Assistant Branch Manager

Stanford Federal Credit Union•Stanford, CA

20d

About The Position

The Assistant Branch Manager assists with the direction and administration of branch operations and acts as Branch Manager when needed. The role ensures compliance with established policies and procedures and helps deliver excellent member service at the teller line and member services platform. The Assistant Branch Manager oversees the provision of services to current and potential members, supports staff and members with complex tasks, and assists in supervising, training, and directing branch employees. The position is accountable for managing branch operations in the Branch Manager’s absence and ensuring consistent member service and efficient operations.

Requirements

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

Responsibilities

Help direct and administer branch operations and act as Branch Manager in their absence.
Ensure established policies, procedures, security practices, and service standards are followed.
Provide prompt, professional service to members and ensure their requests and questions are resolved; handle complaints and communicate company services and policies.
Maintain smooth operations at teller lines and the member services platform, including appropriate coverage and efficient branch performance.
Assist with supervising and directing branch staff, including setting objectives, delegating, communicating performance feedback, and intervening in minor disputes.
Train, coach, orient, and cross-train employees on their roles, policies, procedures, services, and products.
Understand, comply with, and train others on applicable laws and regulations, including the Bank Secrecy Act, funds availability, truth in savings, and privacy requirements.
Process Bank Secrecy Act reports and assist with BSA file maintenance.
Provide supervisor overrides and transaction approvals within assigned limits and assist with error resolution for staff and members.
Ensure teller and member services representative functions are performed correctly and according to established policies and standards.
Perform required monthly audits with minimal supervision.
Maintain and manage cash controls and operations, including cash limits, cash shipments, and negotiable items; balance branch transactions at each day’s close.
Advise the manager of positive and negative performance issues and keep the department manager updated.
Assist with work scheduling and approval of employee sick, leave, vacation, and overtime timesheets.
Perform other branch functions and high-level duties as assigned by management.

Benefits

100% employer-paid employee medical, dental, vision, life/AD&D, and short-term disability insurance; 50% paid for dependents.
Quarterly incentives up to 10% of salary, based on position.
Employer 401(k) matching up to 5%, plus additional annual discretionary contributions.
Education reimbursement based on 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, including counseling and help finding legal assistance and day care resources.