Demo

Assistant Branch Manager

First Technology Federal Credit Union
San Jose, CA Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 5/20/2025

Description

The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day-to-day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded.

Primary Responsibilities :

  • Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiable items, audits)
  • Partner with Manager in leading a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development
  • Maintain and enforce systems, policies, procedures and productivity standards
  • Partner with Manager in effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in the business and take action to resolve
  • Ensure member service projects (change initiatives) meet objectives on time and on budget
  • Partner with other business units to resolve member issues or grow member relationships; actively participate in cross-functional meetings
  • Research, resolve and communicate operational issues and potential problems to leader and / or other business units
  • Identify, manage and mitigate risk within XC (including identify theft, overdrafts, etc)
  • Manage vendor relationships to support operational excellence and member service levels

Experience and Education Requirement :

  • Minimum Education : Bachelor’s degree is preferred
  • Minimum one year experience in retail financial services with a proven successful track record in deepening and acquiring member relationships
  • Minimum 6 months’ experience leading people or teams
  • Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop and build employees to achieve department goals
  • Ability to use data and analytic information to gain insights and drive strategic direction
  • Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
  • Strong business communication skills; able to write / speak clearly and professionally for a variety of audiences
  • Familiarity with CRM software is preferred
  • Working knowledge of Microsoft Office Suite
  • Certification / License : N / A
  • Location : San Jose, CA 95134 (FULL TIME ON SITE)

    Target Compensation :   $77,000 to $98,000 annually monthly incentive

    Benefits options include :

  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
  • Salary : $77,000 - $98,000

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