Assistant Branch Manager I
5 days ago
Stockton
Job Description Our Core Values The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. 1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect., 2. Innovate Boldly – We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible., 3. Embrace the Fun! – We take joy in our work by welcoming kindness, integrity, and authenticity., 4. Own It – Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what’s right. Position Summary Department Retail Branches The Assistant Branch Manager is responsible for supporting the Branch Manager in achieving branch growth goals and leading a team that is focused on delivering an exceptional Member experience. Leads and directs the daily activities of the branch, including the delivery of credit union products and services. Responsible for operational excellence, ensuring compliance with all policies and procedures and efficiency in the processing of Member transactions. The Assistant Branch Manager assumes responsibilities of the branch in the absence of the Branch Manager. Creates an environment of trust by “doing what’s right.” Essential Duties • Ensures delivery of an exceptional Member experience on the platform and teller line through prompt, efficient and friendly service to our members., • Ensures Member transactions are handled quickly, accurately, and in accordance with guidelines., • Manages, directs, and supervises day-to-day activities of Team Members., • Ensures service levels at the branch through Member feedback, surveys, and on-the-spot coaching opportunities., • Receives and responds to inquiries and complaints, resolving both Team Member and Member problems whenever possible., • Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlights the benefit of our products and services over that of our competitors, and support overall credit union Member services, promotions and Member service objectives and expectations., • Proactively plans and implements activities that promote referrals to the platform sales team by providing financial solutions and referral coaching, and feedback sessions with, • Team Members., • Coordinates and leads service promotion activities, which may include outbound calls, special service days and outside marketing efforts., • Develops and maintains collaborative partnerships between the branch, Business Banking, Home Lending, Wealth Management, Centralized Lending and Contact Center, to achieve company objectives., • Assists Branch Manager in participating in marketing and community events to actively promote and educate new fields of Membership to the credit union., • Assists the Branch Manager with human resources processes for all direct reports, including hiring, performance appraisals, disciplinary actions, individual development plans, career development, training, interviews, etc., • Ensures assigned Team Members’ schedules meet Member demands. Manages branch within FTE guidelines and ensures staffing is aligned with Member peak transaction times., • Conducts periodic meetings for branch Team Members to inform them of policy and procedures changes and developments, and to provide a communication base for problems, discussions, ideas, etc., • Manages all functions related to branch operations and teller functions. Ensures branch successfully passes operational reviews and audits, and operational losses are minimized., • Implements, maintains, and inspects security procedures, operational reports, control logs, audits, and certifications in compliance with all current regulatory requirements., • Maintains a current working knowledge of financial industry rules, regulations and sound methods and practices., • Maintains a thorough understanding of state and federal laws and regulations related to credit union compliance including Bank Secrecy Act, Anti-Money Laundering, and elder financial abuse laws appropriate to the position., • Performs Notary Public services as needed., • Performs other duties as assigned. Supervisory Responsibilities • Provides coverage for the leadership of branch operations in the absence of the Branch Manager including but not limited to, approvals, teller cash counts, certifications, new and closed account reports, CTR filings, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures., • Maintains a significant lobby presence focusing on Member relations and Team Member development., • Ensures service levels at the branch through Member feedback, surveys, and on-the-spot coaching opportunities., • Receives and responds to inquiries and complaints, resolving both Team Member and, • Member problems whenever possible., • Performs scheduled monthly coaching sessions as well as organic coaching sessions., • Conducts periodic meetings for branch Team Members to inform them of policy and, • procedures changes and developments, and to provide a communication base for, • problems, discussions, ideas, etc., • Responsibilities include interviewing, hiring, and training Team Members; planning, assigning, and directing work; addressing complaints and resolving problems., • Carries out supervisory responsibilities in accordance with the credit union's policies, and in the spirit of Valley Strong’s mission and values. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education Min/Preferred Education Level Description Minimum 2 Year / Associate's Degree Or five years related experience and/or training; or equivalent combination of education and experience. Experience Minimum Years of Experience Comments 3 Progressively responsible management experience within retail or financial institution. Language Skills Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. Physical Demands The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.