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KeyPoint Credit Union

Assistant Branch Manager

Cupertino, CA, United States

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Job details

Experience: 4 years of management experience in financial institutions including banks and/or credit unions.
Posting language: English

Original job description

Primary responsibility is to assist the Branch Manager in achieving their financial goals which include sales and service goals while maintaining efficiency standards and expectations. This position will work to improve the member experience, support growth and retention efforts by implementing processes and ideas to improve their success in achieving their goals. Maintains a strong commitment to member service and promotes advocacy and continually focuses on improvement with member service perception of service delivery. This position is responsible for the branch achieving satisfactory audits and adhering to Corporate Policies and Procedures. The Assistant Branch Manager is responsible for certification of Branch Employees on Regulations and Compliance. Must maintain an active Notary.

The Assistant Branch Manager is expected to support the overall sales, service and revenue goals of the Credit Union while working with their branch staff. This position will also assist in training and coaching the branch staff to achieve their goals. This position must maintain a high level of professionalism and knowledge in order to assist the branch staff in all of the above areas.

Responsibilities:

Provide consistently high member service and Operational Integrity
Overall management of the branch when the Branch Manager is absent or unavailable
Training and coaching employees
Relationship Building and internal support departments to improve efficiencies and support corporate initiatives.
Support Net Promoter Score Program
Audit and Compliance
Risk Management
Assist the Branch Manager in supporting the Business Development activities as needed.
Must be available to work Saturdays as needed.

Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function)

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus.

Minimum Requirements:

High School Diploma or equivalent.
4 years of management experience in financial institutions including banks and/or credit unions.
Must be flexible to work in multiple branches as needed
Knowledge of member/customer services cash handling, procedures, consumer and residential mortgage lending, small business services, and Fiduciary Account Administration in a credit union or other financial institution
KeyPoint Internal Applicants Only: 6 months experience with KeyPoint Credit Union
Must have completed the credit union’s aptitude test with a score of 80% or better.
Must be capable of working established hours required by the branch.
Strong organization, excellent written and verbal communications skills, quality service and team orientation required.
Must be a Notary or have ability to pass Notary Test
Proficient with Microsoft Windows PowerPoint and Excel.
Must be able to obtain NMLS designation within 2 months of hire.

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Jobs in the United States