Position: Assistant Branch Manager
Pay Range: $66,560.00 to $89,120.64
FLSA Classification: Exempt
Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)-primarily in education, healthcare, and municipal government-as well as individuals, families, and more than 250 businesses in the SGV and surrounding areas.
Exceptional service is our promise to members. We've earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the ranking in overall return of value to members (ROM) among peer credit unions ($700MM-$1B) in California, according to Callahan & Associates.
As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community.
Benefits and Perks:
About the Role: The Assistant Branch Manager supports the Branch Manager in overseeing daily branch operations, ensuring excellent member service, and achieving financial targets. Responsibilities include assisting with staff supervision, training and development, handling member inquiries and issues, and ensuring compliance with policies and procedures. The Assistant Branch Manager also helps in managing branch performance, driving sales goals, and contributing to the branch's growth and efficiency. This role requires strong leadership skills, operational knowledge, and a commitment to delivering high-quality service.
Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Ensure branch operations comply with Credit Union policies and legal/regulatory requirements
Collaborate with the Branch Manager and Operations Supervisor (OS) to ensure branch security, including opening and closing procedures and quarterly testing of security equipment
Promote branch business development activities, expand the member base, and guide the team in cross-selling Credit Union services
Perform observations of team members' interaction with members, helping members enhance their financial goals
Assist the Branch Manager in leading and developing the team to thrive in a sales and service environment
Communicate and achieve established team and individual goals for the branch
Maintain proper cash controls; ensure all branch transactions are balanced daily
Oversee individual accountability for cash handling and assist MSRs in resolving balance discrepancies
Control and handle daily deposits in accordance with policies and procedures
Assist in developing, coaching, and guiding team members, providing leadership through effective objective setting and communication, including a minimum of monthly two-on-one sessions
Ensure high-quality work and efficiency in operations, assigning, directing, coordinating, and reviewing tasks
Periodically audit MSRs cash and vault cash on the premises
Ensure current member accounts are maintained or expanded and consult members regarding their financial needs and services
Ensure members are informed of Credit Union services and policies
Coordinate branch operations with accounting, loan processing, and credit functions; manage expenses and pursue cost-saving measures
Assist the Branch Manager in completing monthly sales reports
Process loan requests from all channels and effectively comply with loan policies and procedures using Meridian Link
Efficiently complete onboarding activities for new members' accounts using Meridian
Collaborate with facilities to ensure proper maintenance and housekeeping of the building, grounds, work areas, desks, and equipment
Keep the Branch Manager informed of branch activities, progress toward objectives, and significant issues
Fill in for the Branch Manager as needed
Requirements:Experience/Education Requirements:
College degree preferable or equivalent combined education and work experience of a minimum of two (2) years additional college coursework in business or finance preferred
At least four (4) years of related experience in a financial institution (Credit Union preferred)
Two (2) years of supervisory and management experience.
Thorough knowledge of Credit Union services and products and understanding of related legal and regulatory requirements
Familiarity with branch functions, policies, and procedures is required
Desirable certifications in the following areas:
IRA certified
NMLS
Other Skills and Abilities:
Must possess strong interpersonal, leadership, and supervisory skills
Ability to prioritize, adapt to change, and efficiently handle a variety of tasks in a busy and dynamic work environment
Ability to maintain a good working relationship and provide excellent customer service to all team members, members, and the general public and to use good judgment in recognizing the scope of authority
Aptitude to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
Ability to work with diverse personalities and populations
Able to lead through influence in a collaborative environment by motivating, developing, and directing team members
Must have a positive attitude and friendly service must be provided to both the membership and to all fellow team members at the Credit Union
Must have the ability to identify member opportunities for financial improvement, communicate recommendations, and provide support
Must possess effective verbal and written communication skills
Microsoft Office programs knowledgeable
Must maintain a professional image
Bilingual (Spanish/English preferred)
Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, intersectionality, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Compensation details: 0.64 Yearly Salary
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