Assistant Manager, Branch Office - Mission Valley

Overview

To assist the Branch Manager of a medium/large branch office by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff.

Responsibilities

• Supervise and lead branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts
• Assist the Manager in monitoring cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits
• Manage staff to ensure vault opening, closing and balancing procedures are completed
• Assist in leading outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events
• Participate and/or oversee recruiting, on-boarding and initial training of team members
• Collaborate with Manager on budget, purchasing, tracking and records retention for business expenses
• Consult with team members to determine development goals for continual growth in technical, soft and leadership skills
• Assist in leading team to achieve and maintain product, service and business goals, including cross servicing of Navy Federal products and services
• Analyze reports and conduct trend analysis to optimize business performance
• Lead and train the team to deliver quality member service to our members
• Ensure compliance with all security, safety and emergency preparedness procedures
• Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
• Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures
• Perform supervisory/managerial responsibilities:

• Supervise daily activities
• Ensure adequate/skilled staffing; select employees
• Establish performance goals and priorities
• Prepare, conduct and review performance appraisals
• Develop, mentor, and counsel staff
• Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
• Ensure section/branch goals and objectives align with division/department strategy
• Ensure efficiency of operations
• Act as Manager in the incumbent's absence

• Three years' experience in grade level 76 (or higher) or applicable external experience
• Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience
• Advanced knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
• Advanced knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts
• Advanced knowledge of functions relating to cash and ATM operations
• Ability to manage multiple priorities independently and/or in a team environment
• Exposure to managing multiple priorities independently and/or in a team environment
• Exposure to developing/maintaining community and command relations
• Experience in member/customer service operations
• Experience in responding to requests regarding complex financial information/data
• Experience in supervising and leading employees
• Working knowledge of retail banking industry best practices
• Effective organizational, planning and time management skills
• Advanced skill exercising initiative and using good judgment to make sound decisions
• Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully
• Advanced verbal and written communication skills
• Effective word processing and spreadsheet software skills

• Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
• Familiarity with financial institution and lending practices, principles and regulations