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SF Fire Credit Union

Not-for-profit credit union for firefighters

Assistant Branch Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USAIn-person

About the Job

Requirements

  • A high school diploma or general education degree (GED) is required, plus at least three years of related experience and/or training, or an equivalent combination of education and experience.
  • Previous branch and managerial experience in a financial institution is preferred.
  • The role requires multitasking ability and availability to work Saturdays; shifts vary according to branch needs and run from 9:15 AM to 5:45 PM.
  • The employee must be able to read and comprehend verbal and written instructions and write business communications to members and employees.
  • The employee must be able to define problems, collect data, establish facts, and draw valid conclusions.
  • The employee must be able to reconcile member and general ledger accounts; calculate interest, dividends, and percentages; and apply basic algebra concepts.
  • The employee must be able to operate a personal computer in a Windows environment.
  • The employee must regularly talk or hear, frequently sit, and occasionally stand, walk, use hands to handle objects, tools, or controls, and reach with hands and arms; the employee must occasionally lift or move up to 25 pounds and be able to adjust focus.

Responsibilities

  • Monitor member communications received via postal mail.
  • Maintain thorough knowledge of Credit Union products and services and use that knowledge to cross-sell appropriate products and services to maximize member relationships.
  • Build relationships with members by completing tasks by assigned deadlines, anticipating needs, and providing additional assistance.
  • Take ownership of member issues, seek solutions, process transactions accurately, and disseminate information accurately to maintain service standards.
  • Contribute to a respectful and supportive team environment and follow through on commitments.
  • Provide staff with training tools and resources to support their personal development plans.
  • Monitor membership volume to ensure members receive timely assistance.
  • Process authorized membership and account-level data changes.
  • Complete assigned reports, tasks, and projects within established guidelines and timeframes as directed by the Branch Manager.
  • Meet established individual and team sales and service goals.
  • Notify the Branch Manager of service concerns by monitoring member volume and branch service levels.
  • Maintain thorough knowledge of IRA, trust, UTMA, and business account products.
  • Assist the Branch Manager with branch administration, including monitoring membership volume and patterns, managing staff scheduling, and ensuring service standards are met; handle escalated member issues.
  • Serve as a loan funder.
  • Monitor branch employees’ work quality and coach them to meet core values.
  • Manage overall branch operations to provide members with an exceptional experience.
  • Direct staff on sales and service initiatives, including team coaching, motivation, and development of sales and service campaigns and strategies.
  • Complete reports, tasks, and projects as assigned within established guidelines and timeframes.
  • Serve as a membership officer as required.
  • Assist in compiling and analyzing reports to identify trends for process improvements.
  • Perform other work as requested by the Branch Manager.
  • Oversee branch management in the Branch Manager’s absence.
  • Serve as a Member Advocate as needed.

Desired Qualifications

  • Experience with Ultradata/FSP and Microsoft Office applications is preferred.

About the Company

SF Fire Credit Union

Not-for-profit credit union for firefighters

SF Fire Credit Union is a not-for-profit member-owned financial cooperative serving firefighters and anyone who lives, works, or studies in San Francisco, San Mateo, or Marin counties. It offers typical banking products like savings, checking, loans, and online banking, with services delivered through branches and digital channels. Because it is member-owned, profits go back to members as better rates, fewer fees, and improved service. Its goal is to protect members’ financial security, help them achieve financial success, and expand access to community-focused financial services in the Bay Area.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Santa Cruz, CA
Founded
1951

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