Self-Help Credit Union · 14 hours ago
Assistant Branch Manager
Franklin, CT
Full-time
Onsite
Entry, Mid Level
2+ years expSelf-Help Credit Union is focused on economic justice and creating ownership opportunities for underserved communities. The Assistant Branch Manager will oversee branch operations, manage staff, and ensure compliance with policies while providing excellent member service and support business development activities.
Banking
Responsibilities
In the absence of a Member Service Supervisor, ensures workstations are organized and equipped for the start of the business day
Prioritize daily, weekly, and monthly calendars ensuring that the branch is properly staffed and that everyone’s time is maximized to serve the members
Provide guidance to branch staff, as appropriate, with more difficult transactions
Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service
Assist with overseeing branch office operations to ensure that policies, procedures and regulations are being followed (e.g. Bank Secrecy Act and Anti Money Laundering)
Approve overrides on cash withdrawals and other transactions based on authorization limits
Conduct surprise cash drawer audits
In concert with the Branch Manager, conduct staff meetings, including training and/or providing regulatory or processes updates. Models great customer service for staff
In concert with the Branch Manager complete self-assessments, if applicable, and ensure they are completed thoroughly and accurately and on time
Responds to inquiries from audit staff as needed
Oversee the physical facilities and equipment of the branch
Responsible for on-the-job training of all new branch staff including consumer loan officers
Assist with developing branch level production goals and plans to achieve them
Participate with Branch Manager in developing personal performance goals of all staff members
Participate and/or lead performance and accountability sessions with branch staff in conjunction with the Branch Manager
Assume a lead role in the coaching of staff members in relationship-building with members
Actively participate, along with the Branch Manager, in hiring, Catalytic Coaching, and performance management and development of branch staff
May be responsible for managing the lending function of the branch; conducting loan interview; processing, approving and/or closing loans/ensuring adherence to sound credit practices and administration policies
Prequalify loan applicants by examining borrower information and documentation such as credit reports and financial documents; assess credit-worthiness, determine adequacy of income, credit and collateral and calculate repayment risk. Determine the maximum purchase price/loan amount base on the customer’s financial circumstances and needs
ABMs may assist with providing members mortgage loan information, gathering initial documentation, and pre-qualifying mortgage loans prior to referring to a mortgage loan officer for origination. In some cases, the ABM may also be trained and responsible in the origination of mortgage loans
Resolve member account-related problems and ensure positive public relations
Explain services to potential account members to generate additional business for the credit union
Actively support business development activities including attending in person, or staffing properly so that staff may attend
Perform other duties and projects as assigned
Qualification
Required
Bachelor's degree in related field OR equivalent related experience
Two years' banking or retail experience including experience in developing and/or supervising branch staff
Ability to obtain NMLS in certain markets may be required
Strong commitment to our mission – creating economic opportunity for traditionally underserved communities
Preference for working in organizations that place priority on teamwork and collaboration
Demonstrated ability to communicate effectively – both verbally and in writing
Working knowledge of computer software systems including Microsoft Office (Excel, Word, and Outlook) and ability to be trained and efficiently operate credit union systems and proprietary software
Keen attention to detail, ability to effectively organize and prioritize work
Analytical and problem-solving skills
Ability to use keyboard and data entry skills
Strong interpersonal/ people management skills
May be required to travel to cover other branches
Ability to work flexible work hours including evenings and weekends
Ability and willingness to work beyond normal work hours, as needed
Ability to demonstrate Self-Help's Core Values: Mission Before Self, Service With Excellence, Embracing & Promoting Change, Results Not Credit, Diversity as a Strength, Financial Sustainability for Mission Impact
Preferred
Prior lending experience preferred
Experience with New Solutions is a plus
Bilingual English/Spanish fluency preferred
Company
Self-Help Credit Union
Self-Help is a family of nonprofit organizations whose mission is to create and protect ownership and economic opportunity for all.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Truist Foundation
2024-02-14Grant
Leadership Team
Marcus Bowen, CFA, CPA
Chief Financial Officer
Kimberly Jones
Vice President, Director of Partnerships & Community Engagement-Midwest
Recent News
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