Branch Supervisor/Assistant Branch Manager (Alder Creek)

SAFE Credit Union•Folsom, CA

33d•Onsite

About The Position

The Alder Creek branch is slated to open in April 2027. This role offers a competitive hourly rate range: $28.94 - $36.18 for Branch Supervisor and $32.98 - $41.23 for Assistant Branch Manager, with exact compensation varying based on skill, experience, and location. SAFE provides comprehensive benefits including full medical, vision, dental, 401k matching, HSA, and FSA. The company emphasizes professional development through training programs, workshops, and mentorship, alongside recognition and appreciation for employee achievements. Flexible work arrangements, including remote work options and flexible scheduling, are available. SAFE fosters a positive company culture with a focus on inclusivity, collaboration, and support, offering clear paths for career growth and internal promotions. They encourage work-life balance and employee empowerment, allowing for autonomy in roles. The organization is committed to diversity, equity, inclusion, and belonging through ERGs and a YOUnity Council. Wellness programs are in place to promote physical and mental health, supported by strong leadership that inspires and guides teams. Employees are encouraged to find a sense of purpose by aligning company goals with personal values.

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.
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.
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.
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.
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.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Responsibilities

Providing internal and external clients with quality service.
Acting as a leadership team member in developing branch staff's capacity for meeting sales and service objectives, standards, and goals.
Providing members with appropriate Credit Union products and services.
Ensuring that staff members provide continuous quality service to all Credit Union members.
Supporting and assuring compliance with Credit Union policies and procedures.
Directly supervising branch employees, carrying out supervisory responsibilities in accordance with the organization's policies and applicable laws.
Interviewing, hiring, and training employees.
Planning, assigning, and directing work.
Appraising performance.
Rewarding and disciplining employees.
Addressing complaints and resolving problems.
Developing and maintaining positive member and staff relationships.
Ensuring that staff members are providing consultative member service.
Conducting member profiling methodology to determine member needs.
Conferring with members on various products and services to meet their needs.
Explaining benefits and features.
Opening accounts, accepting loan applications, and conducting loan closings.
Acting as a bridge between members and departments to promote and enhance new and existing relationships.
Resolving errors and member complaints.
Initiating sales-and-service activities.
Assisting in achievement of branch sales and service goals, both from personal actions and encouragement of staff.
Referring members to other areas of the Credit Union for assistance.
Converting sales strategies provided by leadership into tactical, implemented daily actions.
Assisting in the development and implementation of sales-and-service programs and campaigns.
Developing and maintaining a proactive book of business to create ongoing and new sales opportunities, and to increase member relationships.
Tracking and assessing results of subordinates.
Performing operational duties.
Responsible for the balancing functions of the branch and the Service Representatives.
Maintaining files.
Completing regulatory reports.
Conducting staff meetings on operational and regulatory matters.
Performing branch audit functions, ensuring branch security procedures are carried out.
Monitoring and performing overrides and check approvals for the team.
Managing the branch’s cash and negotiable items, within approved limits.
Performing duties of a Service Representative, as needed, to ensure excellent member service.
Participating in training and development.
Conducting training programs on product knowledge, sales and service techniques, and security procedures.
Reviewing and monitoring training progress for staff members.
Training and developing subordinates to reach their full potential.
Maintaining and developing personal skills to achieve a higher level of responsibility through ongoing internal and external programs.
On a voluntary basis, participating in community activities.
Performing administrative duties.
Reviewing and approving attendance reports and timecards.
Preparing memos and correspondence.
Completing and transmitting timely sales referral and tracking reports.
Acting in a supervisory capacity.
Establishing schedules and developing work assignments to assure a smooth-running branch.
Conducting monthly and annual staff performance reviews.
Coaching and counseling subordinates on an ongoing basis, giving positive reinforcement, recognizing and rewarding staff when warranted, and identifying and taking corrective action in the event of sub-standard performance.
Implementing emergency procedures, when necessary, to ensure the safety and well-being of staff and members.
Completing other duties, as assigned.
Exercising management responsibility for the team in meeting the Credit Union’s administrative, operational, and sales-and-service objectives.
Participating in setting and communicating branch sales and service goals, and leading in achieving the same.
Assisting in the development and carrying out of branch sale and service programs, including sale and service strategies.
Implementing and monitoring the process of member and non-member contact and follow-up to proactively generate new sales opportunities, increase product awareness, and deepen member relationships.
Tracking and assessing results of all sales campaigns.
Ensuring all staff members are providing consultative member sales and service.
Conducting member interviews to determine member needs and pairing products and services.
Based upon member interviews, presenting members with products and services to fulfill needs, by explaining benefits and features.
Promoting and enhancing new and existing member relationships.
Establishing branch and individual performance plans and daily sales action plans.
Ensuring 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.
Reviewing and monitoring the ongoing training progress of staff members.
Cross-training and encouraging coworkers and subordinates to reach their full potential.
Maintaining and developing personal skills to achieve higher level of responsibility through ongoing internal and external continuing education and skill development programs.
Participating in community activities and events, as available.
Assigning responsibilities and accountabilities to appropriate individuals.
Creating schedules and developing work assignments to ensure a smooth-running branch.
Establishing, reviewing, and following up on all expectations of staff.
Conducting management staff meetings.
Conducting weekly and/or monthly staff performance reviews.
Providing positive reinforcement, recognizing and rewarding staff when warranted, and identifying and taking corrective action in the event of sub-standard performance.