Assistant Branch Manager (Rancho Del Oro)

Frontwave Credit Union•Oceanside, CA

13d•Hybrid

About The Position

The Assistant Branch Manager assists in overseeing the branch experience, supporting a service and sales culture focused on helping members achieve their financial dreams. This role maintains sound operations through compliance with security policies and involves coaching, mentoring, training, and leading branch staff to align with the organization’s core competencies. The Assistant Branch Manager will dedicate 50% of their time to lobby coaching, deepening member relationships, and providing sales and service techniques. An additional 30% will be focused on business development and community outreach outside the branch, with the remaining 20% allocated to various branch operational duties.

Requirements

Associate’s Degree (A.S. or A.A.) or equivalent from two-year college or technical school in relevant major; or a minimum of five years’ experience in a credit union or similar financial institution with a minimum of two years in a management/supervisory position; or equivalent combination of education and experience.

Responsibilities

Consistently meets or exceeds Sales and Service metrics at all branches.
Deepen member relationships by utilizing consultative service skills.
Oversee new product onboarding to ensure satisfaction and retention.
Provide a consistent member experience during all aspects of the branches functionalities.
Daily observation with immediate feedback for coaching.
Set, create, and execute personalized Action Plans to assist in constant employee progression.
Provide opportunities for branch management and branch employees to grow through progressive responsibility and delegation.
Coaches teams in handling escalations and manage conflict resolution with the goal of achieving a positive outcome.
Assists the Market Branch Manager with monthly branch staff meetings and consistent daily huddles.
Meets on a regular basis with the branch management and branch employees to identify, coach, develop, motivate and support employees so that they can provide exceptional member service to every member.
Weekly business development efforts to drive new membership and increase market share.
Internal and external relationship building and networking to create referral sources.
Partners with Military and Community Relations department to develop ongoing business development and community relations plan to support credit union goals.
Professionally represents the credit union at community meetings, Chamber functions, and special events.
An active leader in the Community, representing Frontwave’s philanthropic efforts.
May conduct financial classes for the benefit of educating the members and resolving problems.
Conveys a positive image of the credit union.
Assists in overseeing staffing of branches including: Hiring, Scheduling, and Branch Coverage at multiple branch locations.
Ensure branch soundness and security is maintained at all times. This includes audit efforts, cash management, and loss prevention.
Maintain an awareness of branch expenditures and resources.
Ensures branch staff is knowledgeable and trained in handling regulatory/compliance policies and procedures.
Consistently leads by example and follows the Retail Operations Guide and Retail Operations Service Standards.
Manages branch staff in accordance with credit union employee handbook, policies, and applicable law.
Ensures all required breaks and meal periods are taken on time on a daily basis in accordance with credit union employee handbook, policies and applicable laws.
Assists in scheduling, preparing, and conducting employment interviews and recommends personnel for hire following standard hiring procedures.
Provide timely and fair communication and feedback to branch staff, through coaching, counseling, meetings, and appraising.
Reviews, adjusts and approves time sheets for biweekly payroll processing.
Organizes, prepares, and conducts training sessions on credit union policies and procedures.
Motivates staff using incentives, themes, and promotional methods.
Assigns duties and organizes cross-training of jobs.
Acts as a liaison with staff members to resolve conflicts.
Promotes proper training, resources and coaching to all employees to motivate them to become strong culture carriers and collaborators between all external and internal members.
Responsible for ensuring that all branch activities are in complete alignment with Frontwave’s strategic priorities and objectives.
Promotes an environment within the branch to meet monthly projected goals.
Works on special projects requiring extensive knowledge of credit union policies and procedures as directed by the Director of Branch Experience and/or Market Branch Manager.