Assistant Branch Manager (North Hollywood)

General Summary

The Assistant Branch Manager is responsible for managing and, when needed, participating in all aspects of day-to-day operations with a focus on risk mitigation, regulatory compliance, and maximizing sales referrals. They also provide leadership and direction to branch employees, including staff development, motivation, and training.

Principal Accountabilities

• Operations Management

• Direct oversight of branch controls and compliance to effectively manage risk and ensure positive internal audits and certifications.
• Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the credit union and its members' assets.
• Maintains proficiency in all policies and procedures.
• Reviews operational reports and completes monthly certifications within prescribed timeframes.
• Maintains overall branch security, safety, and loss prevention procedures.

• Member Experience

• Ensures staff provide an exceptional member experience consistent with Credit Union standards.
• Serves as a backup for Financial Service Representative or Member Service Representative when needed.
• Resolves escalated member complaints quickly, accurately, and timely.
• Trains staff in first contact resolution and cross-training in all areas necessary to provide timely and exceptional member service.

• Staff Management

• Recruits, hires, and trains employees.
• Provides continuous coaching and mentorship to employees.
• Affords assistance with career paths to ensure their success.
• Develops and manages employee schedules.
• Ensures adequate staffing to meet member needs in the branch.

Secondary Accountabilities

• Sales Management

• Works with staff and Branch Manager to ensure branch and individual goals are met.
• Coaches and monitors staff to ensure consistent performance expectations are achieved.
• Recognizes and rewards achievements; designs campaigns and contests to support and achieve branch goals.
• Ensures all branch staff are knowledgeable in credit union products and services to appropriately offer these products and services to new members and potential members, and to deepen existing member relationships.
• Conducts external sales calls, in person and by phone, to solicit new consumer and/or business relationships.
• Attends onsite school, community, and networking events that promote new member growth.

Position Requirements and Qualifications

• Abilities:

• Strong leadership skills;
• High-level of integrity and professionalism;
• Business development and sales skills;
• Ability to multi-task;
• Demonstrated resilience and adaptability;
• Excellent organizational and prioritization skills;
• Effective communication;
• Able to negotiate;
• Able to analyze and solve problems;
• Able to make sound decisions;
• Able to facilitate brainstorming process to design and implement in-branch sales promotions;
• Able to motivate and retain employees to accomplish sales goals.

• Knowledge, Education, Certifications, Licenses:

• Thorough knowledge of branch operations and branch sales;
• Banking practices, regulations, policies, and procedures;
• Comprehensive knowledge of day-to-day banking operations and regulations to manage a retail branch office;
• Proficiency with personal computers and programs and applications, such as Microsoft Office Suite, or equivalent.

• Experience:

• Requires a minimum of five years of experience in a financial institution, to include all areas of branch operations, new accounts, and consumer lending;
• Three years of management/supervisory level experience in a financial institution.

Position Requirements (Physical and Mental Activities)

• Communication:

• Ability to clearly and accurately communicate instructions or ideas to co-workers in an appropriate manner.
• Ability to comprehend normal business conversations.

• Manual Dexterity:

• Ability to use the fingers to make small movements such as typing or picking up general office objects.
• Movements frequently and regularly are required using the wrists, hands, and/or fingers.

• Visual Abilities:

• Visual acuity necessary to prepare or inspect documents and products, or operate machinery.

• Physical Strength:

• May be required to lift up to 10 pounds occasionally.

• Reasoning Ability:

• Ability to carry out instructions and exhibit problem solving skills.

• Mental Abilities:

• Ability to accurately perform basic math functions including addition, subtraction, multiplication and division.

• Language Ability:

• Exhibit effective written and verbal communication skills.
• Ability to read and comprehend job related materials efficiently.
• Ability to prepare written correspondence in a professional manner.

• Working Environment/Conditions:

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The noise level in the work environment is usually moderate in a general business office with daily interaction with members, co-workers, and management.
• May include sitting for extended periods of time, frequent up/down motion, reaching downward or overhead from a sitting position, stooping, or bending.