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Wescom Financial · 9 hours ago

Assistant Branch Manager - Marina Branch (Marina, CA)

Marina, CA

Full-time

Onsite

Mid, Senior Level

$80K/yr - $120K/yr

Wescom Financial is a credit union committed to delivering exceptional member experiences. The Assistant Branch Manager plays a key role in managing branch operations, developing staff, and driving membership growth while ensuring high service standards and compliance with policies.

Financial Services

Growth Opportunities

Hiring Manager

Osvaldo Sanchez

Responsibilities

Serves as an integral part of the branch management team by delivering exceptional member and team member experiences, managing risk, supporting growth, and providing oversight to the operations of a branch in a complex environment to support the Credit Union’s strategic initiatives

Creates a work environment where staff consistently focuses on delivering the Wescom Experience

Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipline, operational integrity, process improvement and efficiency

Models desired behaviors and promotes optimal member engagement and new member onboarding by promoting the use of the Building Member Connections Model

Motivates staff, reinforces relationship building and referral activity for achievement of branch growth goals, including engaging new and existing members to deepen their relationship with the Credit Union

Supports Branch Manager with team member development through formal and informal observations, routine one on ones, and skills practices to achieve organizational objectives and strategic initiatives including developing long term member relationships

Assumes responsibility for all branch functions in the absence of the Branch Manager

Performs ongoing employee development through desired career pathing options

Ensures staff is proficient in using and demonstrating all changing technology available to members including but not limited to mobile and online banking services

Supports the organization’s strategic objectives by communicating and tracking goals that are specific, measureable, attainable and timely

Leads staff to achieve assigned goals, and coaches/reviews performance accordingly

Communicates production and referral expectation for consumer loan products, membership growth, insurance services (WIS and WFS), investment services (WFS), home equity products and first mortgage products

Responsible for proactively resolving escalated member inquiries and problems at the first point of contact

Oversees activities with staff that support teamwork and collaboration throughout the organization

Responsible for driving membership growth by demonstrating leadership presence within their community representing the credit union’s commitment to helping Southern Californians build better lives

Participates in the business development efforts including developing relationships with local businesses for Select Employee Group (SEG) opportunities as well as participating in community events

Consistently provides a high level of service and is committed to increasing member satisfaction

Demonstrates adherence to the Branch Service Standards in addition to enforcement and modeling of our Mission Statement, Core Values and Team Attributes

Assumes personal accountability for maintaining high service standards and operational excellence throughout the branch

Promotes advocacy and takes personal responsibility to ensure that member issues are handled expeditiously

Focuses on delivering Signature Experiences and achieving successful results in the Member Experience Surveys

Creates an environment that supports teamwork, collaboration, innovation, strategic thinking and personal accountability within the branch and organization

Exercises sound judgement when processing member transactions and provides approvals for various day-to-day transactions including, but not limited to: Check approvals, check hold decisions, cash verification/approvals, and transaction overrides

Conducts loan quality reviews and provides approvals

Deposits, withdrawals, payments and transfers

Answers member inquiries and provides information in accordance with Credit Union policies and procedures

Remains proficient in the legal aspects of accounts (e.g. trusts, fiduciary accounts, Power of Attorneys, etc.)

Provides service as Notary Public

Provides operational support and acts as a resource for staff regarding policies and procedures

Manages branch staff, directs management activities and provides support to the Operations Supervisor

Participates in establishing performance goals in alignment with organizational objectives, allocating resources, and assessing performance of staff

Effectively manages and adjusts to swiftly changing priorities, product and service offerings and new technology and operational systems

Ensures staff knowledge is current and applied

Ensures staff knowledge is applied through following the directed career pathing, ongoing compliance training, product presentations, and staff meetings

Develops and manages employee schedules

Supports Branch Manager in selecting, coaching, evaluating and developing branch staff; focuses on career pathing of staff; oversees training in the areas of member service, products and services, operations, and interpersonal skills

Ensures training objectives are met, including regulatory training, and Wescom University core curriculum is completed by all employees

Ensures that licensed and registered employees actively maintain their licensing/registration and complete all required training curriculum

Ensures quality of service through random Member Experience Surveys

Partners and collaborates with key business units such as WIS, WFS, Consumer Lending, Real Estate, Risk Management, Deposit Operations, Account Services, Card Services, etc

Participates in the development of staff’s goals for service, growth, and Wescom’s Strategic initiatives

Coaches staff to achieve growth through needs-based sales and service skills to match services to member needs

Models behavior for staff to ensure optimal member engagement, a migration to appropriate delivery channels, and make referrals for insurance services, investment services and real estate services

Partners and collaborates with Branch Administration on business development efforts including but not limited to developing relationships with local businesses and communities they serve

Attracts new members and manages member and account retention with an emphasis on engagement

Ensures staff efforts are focused on achieving goals and aligned with Wescom’s strategic objectives

Works collaboratively with Branch Manager to administer the branch budget and ensure expense control in all controllable areas including but not limited to salaries, overtime and supplies

Requires knowledge of consumer lending and home equity products as well as experience with the loan origination process, including application processing, pricing, documentation, disclosures, and quality control and funding

Identifies lending growth opportunities and manages staff’s activities and tracking

Must complete all required lending training

Ensures branch compliance with audit and security standards, policies and procedures, loss prevention measures and the safeguarding of Credit Union assets

Performs routine audits of negotiable instruments as well as review and balancing of assigned GL reconcilements

Ensures quality control of memberships opened and loans funded at the branch

Maintains confidentiality of Credit Union and member records

Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills

Must have effective interpersonal skills in order to maintain positive and productive working relationships with others

Attends required meetings as well as conducts branch staff meetings, as needed

May participate in in-house training, self-studies and outside seminars and classes

Ensures that the physical environment of the branch is maintained according to Wescom standards

Ensures individual appearance and demeanor reflects the desired level of professionalism, and holds staff accountable for same

Maintains good attendance and punctuality in adherence with Wescom policy

Qualification

Supervisory experienceConsumer lending knowledgeAnalytical skillsCommunication skillsMicrosoft ApplicationsCredit Union operating systemNotary Public certificationTeam playerDetail orientedOrganizational skillsInterpersonal skills

Required

Ability to demonstrate analytical skills

Strong communication skills, both written and oral

Ability to quickly embrace change and effectively lead others through change

Consistently demonstrates professionalism

Ability to work in a fast paced environment

Ability to work well with others and be a team player

Ability to be creative, productive and goal oriented

Must be detail oriented with strong organizational skills

Must be proficient in job related technology applications including the Credit Union's operating system and lending system

Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained for all Branch Mortgage Loan Originators

Maintain licensing as Notary Public

Proficient in Microsoft Applications (Word, Excel, PowerPoint, Outlook)

Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position

Must maintain proficiency in using and demonstrating all technology available to members including but not limited to mobile and online banking services

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals

Ability to compute rates, ratios and percentages and to draw and interpret bar graphs