Branch Supervisor/Assistant Branch Manager (Watt)

SAFE Credit Union•North Highlands, CA

About The Position

Branch Supervisor: POSITION PURPOSE Responsible for providing internal and external clients with quality service. Actively performs as a leadership team member in developing the branch staff’s capacity for meeting sales and service objectives, standards, and goals. Provides members with appropriate Credit Union products and services. Ensures that staff members provide continuous quality service to all Credit Union members. Supports and assures compliance with Credit Union policies and procedures. Directly supervises branch employees, carrying 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. Assistant Branch Manager: POSITION PURPOSE The Assistant Branch Manager, under the leadership of the Branch Manager, is responsible for providing internal and external clients with quality service. Exercises management responsibility for the team in meeting the Credit Union’s administrative, operational, and sales-and-service objectives. Provides members with appropriate Credit Union products and services. Ensures that staff members provide continuous quality service to all Credit Union members. Supports and assures compliance with Credit Union policies and procedures. Directly supervises branch employees. The Assistant Branch Manager is responsible for the overall direction, coordination, and evaluation of the unit, carrying out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding, coaching and addressing disciplinary issues with employees; and addressing complaints and resolving problems.

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.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.
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.

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.
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.
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.
Review and approve attendance reports and timecards.
Prepare memos and correspondence.
Complete and transmit timely sales referral and tracking reports.
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.
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.
Convert strategies into tactical, executable, and obtainable daily actions for branch staff.
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.
Ensure all branch operations are compliant through active participation and delegation.
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.

Benefits

full medical, vision, dental, 401k matching, HSA, and FSA
Professional Development Opportunities: Offering training programs, workshops, and mentorship.
Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
Career Growth: Clear paths for career advancement and internal promotions.
Work-Life Balance: Encouraging a healthy balance between professional and personal life.
Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.