Assistant Branch Manager

Shift Type: Full Time (40)
Location: Greater San Diego
Description: 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.
Troubleshoot Act as Branch Manager in the Branch Manager's absence.
Essential Duties & Responsibilities:
  • 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. Assist with coordination of 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. Ensure quality member service standards are maintained 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. Refer to Senior Credit Committee when necessary. Assist in the performance of loan audits and the review of various loan reports. Have a general awareness of competitors' loan and deposit products.
  • Assist with ongoing sales training and coaching of all branch personnel. Contribute to overall branch sales effectiveness. Responsible for overall sales performance of branch. 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.
  • Supervise work flow and coordinate scheduling of branch personnel.
  • Monitor daily branch balancing, general ledger accounts and branch reports/accounts for accuracy and audit conformity. Responsible for consistent compliance with operational policies and procedures; exceptions based on prudent judgment coupled with the needs of the member.
  • 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.
Other Duties & Responsibilities:
  • May serve on ad hoc committees.
  • Coordinate community room activities usage, if applicable.
  • Coordinate staff scheduling.
  • Perform other duties as assigned.
Minimum Requirements:
  • Bachelors Degree or equivalent work experience.
  • Minimum three years of professional experience in operations in the financial industry, with increasing levels of responsibility and proven supervisory abilities.
  • Strong verbal, written, analytical, organizational, and human relations skills.
  • Must be eligible for, obtain, and maintain a NMLS License.
Physical Demands & Work Environment:
  • While performing the duties of this position, the employee is regularly required to talk and hear; to reach with hands and arms, use hands to finger, handle or feel objects, tools or controls. The employee is occasionally required to walk, stoop, kneel, crouch or crawl. The noise level in the work environment is usually moderate.
  • The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Special Instructions:


Apply Today!

To apply, print our employment application and drop it off or mail it to our Administrative Office.

6545 Sequence Drive • San Diego, CA 92121

By Email: Jobs4u@sdccu.com 
 
By Fax: (858) 597-6509
 
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