Assistant Branch Manager - Murrieta
About The Position
The Assistant Branch Manager assists the Branch Manager with day-to-day coordination of branch activities and supervises branch employees. The role supports a warm, positive Member experience and motivates staff to meet and exceed Member expectations in accordance with Altura Credit Union’s Core Values: Respect, Integrity, Innovation, Passion, and Excellence. The Assistant Branch Manager also helps achieve branch sales and production goals while maintaining superior Member service. The position supports branch operations, service recovery, staff training and coaching, compliance, security, loss prevention, and performance management. During peak periods, the Assistant Branch Manager may perform any branch role necessary to expedite transactions and minimize Member wait times. The role directly supervises branch staff in accordance with applicable policies, procedures, laws, and the credit union’s strategic plan.
Requirements
- High school diploma or equivalent required.
- At least two years of supervisory experience in a financial institution, including demonstrated ability to motivate, coach, counsel, and train subordinates.
- At least four years of experience in a financial institution.
- Proficient knowledge of regulations, policies, and procedures governing financial services.
- Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.
Nice To Haves
- College education preferred.
Responsibilities
- Support the Branch Manager in delivering excellent Member service and meeting the established minimum average branch Member survey score.
- Resolve escalated Member service complaints and problems and provide an acceptable level of service recovery.
- During peak periods, perform any branch role needed to expedite Member transactions and minimize wait times.
- Assist with daily branch operations, including internal control coordination, staffing-level human resource management, compliance, security, and loss prevention.
- Train, coach, and motivate team members to achieve sales and referral goals and support a sales-driven service culture.
- Maintain knowledge of state and federal regulations and Altura Credit Union and affiliate operating procedures.
- Ensure team members receive continuous training and comply with applicable policies and procedures.
- Provide staff with consistent performance feedback and statistics.
- Compile and administer team member performance appraisals, reviews, correction notices, and direction notices when applicable.
- Directly supervise branch staff in accordance with related policies, procedures, applicable laws, and the credit union’s strategic plan.
Benefits
- Vacation: 10 or more days, or minimum days as applicable.
- Eight sick days.
- Eleven holidays and a half-day on Christmas Eve.
- Birthday and anniversary day off.
- Specialized paid time off, including jury duty and bereavement.
- Community volunteer events.
- Social events and outings.
- Event and venue discounts.
- Competitive pay.
- Stakeholders 401(k) dollar-for-dollar match up to 6% after one year of service.
- Business attire allowance.
- Annual performance review and increase.
- Wellness incentive.
- Tuition reimbursement.
- Awards, recognitions, and incentives.
- Free checking and savings accounts.
- Discounted employee loan rates.
- Kaiser and Cigna medical and prescription plans.
- Dental and vision plans.
- Fitness challenges and gym access.
- Onsite wellness programs.
- Medical and dependent flexible spending accounts.
- Life and accidental death and dismemberment insurance.
- Employee assistance program.
- Pet insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
