Floater Assistant Manager

California Coast Credit•San Diego, CA

5d•$76,476 - $95,595•Hybrid

About The Position

This position is accountable for backing up all branch positions, including management, and backing up the Floater Manager position. The role ensures exceptional service is provided and assists with obtaining organizational goals, branch growth, staff development, implementation of policies and procedures, and embracing the credit union’s Mission, Vision, and Values.

Requirements

A minimum of 2 years supervisory experience is required.
Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making.
Knowledgeable in sales and service, branch operations, lending, regulations and security procedures.
Ability to drive to different locations to provide branch or call center coverage.
Ability to appear for work on time, interact effectively with coworkers, understand and follow posted work rules and procedures, accept constructive criticism and lead and manage others.
Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times.
Availability to work Saturdays, Sundays and evenings required in order to accommodate branch, Business Development and Community Relations functions.
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.

Nice To Haves

A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience.

Responsibilities

Backs up all branch positions. May be requested to back up Member Service Center or other support department positions.
Backs up branch management positions to include assigning, monitoring, and reviewing work assignments of branch staff to ensure completion of duties according to established procedures and timeframes.
Backs up branch management to ensure new account and loan processing/documents are accurate and complete, underwriter stipulations are met and appropriate information is documented. May assist with managing loan queues to ensure approved loans are funded.
Backs up Floater Manager.
Processes member transactions. Performs account file maintenance and handles member issues.
Opens new accounts and analyzes member financial service needs, seeks opportunities to increase household penetration of credit union products and services.
Identifies cross selling opportunities.
Maintains a thorough knowledge of all products and services, policies and procedures.
Processes consumer and real estate loans.
Handling of a cash drawer may be required.
Identifies branch inconsistencies and recommends efficiency ideas to Floater Manager.
Recommends and implements procedures. Communicates and ensures new programs, policies and procedures are followed by staff.
Responsible for assigning and completing various departmental side-jobs.
Maintains all necessary department records in accordance with established procedures.
Responsible for the overall maintenance and appearance of assigned branch/department. Ensures an organized, safe and professional environment is maintained.
Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
Exercises discretion and independent decision-making to ensure growth and soundness of the credit union.
May serve as a notary.
Train and ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
Performs other relevant and related duties as required.
Remain flexible to changing job responsibilities and locations.
Train, coach, motivate and monitor staff to excel and achieve goals.
Ensure sales and service goals are met.
Adhere to cash, key and dual control policies and procedures.
Adhere to security and robbery procedures.
Comply with policies and procedures.