Assistant Branch Manager

SF Fire Credit Union•San Francisco, CA

25d•$37 - $56•Onsite

About The Position

Assistant Branch Managers are accountable for handling all communications from members, including telephone calls and postal mail. They are responsible for monitoring work quality, processing new memberships and credit applications, GL reconciliation, and conducting branch audits. This role involves answering account and service inquiries, processing financial transactions, and cross-selling credit union products and services while meeting established service standards.

Requirements

High school diploma or general education degree (GED) required.
At least three years related experience and/or training; or equivalent combination of education and experience.
Ability to read and comprehend verbal and written instructions.
Ability to write business communications to members and employees.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to reconcile member and general ledger accounts.
Ability to calculate figures and amounts such as interest, dividends and percentages.
Ability to apply concepts of basic algebra.
Ability to operate a personal computer in a Windows environment.
Multi-tasking ability is a must.
Work schedule will include Saturday’s.
Shift hours are 9:15 AM to 5:45 PM.

Nice To Haves

Previous Branch and managerial experience in a financial institution is preferred.
Experience with Ultradata/FSP and Microsoft Office applications preferred.

Responsibilities

Monitors member communications received via postal mail.
Maintains a thorough knowledge of all Credit Union products and services, and uses this knowledge to cross-sell appropriate products and services to members to maximize the member’s relationship.
Creates relationships with members by going the extra mile, completing tasks on or before assigned deadlines, and anticipating needs.
Maintains the Credit Union’s tradition of excellence by taking ownership of member issues, being count-on-able, seeking solutions first, and through accurate transaction processing and dissemination of information.
Contributes to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and by living up to your commitments.
Provides staff with training tools and resources necessary to achieve their personal development plan.
Monitors membership volume to ensure timely assistance.
Processes authorized data changes on the membership and account level.
Completes assigned reports, tasks and projects within established guidelines and timeframes as directed by the Branch Manager.
Meets established individual and team sales and service goals.
Notifies Branch Manager of any service concerns by being attentive to member volume and service levels in Branch.
Maintains a thorough knowledge of IRA, trust, UTMA, business account products.
Assists the Branch Manager with the administration of the Branch, including membership volume and patterns, managing staff scheduling, and ensuring service standards are being met.
Handles escalated member issues.
Serves as a loan funder.
Monitors the work quality of Branch employees and coaches them to meet all core values.
Manages the overall Branch operations to provide members with an exceptional experience.
Provides direction to staff for sales and service initiatives, including team coaching, motivation, and development of sales and service campaigns and strategies.
Completes reports, tasks and projects as assigned with established guidelines and timeframes.
Serves as a membership officer as required.
Assists in compiling and analyzing reports to identify trends for process improvements.
Performs other work as requested by the Branch Manager.
Oversees the management of the Branch in the absence of Branch Manager.
May serve as a Member Advocate as needed.