Branch Supervisor/Assistant Branch Manager (San Marcos)
$70,304–$84,206 year
On-siteSan Marcos, California, United States
Job Summary
Train, coach, and monitor tellers and personal financial representatives to meet sales and service goals while conducting frequent sales meetings. Assign and review staff work assignments to ensure completion according to established procedures and timeframes. Implement new policies and procedures, communicate program updates, and provide performance appraisals to maintain a positive team environment. Manage staffing levels by scheduling employee hours and approve time off requests. Monitor attendance, job performance, and conduct, providing counseling for disciplinary action when necessary. Ensure branch compliance with internal audit procedures, BSA/AML regulations, and security protocols. Assist with interviews, promotions, and loan processing, including managing loan queues and documenting underwriter stipulations. Maintain department records, oversee facility appearance, and participate in community events.
Required Qualifications
- A minimum of 2 years branch supervisory experience
- Must maintain registration as Mortgage Loan Originator (MLO)
- Availability to work Saturdays, Sundays and evenings
- Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices
Desired Qualifications
- A Bachelor's degree in Business/Financial Services
- up to 5 years equivalent financial industry experience
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