Assistant Branch Manager

Stanford Federal Credit Union•Stanford, CA

20d•$34 - $42

About The Position

The Assistant Branch Manager assists with the direction and administration of branch operations and acts as Branch Manager when necessary. The role helps ensure that policies, procedures, security requirements, and service standards are followed, and that members receive prompt, professional service across teller and member-services functions. The Assistant Branch Manager supports the delivery of services to current and potential members, helps supervise and train branch staff, performs assigned branch functions and high-level duties, and assists staff and members with complex tasks. The position provides leadership and direct supervision to branch personnel, supports smooth branch operations and member-service delivery, and steps in to manage branch operations during the Branch Manager’s absence. It also involves operational controls, audits, regulatory compliance, staff scheduling support, and resolution of member and employee issues.

Requirements

Two to four years of financial services experience.
High school diploma.
Knowledge of Microsoft Office.
Solid understanding of branch operations, including account administration, deposits, trust accounts, individual retirement accounts (IRAs), consumer lending, cross-selling, and business development.
Strong verbal and written communication skills.
Attention to detail.
Knowledge of branch operations, programs, policies, and procedures; sales-culture initiatives; and credit-union expectations.
Maintain authority to provide signature guarantees and sign official checks or medallion signatures up to the approved limit.

Responsibilities

Understand, comply with, and train others on applicable laws and regulations, including the Bank Secrecy Act (BSA), funds availability, truth in savings, and privacy requirements; process BSA reports and assist with BSA file maintenance.
Provide supervisor overrides and approvals within assigned limits, and assist staff and members with error resolution.
Help ensure teller and member-services representative functions are performed correctly according to policies and standards, and ensure security procedures are followed.
Advise the manager about positive and negative teller performance issues, intervene in minor staff disputes, and keep the department manager updated.
Perform required monthly audits with minimal supervision.
Lead teller and member-services personnel through communication, objective setting, and delegation; provide instruction on policies, procedures, service, and products; and assist and train employees.
Use judgment to make decisions and achieve results within established practices, policies, methods, and evaluation criteria.
Act for the Branch Manager in their absence and manage branch operations, maintaining member-service standards, training and coaching employees, and directly supervising branch staff.
Assist with supervision of branch operations and orientation, training, and cross-training of employees.
Resolve members’ requests and questions promptly, handle complaints, and ensure members are informed about company services and policies.
Help ensure efficient branch operations; maintain cash controls and operations, including cash limits, cash shipments, and negotiable items; balance branch transactions at daily closing; and provide transaction approvals and overrides within policy guidelines.
Assist with work scheduling and approve employee sick, leave, vacation, and overtime timesheets; ensure adequate branch coverage.
Assist in identifying and performing general training for branch employees.
Oversee the provision of a full range of services to current and potential members.
Perform other branch functions as required and assigned by management, including high-level duties and assignments and support for complex staff and member tasks.

Benefits

Employee medical, dental, vision, life/AD&D, and short-term disability insurance are 100% employer-paid; dependent coverage is 50% employer-paid.
Quarterly incentives of up to 10% of salary, based on position.
401(k) employer matching up to 5%, plus additional annual discretionary contributions.
Education reimbursement, subject to eligibility.
Employee recognition program with cash incentives.
Commuter toll benefit of $100–$200 per month, based on position.
Wellness benefits up to $1,200 per year.
Paid sick time accruing at two weeks per year.
Paid vacation time accruing at three weeks per year.
Paid federal banking holidays, approximately 11 per year.
Ongoing training and education, seminars, and conferences.
Loan-rate discounts on some vehicle, mortgage, and HELOC products.
Waived fees and deposit bonuses on Stanford FCU accounts.
Flexible health/transit plan availability.
Employee Assistance Program with benefits such as counseling and help finding legal assistance and day-care resources.