Assistant Branch Manager - Murrieta, United States - California Coast Credit

California Coast Credit

Verified Company

Murrieta, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

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

DIMENSIONS
Service Goals: 4.00 rating or above required on a 5 point scale.

Sales Expectations:
Meet/exceed established monthly/annual branch sales goals (may change annually)

Consumer loan annual average goal: $5.2 million
Real estate loan annual average goal: $6.8 million
New member annual average goal: 600
Protection products 30% loan penetration

Core Product Ratio: 1.80 products

Approved vs. Funded Loans <28%
Teller Product Minimum 18 Products
Additional referral requirements: Auto buying service, investment products and credit union promotional products and services.

Member Support:
Average 6,000 credit union members

Staff Management:
Varies.

Budget:
Branch annual average budget: $700 thousand

Cash Drawer:
$5,000.00

Supervisory responsibilities
This position reports directly to the Branch Manager.

The following staff may report directly or indirectly to the Assistant Branch Manager:

Directly:

Indirectly**:

Branch Senior
Teller I-IIIII
Personal Financial Representative I-IIIII

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 sidejobs.
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.
Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
Exercises discretion and independent decisionmaking to ensure growth and soundness of the credit union.
May assist the Business Development Department with Select Employee Group's (SEG) days. Participates in community and partnership events.
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.
May serve as a notary.
Processes consumer and real estate loans.
Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
May actively manage loan queues to ensure approved loans are funded.

Shared Branches

Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
Performs other relevant and related duties as required.

Education, skills, & abilities

The Eight Superpowers

Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities.

Respects and value the differences of others, including but not limited to:
national origin, language, race, color, disability, ethnicity, gender, age, rel