Assistant Branch Manager

Self-Help Credit Union; Winter Park (FL); On-site; USD 50,000 - 76,000; Full time

Benefits offered by this job

Benefits package

Job summary

Self-Help Credit Union in Winter Park, FL is seeking an Assistant Branch Manager to lead branch staff, oversee teller operations, and ensure excellent member service. You will coach MSR, UB, MSS, and other team members while maintaining cash handling accuracy and regulatory compliance.

Ideal candidates have 4+ years in banking or retail with leadership experience and are proficient in Microsoft Office and branch software. This full-time role offers competitive nonprofit compensation and benefits.

Qualifications

• Minimum 4 years in banking or retail with staff supervision experience.
• Ability to obtain or maintain NMLS in certain markets.
• Strong customer-service focus with payroll and cash handling knowledge.

Responsibilities

• Oversee branch operations and ensure proper staffing and scheduling.
• Coach and develop branch staff to meet production goals and service standards.
• Manage lending activities and ensure adherence to credit policies.
• Ensure accuracy of cash handling, audits, and regulatory compliance.
• Respond to inquiries and foster a positive member experience.

Skills

Customer service

Leadership

Communication

Regulatory compliance

Time management

Team coaching

Education

Associate degree or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

Credit union software

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.

Job Description

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 Winter Park team!

Position Summary

The Assistant Branch Manager (ABM) supervises and coordinates the activities of all branch staff (MSR, UB, MSS, or others) and reports to branch leadership. The ABM oversees, coaches, and trains all branch staff in promoting products and services, member transactions, balancing daily settlements, and meeting member needs. They assist the Branch Manager in conveying a feeling of trust, service, security, and satisfaction to members and staff. The ABM is responsible for overseeing the teller function, ATM balancing, night depository processing, cash shipment, and member service duties. They must also have a keen familiarity with credit union products and services. The ABM is responsible for all branch operations and performs all functions according to the policies & guidelines of the credit union in a friendly, helpful manner.

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:

BRANCH OPERATIONS/STAFF SUPPORT

In the absence of a Member Service Supervisor, 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.
• Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service.
• 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.
• In concert with the Branch Manager, conduct staff meetings, including training and/or providing regulatory or processes updates. Models' great customer service for staff.
• In concert with the Branch Manager complete self-assessments, if applicable, and ensure they are completed thoroughly and accurately and on time.
• Responds to inquiries from audit staff as needed.
• Oversee the physical facilities and equipment of the branch.

STAFF MANAGEMENT

• Responsible for on-the-job training of all new branch staff including consumer loan officers.
• Assist with developing branch level production goals and plans to achieve them.
• Participate with Branch Manager in developing personal performance goals of all staff members.
• Participate and/or lead performance and accountability sessions with branch staff in conjunction with the Branch Manager.
• Assume a lead role in the coaching of staff members in relationship-building with members.
• Actively participate, along with the Branch Manager, in hiring, Catalytic Coaching, and performance management and development of branch staff.

LENDING

• 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 creditworthiness, determine 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.
• 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.

Member Servicing/Other

Resolve member account-related problems and ensure positive public relations.

• 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.
• Perform other duties and projects as assigned.

What You’ll Need

• Associate degree or equivalent relevant experience. Bachelor’s degree preferred.
• Four years’ banking or retail experience including experience in developing and/or supervising branch staff.
• Prior lending experience preferred.
• Ability to obtain NMLS in certain markets may be required.
• Preference for working in organizations that place priority on teamwork and collaboration
• Strong commitment to our mission - creating economic opportunity for traditionally underserved communities.
• Excellent customer service skills.
• Demonstrated ability to communicate effectively - both verbally and in writing.
• 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.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem-solving skills.
• Ability to use keyboard and data entry skills. Strong interpersonal/ people management skills.
• May be required to travel to cover other branches.
• Bilingual fluency may be required.
• Ability to work flexible work hours including evenings and weekends.

Ability To Demonstrate Self-Help's Core Values

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

Compensation Range: $50,400-$75,600

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

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

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Close vision is required.
• Employee is regularly required to: sit; talk and hear; use hands to finger, handle or feel; and reach with hands and arms.
• Employee is frequently required 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.