Assistant Manager, Branch Office - NB Point Loma

Navy Federal•San Diego, CA
•Onsite

About The Position

The Assistant Manager assists the Branch Manager of a medium or large branch office by overseeing efficient branch operations and ensuring staff complete operational functions properly. The role leads and develops the branch team, supports member service and business goals, monitors cash and audit operations, and helps ensure compliance with applicable policies and procedures. The Assistant Manager acts as Manager when the incumbent is absent and may be required, based on business needs, to work at or transfer permanently to a neighboring branch within a reasonable commuting distance. The position is based at 200 Catalina Blvd, San Diego, California 92106. Hours are available Monday through Saturday and are based on business needs.

Requirements

  • Three years' experience in grade level 76 or higher, or applicable external experience.
  • Meet scorecard criteria requirements as defined by Branch Operations Governance, or have applicable external experience.
  • Advanced knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, and savings and checking accounts.
  • Advanced knowledge of multiple financial products, such as consumer mortgage loans, credit cards, and/or savings and checking accounts.
  • Advanced knowledge of functions relating to cash and ATM operations.
  • Ability to manage multiple priorities independently and/or in a team environment.
  • Exposure to developing and maintaining community and command relations.
  • Experience in member/customer service operations.
  • Experience responding to requests regarding complex financial information or data.
  • Experience supervising and leading employees.
  • Working knowledge of retail banking industry best practices.
  • Effective organizational, planning, and time-management skills.
  • Advanced skill exercising initiative and good judgment to make sound decisions.
  • Advanced skill interacting diplomatically and tactfully with staff, management, vendors, and members.
  • Advanced verbal and written communication skills.
  • Effective word-processing and spreadsheet software skills.

Nice To Haves

  • Familiarity with financial institution and lending practices, principles, and regulations.
  • Bachelor's Degree in Accounting, Business Administration, or an equivalent combination of training, education, and experience.

Responsibilities

  • Supervise and lead the branch team in providing members with Navy Federal products and services, including lending products and depository accounts.
  • Assist the Manager with monitoring cash operations and branch self-auditing to safeguard credit union assets and remain within operational limits.
  • Manage staff to ensure vault opening, closing, and balancing procedures are completed.
  • Assist in leading marketing and promotional activities for members and prospective members, including financial presentations, local events, and realtor or trade events.
  • Participate in or oversee recruiting, onboarding, and initial training of team members.
  • Collaborate with the Manager on budgeting, purchasing, expense tracking, and business expense records retention.
  • Consult with team members to establish development goals for technical, interpersonal, and leadership skills.
  • Help lead the team in achieving and maintaining product, service, and business goals, including cross-servicing Navy Federal products and services.
  • Analyze reports and conduct trend analysis to optimize business performance.
  • Lead and train the team to deliver quality member service.
  • Ensure compliance with security, safety, and emergency preparedness procedures.
  • Ensure compliance with HR policies and procedures, including timekeeping, recruiting, compensation, separations, and leave usage.
  • Ensure the team follows, complies with, and regularly reviews required policies, practices, and procedures.
  • Supervise daily activities and ensure adequate, skilled staffing; select employees.
  • Establish performance goals and priorities; prepare, conduct, and review performance appraisals.
  • Develop, mentor, and counsel staff.
  • Provide input and/or prepare budget requirements for the Annual Financial Plan (AFP).
  • Ensure branch goals and objectives align with division and department strategy and promote operational efficiency.
  • Act as Manager in the incumbent's absence.
  • Perform other duties as assigned.
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