The Assistant Branch Manager assists the Branch Manager in the following tasks. They are primarily service focused but is also responsible for staffing, safety and security, revenue generation, financial management, reporting and oversight and compliance with all regulations. The Assistant Branch Manager leads the branch team to attract new business with the goal of growing the branch deposit and loan portfolio to increase branch profitability. In addition, the Assistant Branch Manager is responsible for theprofessional development of branch staff to include coaching, guiding, training, and motivating each team member. The Assistant Branch Manager serves as the member's primary point of contact, building rapport with members and the community and will take ownership of member issues ' from start to finish. He/she is a keen problem solver who is comfortable taking the initiative to 'Do What's Right'. The Assistant Branch Manager keeps abreast of competitive intelligence, meaning what is happening in the local branch footprint, what other financial institutions are doing and what local businesses need. The Assistant Branch Manager is tasked with creating andimplementing strategies to improve productivity and service performance in efforts to achieve the financial targets of the branch. The Assistant Branch Manager works under the supervision of the Branch Manager and performs other duties as directed. Service Excellence - Support Branch Management in leading a branch team dedicated to delivering exceptionalservice to members by embracing our values - Trust, Teamwork and Excellence.
- Contribute positively to quarterly NPS goals and avoid negative feedback and commentson social media posts and public scoring sites such as Yelp and Google Reviews.
- Support the training of branch employees and meeting service expectations, includingservice quality audits.
Operational Excellence - Lead a branch team dedicated to operational excellence by ensuring staff are knowledgeable, engaged, trained, and focused on flawless execution.
- Strive to have all branch transactions and operations be error free.
- Manage risk by complying with regulations and understanding policies and procedures.
- Support and recommend ways to increase operational efficiency and effectiveness.
Grow the Credit Union - Lead a branch team dedicated to growing the credit union by attracting and retaining members that are highly engaged with Valley First and consider us their PFI (primary financial institution).
- Meet branch growth goals and objectives by executing branch-specific tactics to grow both loan and deposit portfolios.
- Keep staff informed and up to date through daily huddles, weekly bi-weekly staff meetings, and regular communication.
Increase Member Value - Lead a branch team dedicated to increasing member value by understanding memberpreferences, delivering unparalleled convenience and member choice that is fast, flexible,and free of bureaucracy.
- Ensure staff understands our products and effectively demonstrates features and benefits.
- Understand promotions and provide each member with customized financial solutions.
- Leverage 'localness' by participating in local events (3-5 miles radius from branchlocation) such as community events, volunteer activities, and business network events.
Staff Development - Assist Branch Manager in the areas of training, general support, development, andmotivation to retain a highly skilled and effective branch team.
- Provide staff with career growth opportunities and build a strong succession plan.
- Ensure all staff are accountable for individual goals and objectives.
- Manage staff schedules to meet member service expectations.
- Maintain a professional and engaging work environment.
- Ensure personnel issues are addressed immediately.
Audit - Oversees the branch audit processes for their branch.
- Reviews results, implements corrective action, and responds in written form to the Senior Management and Internal Audit teams.
- Ensures compliance with Credit Union, industry and regulatory policies and procedures.
Experience, Education & Skills - Two or more years of similar or related experience, including time spent in leadership positions within a financial institution, preferably the credit union movement.
- A two-year degree, preferred
- A significant level of trust and diplomacy is required to be an effective subject matter expert in this position. In-depth dialogues, conversations, and explanations of a sensitive
and/or highly confidential nature with members, direct and indirect reports, outside vendors and executive leadership is a normal part of the day-to-day experience. Communications can involve motivating, influencing, coaching, educating and/or advising others on matters of significance.
Salary Range & Schedule - This position is an exempt Grade 10, with a salary range of $70,304.00 to $80,000.00
- The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience
- The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations
- The schedule for this position is based around branch operating hours which are as follows:
- Monday to Thursday - 9am to 5:30pm
- Friday - 9am to 6pm
- Saturday (rotating shifts) - 9am to 1pm
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