Asst Branch Manager

6 days ago

Santa Clara, California, United States Patelco Credit Union Full time
About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you.

Job Summary

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.

Key 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.
  • Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.

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