Assistant Branch Manager - Clovis

Working for Pacific Service Credit Union

We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team.

What's in it for you?

Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents.

401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service.

Bonus program: All employees are rewarded for attaining our annual organizational goals.

Tuition Reimbursement program for employees eligible after six months of service.

Recognition program where employees can be nominated by management, their peers or by members.

Employee referral bonus.

Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service.

Employees are eligible to receive a consumer loan rate discount

Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave.

Our Hiring Process

We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible.

Apply: Submit your resume for one of our job openings.

Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible.

In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s).

If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process!

Position Summary: The Assistant Branch Manager is responsible for assisting the Branch Manager with organizing, coordinating and supervising the operations and sales activities at the assigned branch, in accordance with established policies and procedures, and with a focus on balancing, reconciliation and control of transactions and negotiable items in the branch. Complies with all federal and state laws, as well as organizational policies, procedures, and processes, including but not limited to, those related to the Bank Secrecy Act (BSA), Identity Theft Red Flags, and Office of Foreign Assets Control (OFAC).

Essential Functions:

• Assist in the hiring and supervision of staff assigned to the branch, monitoring staff productivity, scheduling staff, and writing and delivering performance appraisals.
• Assist in the training, coaching, and development of staff on all credit union products and services and quality service techniques to ensure accuracy and a high level of consistency in responses provided.
• Assist in the supervision of employees engaged in processing member account transactions at the teller stations and providing over-the-counter credit union services to members.

• Assist in the development of a sales and service culture in the branch and keeping staff motivated and focused on achieving established goals.
• Assists in growing new membership by actively supporting business development and community involvement efforts in surrounding communities and conducting offsite visits, as required.
• Manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
• Assist in maintaining a professional and comfortable branch environment to ensure a positive branch experience for members, employees and other visitors.
• Assist the Branch Manager in ensuring employees are familiar with marketing promotions and understand the goals and objectives of the promotion.
• Assist in overseeing and controlling bank deposits, negotiable items, as well as recording, balancing, and reconciliation of all branch accounts, including assigned ATMs.
• Responsible for operating in accordance with established policies and procedures involving deposit, loan and general ledger accounts.
• Responsible for maintaining the safety and security of the branch, staff and confidential member information. Ensures that a manager or supervisor is in the branch at all times to maintain sufficient security and support for members and staff.
• Responsible for administering established credit union policies and programs.
• Assist with developing personnel, identifying and addressing performance-related issues and giving constructive feedback. May need to administer disciplinary action, when appropriate, in the absence of the Branch Manager.
• Act as a teller and provide over-the-counter credit union services to members, including the opening of accounts, processing of loan applications and disbursements of funds and discussing loan decisions with members in accordance with established policies and procedures.
• Process outgoing wire transfers and complete the wire transfer checklist, including performing advanced security verification, if necessary. Supervise and audit work completed by department staff.
• Complete Currency Transaction Reports in accordance with the requirements outlined in the Credit Union's current Bank Secrecy Act Policy.
• Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Credit Union's current Bank Secrecy Act Policy and report any positive matches to the BSA Officer.
• Monitor and report potential suspicious activity/transactions to the Credit Union's BSA Officer and/or Fraud Analyst utilizing the Credit Union's Suspicious Activity Report Investigation Form.
• Performs management responsibilities and acts as the Branch Manager in the absence of the Manager.
• Performs other duties as assigned by the Branch Manager.
• Must become a certified STAMP Medallion Guarantor.
• Must become a Notary Public.
• Must be able to register on the Nationwide Mortgage Licensing System (NMLS).

Non-Essential Functions:

• Performs special projects and other responsibilities as assigned.

Knowledge, Qualifications and Skills:

• Education: High School Diploma required. College degree in Business, Marketing, Sales or other related business discipline desired.
• Experience: Two to three years' experience as a lead clerk or as a supervisor, preferably at a credit union or financial institution, required. Must be able to direct the activities of assigned employees. Two to three years' experience handling monetary account transactions in a computerized environment required. This experience should include recognizing and correcting out-of-balance conditions.

• Skills and Abilities:
• Excellent written and oral communications and cross functional project management skill required.
• Enthusiastic, highly motived self-starter with a strong work ethic and strong focus on results, acting in the best interest of our members.
• Ability to follow projects through to completion with little supervisionand meet deadlines in a fast-paced environment.
• Proficiency in computer programs (e.g. Microsoft Office).
• Ability to make presentations before large and small groups desired.
• Ability to communicate effectively verbally and in writing with employees, members and upper management in person or on the telephone required.

• Must be able to handle difficult situations.
• Knowledge of Symitar software system preferred. Knowledge of credit union operations, products and services, and policies, including regulatory issues, required.

• Must be eligible to obtain and maintain valid registration with the National Mortgage Licensing System and Registry in compliance with the requirements of federal law and the SAFE Act.
• Ability to learn and adapt to new information and technology platforms.
• Extra Credit Skills: You will bring your enthusiasm, collaborative work-style, inquisitive attitude, flexibility, creativity, focus on excellence, and overall "great-to-work-with" demeanor. Previous experience with a financial institution with basic knowledge of financial products and services is a plus.
• Travel Required: 20% travel required. Occasional travel to corporate office or other branches.
• Hours Required: Exempt employee able to work branch hours Monday through Friday. Hours and locations will fluctuate as business needs and business development activities dictate.