Provident Credit Union · 8 hours ago
Assistant Branch Manager
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$30/hr - $38/hr
2+ years expProvident Credit Union is a leading financial institution established in 1950, recognized for its inclusive workplace culture. The Assistant Branch Manager plays a crucial role in supporting the Branch Manager with daily operations, focusing on enhancing branch performance, member service, and team development while ensuring compliance and operational excellence.
BankingFinanceFinancial ServicesNon Profit
Hiring Manager
Riz Baldovino
Responsibilities
Support a branch team dedicated to delivering exceptional service to members by embracing our values – Listen, Get Better, and Do What’s Right
Meet service goals for internal and external surveys, including social media posts and public scoring sites such as Yelp and Google Reviews
Ensure branch staff are trained and meeting service expectations, including mystery shop results and service quality audits
React quickly and uphold organization-wide service standards by working collaboratively across the organization to exceed member expectations
Lead a branch team dedicated to operational excellence by ensuring staff are knowledgeable, engaged, trained, and focused on flawless execution
Ensure branch transactions and operations are error free 100% of the time
Manage risk by complying with regulations and understanding policies and procedures
Analyze branch activities and recommend ways to increase operational efficiency and effectiveness
Ensure branch facilities and equipment are in good working order – no deferred maintenance
Lead a branch team dedicated to growing the credit union by attracting and retaining members that are highly engaged with Provident and consider us their PFI (primary financial institution)
Meet branch growth goals and objectives by execute branch-specific tactics to grow both loan and deposit portfolios
Champion effective branch business development efforts and ensure staff participation
Keep staff informed and up-to-date through huddles, meetings, and regular communication
Lead a branch team dedicated to increasing member value by understanding member preferences, delivering unparalleled convenience and member choice that is fast, flexible, and free of bureaucracy
Ensure staff understands our products and effectively demonstrates features and benefits
Understand promotions and provide each member with customized financial solutions
Empower branch staff to meet member needs without unnecessary approvals and escalations
Leverage “localness” by participating in local events (3-5 miles radius) such as community events, volunteer activities, and business network events
Train, support, develop, motivate, and retain a highly skilled and effective branch team
Provide staff with career growth opportunities and build a strong succession plan
Ensure all staff are accountable for individual goals and objectives
Manage staff schedules to meet member service expectations
Maintain a professional and engaging work environment. Ensure personnel issues are addressed immediately
Understand the branch profitability model and manage the branch balance sheet to increase profitability
Accomplish financial objectives by managing income and expenses within the approved budget
Monitor branch reports and data to identify emerging trends
Complete required BSA & OFAC training annually
Understand and adhere to BSA and OFAC policy and procedures
Qualification
Required
College degree or equivalent work experience
Financial services experience in banking or credit union required
2+ years of management or supervisory experience in a retail bank branch
2+ years of managing a sales and service team with proven results
Experience with Real Estate and Consumer Loans
Experience with business banking products and relationships
Experience with cash handling/teller transactions/loan funding
Computer literacy skills and proficiency in Windows and Microsoft Office
This position will require the successful candidate to work Saturdays
Notary License within 90 days after being hired
National Mortgage Licensing System and Registry (NMLS) within 90 days after being hired
Benefits
Quality medical, dental and vision care coverage
401(k) retirement plan with up to 150% matching employer contributions
Strong commitment to investing in your career and educational advancement by offering up to 100% Tuition reimbursement for approved courses.
Annual discretionary bonus
Employee Referral Bonus
Generous paid time off and paid holidays
Flexible spending accounts
Short and long-term disability coverage
Life and AD&D insurance
Provident membership
Rate discount on home and auto loans
Opportunity to use company owned condo in Maui and Lake Tahoe
Company
Provident Credit Union
Provident Credit Union specializes in banking with loans, mortgages, savings, insurance, investment advice for companies and NPCs.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jim Ernest
President & CEO
W
Wayne Bunker
president/ceo
Company data provided by crunchbase