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Assistant Branch Manager II

Berkeley, CA

Post Date: 10/19/2017 Job ID: 15200 Industry: Banking

We are searching for an Assistant Branch Manager for a credit union client in the  Berkeley  area.  If you are qualified and interested in applying for this position please contact Ronald Childs  at 619-528-8434 or by email  Ronald@sdistaffing.Com.   Below is additional information about this great opportunity.
  • Salary range is $60k-73k (could be a little flexible here, depending on experience).
  • This is a direct hire opportunity
  • Position is located in Berkeley
  • Full-time 40-hour work week
  • Well established  credit union

  • Completion of monthly branch audits.
  • Utilizes staff efficiently for all branch operations through daily work and break scheduling.
  • Coordinates teller meetings, ensuring complete understanding of Retail Specific updates, safety and security procedures, and operational functions.
  • Ensures completion of daily checklist, including random cash audits for each MSR or USR, and vault.
  • Provides assistance to tellers with difficult members or transactions; maintaining vault transactions and ensure daily balancing; manages employee time adjustments including leaves of absence and approvals; creates monthly benchmarking reports and audit checklists.
  • Completes wire transactions and/or approvals.
  • Responsible for vault transactions including incoming and outgoing cash shipments, buys and sells  ensuring cash orders are correct, timely and accurate, and that appropriate levels are maintained for proper function of the branch, not to exceed identified limits.
  • Manages the day to day Retail Operations including, but not limited to: scheduling, member contact, opening new accounts, marketing, phone calls, teller/member issues that may arise, handling customer problems or concerns and ensuring compliance of credit union employees within established security, sales, operations, regulatory compliance, audit, and recordkeeping policies, procedures and practices.
  • Serves as the sales leader and sales coach for the branch, directly responsible for sales-skill development of staff, sales performance, goal achievement, member acquisition, member retention, cross-sells, upsells, and referrals, and the closing ratios of loans, and other cross-sell products. 
  • Ensures management of loan queues, including timely and proactive follow-up on approved loans, meeting targeted loan closing ratios and other product cross-sell ratios, keeping loan conversation logs current, and closing loan files with appropriate explanations for loan outcomes.

  • Directly supervises 5 or more branch employees, including managing 1 to 3 subordinate supervisors.  Is responsible for the overall direction, coordination and evaluation of these areas. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
  • Oversees staff performance as it relates to member service.  Manages the office in the absence of the AVP Branch Manager.  Informs the AVP Branch Manager of any new or recurring member or employee situations that need attention.

  • Two year  college degree; and 3 or more years related experience  and/or training; or equivalent combination of education and experience. Advanced degree in business or related field is preferred.
  • Supervisory experience, experience in a financial institution/credit union, knowledge of branch operational activities, and understanding of loan practices is required.
  • Must have previous managerial or supervisory experience in a financial institution.
  • Ability to deal with problems involving several concrete variables in standardized situations.
  • Valid California driver’ s license is required
  • Banking/ Credit Union experience required

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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498