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California Coast Credit UnionPosted 3 weeks ago

Floater Assistant Manager

$76,476–$95,595 year

On-siteSan Diego, California, United States

Full TimeMedium

Job Summary

Back up all branch positions, including management and the Floater Manager, by assigning, monitoring, and reviewing work assignments to ensure completion according to established procedures. Process member transactions, open new accounts, and analyze financial service needs while identifying cross-selling opportunities to meet sales goals. Maintain accurate account files, process consumer and real estate loans, and ensure new account and loan processing documents are complete and compliant with writer stipulations. Train staff on FSCC policies, coach employees to achieve objectives, and recommend efficiency ideas to address branch inconsistencies. Ensure the branch remains compliant with internal audit and BSA/AML procedures while maintaining an organized, safe, and professional environment. Maintain all necessary department records and adhere to cash, key, and dual control policies.

Required Qualifications

  • Bachelor's degree in Business/Financial Services or up to 5 years equivalent financial industry experience
  • Minimum of 2 years supervisory experience
  • Registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act)
  • Ability to drive to different locations to provide branch or call center coverage
  • Availability to work Saturdays, Sundays and evenings
  • Ability to lift & carry up to 20lbs

Desired Qualifications

  • Bachelor's degree in Business/Financial Services preferred
  • Demonstrated leadership skills and the ability to effectively train, develop and motivate others
  • Good communication, conflict resolution and coaching skills
  • Ability to demonstrate sound reasoning, judgment and decision making
  • Knowledgeable in sales and service, branch operations, lending, regulations and security procedures
  • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices
  • Ability to tolerate periods of continuous sitting/standing with occasional walking

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