Assistant Branch Manager

Self-Help; Jacksonville (FL); On-site; USD 54,000 - 76,000; Full time

Benefits offered by this job

Generous benefits package

Job summary

Self-Help, a nonprofit financial cooperative, seeks an Assistant Branch Manager for our Jacksonville, FL team. You will oversee branch operations, staff training, and lending activities while maintaining strong member service and compliance with BSA/AML policies.

You'll lead performance goals, coach staff, and participate in hiring, with a focus on teamwork and community impact. Bilingual English/Spanish preferred; travel to cover other branches may be required. Flexible hours may apply.

Qualifications

• Associate degree or equivalent; Bachelor’s preferred.
• Bilingual English/Spanish strongly preferred, not required.
• Prior lending experience preferred.
• Four years banking or retail experience including supervising branch staff.
• Ability to obtain NMLS in certain markets.
• Strong teamwork and collaboration.
• Commitment to economic opportunity and mission.

Responsibilities

• Maintain effective branch operations and staffing.
• Conduct staff meetings and training with regulatory updates.
• Oversee lending function including loan interviews and approvals.
• Prequalify loan applicants and assess creditworthiness.
• Explain services to generate additional business and support development.
• Lead coaching and development of branch staff and goals.
• Assist with onboarding and performance reviews of staff.
• Ensure compliance with Bank Secrecy Act and AML policies.

Skills

Bilingual English/Spanish

Strong interpersonal skills

Communication skills

Analytical skills

Team leadership

Education

Associate degree or equivalent

Bachelor’s degree preferred

Tools

MS Office

Credit union systems

New Solutions

Job description

Job Description:

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

We are seeking an Assistant Branch Manager to join our Jacksonville, FL team!

WHAT You’ll Do:

In addition to having mastered the responsibilities of the Member Service Supervisor (MSS), the ABM is also responsible for the following duties and responsibilities:

• Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service.
• Conduct staff meetings, including training and/or providing regulatory or process updates. Models great customer service for staff.
• May be responsible for managing the lending function of the branch; conducting loan interview; processing, approving and/or closing loans/ensuring adherence to sound credit practices and administration policies.
• Prequalify loan applicants by examining borrower information and documentation such as credit reports and financial documents; assess credit worthiness, determine the adequacy of income, credit, and collateral and calculate repayment risk. Determine the maximum purchase price/loan amount base on the customer’s financial circumstances and needs.
• Explain services to potential account members to generate additional business for the credit union.
• Actively support business development activities including attending in person or staffing properly so that staff may attend.
• Responsible for on-the-job training of all new branch staff including universal bankers.
• Assist with developing branch-level production goals and plans to achieve them.
• Participate with branch leadership in developing personal performance goals of all staff members.
• Participate and/or lead performance and accountability sessions with branch staff in conjunction with branch leadership.
• Assume a lead role in the coaching of staff members in relationship-building with members.
• In the absence of an MSS, ensures workstations are organized and equipped for the start of the business day.
• Prioritize daily, weekly, and monthly calendars ensuring that the branch is properly staffed and that everyone’s time is maximized to serve the members.
• Provide guidance to branch staff, as appropriate, with more difficult transactions.
• Assist with overseeing branch office operations to ensure that policies, procedures, and regulations are being followed (e.g. Bank Secrecy Act and Anti Money Laundering).
• Approve overrides on cash withdrawals and other transactions based on authorization limits.
• Conduct surprise cash drawer audits.
• Responds to inquiries from audit staff as needed.
• Oversee the physical facilities and equipment of the branch.
• Actively participate, along with branch leadership, in hiring, performance management, and development of branch staff.
• ABMs may assist with providing members mortgage loan information, gathering initial documentation, and pre-qualifying mortgage loans prior to referring to a mortgage loan officer for origination. In some cases, the ABM may also be trained and responsible in the origination of mortgage loans.
• Resolve member account-related problems and ensure positive public relations.
• Perform other duties and projects as assigned.

WHAT You’ll Need:

• Associate degree or equivalent relevant experience. Bachelor’s degree preferred.
• Bilingual English/Spanish strongly preferred, not required.
• Prior lending experience preferred.
• Four years banking or retail experience including experience in developing and/or supervising branch staff.
• Ability to obtain NMLS in certain markets.
• Preference for working in organizations that place priority on teamwork and collaboration. Strong interpersonal/ people management skills.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Demonstrated ability to communicate effectively – both verbally and in writing.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem-solving skills.
• Working knowledge of computer software systems including Microsoft Office (Excel, Word, and Outlook), and ability to be trained and efficiently operate credit union systems and proprietary software. Experience with New Solutions is a plus.
• Ability to use keyboard and data entry skills.
• May be required to travel to cover other branches.
• Ability to work flexible work hours including evenings and weekends.

Ability to demonstrate Self-Help’s Core Values:

o Mission Before Self o Service with Excellence o Embracing & Promoting Change o Results Not Credit o Diversity as a Strength o Financial Sustainability for Mission Impact

Compensation Range:

$54,080 - $76,400

Competitive nonprofit compensation, based on experience, plus a generous benefits package.Compensation ranges for each position are based on local market rates and will bedeterminedby geography, role, and experience.

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

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.Reasonableaccommodationsmay be made to enable individuals with disabilities to perform the essential functions.

• Close vision isrequired.

• Employee isregularly required to:sit;talk andhear;use hands to finger, handle orfeel;andreach withhands and arms.

• Employee isfrequentlyrequired to type and use a keyboard.

• The employee must occasionally lift and/or move up to 20 to 40 pounds.

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer:

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.