Assistant Branch Manager

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.

We are seeking an Assistant Branch Manager to join our Jacksonville, Florida Team!

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 :

• Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service.
• Conduct staff meetings, including training and / or providing regulatory or process updates. Models great customer service for staff.
• 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 credit worthiness, determine the 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.

• 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.
• Responsible for on-the-job training of all new branch staff including universal bankers.
• Assist with developing branch-level production goals and plans to achieve them.
• Participate with branch leadership in developing personal performance goals of all staff members.
• Participate and / or lead performance and accountability sessions with branch staff in conjunction with branch leadership.
• Assume a lead role in the coaching of staff members in relationship-building with members.
• In the absence of an MSS, 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.
• Assist with overseeing branch office operations to ensure that policies, procedures, and regulations are being followed ( Bank Secrecy Act and Anti Money Laundering).
• Approve overrides on cash withdrawals and other transactions based on authorization limits.
• Conduct surprise cash drawer audits.
• Responds to inquiries from audit staff as needed.
• Oversee the physical facilities and equipment of the branch.
• Actively participate, along with branch leadership, in hiring, performance management, and development of branch staff.
• 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.

• Resolve member account-related problems and ensure positive public relations.
• Perform other duties and projects as assigned.

WHAT You’ll Need :

• Associate degree or equivalent relevant experience. Bachelor’s degree preferred.
• Prior lending experience preferred.
• Four years banking or retail experience including experience in developing and / or supervising branch staff.
• Ability to obtain NMLS in certain markets.
• Preference for working in organizations that place priority on teamwork and collaboration. Strong interpersonal / people management skills.
• Strong commitment to our mission creating economic opportunity for traditionally underserved communities.
• Demonstrated ability to communicate effectively both verbally and in writing.
• Keen attention to detail, ability to effectively organize and prioritize work.
• Analytical and problem-solving skills.
• 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.

• Ability to use keyboard and data entry skills.
• May be required to travel to cover other branches.
• Ability to work flexible work hours including evenings and weekends.
• If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration;

and are interested in working to help create economic opportunity for all THIS is the place for you! "Click the apply now button to apply!"

Compensation :

Competitive nonprofit compensation, based on experience, plus a generous benefits package.

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.