Asst Branch Manager
Company: Patelco Credit Union
Location: San Jose
Posted on: January 27, 2023
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Job Description:
About Patelco Credit Union:We're here to help people in
communities throughout Northern California build financially
healthy lives. We do this by being attentive and partnering with
our members to understand what is financially best for them. We
thrive on change, and we put people first. If you're looking to use
your skills and knowledge to make a difference in the lives of
others, we look forward to hearing from you.Patelco Credit Union is
a not-for-profit credit union committed to serving the financial
health and wellbeing of its membership. With more than 400,000
members primarily in and around northern California, Patelco is
committed to improving their members' financial well-being and
fueling hope and opportunity for its members by offering
personalized solutions, advice, and expertise that empower them to
achieve personal financial freedom. Founded in 1936 with $500.00 in
assets by employees of the Pacific Telephone and Telegraph Company,
Patelco is in the top one percent of U.S. credit unions with more
than $9 billion in assets.Overview:The Assistant Branch Manager
will co-lead the development of team members, strategic planning,
executing Retail initiatives to enhance member experience through
identified opportunities and strategies. In this role,
responsibilities will include managing and providing vision and
leadership to the branch team members. As an Assistant Branch
Manager, you must display passion for member's financial
well-being, as well as be able to showcase and coach
to.Responsibilities:Assists Branch Manager in developing and
implementing strategies to capitalize on opportunities, highlight
the features and benefits of our products and services, support
overall credit union member services, promotions and member service
objectives and expectations.Support Branch Manager in developing a
culture within the branch in which quality and continuous
improvement on all performance accountabilities and member
interactions.Develops and inspires a highly efficient and
productive branch team focused on delivering exceptional member
service and offering solutions to improve members' financial
well-being by tailoring recommendations with Patelco's products,
services, and digital solutions.Ensure all team members are trained
on all functions within the branch through effective communication
and implementation of new/revised policies and
procedures.Proactively identify any potential issues keeping the
branch and team members from providing exceptional member service
and collaborate on solutions with the Branch Manager.Respond and
monitor branch's Financial Wellbeing Survey feedback from members,
and provide coaching, training and feedback to team members and
departments as necessary.Identify any potential issues keeping the
branch and team members from providing exceptional member service
and collaborate on solutions with the Retail Performance Manager
and Regional Director.Ensures delivery of exceptional member
experience and handles member escalations with a sense of
urgency.Supports the career development of team members through
consistent coaching, professional development, and purposeful
career pathing steps.Collaborates with business partners to
proactively acquire new business relationships and expand existing
business relationships.Understands and models the Mission, Vision,
and Core Values with both team members and members.Ensures the
daily branch operations are conducted in accordance with
established credit union policies to include legal and regulatory
requirements.Manages and leads team members through a changing
environment and resolves stressful situations with tact and
diplomacy.Maintains thorough and current knowledge of all federal,
state, and local regulations as well as internal policies and
procedures and bank products and services. Understand and comply
with all applicable federal and state laws and banking regulations
(including those related to OFAC and Bank Secrecy Act / Anti-Money
Laundering compliance) and Patelco Credit Union's policies and
procedures.All other duties as assigned.Qualifications:Bachelor's
degree (B.A./B.S.) or AA in business related discipline or
equivalent (preferred)Three to four years' prior branch supervisory
or team lead experience in a credit union or banking
environmentExcellent computer skills MS Windows and MS Office (Word
& Excel)Excellent organization and time management
skills.Demonstrated proficiency in supervising and motivating team
members.Ability to manage all priorities and workflow with
versatility, flexibility, and a willingness to work within
constantly changing priorities with enthusiasm.Ability to organize
and prioritize information, job tasks and workload to consistently
complete all branch work in a time sensitive manner.Ability to work
independently and as a team member while using discretion in
decision making and good judgment problem solvingExcellent written
and oral communication skills; strong organizational,
problem-solving, and analytical skills.Target Base Pay:$30.69 -
$36.10 / hourCompensation at Patelco:Please note that the salary
information is a general guideline only. Patelco Credit Union
considers factors such as (but not limited to) scope and
responsibilities of the position, candidate's work experience,
education/training, key skills, internal peer equity, as well as
market and business considerations when extending an offer. We
offer a competitive total rewards package including a wide range of
medical, dental, vision, financial, and other benefits.We Offer:An
inspiring career that benefits both you and your
communityCompetitive compensation packages with bonus
opportunityFull Medical/Dental/Vision benefits with minimal
eligibility waiting periodGenerous 401(k) with 3% Safe Harbor and
5% employer matchDiscounts on loan productsTuition
ReimbursementCommunity outreach opportunitiesPatelco Credit Union
is an Equal Opportunity Employer including individuals with
disabilities and protected veteransIND123
Keywords: Patelco Credit Union, San Jose , Asst Branch Manager, Executive , San Jose, California
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