Assistant Branch Manager - Covina, CA

Position: Assistant Branch Manager

FLSA Classification: Exempt

Salary Range: $66,560 to $89,120 DOQ

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 to give back to our members and community.

Awards

CUNA 2021 Member Benefits Top Performance for delivering a direct benefit of $690 per member household.

Benefits:

· Foothill medical, dental, and vision benefits cover 100% of team members plus 50% of dependent coverage.

· 401(k) Plan with dollar-for-dollar match (up to 6%)

· Profit-Sharing Plan

· Flexible Spending Account

· Life and AD&D Insurance

· Paid Time-Off Program

· Educational Reimbursement Program

· Paid Holidays

· Special Recognition Programs

Summary: The Assistant Branch Manager supports the Branch Manager in overseeing daily branch operations, ensuring excellent member service, and achieving financial targets. Responsibilities include assisting with staff supervision, training, and development, handling member inquiries and issues, and ensuring compliance with policies and procedures. The Assistant Branch Manager also helps in managing branch performance, driving sales goals, and contributing to the branch's growth and efficiency. This role requires strong leadership skills, operational knowledge, and a commitment to delivering high-quality service.

Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below 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 branch operations comply with Credit Union policies and legal/regulatory requirements.

· Promote branch business development activities, expand the member base, and guide the team in cross-selling Credit Union services.

· Perform observations of team members' interaction with members, helping members enhance their financial goals.

· Communicate and achieve established team and individual goals for the branch

· Maintain proper cash controls; ensure all branch transactions are balanced daily

· Oversee individual accountability for cash handling and assist MSRs in resolving balance discrepancies

· Control and handle daily deposits in accordance with policies and procedures

· Assist in developing, coaching, and guiding team members, providing leadership through effective objective setting and communication, including a minimum of monthly two-on-one sessions.

· Periodically audit MSRs cash and vault cash on the premises

· Identify areas needing improvement and perform cross-training as necessary.

· Ensure current member accounts are maintained or expanded and consult members regarding their financial needs and services

· Assist the Branch Manager in completing monthly sales reports.

· Process loan requests from all channels and effectively comply with loan policies and procedures using Meridian Link.

Experience/Education Requirements:

· College degree preferable or equivalent combined education and work experience of a minimum of two years--additional college coursework in business or finance preferred

· At least four (4) years of related experience in a financial institution (Credit Union preferred),

· Two years of supervisory and management experience.

· Thorough knowledge of Credit Union services and products and understanding of related legal and regulatory requirements

· Familiarity with branch functions, policies, and procedures is required

Desirable certifications in the following areas:

· IRA certified

· NMLS

Other Skills and Abilities:

· Must possess strong interpersonal, leadership, and supervisory skills

· Ability to prioritize, adapt to change, and efficiently handle a variety of tasks in a busy and dynamic work environment

· Ability to maintain a good working relationship and provide excellent customer service to all team members, members, and the general public and to use good judgment in recognizing the scope of authority

· Aptitude to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems

· Ability to work with diverse personalities and populations

· Must possess effective verbal and written communication skills

· Microsoft Office programs knowledgeable

· Must maintain a professional image

· Bilingual (Spanish/English preferred)

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.

Compensation details: 66560-89120 Yearly Salary