Floater Assistant Manager

California Coast Credit Union; San Diego (CA); On-site; USD 76,000 - 96,000; Full time

Job summary

California Coast Credit Union in San Diego seeks an Assistant Manager to back up branch management, support service goals, and drive growth while ensuring policy and procedural compliance. The role involves supervising staff, processing loans, and maintaining strong member relations.

The position requires leadership, excellent communication, and hands-on experience with branch operations, including lending and notarial tasks, with a flexible schedule including weekends as needed.

Qualifications

• Bachelor’s degree in Business/Financial Services preferred or 5 years financial industry experience.
• Minimum of 2 years supervisory experience.
• Strong communication, coaching and leadership skills.

Responsibilities

• Back up all branch positions including management and Floater Manager.
• Assist in achieving branch growth, staff development and policy implementation.
• Process member transactions and handle account maintenance and service issues.
• Open new accounts and analyze member financial service needs to identify cross-sell opportunities.
• Ensure compliance with internal audits, BSA/AML requirements and safety procedures.

Skills

Leadership

Empathy

Active listening

Grit

Self-motivation

Creative problem solving

Diversity & inclusion

Collaboration

Education

Bachelor’s degree in Business/Financial Services

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Assistant Manager San Diego, CA, US

2 days ago Requisition ID: 2544

Salary Range: $76,476.19 To $95,595.24 Annually

JOB Objective

This position is accountable for back up of all branch positions, including management, and back up for the Floater Manager position. Ensures exceptional service is provided and assists with obtaining organizational goals, branch growth, staff development, implementation of policies and procedures and embracing the credit union’s Mission, Vision and Values.

DIMENSIONS

Staff Supervision: Varies. Recommends adequate staffing levels to include hiring/termination

Service Goals: 4.00 rating or above required on a 5 point scale

Sales Expectations: Assist assigned branch/department in meeting/exceeding their established monthly/annual sales goals

Supervisory responsibilities

This position reports directly to the Floater Manager. No employees report directly to this position.

NATURE & SCOPE:

• Backs up all branch positions. May be requested to back up Member Service Center or other support department positions.
• Backs up branch management positions to include assigning, monitoring, and reviewing work assignments of branch staff to ensure completion of duties according to established procedures and timeframes.
• Backs up branch management to ensure new acct and loan processing/documents are accurate and complete, under writer stipulations are met and appropriate information is documented. May assist with managing loan queues to ensure approved loans are funded.
• Backs up Floater Manager.
• Processes member transactions. Performs account file maintenance and handles member issues.
• Opens new accounts and analyzes member financial service needs, seeks opportunities to increase household penetration of credit union products and services.
• Identifies cross selling opportunities.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Processes consumer and real estate loans.
• Handling of a cash drawer may be required.
• Identifies branch inconsistencies and recommends efficiency ideas to Floater Manager.
• Recommends and implements procedures. Communicates and ensures new programs, policies and procedures are followed by staff.
• Responsible for assigning and completing various departmental side-jobs.
• Maintains all necessary department records in accordance with established procedures.
• Responsible for the overall maintenance and appearance of assigned branch/department. Ensures an organized, safe and professional environment is maintained.
• Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Exercises discretion and independent decision-making to ensure growth and soundness of the credit union.
• May serve as a notary.
• Shared Branches – Train and ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers.
• Performs other relevant and related duties as required.

Education, skills, & abilities

The Eight Superpowers

1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.

2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.

3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.

4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.

5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.

6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.

7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success.

8. Values and shows appreciating for the unique qualities and experiences of each person- inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.

Other Education, Skills, and Abilities

• For Floater Assistant Manager - A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience. A minimum of 2 years supervisory experience is required.
• Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
• Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making.
• Knowledgeable in sales and service, branch operations, lending, regulations and security procedures.
• Ability to drive to different locations to provide branch or call center coverage.
• Ability to appear for work on time, interact effectively with coworkers, understand and follow posted work rules and procedures, accept constructive criticism and lead and manage others.
• Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times.
• Availability to work Saturdays, Sundays and evenings required in order to accommodate branch, Business Development and Community Relations functions.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.

MAJOR ACCOUNTABILITIES

• Remain flexible to changing job responsibilities and locations.
• Back up all branch positions to include management.
• Back up Floater Manager.
• Train, coach, motivate and monitor staff to excel and achieve goals.
• Ensure sales and service goals are met.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Comply with policies and procedures.

PHYSICAL REQUIREMENTS

• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods

of continuous sitting/standing with occasional walking. Ability to lift & carry up to 20lbs.

• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment and during travel time, subject to variable weather and traffic conditions.

Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.

Management reserves the right to assign or change duties and tasks to this position at their discretion.