Assistant Branch Manager (La Mesa)

California Coast CreditLa Mesa, CA
1dOnsite

About The Position

This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on teller operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values.

Requirements

  • A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience. A minimum of 2 years branch supervisory experience is required for Assistant Branch Manager.
  • Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
  • Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making.
  • Knowledgeable in sales and service, branch operations, lending, regulations and security procedures.
  • Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times.
  • Ability to interact effectively with coworkers, understand and follow work rules and procedures, accept constructive criticism and lead and manage others.
  • Availability to work Saturdays, Sundays and evenings required in order to accommodate branch, Business Development and Community Relations functions.
  • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.

Responsibilities

  • Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Conducts frequent sales meetings and contests.
  • Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and timeframes.
  • Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff.
  • Assists with the development of personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team work environment.
  • Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action.
  • Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. May review and approve/disapprove employees’ time off.
  • May assist with interviews of new employees and promotion of existing employees.
  • Responsible for assigning and completing various departmental side-jobs.
  • Maintains all necessary department records in accordance with established procedures.
  • Assists with the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained.
  • Exercises discretion and independent decision-making to ensure growth and soundness of the credit union.
  • Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations.
  • Ensures all correspondence is professional and accurate.
  • Handling of a cash drawer may be required.
  • May serve as a notary.
  • May process consumer and real estate loans.
  • May assist to ensure loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
  • May actively manage loan queues to ensure approved loans are funded.
  • Shared Branches – Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
  • May assist the Business Development Department with Select Employee Group’s (SEG) days. Participates in community and partnership events.
  • Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
  • Performs other relevant and related duties as required.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service