Assistant Branch Manager

Self-Help•Kendall, FL

25d•Onsite

About The Position

Self-Help is seeking an Assistant Branch Manager to join its Jacksonville, Florida team. Self-Help works to create and protect ownership and economic opportunity, with a focus on economic justice and communities that have faced systemic barriers to building wealth. The Assistant Branch Manager supports effective branch operations and member service, and takes on responsibilities beyond those of a Member Service Supervisor. The role may manage the branch lending function, including interviewing and prequalifying applicants, assessing creditworthiness and repayment risk, and processing, approving, or closing loans in accordance with credit practices and administration policies. The Assistant Branch Manager also supports business development, staff training and coaching, branch goals, performance management, compliance, and the oversight of branch facilities and equipment. In some cases, the role may assist with mortgage loan prequalification or be trained to originate mortgage loans. The position requires an associate degree or equivalent relevant experience, with a bachelor's degree preferred, and four years of banking or retail experience that includes developing or supervising branch staff. The role may require travel to cover other branches and flexible hours, including evenings and weekends. Compensation is $54,080–$76,400, based on local market rates, geography, role, and experience, with a competitive nonprofit compensation package and generous benefits.

Requirements

Associate degree or equivalent relevant experience.
Four years of banking or retail experience, including experience developing and/or supervising branch staff.
Strong interpersonal and people-management skills.
Commitment to Self-Help’s mission of creating economic opportunity for traditionally underserved communities.
Ability to communicate effectively, verbally and in writing.
Attention to detail and ability to organize and prioritize work effectively.
Analytical and problem-solving skills.
Working knowledge of computer software systems, including Microsoft Office (Excel, Word, and Outlook), and ability to learn and efficiently use credit union systems and proprietary software.
Ability to use keyboard and data-entry skills.
Ability to demonstrate Self-Help’s Core Values: Mission Before Self; Service with Excellence; Embracing & Promoting Change; Results Not Credit; Diversity as a Strength; and Financial Sustainability for Mission Impact.
May be required to travel to cover other branches.
Ability to work flexible hours, including evenings and weekends.
Ability to obtain NMLS in certain markets.

Nice To Haves

Bachelor’s degree.
Bilingual English/Spanish skills.
Prior lending experience.
Experience with New Solutions.
Preference for working in organizations that prioritize teamwork and collaboration.

Responsibilities

Maintain effective branch operations, including timely opening and closing, adequate staffing, and effective member service.
Conduct staff meetings and provide training or regulatory and process updates.
Model excellent customer service for staff.
May manage the branch lending function, conduct loan interviews, and process, approve, or close loans while ensuring adherence to sound credit practices and administration policies.
Prequalify loan applicants by reviewing credit reports and financial documentation, assessing creditworthiness and income, credit, and collateral adequacy, and calculating repayment risk.
Determine maximum purchase prices or loan amounts based on customers’ financial circumstances and needs.
Explain services to potential account members to generate additional credit union business.
Support business development activities, including attending events or arranging staff coverage so others can attend.
Provide on-the-job training to new branch staff, including universal bankers.
Assist in developing branch production goals and plans to achieve them.
Participate with branch leadership in developing staff performance goals.
Participate in or lead performance and accountability sessions with branch staff in conjunction with branch leadership.
Coach staff in building relationships with members.
In the absence of a Member Service Supervisor, ensure workstations are organized and equipped for the business day.
Prioritize daily, weekly, and monthly calendars to ensure proper branch staffing and effective use of staff time.
Guide branch staff with more difficult transactions as appropriate.
Help oversee branch operations to ensure compliance with policies, procedures, and regulations, including the Bank Secrecy Act and anti-money-laundering requirements.
Approve overrides on cash withdrawals and other transactions within authorization limits.
Conduct surprise cash drawer audits and respond to audit staff inquiries as needed.
Oversee branch facilities and equipment.
Participate with branch leadership in hiring, performance management, and staff development.
May provide members with mortgage loan information, gather initial documentation, and prequalify mortgage loans before referring applicants to a mortgage loan officer; in some cases, may be trained and responsible for mortgage loan origination.
Resolve member account-related problems and support positive public relations.
Perform other duties and projects as assigned.