California Coast Credit
Asst. Branch Manager/Branch Supervisor (University City)
California Coast Credit, San Diego, California, United States, 92189
This position is accountable for assisting the Branch Manager with providing exceptional service, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values.
DIMENSIONS
Service Goals: 4.00 rating or above required on a 5 point scale.
Sales Expectations: Meet/exceed established monthly/annual branch sales goals (may change annually)
Consumer loan annual average goal: $5.2 million
Real estate loan annual average goal: $6.8 million
New member annual average goal: 600
Protection products 30% loan penetration
Core Product Ratio: 1.80 products
Approved vs. Funded Loans
Teller Product Minimum 18 Products
Additional referral requirements: Auto buying service, investment products and credit union promotional products and services.
Member Support: Average 6,000 credit union members
Staff Management: Varies.
Budget: Branch annual average budget: $700 thousand
Cash Drawer: $5,000.00
SUPERVISORY RESPONSIBILITIES
This position reports directly to the Branch Manager. The following staff may report directly or indirectly to the Assistant Branch Manager:
Directly:
Branch Senior
Teller I-II-III
Personal Financial Representative I-II-III
NATURE & SCOPE
Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Conducts frequent sales meetings and contests.
Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and timeframes.
Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff.
Assists with the development of personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive teamwork environment.
Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action.
Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. May review and approve/disapprove employees’ time off.
May assist with interviews of new employees and promotion of existing employees.
Responsible for assigning and completing various departmental side-jobs.
Maintains all necessary department records in accordance with established procedures.
Assists with the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained.
Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
Exercises discretion and independent decision-making to ensure growth and soundness of the credit union.
May assist the Business Development Department with Select Employee Group’s (SEG) days. Participates in community and partnership events.
Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations.
Ensures all correspondence is professional and accurate.
Handling of a cash drawer may be required.
May serve as a notary.
Processes consumer and real estate loans.
Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
May actively manage loan queues to ensure approved loans are funded.
Shared Branches – Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES
The Eight Superpowers
Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and values the differences of others.
Values and shows appreciation for the unique qualities and experiences of each person; appreciates and effectively utilizes the talents and skills of others to achieve objectives.
A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience. A minimum of 2 years branch supervisory experience is required for Assistant Branch Manager.
Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making.
Knowledgeable in sales and service, branch operations, lending, regulations and security procedures.
Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others.
Ability to interact effectively with coworkers and lead and manage others.
Availability to work Saturdays, Sundays and evenings required.
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
NMLS registration required.
MAJOR ACCOUNTABILITIES:
Support Branch Manager to ensure sales and service goals are met.
Supervise operations of the branch to ensure efficiency, accuracy and compliance.
Motivate, coach, train and mentor staff to excel and achieve goals.
Adhere to cash, key and dual control policies and procedures.
Adhere to security and robbery procedures.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS:
Ability to tolerate long periods of sitting or standing with occasional walking.
Ability to use keyboard, mouse and other peripherals.
ENVIRONMENTAL CONDITIONS:
Work is primarily performed within an enclosed office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
SALARY RANGE (ANNUALLY)
$66,560.00 - $77,622.65 (Branch Supervisor)
$70,351.84 - $87,939.80 (Assistant Branch Manager)
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DIMENSIONS
Service Goals: 4.00 rating or above required on a 5 point scale.
Sales Expectations: Meet/exceed established monthly/annual branch sales goals (may change annually)
Consumer loan annual average goal: $5.2 million
Real estate loan annual average goal: $6.8 million
New member annual average goal: 600
Protection products 30% loan penetration
Core Product Ratio: 1.80 products
Approved vs. Funded Loans
Teller Product Minimum 18 Products
Additional referral requirements: Auto buying service, investment products and credit union promotional products and services.
Member Support: Average 6,000 credit union members
Staff Management: Varies.
Budget: Branch annual average budget: $700 thousand
Cash Drawer: $5,000.00
SUPERVISORY RESPONSIBILITIES
This position reports directly to the Branch Manager. The following staff may report directly or indirectly to the Assistant Branch Manager:
Directly:
Branch Senior
Teller I-II-III
Personal Financial Representative I-II-III
NATURE & SCOPE
Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Conducts frequent sales meetings and contests.
Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and timeframes.
Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff.
Assists with the development of personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive teamwork environment.
Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action.
Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. May review and approve/disapprove employees’ time off.
May assist with interviews of new employees and promotion of existing employees.
Responsible for assigning and completing various departmental side-jobs.
Maintains all necessary department records in accordance with established procedures.
Assists with the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained.
Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
Exercises discretion and independent decision-making to ensure growth and soundness of the credit union.
May assist the Business Development Department with Select Employee Group’s (SEG) days. Participates in community and partnership events.
Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations.
Ensures all correspondence is professional and accurate.
Handling of a cash drawer may be required.
May serve as a notary.
Processes consumer and real estate loans.
Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
May actively manage loan queues to ensure approved loans are funded.
Shared Branches – Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES
The Eight Superpowers
Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and values the differences of others.
Values and shows appreciation for the unique qualities and experiences of each person; appreciates and effectively utilizes the talents and skills of others to achieve objectives.
A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience. A minimum of 2 years branch supervisory experience is required for Assistant Branch Manager.
Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making.
Knowledgeable in sales and service, branch operations, lending, regulations and security procedures.
Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others.
Ability to interact effectively with coworkers and lead and manage others.
Availability to work Saturdays, Sundays and evenings required.
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
NMLS registration required.
MAJOR ACCOUNTABILITIES:
Support Branch Manager to ensure sales and service goals are met.
Supervise operations of the branch to ensure efficiency, accuracy and compliance.
Motivate, coach, train and mentor staff to excel and achieve goals.
Adhere to cash, key and dual control policies and procedures.
Adhere to security and robbery procedures.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS:
Ability to tolerate long periods of sitting or standing with occasional walking.
Ability to use keyboard, mouse and other peripherals.
ENVIRONMENTAL CONDITIONS:
Work is primarily performed within an enclosed office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
SALARY RANGE (ANNUALLY)
$66,560.00 - $77,622.65 (Branch Supervisor)
$70,351.84 - $87,939.80 (Assistant Branch Manager)
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