Assistant Branch Relationship Manager

Summary  

As a member of the management team, the Assistant Relationship Manager plans, organizes, directs, and controls the day-to-day branch operations to ensure sales, service and operational goals are met. The Assistant Branch Relationship Manager actively seeks opportunities to introduce growth, sales, and operational efficiencies. This role is responsible for supporting the Branch Relationship Manager in transitioning from a traditional transactional model to a member advocacy relationship model. The Assistant Branch Relationship Manager coaches, trains and supervises branch staff, and implements the corporate mission, core values and long term objectives. 

Essential Duties - A successful Assistant Branch Relationship Manager must spend over 50% of work time on, and satisfactorily perform, these general categories of duties, which require significant discretion and independent judgment1: 

• Oversee the member experience ensuring that Branch Playbook guidelines are followed. 

• Manage daily operations of assigned branch at a level that produces a satisfactory audit rating.  
• Facilitate training on operational processes and ensure timely completion of training courses.  
• Model and observe branch service goals, analyze service level, and oversee methods to improve service. 
• Ensure branch compliance; implement methods to assure consistent compliance with required regulations and internal policies. 
• Communicate branch sales goals and effectively coach branch staff to achieve sales goals. Observe and provide feedback regarding methods to improve sales. 
• Motivate team members to focus on delivering exceptional member service, achieving organizational goals, and driving growth. 
• Participate in recruiting, hiring, and performance management of branch staff, including interviewing, hiring, training, evaluations, terminations. 
• Assist in associate development and engagement practices to effectively develop associates, identify areas for improvement, and facilitate appropriate coaching. 
• Deliver on action plans to improve sales achievement at assigned branch, ensure a consistent superior member service experience, improve operational processes and controls, and mitigate Credit Union losses.   
• Assist branch personnel as required to provide exceptional service.  

Additional Duties: Less than half the working time is spent on related, non-essential functions, including:  

• Collaborate with other Departments to ensure smooth operation of the Credit Union. 
• Conduct periodic staff meetings to discuss challenges, ideas and changes in policies and procedures. 
• Work closely with lending staff to keep informed of changes in policies and procedures and to ensure that branch personnel are well trained in lending functions. 
• Maintain a high level of knowledge and procedural expertise in all functions to assist branch personnel and other Credit Union staff with operational problems. 
• Assist branch personnel by answering questions, solving problems, interpreting policies and helping with work related matters.  
• Conduct and ensure completion of periodic audits of teller cash drawers, branch vault & cash recyclers.  
• Utilize lending authority to make quality loan decisions. 
• Review/approve Consumer Loan and Membership Applications.     
• Assign, direct, coordinate, support and review work performed by branch staff.  
• Ensure accurate and timely processing of all transactions, documents and requests.  
• Ensure the accuracy, integrity and security of all cash and negotiable instrument inventory.  
• Other duties and special projects as assigned. 

Experience 

• 3 to 5 years of similar or related demonstrated managerial experience preferred.  

• 3 to 5 years of sales experience preferred. 

• Experience in a financial institution preferred.  

Education 

• Equivalent to a college degree (BS or BA in a relevant field) preferred.  

Interpersonal Skills 

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.   

Other Skills 

• Demonstrated excellent verbal/written communication and organizational skills. 

• Effective training and mentoring skills. 

• Strong operational focus and attention to detail. 

• Must be knowledgeable in rules, laws and regulations applicable to credit unions. 

• Competencies required for this role include but are not limited to: 

• Managerial courage 

• Developing direct reports and others 

• Conflict management 

• Organizational Agility 

• Decision quality 

Certificates, Licenses, Registrations 

• If driving for company business, must have a valid California driver’s license and proof of current insurance coverage.  

• Valid Notary Public license and proof of Notary bond coverage. 

• Valid registration through the Nationwide Mortgage Licensing System and Registry as enacted and required by the Secure and Fair Enforcement (SAFE) for Mortgage Licensing Act.  

Language Skills 

• Fluent English language skills required. Ability to read, analyze, explain and interpret complex documents and concepts.  Ability to respond effectively to sensitive inquiries or complaints.   

Computer Skills 

• Personal computer advanced level literacy in various Microsoft Office applications and the internet. 

Physical Demands: These are the general physical demands that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

This is an office-based position involving primarily non-manual labor. Reliable, predictable, on-time attendance is essential, particularly to assure supervisory duties are fulfilled. The associate will spend most of the working time sitting, standing or walking, including significant time using computers. Position requires repetitive hand movements, the daily ability to focus on several tasks at one time, analyze data and draw conclusions, quickly and accurately perform mathematical computations, analyze and explain complex information, communicate frequently with others in person, over the phone, via electronic communications, and in group presentations. The associate must be able to travel regularly among the branches supervised.The position may include occasional lifting of up to 10 lbs. 

Salary : $79,511 - $99,388