Assistant Branch Manager

Assistant Branch Manager
In San Diego, California 92128

Job Description


Directly responsible for the administration and management of a branch, with management oversight from an AVP, Branch Manager. In accordance with approved objectives and guidelines, is specifically responsible for meeting performance metrics, including branch growth and profitability projections, operations, employee development, and member service.


Responsible for establishing and maintaining member relationships in order to meet the members financial needs, provide extra-ordinary service, while meeting Branch and Corporate objectives.

Establishes new checking, savings accounts, term investments, IRAs, insurance products, consumer loans and other products and services, such as Online Banking, etc. Utilizes the Deep Dive to meet each member’s perceived and unperceived financial needs. Performs appropriate on-boarding activities for all new and existing members including follow-up calls.

Performs a variety of file maintenance duties, including but not limited to: adding owners/signers, updating personal information, adding additional products, decedent accounts, trust certifications, and POAs as requested by members.

Responsible for originating and funding consumer loans (Credit Cards, Auto Loans, Other Consumer Loans, Home Equity Loans and Lines and Mortgage Referrals) to meet consumer loan sales objectives. Maintains reporting for all loan leads, applications and funding’s as directed by management including pipeline reports.

Coordinates the application process between the member, third parties and internal loan operations group, ensuring extra-ordinary service. Communicates status to all parties during the loan process, guides the loan to a smooth closing.

Manages loan queues, including timely and proactive follow-up on approved loans, meeting targeted loan closing ratios and other product cross-sell ratios, keeping loan conversation logs current, and closing loan files with appropriate explanations for loan outcomes.

Cross-sells all products and services to meet member needs and achieve strategic objectives, cross-sell ratios.

Initiates and maintains strong referral relationships with members and outside contacts and helps achieve new business development goals.

Responsible for branch business development, conducting outside calling activities, growing new and existing SEG relationships, attending community events, and promoting the public image.

Business Development activity will be in partnership with the AVP Branch Manager to assist with retail goal attainment including new and existing members on a retail level.  Build and maintain other business relationships and product delivery channels.  Originate and market loan products for local Retail market area. Managing CD maturity call lists/new account calls, generating new business.

Initiates proactive outbound calls including  internal lists and targeted prospects.

Support the AVP, Branching Manager in creating and managing the annual business plan for the branch, appropriately managing team performance to achieve branch performance goals, branch efficiency, and maintain branch profitability.

Manages the day to day Retail Operations including, but not limited to: scheduling, member contact, opening new accounts, marketing, phone calls, teller/member issues that may arise, handling customer problems or concerns and ensuring compliance of employees within established security, sales, operations, regulatory compliance, audit, and record keeping policies, procedures and practices.

Serves as the sales leader and sales coach for the branch, directly responsible for sales-skill development of staff, sales performance, goal achievement, cross-sells, up-sells, and referrals, and the closing ratios of loans, and other cross-sell products. 

Ensures management of loan queues, including timely and proactive follow-up on approved loans, meeting targeted loan closing ratios and other product cross-sell ratios, keeping loan conversation logs current, and closing loan files with appropriate explanations for loan outcomes.

Responsible for performance of  branch staff in their daily functions, including oversight of scheduling, assigning work, coordinating activities, answering questions, solving problems, helping with complex transactions and explaining policies and procedures to employees.

Manages branch merchandising, ensuring adequate supply of all promotional and operational materials.

Responsible for vault transactions including incoming and outgoing cash shipments, buys and sells ensuring cash orders are correct, timely and accurate, and that appropriate levels are maintained for proper function of the branch, not to exceed identified limits. 

Security and safety of the branch.

Completion of monthly branch certifications.

Utilizes staff efficiently for all branch operations through daily work and break scheduling.

Ensures completion of daily checklist, including random cash audits for each MSR or USR, and vault. Ensures all end-of-day processing is complete and accurate.

Provides assistance to tellers with difficult customers or transactions; maintaining vault transactions and ensure daily balancing; manages employee time adjustments including leaves of absence and approvals; creates monthly benchmarking reports and audit checklists.

Ensures all new accounts are opened properly and verified timely for audit purposes.

Completes wire transactions and/or approvals.

Ensures all projects/assignments are completed timely and accurately.

Hires, trains, manages, coaches, conducts performance reviews, counsels and disciplines staff to ensure employees are proficient in all phases of their respective jobs and responsibilities, are performing to expectations, and are contributing to the branch goals and objectives; responsible for managing and reducing turnover of branch employees.

Adheres to Mystery Shop Standard Guidelines. Utilizes skills from Creating Member Loyalty Training and other programs as directed by management.  

Provides an unbeatable service experience and adheres to the credit union’s quality service standards, including solving member issues and complaints, and assisting employees in mediating situations.

Responsible for the oversight of the branch audit functions and completion of daily, monthly, quarterly and annual branch management reports to ensure completeness, accuracy, and timeliness.

Approves transactions and authorizes fee reversals in accordance with established authority levels.

Oversees and manages the branch budget, responsible for cost control measures and explanation of budget variances to ensure and/or improve branch profitability.

Oversees the performance of third-party vendors at the branch, such as janitorial service, ATM service, etc., and ensures said vendors are performing to expectations; approves invoices within authority limits.

Maintains the required knowledge of products, services, policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions.

Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy.  These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the company.

Comply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate completion of CTR screens and alerts, member due diligence, accurate OFAC match processing, proper identification of individuals in alignment with the Member/Customer Identification Program, and reporting of unusual activity.

Other duties as assigned.


Assistant Branch Manager II:

Assists AVP Branch Manager in managing 3 or more employees, including possible direct reports.

Is responsible for the overall direction, coordination and evaluation of these areas. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Oversees staff performance as it relates to service.  Manages the office in the absence of the AVP Branch Manager.  Informs the AVP Branch Manager of any new or recurring customer or employee situations that need attention.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Two year college degree; and three or more years related experience and/or training; or equivalent combination of education and experience.  Advanced degree in business or related field is preferred. 

Supervisory experience, experience in a financial institution/credit union, knowledge of branch operational activities, and understanding of loan practices is required.  Previous managerial or supervisory experience in a financial institution is preferred.

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