Assistant Branch Manager

About University Credit Union:

University Credit Union (UCU) is a purpose-driven financial cooperative dedicated to providing everyone in the university community a financial advantage.

UCU was founded in 1951, on-campus, by a group of UCLA employees. Over 70 years later, we continue to exclusively serve the university community and have expanded our reach beyond UCLA. We continue to align ourselves with universities and have expanded our reach to numerous universities across California, the West Coast Conference, and the Big West Conference.

UCU’s focus has been diversifying and building a foundation for future growth. By partnering with the university community, we can provide products and services tailored to their unique needs. To best serve our member-owners, UCU delivers on our purpose, to give every member in the university community a financial advantage, by following our three key differentiators:

We were founded by the University Community for the University Community
We provide conflict-free unbiased financial advice from certified professional coaches
We guarantee our rates on auto loans, credit cards, consumer loans, and HELOCs are ALL within the top 1% lowest nationwide of all federally insured financial institutions.

Pay Banding Information:

Actual pay will be based on experience and qualifications, but is expected to be in the range of $65K – $75k.

POSITION PURPOSE/STATEMENT

Deliver on University Credit Unions CHAMPION Values to engage in behaviors that create member and team member loyalty. Assist the Department Manager in implementing strategies to achieve goals and ensures compliance with operating policies, procedures, and regulatory requirements. Models University Credit Union core values and hold team members accountable for performance. Assists manager with chats, video banking and e-Services.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Supervise team members directly, including selection, training, performance appraisal and work allocation. Responsible for scheduling staff.
Ensure daily responsibilities of team members are completed and proper procedures are followed.
Help establish, communicate, and achieve the credit union’s goals and standards, ensuring these are fully communicated to and understood by all department team members.
Identify areas to streamline department and credit union operations. Leads efforts to implement enhancements and other projects.
May act in the capacity of the Manager in his or her absence.
Attracts new business through participation in school, community, and business functions.
Provide leadership team members through on-going coaching and counseling to establishes performance goals. Regularly conducts one-on-ones and formal observations to provide real-time feedback.
Provide consultative services to members regarding credit union products and services and ensures that team members are providing consultative services by assessing member needs, addressing concerns, and gaining agreement.
Acts as a resource for team members on policies and procedures.
Performs other duties as assigned or requested.

REQUIREMENTS

Must be able to carry out supervisory responsibilities, which includes but is not limited to interviewing, hiring and training team members; planning, assigning and directing work; appraising performance; rewarding and issuing team member correction action when needed; addressing complaints and resolving problems.
Must have knowledge of ACH, direct deposit, Truth in Savings, Truth in Lending, IRA, Consumer Lending, Real Estate Lending, Bank Secrecy Act, Anti-Money Laundering Act, OFAC, and other applicable financial institution regulations.
Must have knowledge of business services, member services, and teller functions.
Must have at least intermediate expertise in MS Word, Excel, PowerPoint and Outlook.
Strong communication skills
Must be a team player and collaborate with others.
All team members must adhere to regulatory, compliance, and organizational guidelines.

Education:
Minimum Bachelors Degree or equivalent experience.

Experience:
Minimum 5 to 7 years of related experience required.

Team UCU Benefits:

Investing in people is one of UCU’s strategic priorities and we invest in Team UCU by offering a variety of excellent benefits, in addition to being a great team to work with:

Competitive compensation
A full 401(k) match up to 6% plus a potential additional annual profit share of up to 4%
Quarterly Gain Share awards, subject to meeting certain organization goals, with a payout of up to 10% of earnings
Employee loan discounts
Generous paid vacation, plus accrual of paid sick time, and additional discretionary floating and cultural holidays
12 paid Holidays
Personal growth development plans tailored to each member of Team UCU
Choice of medical, dental, and vision plans, including some options that are 100% paid by the Credit Union.
Complementary Basic Life and Accidental Death and Dismemberment Insurance
Complementary long-term disability insurance and Employee Assistance Program

UCU’s commitment to diversity, equity, and inclusion:

Diversity, equity, and inclusion play a key part in our dedication to give everyone in the university community a financial advantage. From students, staff, faculty, and alumni, our member-owners are individual in their needs. UCU is committed to ensuring our team brings a variety of skills, ideas, cultural backgrounds, and experience to UCU to align with them. We are dedicated to building trust and understanding with each of our member-owners. We accomplish this by building a community that embraces diverse ideas, backgrounds, and perspectives; this is mirrored in our work and represented in Team UCU.

University Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability.

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