Assistant Branch Manager (San Jose Experience Center) (FULL TIME ON SITE)

First Tech Federal Credit Union
paid time off, 401(k)
United States, California, San Jose
Feb 19, 2025
Description The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day-to-day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded. Primary Responsibilities: Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiable items, audits) Partner with Manager in leading a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development Maintain and enforce systems, policies, procedures and productivity standards Partner with Manager in effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in the business and take action to resolve Ensure member service projects (change initiatives) meet objectives on time and on budget Partner with other business units to resolve member issues or grow member relationships; actively participate in cross-functional meetings Research, resolve and communicate operational issues and potential problems to leader and/or other business units Identify, manage and mitigate risk within XC (including identify theft, overdrafts, etc) Manage vendor relationships to support operational excellence and member service levels Experience and Education Requirement: Minimum Education: Bachelor's degree is preferred Minimum one year experience in retail financial services with a proven successful track record in deepening and acquiring member relationships Minimum 6 months' experience leading people or teams Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop and build employees to achieve department goals Ability to use data and analytic information to gain insights and drive strategic direction Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences Familiarity with CRM software is preferred Working knowledge of Microsoft Office Suite Certification/License: N/A Location : San Jose, CA 95134 (FULL TIME ON SITE) Target Compensation: $77,000 to $98,000 annually + monthly incentive Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)