Assistant Branch Manager

Stanford Federal Credit Union; Palo Alto (CA); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

100% paid employee medical, dental, affi

50% paid for dependents

Quarterly incentives up to 10% of your

Employer 401(k) matching up to 5%

Education reimbursement

Commuter Toll Benefit $100-$200/month

Job summary

Stanford Federal Credit Union in Palo Alto, CA, is seeking an Assistant Branch Manager to lead branch operations, supervise tellers and member services, and ensure compliance with regulations. The role requires 2–4 years in financial services, strong communication skills, and deep knowledge of branch processes.

The position offers a competitive salary range with full benefits, including 100% employee coverage for medical, dental, vision, and more, and opportunities for professional development

Qualifications

• Two to four years of financial services experience.
• High school diploma required.
• Authority to provide signature guarantees up to approved limit.
• Knowledge of Microsoft Office.
• Strong understanding of branch operations and policies.
• Excellent verbal and written communication; detail-oriented.

Responsibilities

• Understand, comply, and train others on all applicable government regulations and laws, including BSA, funds availability, truth in savings, privacy legislation, and related laws.
• Provide supervisor overrides and approvals within assigned limits; assist with error resolution for staff and members.
• Ensure teller and member services functions are performed correctly according to policies; ensure security procedures are followed.
• Advise the manager on performance issues; intervene in minor staff disputes; maintain and update department manager.
• Perform required monthly audits with minimal supervision.
• Provide leadership to teller and member service staff through communication, objective setting, and delegation; train staff.

Skills

Financial services experience

Communication skills

Attention to detail

Leadership and training

Sales / cross-selling

Education

High school diploma

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Assistant Branch Manager

Full Time Management Stanford, CA, US

Salary Range: $33.50 To $41.50 Annually

Assistant Branch Manager Opportunity at Stanford Federal Credit Union!

We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we’re non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry.

Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it’s like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives!

The Assistant Branch Manager assists with the direction and administration of branch operations; acts as Branch Manager, as necessary; ensures that established policies and procedures are followed; ensures that excellent service is provided to members at both teller line and member services platform; promptly and professionally serves members; assumes responsibility for smooth flow of teller lines and member services platform; assists in identifying and in performing general training of branch employees; oversees the provision of a full range of services to current and potential members; assists in supervising and in directing branch staff; performs various branch functions, as required and assigned by management; completes high level duties and assignments; provides support to staff and to members with complex, difficult tasks.

Who YOU are:

• Two to four years of financial services experience required.
• High school diploma required.
• Maintain authority to provide signature guarantees, sign official checks, or medallion signatures up to approved limit.
• Knowledge of Microsoft Office is required.
• Solid understanding of branch operations and functions, which include account administration, deposit, trust, and individual retirement accountants (IRAs); consumer lending, cross- selling, and business development.
• Strong verbal/written communication skills. Has attention to detail.
• Knowledge of branch operations, programs, policies, and procedures, sales culture initiatives, and expectations for credit unions

What YOU’LL do:

• Understand, comply, and train others on all applicable government regulations and laws, specifically the Bank Secrecy Act (BSA), funds availability, truth in savings, privacy legislation, other related governmental regulations, and laws. Process BSA reports. Assist with BSA file maintenance.
• Provide supervisor overrides and approvals within assigned limits. Assist with error resolution situations for staff and for members.
• Assist in ensuring that all teller and member services representative functions are correctly performed, according to established polices and standards. Ensure that all security procedures are followed.
• Advise the manager of positive and of negative performance issues that occur with tellers; intervene in minor staff disputes; maintain and update the department manager.
• Perform required monthly audits with minimal supervision.
• Provide leadership to teller and member service representative personnel through effective communicating, objective setting, and delegating. Ensure that personnel are well trained, effective, and optimally used. Provide instruction regarding policy, procedure, service, and product offerings. Assist new employees.
• Exercise good judgment to reach decisions and to obtain desired results, within broadly defined practices, policies, selection methods, techniques, and criteria for evaluations.
• Steps in for the Branch Manager in their absence. Accountable for managing the operations of the branch. Ensuring that all levels of member service are maintained by all employees. Trains and coaches branch employees. Exercises direct supervision of branch staff.
• Assist with the supervision of branch operations.
• Assist with orientation of new employees and staff training sessions. Ensure that personnel are well trained in all phases of their respective positions. Perform cross-training, as necessary.
• Ensures members’ requests and questions are promptly resolved. Handles customers’ complaints. Ensures members are informed of Company services and policies.
• Assists with ensuring the branch has efficient performance of branch operations. Maintain and manages proper cash controls and operations including but not limited to cash limits, cash shipments and negotiable items. Balances all branch transactions, at the closing of each day. Provides approvals and overrides for transactions within policy guidelines.
• Assists with supervising work scheduling and approving all sick, leave, vacation, and overtime timesheets for employees. Ensures that the branch has sufficient coverage on the schedule.

Some of our benefits for YOU:

• 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents
• Quarterly incentives up to 10% of your salary (based on position)
• Employer 401(k) matching up to 5% plus additional annual discretionary contributions
• Education reimbursement based on eligibility
• Employee recognition program with cash incentives
• Commuter Toll Benefit $100-$200/month (based on position)
• Wellness Benefits up to $1,200 per year
• Paid Sick Time accrues at two weeks per year
• Paid Vacation Time accrues at three weeks per year
• Paid Federal banking holidays (approximately 11 per year)
• Ongoing training and education, seminars, and conferences
• Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
• Waived fees and deposit bonuses on Stanford FCU accounts
• Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources

If you are ready for this awesome opportunity (or know somebody who is) Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions.
Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions.
Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.