Assistant Branch Manager II

A+ FCU is growing and we are looking for the right candidate to assist with the operation of our San Marcos Branch. This full-time, exempt position offers a minimum annual wage of $59,423.

About the role

As Assistant Branch Manager, you will be responsible for the operational and administrative functions of the branch, including day-to-day supervision of staff and member resolution. You will monitor and ensure compliance with regulatory standards and maintain a strong working knowledge of all credit union services and operations.

Responsibilities

• Employee Management
  • Assist the Branch Manager in supervising branch employees by overseeing daily operations, completing observations, coaching employees, and providing input on hiring, terminations, and evaluations.
  • Implement and monitor the branch schedule for maximum productivity, service, and overtime control.
  • Assist the Branch Manager in meeting or exceeding established branch goals.
  • Direct workflow assignments for Member Services Officers I, II, or III.
  • Update timekeeping and payroll.
• Branch Support
  • Perform Safe Deposit Box functions as needed (if applicable).
  • Assist members with account and product inquiries.
  • Conduct branch sales or training meetings as needed.
  • Consistently meet or exceed individual goals for increasing retail services per household.
  • Resolve problems and assist with complex transactions presented by members or staff.
  • Provide Notary Public services and Medallion Signature Guarantees as needed.
  • Maintain ongoing working knowledge of policies and procedures.
  • Handle vault responsibilities as needed.
  • Oversee balancing, processing, and transmission of cash letter (Branch Capture).
  • Provide ATM Operations assistance in balancing and troubleshooting (if applicable).
  • Administer supervisory overrides and check approvals.
  • Oversee branch opening and closing duties.
• Miscellaneous Duties
  • Ensure branch regulatory compliance.
  • Evaluate and report any maintenance or equipment needs.
  • Participate in Community Education and Business Development events.
  • Assist at other locations as needed.
  • Travel to training, meetings, or other branches as required.

Requirements

• Education and Experience
  • High school diploma or G.E.D. equivalent required.
  • Bachelor’s Degree in a business-related field preferred.
  • Four years of financial institution experience required.
  • Two years of supervisory experience required.
  • Knowledge of teller/vault operations, new accounts, Safe Deposit Box, and product knowledge.
  • Knowledge of financial institution policies, procedures, and products/services (credit union experience preferred).
  • Proficiency in Microsoft Office products.
  • Must obtain Notary Public and Signature Guarantee certification within the first six months.
• Physical Functions
  • Ability and stamina to work at least 40 hours per week.
  • Frequent reaching, feeling, bending, stooping, carrying, fine manipulation, and data entry.
  • Heavy communication through telephone, email, and in-person interactions.

Pay

$59,423 annual minimum.