Assistant Branch Manager (Land Park)

SAFE Credit Union•Sacramento, CA

1d•Onsite

About The Position

The Assistant Branch Manager, under the leadership of the Branch Manager, is responsible for providing internal and external clients with quality service. Exercises management responsibility for the team in meeting the Credit Union’s administrative, operational, and sales-and-service objectives. Provides members with appropriate Credit Union products and services. Ensures that staff members provide continuous quality service to all Credit Union members. Supports and assures compliance with Credit Union policies and procedures. Directly supervises branch employees. The Assistant Branch Manager is responsible for the overall direction, coordination, and evaluation of the unit, carrying out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding, coaching and addressing disciplinary issues with employees; and addressing complaints and resolving problems.

Requirements

Four-year college degree or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience.
Ability to function in a team environment.
Proven team player.
Capacity to organize, supervise, and delegate effectively.
Ability to motivate self and others.
Ability to make decisions and assume responsibility for them.
Ability to manage time effectively.
Excellent communication skills (verbal, written, listening skills, and empathy).
Expert ability to build relationships with other leaders, business partners, and stakeholders.
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Ability to write speeches and articles for publication that conform to prescribed style and format.
Ability to effectively present information to top management, public groups, and/or boards of directors.
Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to work with basic mathematical concepts, and to apply such concepts as fractions, percentages, ratios, and proportions to practical situations.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Responsibilities

Initiate sales-and-service activities.
Participate in setting and communicating branch sales and service goals, and lead in achieving the same.
Refer members to other areas of the Credit Union for assistance.
Assist in the development and carrying out of branch sale and service programs, including sale and service strategies.
Convert strategies into tactical, executable, and obtainable daily actions for branch staff.
Assist in the development and implementation of sales-and-service programs and campaigns.
Implement and monitor the process of member and non-member contact and follow-up to proactively generate new sales opportunities, increase product awareness, and deepen member relationships.
Track and assess results of all sales campaigns.
Ensure all staff members are providing consultative member sales and service.
Conduct member interviews to determine member needs and pair products and services.
Based upon member interviews, present members with products and services to fulfill needs, by explaining benefits and features.
Open accounts, accept loan applications, and conduct loan closings, as needed.
Promote and enhance new and existing member relationships.
Resolve errors and member complaints.
Establish branch and individual performance plans and daily sales action plans.
Develop and maintain positive member and staff relationships.
Ensure all branch operations are compliant through active participation and delegation.
Responsible for the balancing functions of the branch and representatives.
Maintain files and complete regulatory reports.
Conduct staff meetings on operational and regulatory matters.
Perform branch audit functions.
Ensure branch security procedures are carried out.
Manage the branch’s cash and negotiable items, within approved limits.
Participate in training and development.
Responsible for supporting and reinforcing training programs on product knowledge, sales and service techniques, and security procedures.
Review and monitor the ongoing training progress of staff members.
Cross-train and encourage coworkers and subordinates to reach their full potential.
Maintain and develop personal skills to achieve higher level of responsibility through ongoing internal and external continuing education and skill development programs.
Participate in community activities and events, as available.
Perform administrative duties.
Review and approve attendance reports and timecards.
Prepare memos and correspondence.
Complete and transmit timely sales referral and tracking reports.
Act in a supervisory capacity.
Assign responsibilities and accountabilities to appropriate individuals.
Create schedules and develop work assignments to ensure a smooth-running branch.
Establish, review, and follow up on all expectations of staff.
Conduct management staff meetings.
Conduct weekly and/or monthly staff performance reviews.
Coach and counsel subordinates on an ongoing basis, as needed.
Provide positive reinforcement, recognize and reward staff when warranted, and identify and take corrective action in the event of sub-standard performance.
Implement emergency procedures, when necessary, to ensure the safety and well-being of staff and members.
Complete other duties, as assigned.