls, postal mail, monitoring FSC work quality, New Memberships, Credit Applications, GL Reconciliation and Branch Audits. The handling of these communications will involve answering account and service inquiries, processing financial transactions, and cross-selling the appropriate credit union products and services, while consistently meeting the service standards established by the Credit Union." We can combine these into About the role. **Responsibilities**: The "What You Get To Do" list: - Monitors member communications received via postal mail - Maintains a thorough knowledge of all Credit Union products and services, and uses this knowledge to cross-sell appropriate products and services to members to maximize the member’s relationship - Creates relationships with members by going the extra mile, completing tasks on or before assigned deadlines, and anticipating needs - Maintains the Credit Union’s tradition of excellence by taking ownership of member issues, being count-on-able, seeking solutions first, and through accurate transaction processing and dissemination of information - Contributes to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and by living up to your commitments - Provides staff with training tools and resources necessary to achieve their personal development plan - Monitors membership volume to ensure timely assistance - Processes authorized data changes on the membership and account level - Completes assigned reports, tasks and projects within established guidelines and timeframes as directed by the Branch Manager - Meets established individual and team sales and service goals - Notify Branch Manager of any service concerns by being attentive to member volume and service levels in Branch - Maintains a thorough knowledge of IRA, trust, UTMA, business account products - Assists the Branch Manager with the administration of the Branch. This includes Membership volume and patterns, managing staff scheduling, and ensuring service standards are being met - Handles escalated member issues - Serves as a loan funder - Monitor the work quality of Branch employees and coaches them to meet all core values - Manages the overall Branch operations to provide members with an exceptional experience - Provides direction to staff for sales and service initiatives, including team coaching, motivation, and development of sales and service campaigns and strategies - Completes reports, tasks and projects as assigned with established guidelines and timeframes - Serves as a membership officer as required - Assists in compiling, analyzing reports to identify trends for process improvements - Performs other work as requested by the Branch Manager - Oversee the management of the Branch in the absence of Branch Manager - May serve as a Member Advocate as needed That's a long list; we will output as
    • each. **Requirements**: Education & Experience: "High school diploma or general education degree (GED) required; plus at least three years related experience and/or training; or equivalent combination of education and experience. Previous Branch and managerial experience in a financial institution is preferred." Also maybe "Multi-tasking ability is a must." Could be under Requirements or Skills. We'll put multi-tasking ability under Requirements? But we have Skills section for abilities. Let's decide: - Requirements: Education & Experience (including preferred experience). - Qualifications: Multi-tasking ability, Work schedule includes Saturdays, shift hours? Actually schedule is separate. But we have also "Work schedule will include Saturday’s, shift will vary depending on branch needs. Shift hours are 9:15 AM to 5:45 PM." That's schedule. Thus Qualifications could be: Multi-tasking ability, Ability to read/comprehend verbal/written instructions, Ability to write business communications, Ability to define problems, collect data, establish facts, draw valid conclusions, Ability to reconcile member and general ledger accounts, Ability to calculate figures and amounts such as interest, dividends and percentages, Ability to apply concepts of basic algebra, Ability to operate a personal computer in a Windows environment, Experience with Ultradata/FSP and Microsoft Office applications preferred. But those are skills. Actually they'd fit under Skills. Thus maybe we don't need Qualifications separate; we can put all skill-based under Skills. Requirements = Education & Experience. Qualifications maybe not needed. But we have to decide which sections to include. We can include About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule. That's 6 sections. Qualifications could be omitted if not needed. But we have also Physical Demands and Work Environment details. Those could go under Requirements? Or maybe under Qualifications? But we could include them under Requirements as well (they are requirements). However the instruction: "Prefer a few substantive sections over many thin ones." So we could combine Physical Demands and Work Environment into Requirements as well, making a longer Requirements section. Thus: - Requirements: includes Education & Experience, Multi-tasking ability, Language Skills, Reasoning Ability, Mathematical Skills, Computer Skills, Physical Demands, Work Environment. But that becomes a big list; we can still use
      • for each bullet. But we need to keep headings as per allowed list: Requirements is allowed. So we can put all those under Requirements. Then Skills section maybe not needed if we put language, reasoning, math, computer under Requirements. However we have a separate Skills heading allowed; we could still use it to separate soft skills? But we might avoid duplication. Better to follow typical job posting: Requirements (education/experience), Skills (specific abilities), Benefits, Pay, Schedule. But we have many sections allowed; we can use them. Let's decide: - About the role: narrative + role accountability.

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