Branch Senior; University Heights

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Full Time Regular Staff San Diego, CA, US

2 days ago Requisition

Salary Range: $28.5658 To $35.7073 Hourly

This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values.

Supervisory responsibilities:

This position reports directly to the Assistant Branch Manager or Branch Supervisor. No employees report directly to this position.

NATURE & SCOPE:

• Guides and monitors departmental workflow, ensuring assigned duties are completed and/or processed in a timely manner. Maintains regular communication with management.
• Mentors employees to achieve individual, branch and credit union goals. Acts as an informational resource and provides guidance, motivation, training and direction to other employees. Provides feedback to staff on procedures, policies and training issues as appropriate, and provides feedback to management on employee performance appraisals.
• Assists with creation of schedule to ensure proper coverage is maintained at all times.
• Performs review of audit areas and certifications to comply with credit union policies and procedures. Ensures branch is in compliance.

• May serve as a Notary.
• Assists or conducts staff meetings to effectively communicate branch expectations, vision and operational efficiencies. This will include weekly meetings, robbery and security training, and sales updates.
• Elevated authority level to assist with overrides and transaction approval.

• Ensures new acct and loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Actively manages loan queues to ensure approved loans are funded.
• Performs wide range of operational and lending transactions. May be required to maintain a cash drawer.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Opens new accounts and analyzes member financial service needs. Seeks opportunities to increase household penetration of credit union products and services.
• Processes consumer and real estate loans.
• Assists with complex transactions and products and services. Resolves member issues by utilizing appropriate resources.
• Ensures member correspondence is professional and accurate.
• Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Adheres to credit union policies and procedures.
• Performs other relevant and related duties as required.

Education, skills, & abilities:

The Eight Superpowers

1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.

2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.

3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.

4. Demonstrates grit, persisting in application of knowledge, skills and behaviors to achieve goals and address obstacles.

5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines and quality measures while building and sustaining effective relationships.

6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.

7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race,…