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Job Description
Description
The Branch (XC) Assistant Manager 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 XC Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded.
Here’s what you can expect from the job and what you need to be successful:
Job duties
- Handle and oversee the daily operations of the branch (including cash and vault balancing, negotiable items, audits)
- Partner with Manager in developing a team of highly motivated, results-oriented employees through effective leadership practices; ensure adequate staffing levels to maintain efficient team performance
- Achieve staff results by communicating performance expectations; planning, monitoring and appraising job results; coaching, counseling and disciplining employees
- 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
Essential skills
- Minimum 1 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 including coaching, development, and performance management
- 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
- Minimum Education: Bachelor’s degree is preferred
Location: Palo Alto Branch, Palo Alto CA 94306
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First Tech is not currently offering Visa sponsorship for this position
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
First Technology Federal Credit Union is an Equal Opportunity Employer. First Tech does not discriminate against any employee or applicant for employment on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other characteristics protected by state law, federal law, or local ordinance.
