Financial Services Leader — Branch Leadership & Growth Path

Ultimate Staffing; San Diego (CA); Sur place; USD 35 000 - 52 000; Plein temps

Résumé du poste

Ultimate Staffing seeks a Financial Services Officer for a high-performing branch environment in San Diego. You will serve as a key member of the branch leadership team, acting as Assistant Branch Manager and coaching a team of five employees.

This role offers growth into a Branch Manager position and other leadership opportunities, with a direct hire path and a competitive hourly compensation plus monthly incentives.

Qualifications

• 3-5 years of banking experience, with a strong emphasis on lending.
• Credit Union experience highly preferred.
• Previous leadership or supervisory experience preferred.
• Knowledge of banking compliance and regulatory requirements.
• Experience using Symitar and Microsoft Outlook.
• Ability to obtain Mortgage Loan Originator (MLO) certification if not currently licensed.
• Must be able to pass a background and credit check.

Responsabilités

• Build and strengthen relationships with new and existing members.
• Conduct financial needs assessments and recommend deposit, lending, and other financial solutions.
• Process consumer and business loan applications while ensuring compliance with all policies and regulations.
• Open new accounts and memberships.
• Participate in community outreach and business development activities.
• Serve as Manager on Duty in the absence of the Branch Manager.
• Maintain compliance with banking regulations, policies, and procedures.
• Provide coaching and guidance to team members.

Connaissances

Banking experience

Leadership / coaching

Regulatory compliance knowledge

Credit union experience

Outils

Symitar

Microsoft Outlook

Description du poste

Ultimate Staffing seeks a Financial Services Officer for a high-performing branch environment in San Diego. You will serve as a key member of the branch leadership team, acting as Assistant Branch Manager and coaching a team of five employees.

This role offers growth into a Branch Manager position and other leadership opportunities, with a direct hire path and a competitive hourly compensation plus monthly incentives.