Job Description

Who Are We?

With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Branch Services Assistant Manager for our Lakeside Branch in San Francisco.

The Branch Services Assistant Manager plays a critical role in delivering exceptional member service and supporting the daily operations of the branch. This position focuses primarily on member engagement, sales and service delivery, and operational support, while also assisting the Branch Manager with staff oversight and day-to-day leadership duties when needed.

This is a hands-on role ideal for someone who thrives in a member-facing environment and is passionate about helping others reach their financial goals.

Key Responsibilities:

Member Service & Sales (Primary Focus):

• Serve as a lead resource for frontline staff in delivering outstanding member service.
• Assist members with complex transactions, product questions, account issues, and problem resolution.
• Educate members on credit union products and services, offering recommendations based on needs.
• Support and promote sales initiatives and service goals at the branch level.
• Open and maintain deposit accounts, process loan applications, and provide digital banking support.

Branch Operations:

• Ensure daily operational procedures are followed to meet compliance and audit standards.
• Assist with cash management, vault operations, and teller balancing.
• Maintain and monitor branch records, logs, and reports for accuracy and completeness.
• Oversee branch technology, equipment, and security protocols to ensure a smooth operation.

Leadership & Support (Smaller Focus):

• Serve as acting manager in the absence of the Branch Manager.
• Provide guidance, coaching, and support to branch staff when needed.
• Help onboard and train new team members on service and operational standards.
• Support staff in resolving member concerns or escalations professionally and efficiently.

Who Are You?

• High school diploma or equivalent required.
• 2+ years of experience in retail banking, financial services, or a credit union environment.
• Strong knowledge of consumer banking products and services.
• Exceptional interpersonal, problem-solving, and communication skills.
• Demonstrated success in a sales or service-focused environment.
• Ability to prioritize tasks and adapt to changing priorities in a fast-paced setting.
• Previous supervisory or team lead experience is a plus but not required.

Why Join Us?

The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.

SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.

Job Tags

Similar Jobs