Assistant Branch Manager

selfhelp; Jacksonville (FL); On-site; USD 45,000 - 80,000; Full time

Job summary

Self-Help is seeking an Assistant Branch Manager to join our Jacksonville, FL team. You will help maintain branch operations, ensure timely opening and closing, staff adequacy, and outstanding member service while modeling teamwork and compliance.

Responsibilities include coaching staff, supervising lending activities including prequalification and approvals, supporting business development, and training universal bankers, with emphasis on BSA/AML controls and accurate documentation.

Qualifications

• 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 teamwork and collaboration with strong 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 organize and prioritize work.
• Analytical and problem-solving skills.
• Working knowledge of computer software systems including Microsoft Office (Excel, Word, and Outlook).

Responsibilities

• Maintain effective branch operations including opening/closing, staffing levels, and member service.
• Conduct staff meetings and trainings; communicate regulatory or process updates.
• Assist with lending function: interview, processing, approving/closing loans, and sound credit practices.
• Prequalify loan applicants by reviewing credit reports and financial documents; assess creditworthiness.
• Explain services to potential account members to generate additional business.
• Support business development activities and staff attendance.
• Train new branch staff including universal bankers.
• Assist with production goals and branch plans; develop staff performance goals.
• Lead coaching in relationship-building with members.
• Ensure workstations are organized; manage calendars.
• Provide guidance on difficult transactions and ensure policy compliance (BSA/AML).
• Approve overrides on cash withdrawals and other transactions; conduct cash drawer audits.
• Assist with mortgage loan information/pre-qualification when applicable.
• Resolve member account problems and maintain positive public relations.
• Participate in hiring and development of branch staff.

Skills

Bilingual English/Spanish

Interpersonal/people management

Communication skills (verbal & written

Attention to detail

Analytical/problem-solving

Teamwork/collaboration

Education

Associate degree or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office (Excel, Word, Outlook)

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:

• 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 co