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.

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.

In addition to having mastered the responsibilities of the Member Service Supervisor (MSS), the ABM is also responsible for the following duties and responsibilities:

• 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.
• Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service.
• Assist with overseeing branch office operations to ensure that policies, procedures and regulations are being followed (e.g. Bank Secrecy Act and Anti Money Laundering).
• Approve overrides on cash withdrawals and other transactions based on authorization limits.
• Conduct surprise cash drawer audits.
• In concert with the Branch Manager, conduct staff meetings, including training and/or providing regulatory or processes updates. Models' great customer service for staff.
• In concert with the Branch Manager complete self‑assessments, if applicable, and ensure they are completed thoroughly and accurately and on time.
• Responds to inquiries from audit staff as needed.
• Oversee the physical facilities and equipment of the branch.

• Responsible for on‑job training of all new branch staff including consumer loan officers.
• Assist with developing branch level production goals and plans to achieve them.
• Participate with Branch Manager in developing personal performance goals of all staff members.
• Participate and/or lead performance and accountability sessions with branch staff in conjunction with the Branch Manager.
• Assume a lead role in the coaching of staff members in relationship‑building with members.
• Actively participate, along with the Branch Manager, in hiring, Catalytic Coaching, and performance management and development of branch 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 creditworthiness, determine 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.
• ABMs may assist with providing members…