Laguna - Assistant Branch Manager 1 - Full Time - Onsite (So.CA)

Responsibilities

• Plan, organize, assign, and monitor workflow of the teller area to ensure the effective delivery of products and services.
• Together with Operations management, direct Branch personnel by establishing annual performance goals consistent with the Board-approved strategic and operational plan.
• Guide staff activities toward the attainment of branch goals.
• Acts as a back-up performing frontline transactions/duties as needed.
• Open and/or close Branch in absence of Branch Manager or as required by Branch operations schedule.
• Perform all required operational and procedural duties, consistent with Credit Union guidelines, related to opening and/or closing the Branch.
• Aid Operations management by providing feedback and recommendations for the recruitment, selection, promotion and advancement, corrective action, and termination of employees.
• Interview potential candidates for hire, coach and mentor employees, write up and deliver corrective actions, assess staff performance, and write annual performance appraisals for management review and approval.
• Maintain the physical appearance of the Branch consistent with Credit Union guidelines.
• Approve overrides, check holds, deposit items, and withdrawal amounts that are above and beyond a RS and RM assigned limits.
• Implement, monitor, and ensure compliance with Credit Union policies and procedures in relation to teller operations.
• Review and recommend changes to Branch procedures to improve efficiencies and exceed member service and sales goals.
• Maintain Branch security by ensuring adequate action plans are prepared and followed in support of the Credit Union’s business continuity plans.
• Ensure employees are knowledgeable about and follow established daily operating procedures regarding robbery and other disaster responses.
• Cook up and oversee operational, service and sales, and compliance training to ensure staff has thorough knowledge of all Credit Union products and services.
• Personally attend all training sessions mandated by Credit Union management.
• Provide for effective member relations by responding quickly and professionally to the more complex, sensitive member issues escalated from the teller line.
• Use sound judgment when investigating and resolving problems with member accounts, while striving to obtain an equitable resolution and assure a high degree of member satisfaction.
• May guide and direct activities of Relationship Specialists and Relationship Managers in the absence of the Branch Manager.
• Must be knowledgeable of policies, procedures, and record-keeping requirements related to new accounts and Sales.
• Conduct all daily, weekly, monthly, and quarterly operational, transaction, and fraud audits as required by the Credit Union’s audit checklist, and submit final reports to Branch Management.
• Capable of performing all RS and RM functions.
• Prepare and present reports as requested by branch management.
• Participate in special projects as directed by branch management.
• Support and participate in continuous improvement activities.
• Represent the Credit Union in a positive and professional manner.
• Maintains member and other sensitive information with confidentiality.
• Treats all co-workers and members with respect.

Qualifications

• 3+ years branch operations experience in a Credit Union or financial services industry, including a minimum of 1 year lead teller experience in financial operations, loan experience, regulatory compliance, and overseeing a staff of at least 3 employees.
• Solid working knowledge of financial products, services and all applicable Federal, State, and NCUA regulations.
• Demonstrated ability to operate office machines to include 10-key.
• Proficient with PC and demonstrated ability to use Microsoft Applications including Outlook, Word and Excel.
• Demonstrated ability to follow written and verbal instructions.
• Excellent verbal and written communication skills, problem solving skills, organizational skills, and attention to detail.
• Ability to access strengths across diversity of team members; develop skills, knowledge and abilities through coaching; influence and guide others toward the accomplishment of goals; organize tasks and develop plans within time and resource constraints.

Preferred Qualifications

• 3+ year’s senior teller / supervisor experience in a Credit Union or financial services industry.
• 2+ years’ experience with Nuvision as a senior teller, regulatory compliance, and a staff of at least 3 employees.