Branch Float Assistant Manager

San Francisco Federal Credit Union; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Bonuses

Tuition reimbursement

Paid time off

Job summary

San Francisco Federal Credit Union in San Francisco seeks a Branch Float Assistant Manager for the Golden Gate Branch. You will support the Branch Manager, coach staff, and help deliver Uncommonly Good Banking to our members, while maintaining accurate records and ensuring superior service.

The ideal candidate has at least three years in financial services, strong customer service and sales skills, and proficiency with Microsoft Office.

Qualifications

• Minimum of three years of related experience in a financial institution.
• Strong customer service and sales skills with a member-centric approach.
• Proficient with Microsoft Office; solid record-keeping abilities.
• Excellent oral and written communication.

Responsibilities

• Enhance member satisfaction by assessing needs and offering suitable products.
• Coach staff and resolve performance issues to support goals.
• Process member requests, branch transactions, deposits, and record-keeping.
• Cross-sell credit union products while explaining features/benefits.
• Maintain accuracy and compliance with regulatory requirements.
• Lead opening/closing duties and vault Teller functions.

Skills

Customer service

Sales skills

Branch operations

Microsoft Office

Education

Bachelor's degree in related field

Job description

Who Are We?

With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3billion and branches located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking a Branch Float Assistant Manager for our Golden Gate Branch in San Francisco.

Responsibilities

Member Focus: Experience, Products and Services

• Displays high energy and engagement while enhancing member satisfaction; consistently evaluates members’ needs and offers the appropriate products and services to enhance member relationships and foster member loyalty.
• Empowers and supports staff to achieve results in a timely manner to exceed member expectations by actively collaborating in research efforts to identify causes of complex member issues, over‑delivering on commitments for problem resolutions and providing necessary updates and information to members.
• Partners by accurately processing, or helping staff to process, all member requests, shared branch transactions, teller transactions such as deposits, back‑office transactions, record retention, imaging, as well as returned items in a timely manner.
• Consistently cross‑sells all other credit union products and services while displaying a comprehensive understanding of all product features/benefits, and exercising the ability to neutralize the competition through applying market and industry knowledge.

Team Dynamics / Leadership

• Assists Branch Manager in delivering effective and constructive coaching sessions to Branch Services Staff on an as‑needed basis.
• Exercises an excellent ability to provide support for all team members and the ability to provide prompt, effective, and prudent resolutions to internal conflicts and performance issues; promptly involves necessary parties in reaching these resolutions when a need for counselling arises.
• Ensures that each team member reaches a high‑performing potential and ensures that the team as a whole is set up to succeed in achieving goals by coaching, training and motivating staff to provide Uncommonly Good Banking.
• Builds rapport and strong relationships with coworkers and various stakeholders within the organization, instituting flexible/open‑minded communication skills.

Dependability and Productivity

• Maintains exemplary attendance/punctuality records.
• Leads by example in providing as‑needed support with opening and closing duties, taking on Vault Teller functions and efficiently working with high volumes of cash, such as processing various teller transactions, balancing cash drawer, vault and ATM.
• Displays self‑motivation and commitment to self‑improvement by developing strategies and new ideas to aid in business development and succeeds in engaging staff in these initiatives.
• Meets all commitments by agreed‑upon deadlines or renegotiates deadlines in a timely manner.
• Works in an engaged and energetic manner while promoting accountability within team settings.
• Consistently meets/exceeds assigned sales goals; proactively collaborates with management to seek improvement in ability to reach goals when needed.
• Consistently and professionally interviews, processes and funds consumer loan requests as well as makes rational recommendations to the Consumer Lending team.

Quality Assurance and Regulatory Compliance

• Pays fanatical attention to detail and accuracy, commits to excellence, establishes and fosters a culture for continuous improvement, takes ownership of quality assurance opportunities and seeks to enhance experiences by providing constructive and positive feedback to staff.
• Always complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union.

Who Are You?

• Must possess and consistently deliver strong customer service and sales skills.
• Ability to be well organized, team‑player, motivated and flexible with working hours.
• Possess and demonstrate the ability to maintain organized and accurate records.
• Display proficiency with Microsoft Office software programs.
• Possess excellent oral and written communication skills.
• Able to work Saturdays, holidays and overtime as needed.
• Complies with appropriate legal, regulatory, internal control and quality standard requirements of the Credit Union including the Bank Secrecy Act.
• A minimum of three (3) years of related experience and/or training; or equivalent combination of education and experience in a financial institution.

Why You’ll Love It Here

You'll work alongside a passionate team in a mission‑driven organization, get exposure to executive decision‑making, and grow your skills across a broad range of functions. No two days will be the same—and that’s exactly how you like it.

The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) plan, profit sharing, competitive base, bi‑annual bonuses, as well as tuition reimbursement.

Qualifications

SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.