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.

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.

• Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service.
• Conduct staff meetings, including training and/or providing regulatory or process updates. Models great customer service for 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 credit worthiness, determine the 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.
• Explain services to potential account members to generate additional business for the credit union.
• Actively support business development activities including attending in person or staffing properly so that staff may attend.
• Responsible for on-the-job training of all new branch staff including universal bankers.
• Assist with developing branch-level production goals and plans to achieve them.
• Participate with branch leadership in developing personal performance goals of all staff members.
• Participate and/or lead performance and accountability sessions with branch staff in conjunction with branch leadership.
• Assume a lead role in the coaching of staff members in relationship‑building with members.
• In the absence of an MSS, ensures workstations are organized and equipped for the start of the business day.
• 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.
• 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.
• Responds to inquiries from audit staff as needed.
• Oversee the physical facilities and equipment of the branch.
• Actively participate, along with branch leadership, in hiring, performance management, and development of branch staff.
• ABMs may assist with providing members mortgage loan information, gathering initial documentation, and pre‑qualifying…