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Assistant Branch Manager

University Credit Union
Davis, CA Full Time
POSTED ON 1/8/2025
AVAILABLE BEFORE 3/8/2025


 

 

                            POSITION DESCRIPTION

 

                                                                                                                

Position Title:      DEPARTMENT ASSISTANT MANAGER     flsa Status:  EXEMPT

 

Department:        MEMBER SERVICES                                       Salary grade:   9

 

Approved By:        CM                                                                       

 

 

REPORTING RELATIONSHIPS

 

Position Reports To:  DEPARTMENT MANAGER

Positions Supervised:  DEPARTMENT TEAM MEMBERS

 

 

 

POSITION PURPOSE/STATEMENT

 

Deliver on University Credit Union’s CHAMPION Values to engage in behaviors that create member and team member loyalty.   

 

Assist the Department Manager in implementing strategies to achieve goals and ensures compliance with operating policies, procedures, and regulatory requirements.  Models University Credit Union core values and hold team members accountable for performance. Assists manager with chats, video banking and e-Services.

 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

 

  • Supervise team members directly, including selection, training, performance appraisal and work allocation. Responsible for scheduling staff.
  • Ensure daily responsibilities of team members are completed and proper procedures are followed.
  • Help establish, communicate, and achieve the credit union's goals and standards, ensuring these are fully communicated to and understood by all department team members.
  • Identify areas to streamline department and credit union operations. Leads efforts to implement enhancements and other projects.
  • May act in the capacity of the Manager in his or her absence.
  • Attracts new business through participation in school, community, and business functions. 
  • Provide leadership team members through on-going coaching and counseling to establishes performance goals.  Regularly conducts one-on-ones and formal observations to provide real-time feedback.
  • Provide consultative services to members regarding credit union products and services and ensures that team members are providing consultative services by assessing member needs, addressing concerns, and gaining agreement.
  • Acts as a resource for team members on policies and procedures.
  • Performs other duties as assigned or requested.

Requirements:

 

  • Must be able to carry out supervisory responsibilities, which includes but is not limited to interviewing, hiring and training team members; planning, assigning and directing work; appraising performance; rewarding and issuing team member correction action when needed; addressing complaints and resolving problems. 

 

  • Must have knowledge of ACH, direct deposit, Truth in Savings, Truth in Lending, IRA, Consumer Lending, Real Estate Lending, Bank Secrecy Act, Anti-Money Laundering Act, OFAC, and other applicable financial institution regulations.

 

  • Must have knowledge of business services, member services, and teller functions.

 

  • Must have at least intermediate expertise in MS Word, Excel, PowerPoint and Outlook.

 

  • Strong communication skills.

 

  • Must be a team player and collaborate with others.
  • All team members must adhere to regulatory, compliance, and organizational guidelines.

 

Education:
 
Minimum Bachelor’s Degree or equivalent.

 

Experience:
 
Minimum 5 to 7 years of related experience required.

 

 

 University Credit Union is an Equal Opportunity Employer.

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