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First U.S. Community Credit Union · 3 days ago

Assistant Branch Manager

Watt Ave Branch, Sacramento, CA, US

Full-time

Onsite

Mid Level

$27.29/hr - $40.94/hr

3+ years exp

First U.S. Community Credit Union is seeking an Assistant Branch Manager to support the Branch Manager in daily operations. The role involves planning, scheduling, supervising staff, and ensuring exceptional member service while achieving sales goals.

Financial Services

Responsibilities

Sets goals for performance and deadlines in alignment with organizational goals and vision. Organizes and monitors workflow, ensuring that team members understand their duties and delegated tasks. Monitors team member productivity and provides constructive, consistent feedback, coaching and counseling. Maintains safe and healthy work environment by establishing and enforcing organization standards and adhering to legal regulations

Support the Branch Manager in setting performance goals and deadlines aligned with the Credit Union’s strategic goals and vision

Assist with organizing, monitoring, and prioritizing workflow to ensure team members understand assigned duties and responsibilities

Monitor team member productivity and provide regular coaching, feedback, and guidance to support performance and professional development

Help maintain a safe, compliant, and positive work environment by enforcing organizational standards and adhering to applicable laws and regulations

Supervise and support branch team members by observing member interactions, assisting with cross-selling conversations, problem resolution, and addressing questions or concerns

Foster and maintain a strong sales and service culture, supporting branch efforts to meet or exceed established goals

Ensure team members are trained and knowledgeable on all Credit Union products, services, and delivery channels

Assist with scheduling and ensuring branch appointments are handled effectively and timely

Research and resolve member inquiries or complaints, ensuring appropriate follow-up and member satisfaction

Open new accounts; conduct loan interviews; take loan applications; and fund approved loans

Review and approve designated loan products, including Quick Cash Loans, Instant Credit Loans, Share Secured Loans, and Platinum Secured Visa accounts, in accordance with authority levels

Approve and process wire transactions over the phone in accordance with policy and procedures

Assist in maintaining efficient branch operations, including monitoring cash and coin inventory and coordinating cash orders

Monitor team member conversations for professionalism, accuracy, and content to ensure quality member experiences

Research and resolve complex member questions or issues related to accounts, transactions, or verifications

Provide ongoing coaching and support to reinforce service standards and performance expectations

Maintain strict confidentiality of all member and team member information

Treat all members and team members with professionalism, respect, and a positive, cooperative attitude

Support compliance with the Credit Union’s BSA/AML program, including: Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), OFAC screening in accordance with established procedures

Reinforce BSA/AML compliance expectations through daily practices and team member support

Assist with operational reporting, New Account audits, and Loan Funding Packet audits

Perform other duties as assigned

Qualification

Member service skillsSales skillsFinancial institution experienceInterpersonal communicationOrganizational skillsProblem-solving skillsTyping speedPublic Notary designationTeam guidance