Assistant Branch Manager

SF Fire Credit Union

San Francisco, Northern (CA, KY)

Hybrid

USD 51,000 - 77,000

Full time

14 days+

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Benefits offered by this job

401(k) and Employer Match

Health, Vision, Dental and Life Ins.

Annual Incentive/Bonus Program

Tuition Reimbursement Program

11 Paid Holidays + Competitive PTO

Home & Consumer Loan Program (Discount

Professional development and training

On-demand personal coaching resource

Wellness Program (Discounted Gym)

Job summary

SF Fire Credit Union, based in San Francisco, seeks an Assistant Branch Manager to handle member communications, process transactions, and cross-sell appropriate products while maintaining service standards.

The role requires a high school diploma or GED and 3+ years in a related role, with preferred managerial experience in a financial institution. Expect a hands-on, community-focused environment and schedule including Saturdays.

Qualifications

High school diploma or GED required; plus at least three years related experience and/or training.
Previous Branch and managerial experience in a financial institution is preferred.
Ability to read and comprehend verbal and written instructions.
Ability to write business communications to members and employees.
Reasoning ability to define problems, collect data, establish facts.
Mathematical skills to reconcile member and general ledger accounts.
Experience operating a personal computer in a Windows environment; Ultradata/FSP and MS Office preferred.

Responsibilities

Monitors member communications received via postal mail.
Cross-sell appropriate products and services to maximize the member relationship.
Create relationships with members by going the extra mile and meeting deadlines.
Take ownership of member issues and ensure service standards are met.
Provide staff with training tools and resources for personal development.
Monitor membership volume and assist in data changes at the membership and account level.
Complete reports, tasks, and projects within established guidelines and timeframes.
Meet sales and service goals and assist in branch operations in manager's absence.
Oversee branch operations and staff scheduling; support branch leadership.

Education

High school diploma or GED

Tools

Ultradata/FSP

Microsoft Office

Job description

Where It Began…

In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever.

Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created.

What We Stand For…

There are a few things we look for in those we hire at SF Fire Credit Union, regardless of role or team.

First, do they align with our values?

Be Personal
Walk the Member / Employee Path
Be a Leader
Empower, Collaborate, Own
Be Outside the Box
Innovate, Educate, Engage
Be Real
Integrity and Transparency Matter
Be the Connection
Serve our Community

Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate?

Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role?

What It Feels Like…

Most days it feels more like going to work with a big family.

Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get togethers, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we’re driven to do great work, we also value real work/life balance.

Is This the Career for You?

Assistant Branch Manager’s are accountable for handling any communications from our members including telephone calls, postal mail, monitoring FSC work quality, New Memberships, Credit Applications, GL Reconciliation and Branch Audits. The handling of these communications will involve answering account and service inquiries, processing financial transactions, and cross-selling the appropriate credit union products and services, while consistently meeting the service standards established by the Credit Union.

What You Get To Do

Monitors member communications received via postal mail
Maintains a thorough knowledge of all Credit Union products and services, and uses this knowledge to cross-sell appropriate products and services to members to maximize the member’s relationship
Creates relationships with members by going the extra mile, completing tasks on or before assigned deadlines, and anticipating needs
Maintains the Credit Union’s tradition of excellence by taking ownership of member issues, being count-on-able, seeking solutions first, and through accurate transaction processing and dissemination of information
Contributes to a team environment by showing respect and support for each other, practicing positive and respectful workplace communication techniques, and by living up to your commitments
Provides staff with training tools and resources necessary to achieve their personal development plan
Monitors membership volume to ensure timely assistance
Processes authorized data changes on the membership and account level
Completes assigned reports, tasks and projects within established guidelines and timeframes as directed by the Branch Manager
Meets established individual and team sales and service goals
Notify Branch Manager of any service concerns by being attentive to member volume and service levels in Branch
Maintains a thorough knowledge of IRA, trust, UTMA, business account products
Assists the Branch Manager with the administration of the Branch. This includes Membership volume and patterns, managing staff scheduling, and ensuring service standards are being met Handles escalated member issues
Serves as a loan funder
Monitor the work quality of Branch employees and coaches them to meet all core values
Manages the overall Branch operations to provide members with an exceptional experience
Provides direction to staff for sales and service initiatives, including team coaching, motivation, and development of sales and service campaigns and strategies
Completes reports, tasks and projects as assigned with established guidelines and timeframes
Serves as a membership officer as required
Assists in compiling, analyzing reports to identify trends for process improvements
Performs other work as requested by the Branch Manager
Oversee the management of the Branch in the absence of Branch Manager
May serve as a Member Advocate as needed

What We Look For In You

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Multi-tasking ability is a must. Work schedule will include Saturday’s, shift will vary depending on branch needs. Shift hours are 9:15 AM to 5:45 PM.

Education & Experience

High school diploma or general education degree (GED) required; plus at least three years related experience and/or training; or equivalent combination of education and experience. Previous Branch and managerial experience in a financial institution is preferred.

Language Skills

Ability to read and comprehend verbal and written instructions. Ability to write business communications to members and employees.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Mathematical Skills

Ability to reconcile member and general ledger accounts. Ability to calculate figures and amounts such as interest, dividends and percentages. Ability to apply concepts of basic algebra.

Computer Skills

Ability to operate a personal computer in a Windows environment. Experience with Ultradata/FSP and Microsoft Office applications preferred.

Physical Demands

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 regularly required to talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include the ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

Salary

This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the San Francisco Market is an hourly rate of $37.00 to $56.00.

OUR BENEFITS

We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you’ll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We’re a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees.