Floater Assistant Manager (Pasadena, CA)

Wescom Financial•Pasadena, CA

3d•$81,255 - $121,935•Onsite

About The Position

The Floater Assistant Manager assists in managing different locations throughout Wescom's field of membership and supports the operations of full-service branches. The role creates a work environment focused on delivering Wescom Experiences and fostering member service, teamwork, collaboration, financial discipline, operational integrity, process improvement, and efficiency. The Floater Assistant Manager leads, trains, and coaches staff on transactions, memberships, accounts, and related products and services, and assumes responsibility for branch functions when the Branch Manager is absent. The position supports Wescom's strategic objectives by communicating and tracking goals, leading staff toward assigned targets, and coaching and reviewing performance. It promotes member engagement, needs-driven selling, referrals, membership growth, and deeper use of Credit Union products and services. The role resolves escalated member concerns, supports operational and lending activities, and assists with staff development and branch administration. The position requires weekend availability and travel to branches within Wescom's field of membership. The position requires a high school education. Previous financial industry and customer service experience are preferred; a bachelor's degree and supervisory experience in a financial institution are also preferred. Required registrations include NMLS registration for Branch Mortgage Loan Originators and maintaining a Notary Public license. The work environment is moderately quiet and non-smoking. Employees must reside within Wescom's California service area, including employees in hybrid and remote positions.

Requirements

High school graduate.
Ability to demonstrate analytical skills and strong written and oral communication skills.
Ability to embrace change quickly and lead others through change effectively.
Professionalism, ability to work in a fast-paced environment, teamwork, creativity, productivity, and goal orientation.
Detail orientation and strong organizational skills.
Proficiency in job-related technology applications, including the Credit Union's operating system and lending system.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, and specialized software required for the position.
Ability to maintain proficiency in using and demonstrating member technology, including mobile and online banking services.
Ability to perform basic arithmetic and compute rates, ratios, and percentages, and to draw and interpret bar graphs.
NMLS registration is required and must be maintained for Branch Mortgage Loan Originators.
Maintain licensing as a Notary Public.
Must be willing to be available during weekends and travel to branches within Wescom's field of membership.
Physical ability to frequently stand, walk, sit, use hands, reach, climb or balance, stoop, kneel, crouch, crawl, and talk or hear; occasionally lift or move up to 25 pounds; and meet stated vision requirements.

Nice To Haves

Previous financial industry experience.
Previous customer service experience.
Bachelor's degree.
Previous supervisory experience in a financial institution.

Responsibilities

Provide high-quality member service and promote member satisfaction, advocacy, and successful Member Experience Survey results.
Model and enforce branch service standards, the Mission Statement, Core Values, and Team Attributes.
Perform and approve day-to-day transactions, including check approvals, check holds, cash verification and approvals, and transaction overrides.
Perform and approve loan transactions, including loan reviews and approvals, and provide operational guidance to staff on policies and procedures.
Assume responsibility for branch functions in the Branch Manager's absence and assist in managing branch staff and activities.
Mentor and support the Operations Supervisor; help establish performance goals, allocate resources, and assess staff performance.
Support the selection, coaching, evaluation, development, and career pathing of branch staff.
Ensure staff training objectives are met, including regulatory training and completion of Wescom University core curriculum; ensure licensed and registered staff maintain credentials and complete required training.
Coach staff in needs-based sales and service, member engagement, delivery-channel use, and referrals for insurance, investment, and real estate services.
Attract new members, support member and account retention, and help staff meet membership, product, service, and branch growth goals.
Communicate production and referral expectations for consumer loans, membership growth, insurance, investment, home equity, and first mortgage products.
Resolve escalated member inquiries and problems proactively at the first point of contact.
Collaborate with the Branch Manager on branch budgeting and expense control, including salaries and overtime.
Apply knowledge of consumer lending and home equity products and the loan origination process; identify lending growth opportunities and track staff lending activities.
Ensure compliance with audit and security standards, policies, procedures, and loss-prevention measures, and safeguard Credit Union assets.
Perform routine audits of negotiable instruments and review and balance assigned general ledger reconciliations.
Ensure quality control of memberships opened and loans funded at the branch, and maintain confidentiality of Credit Union and member records.
Adapt to changing priorities, products, services, technology, and operational systems, and ensure staff knowledge remains current.
Maintain the branch's physical environment according to Wescom standards and uphold professional appearance and demeanor.
Maintain good attendance and punctuality in accordance with Wescom policy.
Travel to branches within Wescom's field of membership and be available during weekends.