Assistant Branch Manager

Company: Foothill Credit Union
Location: Arcadia
Posted on: May 21, 2023

Job Description:

Description:Founded in 1958, Foothill is a not-for-profit, member owned $720 million-strong cooperative financial institution serving more than 30,000 members. Our focus is to provide quality member service to our 300+ SEGs, including 6 hospitals, 14 school districts, 2 colleges, 17 private schools, business, and municipalities in the San Gabriel Valley. Serving our members with excellence and exceeding expectations is at the forefront of our business, and we can happily share that Foothill has been ranked a five-star financial institution by Bauer Financial. Bauer only recommends institutions with four- and five-star ratings. We are amongst the highest of our peers. Foothill Credit Union is a community advocate and strives to partner with other businesses and organizations dedicated to community involvement. We often participate in events and fundraising efforts benefiting the schools and organizations we serve in order to give back to our members and community.AwardsCUNA 2021 Member Benefits Top Performance for delivering a direct benefit of $690 per member household.Summary: The Assistant Branch Manager (ABM) is expected to deliver unparalleled member services while providing assistance with the the direction and administration of the branch operations. This position helps ensure that the established policies and procedures are being followed consistently. The ABM is involved with the full range of services for members and prospective members. They ensure members are served promptly and professionally while assisting with the direction, training and supervision of branch team members. Essential Duties and Responsibilities: The job duties, responsibilities, and requirements represent the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. - Ensure operations are conducted in accordance with established Credit Union policies and with legal and regulatory requirements. - In partnership with the Branch Manager and/or the Operations Supervisor (OS)/Member Service Consultant III (MSCIII) ensure branch security and security training: open and close the building in accordance with set hours. - Promote branch business development activities and seek to broaden member base; guide the team to cross-sell Credit Union services and deepen member relationships effectively - Assist the Branch Manager with leading and developing the team to enthusiastically embrace a sales and service environment - Maintain proper cash controls; ensure all branch transactions are balanced at the close of each day - Control and handle daily deposits in accordance with established policies and procedures - Assist the Branch Manager with responsibility for team members' development, coaching, and guidance; provide leadership through effective objective setting and communication and minimum monthly 2 on 1's - Ensure high-quality work and efficiency in operations are maintained; determine work methods and flow through assigning, directing, coordinating, and reviewing tasks - Periodically perform cash audits in possession of MSR's and vault cash on the premises - Assume responsibility for maintaining effective, professional business relations with members, and the Credit Union's quality reputation is maintained and projected - Ensure current member accounts are maintained or expanded and consult members regarding their financial needs and services - Ensure branch operations are well coordinated with accounting, loan processing, and credit functions; manage and oversees expenses; pursues cost-saving measures - Process loan requests from all channels. Interviews for additional loan options, complies with loan policies and procedures using Meridian Link effectively - Keep Branch Manager informed of branch activities, progress toward established objectives, and of any significant problems; request assistance when necessary - Fill in for Branch Manager as needed - Develops controls to monitor proper compliance of all applicable regulations, including, but not limited to BSA, CIP, OFAC. Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class. Requirements: - College degree preferable or equivalent combined education and work experience of a minimum of three years--additional college coursework in business or finance preferred - At least three years of related experience in a financial institution (Credit Union preferred), - Supervisory and training experience - Thorough knowledge of Credit Union services and products and understanding of related legal and regulatory requirements - Bilingual (Spanish/English preferred)PI215805572

Keywords: Foothill Credit Union, Arcadia , Assistant Branch Manager, Executive , Arcadia, California