Assistant Branch Manager

Assistant Branch Manager

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 our 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.

We are seeking an Assistant Branch Manager to join our Winter Park team!

The Assistant Branch Manager (ABM) supervises and coordinates the activities of all branch staff 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 conveying a feeling of trust, service, security, and satisfaction to members and staff. The ABM is responsible for overseeing the teller function, ATM balancing, night depository processing, cash shipment, and member service duties. They must also 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.

In addition to having mastered the responsibilities of the Member Service Supervisor (MSS), the ABM is also responsible for the following duties and responsibilities:

• Ensures workstations are organized and equipped for the start of the business day.
• Prioritize daily, weekly, and monthly calendars ensuring that the branch is properly staffed and that everyone's time is maximized to serve the members.
• Provide guidance to branch staff, as appropriate, with more difficult transactions.
• Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service.
• Assist with overseeing branch office operations to ensure that policies, procedures and regulations are being followed (e.g. Bank Secrecy Act and Anti Money Laundering).
• Approve overrides on cash withdrawals and other transactions based on authorization limits.
• Conduct surprise cash drawer audits.
• In concert with the Branch Manager, conduct staff meetings, including training and/or providing regulatory or processes updates. Models' great customer service for staff.
• Complete self-assessments, if applicable, and ensure they are completed thoroughly and accurately and on time.
• Responds to inquiries from audit staff as needed.
• Oversee the physical facilities and equipment of the branch.
• Responsible for on-the-job training of all new branch staff including consumer loan officers.
• Assist with developing branch level production goals and plans to achieve them.
• Participate with Branch Manager in developing personal performance goals of all staff members.
• Participate and/or lead performance and accountability sessions with branch staff in conjunction with the Branch Manager.
• Assume a lead role in the coaching of staff members in relationship-building with members.
• Actively participate, along with the Branch Manager, in hiring, Catalytic Coaching, and performance management and development of branch staff.
• May be responsible for managing the lending function of the branch; conducting loan interview; processing, approving and/or closing loans/ensuring adherence to sound credit practices and administration policies.
• Prequalify loan applicants by examining borrower information and documentation such as credit reports and financial documents; assess creditworthiness, determine adequacy of income, credit and collateral and calculate repayment risk. Determine the maximum purchase price/loan amount based on the customer's financial circumstances and needs.
• ABMs may assist with providing members mortgage loan information, gathering initial documentation, and pre-qualifying mortgage loans prior to referring to a mortgage loan officer for origination. In some cases, the ABM may also be trained and responsible in the origination of mortgage loans.
• 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 including attending in person or staffing properly so that staff may attend.
• 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 experience in developing and/or supervising branch staff.
• Prior lending experience preferred.
• Ability to obtain NMLS in certain markets may be required.
• Preference for working in organizations that place priority on teamwork and collaboration
• Strong commitment to our mission creating economic opportunity for traditionally underserved communities.
• Excellent customer service skills.
• Demonstrated ability to communicate effectively both verbally and in writing.
• Working knowledge of computer software systems including Microsoft Office (Excel, Word, and Outlook) and ability to be trained and efficiently operate credit union systems and proprietary software.
• Experience with New Solutions is a plus.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem-solving skills.
• Ability to use keyboard and data entry skills. Strong interpersonal/ people management skills.
• May be required to travel to cover other branches.
• Bilingual fluency may be required.
• Ability to work flexible work hours including evenings and weekends.

Ability to 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:

• Close vision is required.
• Employee is regularly required to: sit; talk and hear; use hands to finger, handle or feel; and reach with hands and arms.
• Employee is frequently required to type and use a keyboard.
• The employee must occasionally lift and/or move up to 20 to 40 pounds.

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 (including transgender status), age, sexual orientation, military and veteran status, class or family status.