We are looking for an Assistant Branch Manager who will coordinate and administer the day-to-day operations of a small, medium or large branch office. Provide support to the Branch Manager’s vision and leadership to branch personnel. Demonstrate and ensure quality Member service.
As the ASSISTANT BRANCH MANAGER, you will be responsible for a variety of tasks which would include:
BRANCH OPERATIONS
- Effectively utilizes branch resources to meet Members’ needs by monitoring the flow of traffic in branch.
- Schedule adequate numbers of employees to ensure superior Member service and branch needs are met.
- Maintain the efficient day-to-day operations of the branch by ensuring completion of daily operational tasks.
- Research Members’ inquiries and respond accordingly.
- Conduct branch audits and ensures compliance with Redwood Credit Union policies and procedures.
- Ensure the balancing of all cash and negotiable items in the branch.
- Ensure new or changed products, services, procedures, technology and concepts are implemented and/or incorporated in department functions.
- Perform teller transactions when needed and reconcile cash daily.
- Open new accounts, process loan applications and fund loans as needed.
- Safeguard member information and ensure confidentiality by following established policy and procedures.
SALES AND SERVICE
- Provide excellent service to all Members, volunteers, internal employees, and service providers.
- Cross-sell RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.
- Recommend and implement goals with branch staff.
- Achieve branch goals and objectives as assigned.
- Maintain an effective sales and service culture in branch by coaching staff.
- Recognize and reward staff for achievements in sales and service goals.
- Support the Branch Manager’s community involvement and business development efforts.
- Conduct regular sales and coaching meetings.
BRANCH ADMINISTRATION
- Ensure ongoing teller staff training and development.
- Plan, coordinate, communicate, and execute staff meetings, as needed.
- Ensure important information is communicated to teller staff.
- Collect and analyze weekly/monthly reports to evaluate strength and weaknesses of branch and individual staff.
- Coach, mentor, discipline, motivate, and develop teller staff.
- Manage the branch in the absence of the Branch Manager.
- Attend and participate in internal meetings and disseminate pertinent information to teller staff.
- Recruit, select, and hire qualified teller staff.
- Conduct performance evaluations and recommend merit increases for teller staff.
Required Skills
KNOWLEDGE, SKILLS AND ABILITIES
- Ability to direct and supervise the work of others.
- Ability to influence and motivate others.
- Strong leadership and problem solving skills.
- Thorough knowledge of modern sales management principles, practices, and techniques.
- Thorough knowledge of branch operations policies and procedures.
- Ability to communicate effectively verbally and in writing.
- Ability to organize, prioritize, and manage multiple tasks and deadlines simultaneously.
- Ability to work and act independently and confidentially, using discretion and tact.
- Ability to distinguish and manage confidential material and information.
- Ability to analyze situations and recommend workable solutions.
- Ability to effectively research and report data.
- Ability to work a rotating schedule which will include working on rotating Saturdays.
- Ability to attend morning and evening meetings and events.
- Ability to establish and maintain effective working relationships with a diverse group of people.
- Ability and desire to work in a team environment.
- Ability to cross-sell financial services products.
- Skilled in the operation of office equipment including PC with word processing and spreadsheets software, intranet, and Internet access.
Required Experience
EDUCATION/EXPERIENCE
A combination of education and experience equivalent to an associates degree in business administration, accounting, or closely related field and four years financial services, operations and sales experience including two years as a supervisor.
LICENSES AND CERTIFICATIONS
- Ability to maintain a valid California driver’s license.
- Ability to obtain and maintain registration with the National Mortgage Licensing System and Registry in compliance with the requirements of Federal Law, including the SAFE ACT and NCUA part 761.
SERVICE ~ TRUST ~ PEOPLE ~ COOPERATION
We are an Equal Opportunity Employer