Assistant Branch Manager

Who We Are Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since its founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies. Position Summary The Assistant Branch Manager (ABM) supervises and coordinates the activities of all branch staff (MSR, UB, MSS, or others) and reports to branch leadership. The ABM oversees, coaches, and trains all branch staff in promoting products and services, member transactions, balancing daily settlements, and meeting member needs. They assist the Branch Manager in creating a feeling of trust, service, security, and satisfaction for members and staff. The ABM is responsible for overseeing the teller function, ATM balancing, night depository processing, cash shipment, and member service duties, and must have a keen familiarity with credit union products and services. The ABM is responsible for all branch operations and performs all functions according to the policies & guidelines of the credit union in a friendly, helpful manner. What You’ll Do Branch Operations / Staff Support • Prioritize daily, weekly, and monthly calendars ensuring the branch is properly staffed and that everyone’s time is maximized to serve the members. • Provide guidance to branch staff with difficult transactions and maintain effective branch operations, including timely opening and closing, adequate staffing levels, and effective member service. • Assist with overseeing branch office operations to ensure policies, procedures, and regulations (e.g., Bank Secrecy Act and Anti‑Money Laundering) are followed. • Approve overrides on cash withdrawals and other transactions based on authorization limits and conduct surprise cash drawer audits. • Conduct staff meetings, training, regulatory updates, and complete self‑assessments with the Branch Manager. • Oversee physical facilities and equipment of the branch. Staff Management • Conduct on‑job training for all new branch staff, including consumer loan officers. • Develop branch level production goals and personal performance goals with the Branch Manager. • Lead performance and accountability sessions, coaching staff in relationship‑building with members, hiring, catalytic coaching, and performance management. Lending • Manage the lending function, conduct loan interviews, process, approve, and close loans while ensuring adherence to sound credit practices and administration policies. • Pre‑qualify loan applicants by examining credit reports, financial documents, and assessing creditworthiness, determining income adequacy, credit and collateral, and calculating repayment risk. • Assist with providing mortgage loan information, gathering initial documentation, and pre‑qualifying mortgage loans prior to referral to a mortgage loan officer; may also be trained for originations. Member Servicing / Other • Resolve member account‑related problems and ensure positive public relations. • Explain services to potential account members to generate additional business for the credit union. • Actively support business development activities and perform other duties and projects as assigned. What You’ll Need Associate degree or equivalent relevant experience; bachelor’s degree preferred. Four years’ banking or retail experience, including supervising branch staff. Prior lending experience preferred; ability to obtain NMLS in certain markets may be required. Preference for teamwork and collaboration, strong commitment to our mission, and excellent customer service skills. Strong communication skills (verbal and written) and working knowledge of Microsoft Office and credit union systems. Attention to detail, organizational and prioritizing ability, analytical and problem‑solving skills, and proficient keyboard/data entry skills. Strong interpersonal and people‑management skills; ability to travel to cover other branches; bilingual fluency may be required. Ability to work flexible hours, including evenings and weekends. • Demonstrate Self‑Help's Core Values: Mission Before Self, Service with Excellence, Embracing & Promoting Change, Results Not Credit, Diversity as a Strength, Financial Sustainability for Mission Impact. Physical Requirements / Work Environment The essential functions require close vision; sitting; talking and hearing; using hands to finger, handle or feel; reaching with hands and arms; typing; using a keyboard; occasionally lifting or moving up to 20‑40 pounds. Reasonable accommodations are available. Self‑Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Company Disclaimer: Self‑Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, military and veteran status, class or family status. If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, please request the appropriate accommodation at View email address on click.appcast.io‑help.org. #J-18808-Ljbffr