Branch Supervisor/Assistant Branch Manager (San Marcos)

Job Description

Job Description

Job Description

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.

We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!

If you share the same interests and passions and possess the right credentials, then read on to find out more:

JOB OBJECTIVE:

This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on teller operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values.

SUPERVISORY RESPONSIBILITIES:

This position reports directly to the Branch Manager. The following staff may report directly or indirectly to the Branch Supervisor: 

Directly: Indirectly:
- Branch Senior - Teller I-II-III
- Personal Financial Representative I-II-III

NATURE & SCOPE:

• Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Conducts frequent sales meetings and contests.

• Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and timeframes.

• Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff. 

• Assists with the development of personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team work environment.

• Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action.

• Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. May review and approve/disapprove employees’ time off.

• May assist with interviews of new employees and promotion of existing employees.

• Responsible for assigning and completing various departmental side-jobs.

• Maintains all necessary department records in accordance with established procedures.

• Assists with the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained.

• Exercises discretion and independent decision-making to ensure growth and soundness of the credit union.

• Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations.

• Ensures all correspondence is professional and accurate.

• Handling of a cash drawer may be required.