Community First Fund · 2 weeks ago
Assistant Branch Manager - Finanta Credit Union
Lancaster, PA
Full-time
Onsite
Mid, Senior Level
$58K/yr - $70K/yr
4+ years expFinanta Credit Union is seeking an Assistant Branch Manager to support members in meeting their financial service needs. The role involves processing transactions, promoting products, and ensuring operational excellence while supervising a team of Member Services Representatives and Tellers.
FinanceFinancial ServicesLendingNon Profit
Responsibilities
Member Services and Teller Obligations
Branch Operational Efficiency
Office Support/Policy and Procedures
Management
Coordination of Financial Education Course
Individual, Team, and Company Participation
Open new accounts and screen applicants as directed
Assist members with requests for services including but not limited to stop payments, originals or copies of cleared share drafts, direct deposit, signature verification and card product items in person or via phone inquiries
Assist members in completing loan applications and perform loan closing to ensure proper documentation is processed, setup appropriate automatic transfers
Exercise loan approval in accordance with assigned authority
Cross-sell services while assisting members with specific requests including member education related to our products and services
Perform on-line transactions (in person, by mail or by phone): process deposits (including check holds), withdrawals, transfers, loan payments, fees, money orders, direct deposit, CU check withdrawals, payroll deduction, cashed share drafts, and other duties that may not be listed
Adhere to proper cash drawer security including maintaining limits and balancing guidelines for own actions and mentoring MSRs and Tellers
Maintain effective member services through own actions and mentoring MSRs and Tellers
Print teller drawer report for your teller initials, balance against receipts, and ensure that all receipts are attached and initialed
Participate in vault count as directed including ordering cash/coin and monitoring branch cash levels
Oversee and execute all internal audits, operational reports and other quality assurance
Research discrepancies on various reports as needed
File daily work, membership cards, loan files, etc
Support Branch Manager in achieving branch level sales production goals, operational plans and budget, including personal contributions to sales goals and activities
Ensure adherence to operational policies, procedures and controls
Oversee the safety and security of teammates, members and credit union assets while informing the branch manager
Provide suggestions to improve operational policies and procedure while implementing support of existing guidelines, including mitigating losses in operations
Maintain records and files as directed
Open and distribute mail; process checks and requests from members and others, as needed
Attends and participates in staff meetings
Provides day-to-day supervision, training, and evaluation to teller and MSR
Ensures all staff are adequately trained to perform requisite duties
Adheres to supervisory requirements including recruitment, coaching, and other policy oversight
Provide coverage for staff as directed
Recruit attendees for the Course
Serve as main contact for the Course, maintaining contact with attendees throughout Course timeline
Administer Pre- and Post-Tests
Coordinate logistics to ensure meeting space conducive to adult learning
Maintain Course database as directed
Quarterly Coaching Sessions and Annual Performance Plan
Department Meetings
Opportunities Meeting, Company Progress Report
Participate in training, assessments and surveys as directed
Special Events Attendance & Support
Qualification
Required
Organized/ Efficient
Approachable
Customer focused
Independent/ Self-motivated
Adaptable and Strategic Leader
Ethical
Goal Oriented
Friendly
Courteous
Conscientious
Self-starter
Self-awareness
Learning mindset
Performs well in a fast-paced work environment
Supportive
Curious
Creative
Analytical
Proficiency in Microsoft Products
Capacity to learn Credit Union software systems and databases, including but not limited to Customer Relationship Management and cloud-based programs like Microsoft 365 & Power BI
The ability to maintain a high degree of accuracy and attention to detail
Ability to work independently
Strong written and verbal communication skills
Strong analytical skills
Excellent customer service skills and passion for member wellness
Ability to work effectively with racially and socially diverse individuals
Ability to speak, read and write Spanish
4+ years of Credit Union and/or bank retail experience with leadership exposure
High school diploma or GED
5+ years of customer service experience
Company
Community First Fund
Community First Fund is a lending institution that provides loans and finances to business owners and community developers.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$8.45MKey Investors
KeyBank FoundationCommunity Development Financial Institutions FundTruist Foundation
2025-07-28Grant
2023-04-10Grant· $6.2M
2022-08-25Grant· $2.25M
Leadership Team
Roger Colón
Chief Security Officer
Recent News
Company data provided by crunchbase