Branch Operations Lead - Member Experience

SF Fire Credit Union; San Francisco (CA); Hybrid; USD 51,000 - 77,000; Full time

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

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.