Assistant Branch Manager
hace 9 días
Sacramento
Job Description POSITION TITLE: Assistant Branch Manager REPORTS TO: Branch Manager JOB GRADE: N9 PAY RANGE: $27.29/hour - $40.94/hour, Non-Exempt Dependent on experience Position Summary The Assistant Branch Manager supports the Branch Manager in the day-to-day operations of the branch by helping plan, schedule, supervise, and evaluate workflow and staffing. This role partners closely with branch leadership to ensure exceptional member service, achievement of sales and service goals, and ongoing development of team members. The Assistant Branch Manager assists in monitoring performance, resolving member and operational issues within established policies, and providing back-office support to ensure smooth, efficient branch operations. Essential Duties and Responsibilities • Sets goals for performance and deadlines in alignment with organizational goals and vision. Organizes and monitors workflow, ensuring that team members understand their duties and delegated tasks. Monitors team member productivity and provides constructive, consistent feedback, coaching and counseling. Maintains safe and healthy work environment by establishing and enforcing organization standards and adhering to legal regulations., • Support the Branch Manager in setting performance goals and deadlines aligned with the Credit Union’s strategic goals and vision., • Assist with organizing, monitoring, and prioritizing workflow to ensure team members understand assigned duties and responsibilities., • Monitor team member productivity and provide regular coaching, feedback, and guidance to support performance and professional development., • Help maintain a safe, compliant, and positive work environment by enforcing organizational standards and adhering to applicable laws and regulations., • Supervise and support branch team members by observing member interactions, assisting with cross-selling conversations, problem resolution, and addressing questions or concerns., • Foster and maintain a strong sales and service culture, supporting branch efforts to meet or exceed established goals., • Ensure team members are trained and knowledgeable on all Credit Union products, services, and delivery channels., • Assist with scheduling and ensuring branch appointments are handled effectively and timely., • Research and resolve member inquiries or complaints, ensuring appropriate follow-up and member satisfaction., • Open new accounts; conduct loan interviews; take loan applications; and fund approved loans., • Review and approve designated loan products, including Quick Cash Loans, Instant Credit Loans, Share Secured Loans, and Platinum Secured Visa accounts, in accordance with authority levels., • Approve and process wire transactions over the phone in accordance with policy and procedures., • Assist in maintaining efficient branch operations, including monitoring cash and coin inventory and coordinating cash orders., • Monitor team member conversations for professionalism, accuracy, and content to ensure quality member experiences., • Research and resolve complex member questions or issues related to accounts, transactions, or verifications., • Provide ongoing coaching and support to reinforce service standards and performance expectations., • Maintain strict confidentiality of all member and team member information., • Treat all members and team members with professionalism, respect, and a positive, cooperative attitude., • Support compliance with the Credit Union’s BSA/AML program, including:, • Currency Transaction Reports (CTR), • Suspicious Activity Reports (SAR), • OFAC screening in accordance with established procedures, • Reinforce BSA/AML compliance expectations through daily practices and team member support., • Assist with operational reporting, New Account audits, and Loan Funding Packet audits., • Perform other duties as assigned. Core Values The Assistant Branch Manager is expected to consistently demonstrate the Credit Union’s Core Values in all interactions and responsibilities: • Lead with Care – Demonstrates empathy, professionalism, and respect toward members and team members while acting with integrity and accountability., • Be Bold – Takes initiative, supports innovation, and embraces opportunities to improve service, operations, and results., • Cultivate Curiosity – Seeks knowledge, asks questions, and supports continuous learning for self and others., • Build Community – Fosters collaboration, teamwork, and strong relationships within the branch, across the Credit Union, and with the members we serve. Education and Experience Requirements • High school diploma or equivalent required., • Three (3) to five (5) years of experience in a financial institution., • Strong member service and sales skills with a demonstrated sales-oriented mindset., • Ability to operate a computer terminal and standard office equipment., • Minimum typing speed of 20 words per minute., • Strong interpersonal communication, organizational, and problem-solving skills., • Demonstrated accuracy in balancing and transactional work., • Dependable and responsible, with the ability to support and guide team members., • Goal-oriented with the ability to work collaboratively with leadership and peers., • Public Notary designation preferred or required, as applicable. Working Conditions and Physical Demands • Work is performed in a professional office environment requiring regular use of computers and standard office equipment., • Requires the ability to move throughout the branch to support operations and team members., • May occasionally work extended hours to ensure adequate branch coverage and completion of responsibilities., • May require periodic travel to other branch locations, meetings, or community engagements by car or public transportation. Team Member Signature Date Manager Signature Date