What are the responsibilities and job description for the Paso Robles Branch - Associate Branch Manager II position at Golden 1?
TITLE : ASSOCIATE BRANCH MANAGER II
STATUS : NON-EXEMPT
REPORTS TO : BRANCH MANAGER
DEPARTMENT : BRANCH CHANNEL DELIVERY
JOB CODE : 6212
GRADE : 19H
PAY SCALE : $30.31 - $31.50 HOURLY
GENERAL DESCRIPTION :
The Associate Branch Manager II is responsible performing a variety of operational tasks that results in delivering an exceptional member experience. Supervises and directs the daily activities of Member Service Specialists in the branch. Responsible for ensuring compliance with all policies and procedures and efficiency in the processing of member transactions.
Associate Branch Managers job levels are differentiated by considering the typical annual volume of the following day-to-day operations within a branch : Transactions, Loan Applications, Loans Granted and New Accounts Opened. These criteria are weighted to reflect the relative impact these operations have on the success of a branch. Volume ranges and weightings are evaluated at the beginning of each calendar year to determine if there are any necessary changes that need to be made to reflect new internal / external conditions.
TASKS, DUTIES, FUNCTIONS :
- Ensures delivery of exceptional member experience on the platform and teller line. Handles member issues escalated by Member Service Specialists.
- Manages, directs and supervises day to day activities of Member Service Specialists.
- Train and coach employees on sound operational and compliance requirements across all areas of the branch.
- Create and maintain staff scheduling that aligns with meeting branch member service demands.
- Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlight the benefit of our products and services over that of our competitor's, and support overall credit union member services, promotions and member service objectives and expectations.
- Assists the Branch Manager with human resource processes for all direct reports, including appraisals, disciplinary actions, individual development plan, career development, training, interviews, etc.
- Identify, investigate and respond to member concerns.
- Ensures compliance and efficiency with all policies and procedures.
- Maintain a current working knowledge of financial industry rules, regulations and sound methods and practices.
- Implement, maintain, and inspect security procedures, operational reports, control logs, audits, and certifications in compliance with all current regulatory requirements.
- Lead and coordinate service promotion activities, which include outbound calls, special service days and outside marketing efforts as needed and directed.
- Assist Branch Manager in marketing the Credit Union to outside potential fields of membership in their specific field and location.
- Manage relationships between the branch and the Member Service Contact Center, Mortgage Lending, Consumer Lending, Online Banking, and Financial Services partners to ensure collaboration in meeting shared company objectives.
- Monitor all internal policy and procedure controls to safeguard the funds and assets of Golden 1.
- Proactively identify any potential issues keeping the branch from providing exceptional member service and collaborate on solutions with the Branch Manager.
- Provide recommendations, as needed, to more efficiently meet the financial needs of the members visiting the branch.
- Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act, anti-money laundering, and elder financial abuse laws appropriate to the position.
- Perform Notary Public services as needed.
- Assists Branch Manager in ensuring that the physical maintenance and overall appearance of the branch facility is satisfactorily maintained at all times.
- Makes recommendations to Branch Manager.
- Travel to meetings by car or public conveyance.
- May occasionally be requested to fill in at another branch location.
- Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS :
ORGANIZATIONAL CONTACTS & RELATIONSHIPS :
QUALIFICATIONS :
EXPERIENCE : Minimum of 3 years of progressively responsible supervisory experience within a retail environment or financial institution. BEHAVIORS :
Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, aligning employee engagement with Golden 1's mission, vision and core values.
Knowledge of sound practice of business administration.
PHYSICAL REQUIREMENTS :
Must be able to frequently move about the branch.
LICENSES / CERTIFICATIONS : None
THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.
REV. 1 / 1 / 2025
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Salary : $30 - $32
