** Assistant Branch Manager**

**Job Category****:** Branch **Requisition Number****:** ASSIS001896 Showing 1 location **Job Details**

**Description**

**Role Overview:**

Self-Help is seeking an Assistant Branch Manager for one of our branch locations in Durham, NC. The Assistant Branch Manager will manage and coordinate branch operations and the activities of staff, in an assistant to the Branch Manager role. The Assistant Branch Manager will be accountable for performing financial services transactions for customers and cash management activities and will manage the branch in the absence of Branch Manager.

**Essential Responsibilities:**

* Oversee branch office operations to ensure that security, compliance and operational processes are being followed in accordance with Self-Help guidelines and regulatory policies and procedures.

* Ensure compliance with internal procedures and proactively provide recommendations for improvement.

* Provide support to Retail Operations either directly or through staff as needed. Activities may include, but are not limited to:

* Ensuring the timely and accurate processing of wire requests.

* Ensuring timely and accurate processing of incoming Currency Transaction Reports and Suspicious Activity Reports.

* Oversee the physical facilities and equipment of the branch office, establish appropriate safety practices for employees, and ensure security procedures are being followed.

* Manage assigned branch staff including coordinating schedules to ensure sufficient coverage for branch opening and closing and for providing the highest level of member service, providing training as needed, monitoring and assessing the work performance of staff, and providing coaching and performance feedback in a direct and timely manner. Actively participate in the hiring, employee development, performance management and compensation review for branch staff.

* Responsible for accurate and efficient processing of member transactions, cross-selling products and services, making modifications to accounts, adding account services, opening new accounts, performing those functions to the policies and guidelines of the credit union.

* Speak with members to resolve account-related problems and to ensure positive public relations. Assist staff or members in solving complex account problems. Serve as a point of escalation to assist staff in resolving member account problems in a positive manner.

* 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 based on the customers financial circumstances and needs.

* Support the Regional Directors efforts in Business Development by:

* Assisting institutional account customers in understanding services/products to generate additional business for establishment.

* Participating in community relations and new business development activities to enhance Self-Helps reputation and demand for products and services.

* May perform other duties and projects as deemed necessary.

**Credentials, Experience and Skills:**

* Associate degree or equivalent combination of education and/or experience and 4 years of banking or retail experience including 2 years of supervision.

* Prior lending experience required.

* Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

* Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

* Analytical and problem-solving skills.

* Proficient with Microsoft Word, Excel and PowerPoint. Strong computer aptitude and ability to learn new computer systems.

* Ability to develop and deliver presentations on behalf of branch to business and community groups.

* Ability and willingness to travel to cover other branches and to work evening/weekend hours when necessary.

* Sales or sales management experience in a financial institution, retail or service industry preferred

**Physical Requirements:**

Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds.

**Compensation:**

Competitive nonprofit compensation, based on experience, plus a generous benefits package.

Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided more than $9.3 billion in financing to over 175,700 families, families, individuals and businesses. We help drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. Through our credit union network, Self-Help serves more than 167,000 people in California, Florida, Illinois, North Carolina, South Carolina, Virginia, and Wisconsin. Learn more at , and .

**Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.**

**#Growth#Self-Help#Opportunity**

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