Assistant Branch Manager (Escondido Civic)

About the role

The position of Assistant Branch Manager is established to provide managerial and administrative support to a full service branch office of the Credit Union and maintain quality service standards set by the organization.

Responsibilities

• Act as next in charge in the Vice President, Branch Manager's absence.
• Participate in the hiring, training, coaching, supervision and performance evaluations of all branch personnel; also responsible for employee counseling, documentation, and dismissal.
• Ensure staff is updated on changes in policy and procedures; ensure staff is thoroughly trained in all Credit Union products and services.
• Aid in coordinating ongoing cross-training of all branch personnel.
• Provide guidance and leadership to staff and assist staff with improving performance.
• Promote high morale and teamwork within the branch.
• Maintain good member relations; resolve problems/member complaints quickly and accurately; authorize exceptions to operating procedure when circumstances warrant and deviation is justified, alerting Branch Manager to all such exceptions.
• Assist members as necessary, serving as an FSR or MSR, as needed.
• Maintain quality member service standards within the branch.
• Act as loan officer, ensuring loan decisions are made in a timely manner based on credit scoring guidelines and prudent judgment.
• Interface with members on complex loan files.
• Aid in the performance of loan audits and the review of various loan reports.
• Have a general awareness of competitors' loan and deposit products.
• Contribute to overall branch performance.
• Support Management with branch service and production strategy, including coaching and development of employees to acquire and deepen member relationships.
• Support Branch Manager in the business development activities in the branch.
• Responsible for proper control and maintenance of negotiable items to ensure members' needs are met while safeguarding the Credit Union's assets.
• Schedule and provide staff the opportunity for meal and rest breaks, while ensuring operational coverage is maintained.
• Other duties as assigned.

Requirements

• Bachelor’s Degree or one additional year of relevant work experience.
• Minimum three years of professional experience in operations in the financial industry, with increasing levels of responsibility and proven supervisory abilities.
• Demonstrated success in planning, organizing, leading and oversight of people and activities.
• Professional and effective interaction, verbal and written communication skills.
• Organization skills sufficient to successfully manage multiple projects, establish priorities and meet deadlines.
• Track record of applying critical thinking and emotional intelligence skills in a wide variety of situations.

Qualifications

• Knowledgeable of all security and emergency procedures.
• Responsible for making recommendations to promote professional appearance of branch, building and grounds.
• Encourage ideas for improvements to Credit Union functions.
• Promote branch cooperation, respect and teamwork with other branches and departments.
• Participate in AML/BSA compliance training as assigned.
• Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
• Responsible for the performance management of staff, to include daily feedback, coaching and mentoring; administration of appraisals that are timely and meaningful.
• Identify and address deficiencies constructively.
• Continually support, encourage and motivate team members toward ongoing growth and development.
• Consult with Human Resources (HR) on issues outside of the normal scope of performance or behavior.
• Report all issues of safety or legal consequence immediately and surface undesirable patterns as they are discovered.
• Partner with HR on all employment decisions, and refer requests for changes in terms or scheduling to the HR department.
• Monitor approved schedules, review and approve timesheets of staff, and ensure all expenses are reported as per company policy.

Skills

• Excellent interpersonal and communication skills.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Proficient in Microsoft Office Suite.
• Knowledge of credit union products and services.
• Ability to make sound lending decisions.

Benefits

• Comprehensive health insurance options.
• Retirement savings plan with employer match.
• Flexible work schedule.
• Professional development opportunities.
• Employee assistance program.

Pay

$X per hour, $Y per week, $Z per month.

Schedule

Monday - Friday - 8:30am-5:30pm
Saturday - 8:30am-5:00pm
Occasional Sundays for events
Full time - 40 hours/week