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Self-Help Credit Union · 1 day ago

Assistant Branch Manager

Greensboro, NC

Full-time

Onsite

Mid, Senior Level

4+ years exp

Self-Help Credit Union is focused on creating economic opportunity and justice for underserved communities. They are seeking an Assistant Branch Manager to oversee branch operations, manage staff, and ensure excellent member service while supporting business development activities.

Banking

Responsibilities

Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service

Conduct staff meetings, including training and/or providing regulatory or process updates. Models great customer service for 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 credit worthiness, determine the adequacy of income, credit, and collateral and calculate repayment risk. Determine the maximum purchase price/loan amount base on the customer’s financial circumstances and needs

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

Responsible for on-the-job training of all new branch staff including universal bankers

Assist with developing branch-level production goals and plans to achieve them

Participate with branch leadership in developing personal performance goals of all staff members

Participate and/or lead performance and accountability sessions with branch staff in conjunction with branch leadership

Assume a lead role in the coaching of staff members in relationship-building with members

In the absence of an MSS, 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

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

Responds to inquiries from audit staff as needed

Oversee the physical facilities and equipment of the branch

Actively participate, along with branch leadership, in hiring, performance management, and development of branch staff

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

Perform other duties and projects as assigned

Qualification

Lending experienceBanking experienceInterpersonal skillsAnalytical skillsMicrosoft OfficeBilingual English/SpanishTeamworkCommunication skillsAttention to detailProblem-solving skills

Required

Associate degree or equivalent relevant experience

Four years banking or retail experience including experience in developing and/or supervising branch staff

Ability to obtain NMLS in certain markets

Preference for working in organizations that place priority on teamwork and collaboration

Strong interpersonal/ people management skills

Strong commitment to our mission – creating economic opportunity for traditionally underserved communities

Demonstrated ability to communicate effectively – both verbally and in writing

Keen attention to detail, ability to effectively organize and prioritize work

Analytical and problem-solving skills

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

Ability to use keyboard and data entry skills

May be required to travel to cover other branches

Ability to work flexible work hours including evenings and weekends