Branch Supervisor/Assistant Branch Manager (Sunrise)

SAFE Credit Union•Citrus Heights, CA

23h•Onsite

About The Position

This role involves providing quality service to internal and external clients, acting as a leadership team member to develop staff capacity for meeting sales and service objectives, and ensuring staff provide continuous quality service. The position supports and assures compliance with Credit Union policies and procedures, directly supervises branch employees, and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; and addressing complaints and resolving problems. The Assistant Branch Manager, under the leadership of the Branch Manager, shares these responsibilities and also exercises management responsibility for the team in meeting the Credit Union’s administrative, operational, and sales-and-service objectives.

Requirements

Bachelor's degree from four-year college or university; or one to two years of related experience and/or training; or equivalent combination of education and experience (for Branch Supervisor).
Four-year college degree or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience (for Assistant Branch Manager).
Effective communication skills.
Ability to function in a team environment; proven team player.
Capacity to organize, supervise, and delegate effectively.
Ability to motivate self and others.
Ability to make decisions and assume responsibility for them.
Ability to manage time effectively.
Excellent communication skills (verbal, written, listening skills, and empathy).
Expert ability to build relationships with other leaders, business partners, and stakeholders.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
Ability to write speeches and articles for publication that conform to prescribed style and format.
Ability to effectively present information to top management, public groups, and/or boards of directors.
Ability to work with basic mathematical concepts, and to apply such concepts as fractions, percentages, ratios, and proportions to practical situations.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
Occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
Occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision.

Nice To Haves

One to two years of related experience and/or training (for Branch Supervisor).
Two to four years related experience and/or training (for Assistant Branch Manager).

Responsibilities

Develop and maintain positive member and staff relationships.
Ensure that staff members are providing consultative member service.
Conduct member profiling methodology to determine member needs.
Confer with members on various products and services to meet their needs.
Explain benefits and features of products and services.
Open accounts, accept loan applications, and conduct loan closings.
Act as a bridge between members and departments to promote and enhance new and existing relationships.
Resolve errors and member complaints.
Initiate sales-and-service activities.
Assist in achievement of branch sales and service goals, both from personal actions and encouragement of staff.
Refer members to other areas of the Credit Union for assistance.
Convert sales strategies provided by leadership into tactical, implemented daily actions; assist in the development and implementation of sales-and-service programs and campaigns.
Develop and maintain a proactive book of business to create ongoing and new sales opportunities, and to increase member relationships.
Track and assess results of subordinates.
Perform operational duties.
Responsible for the balancing functions of the branch and the Service Representatives.
Maintain files.
Complete regulatory reports.
Conduct staff meetings on operational and regulatory matters.
Perform branch audit functions, ensuring branch security procedures are carried out.
Monitor and perform overrides and check approvals for team.
Manage the branch’s cash and negotiable items, within approved limits.
Perform duties of a Service Representative, as needed, to ensure excellent member service.
Participate in training and development.
Conduct training programs on product knowledge, sales and service techniques, and security procedures.
Review and monitor training progress for staff members.
Train and develop subordinates to reach their full potential.
Maintain and develop personal skills to achieve higher level of responsibility through ongoing internal and external programs.
On a voluntary basis, participate in community activities.
Perform administrative duties.
Review and approve attendance reports and timecards.
Prepare memos and correspondence.
Complete and transmit timely sales referral and tracking reports.
Act in a supervisory capacity.
Establish schedules and develop work assignments to assure a smooth-running branch.
Conduct monthly and annual staff performance reviews.
Coach and counsel subordinates on an ongoing basis, give positive reinforcement, recognize and reward staff when warranted, and identify and take corrective action in the event of sub-standard performance.
Implement emergency procedures, when necessary, to ensure the safety and well-being of staff and members.
Other duties, as assigned.
Participate in setting and communicating branch sales and service goals, and lead in achieving the same.
Assist in the development and carrying out of branch sale and service programs, including sale and service strategies.
Implement and monitor the process of member and non-member contact and follow-up to proactively generate new sales opportunities, increase product awareness, and deepen member relationships.
Track and assess results of all sales campaigns.
Ensure all branch operations are compliant through active participation and delegation.
Responsible for supporting and reinforcing training programs on product knowledge, sales and service techniques, and security procedures.
Review and monitor the ongoing training progress of staff members.
Cross-train and encourage coworkers and subordinates to reach their full potential.
Maintain and develop personal skills to achieve higher level of responsibility through ongoing internal and external continuing education and skill development programs.
Participate in community activities and events, as available.
Assign responsibilities and accountabilities to appropriate individuals.
Create schedules and develop work assignments to ensure a smooth-running branch.
Establish, review, and follow up on all expectations of staff.
Conduct management staff meetings.
Conduct weekly and/or monthly staff performance reviews.