Assistant Branch Manager - Marina Branch (Marina, CA)

POSITION SUMMARY

Serves as an integral part of the branch management team by delivering exceptional member and team member experiences, managing risk, supporting growth, and providing oversight to the operations of a branch in a complex environment to support the Credit Union’s strategic initiatives. Creates a work environment where staff consistently focuses on delivering the Wescom Experience. Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency. Models desired behaviors and promotes optimal member engagement and new member onboarding by promoting the use of the Building Member Connections Model. Motivates staff, reinforces relationship building and referral activity for achievement of branch growth goals, including engaging new and existing members to deepen their relationship with the Credit Union. Supports Branch Manager with team member development through formal and informal observations, routine one on one meetings, and skills practice to achieve organizational objectives and strategic initiatives including developing long term member relationships. Assumes responsibility for all branch functions in the absence of the Branch Manager. Performs ongoing employee development through desired career pathing options. Ensures staff is proficient in using and demonstrating all changing technology available to members including but not limited to mobile and online banking services. Supports the organization’s strategic objectives by communicating and tracking goals that are specific, measurable, attainable and timely. Leads staff to achieve assigned goals, and coaches/reviews performance accordingly. Communicates production and referral expectation for consumer loan products, membership growth, insurance services (WIS and WFS), investment services (WFS), home equity products and first mortgage products. Responsible for proactively resolving escalated member inquiries and problems at the first point of contact. Oversees activities with staff that support teamwork and collaboration throughout the organization. Responsible for driving membership growth by demonstrating leadership presence within their community representing the credit union’s commitment to helping Southern Californians build better lives. Participates in the business development efforts including developing relationships with local businesses for Select Employee Group (SEG) opportunities as well as participating in community events. Salary Grade: 158E Salary Pay Range for This Position: $79,662.00 – $119,544.00

ESSENTIAL POSITION FUNCTIONS

Consistently provide a high level of service and is committed to increasing member satisfaction. Demonstrate adherence to the Branch Service Standards and enforce and model the Mission Statement, Core Values and Team Attributes. Assume personal accountability for maintaining high service standards and operational excellence throughout the branch. Promote advocacy and take personal responsibility to ensure that member issues are handled expeditiously. Focus on delivering Signature Experiences and achieving successful results in the Member Experience Surveys. Create an environment that supports teamwork, collaboration, innovation, strategic thinking and personal accountability within the branch and organization. Exercise sound judgment when processing member transactions and provide approvals for various day‑to‑day transactions including: check approvals, check hold decisions, cash verification/approvals, and transaction overrides. Conduct loan quality reviews and provide approvals. Accept deposits, withdrawals, payments and transfers. Answer member inquiries and provide information in accordance with Credit Union policies and procedures. Remain proficient in the legal aspects of accounts (e.g., trusts, fiduciary accounts, Power of Attorneys, etc.). Provide service as Notary Public. Provide operational support and act as a resource for staff regarding policies and procedures. Manage branch staff, direct management activities and provide support to the Operations Supervisor. Participate in establishing performance goals in alignment with organizational objectives, allocating resources, and assessing performance of staff. Effectively manage and adjust to swiftly changing priorities, product and service offerings and new technology and operational systems. Ensure staff knowledge is current and applied. Develop and manage employee schedules. Support Branch Manager in selecting, coaching, evaluating and developing branch staff; focus on career pathing of staff; oversee training in member service, products and services, operations, and interpersonal skills. Ensure training objectives are met, including regulatory training, and Wescom University core curriculum is completed by all employees. Ensure licensed and registered employees maintain licensing/registration and complete all required training curriculum. Ensure quality of service through random Member Experience Surveys. Partner and collaborate with key business units such as WIS, WFS, Consumer Lending, Real Estate, Risk Management, Deposit Operations, Account Services, Card Services, etc. Participate in the development of staff’s goals for service, growth, and Wescom’s Strategic initiatives. Coach staff to achieve growth through needs‑based sales and service skills to match services to member needs. Model behavior for staff to ensure optimal member engagement, a migration to appropriate delivery channels, and make referrals for insurance services, investment services and real estate services. Partner and collaborate with Branch Administration on business development efforts including developing relationships with local businesses and communities they serve. Attract new members and manage member and account retention with an emphasis on engagement. Ensure staff efforts are focused on achieving goals and aligned with Wescom’s strategic objectives. Work collaboratively with Branch Manager to administer the branch budget and ensure expense control in all controllable areas including salaries, overtime and supplies. Require knowledge of consumer lending and home equity products as well as experience with the loan origination process, including application processing, pricing, documentation, disclosures, and quality control and funding. Identify lending growth opportunities and manage staff’s activities and tracking. Must complete all required lending training. Ensure branch compliance with audit and security standards, policies and procedures, loss prevention measures and the safeguarding of Credit Union assets. Perform routine audits of negotiable instruments as well as review and balancing of assigned GL reconcilements. Ensure quality control of memberships opened and loans funded at the branch. Maintain confidentiality of Credit Union and member records. Communicate well both verbally and in writing, effectively share information and ideas with others, and demonstrate good listening skills. Must have effective interpersonal skills in order to maintain positive and productive working relationships with others. Attend required meetings as well as conduct branch staff meetings, as needed. May participate in in‑house training, self‑studies and outside seminars and classes. Ensure that the physical environment of the branch is maintained according to Wescom standards. Ensure individual appearance and demeanor reflects the desired level of professionalism, and hold staff accountable for same. Maintain good attendance and punctuality in adherence with Wescom policy.

EDUCATION, EXPERIENCE, SKILLS AND ABILITIES

Bachelor’s Degree and previous supervisory experience in a financial institution is preferred. Ability to demonstrate analytical skills; strong communication skills, both written and oral; ability to quickly embrace change and effectively lead others through change; consistently demonstrate professionalism; ability to work in a fast paced environment; ability to work well with others and be a team player; and ability to be creative, productive and goal oriented. Must be detail oriented with strong organizational skills. Must be proficient in job related technology applications including the Credit Union’s operating system and lending system.

REGISTRATION

Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained for all Branch Mortgage Loan Originators. Maintain licensing as Notary Public.

COMPUTER SKILLS

Proficient in Microsoft Applications (Word, Excel, PowerPoint, Outlook). Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position. Must maintain proficiency in using and demonstrating all technology available to members including but not limited to mobile and online banking services.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages and to draw and interpret bar graphs.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing functions of this job. The noise level in the work environment is moderately quiet. It is a non‑smoking environment. The above job requirements are representative of minimum levels of knowledge, skills and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job‑related instructions and duties as requested by management. If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial, Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus and Tulare counties. #J-18808-Ljbffr Wescom Financial