Assistant Branch Manager at Self-Help Services Corp

  • Shift Full-Time
  • Job Qualifications High School Diploma

Job Description

Assistant Branch Manager at Self-Help Services Corp

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high quality schools to grocery stores selling fresh foods resources that support opportunity at a neighborhood level regardless of demographics, income or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans, to working with partners to demand that lawmakers change unjust policies.

We are looking for an Assistant Branch Manager for our Charlotte, NC branch team!

WHAT you’ll do:

  • Ensure workstations are organized and equipped for the start of the business day.

  • Prioritize daily, weekly, and monthly calendars ensuring that the branch is properly staffed and
    that everyone’s time is maximized to serve the members.

  • Provide guidance to branch staff, as appropriate, with more difficult transactions.

  • Maintain effective branch operations including, timely opening and closing, adequate staffing
    levels, and effective member service.

  • Assist with overseeing branch office operations to ensure that policies, procedures and
    regulations are being followed.

  • Examine, evaluate, and process consumer loan applications and/or supervise others engaged in
    this task.

  • Give approval for overrides on cash withdrawals and other transactions based on authorization

  • Conduct surprise cash drawer audits.

  • Conduct staff meetings, including training and/or providing regulatory or processes updates.
    Models’ great customer service for staff.

  • Complete self-assessments, if applicable, and ensure they are completed thoroughly and
    accurately and on time

  • Participate and/or lead performance and accountability sessions with branch staff in conjunction
    with the Branch Manager.

  • The ABM participates, as appropriate, in regular Branch Audit activities.

  • Participates in hiring and selection process in conjunction with Branch Manager.

  • Open and explain services to potential account members to generate additional business.

  • Be responsible for on-the-job training of all new branch staff.

  • Assist with developing branch level production goals and plans to achieve them.

  • Participate with Branch Manager in developing personal performance goals of Member Service Representatives, Member Service Supervisor, and Loan Service Representatives.

  • Assist in the origination of consumer loans.

  • In some branches, some ABMs may also be trained and responsible in the origination of mortgage loans.

  • Participate (with BM) on the coaching of staff in member relationship-buildin.g

  • Oversee training of new employees, develop work schedules, and monitor work performance.

  • Evaluate and adhere to established branch policies, procedures and protocols.

  • Support the Branch Manager in hiring, Catalytic Coaching, and performance management of branch staff.

  • Resolve member account-related problems and ensure positive public relations.

  • Explain services to potential personal and business account members to generate additional business for the credit union.

  • Adhere to general regulatory procedures including requirements of the Bank Secrecy Act and Anti Money Laundering rules.

  • Actively support business development activities including attending in person, or staffing properly so that staff may attend.

  • Perform other duties and projects as assigned.

WHAT you’ll need:

  • High School graduate or equivalent.

  • An acceptable combination of progressive experience in management, cash-handling, and/or
    customer service.

  • Either two years’ work experience at Self-Help or four years’ work experience in a similar

  • Preference for working in organizations that place priority on teamwork and collaboration.

  • Strong commitment to our mission – creating economic opportunity for traditionally underserved

  • Experience in developing and/or supervising branch staff.

  • Excellent customer service skills.

  • Demonstrated ability to communicate effectively – both verbally and in writing.

  • Working knowledge of computer software systems – New Solutions and Microsoft Office (Excel,
    Word, and Outlook) and ability to be trained and efficiently operate credit union systems and
    proprietary software.

  • Keen attention to detail, ability to effectively organize and prioritize work. · Analytical and
    problem solving skills. 

  • Ability to use keyboard and data entry skills. Strong interpersonal/people management skills.

  • May be required to travel to cover other branches.

  • Bilingual fluency may be required.

  • Ability to work flexible work hours including evenings and weekends.

If you are interested in who we are and what we do; have a strong desire to work in an organization
that places a high priority on teamwork and collaboration; and are interested in working to help create
economic opportunity for all – THIS is the place for you! Click the “apply now” button to apply!


Competitive nonprofit compensation, based on experience, plus a generous benefits package.


Visit our Careers Page to apply for this position. This position will remain posted until filled.

About Us:

Self-Help Credit Union was chartered in 1983 to build a network of branches that partner with working families and communities often underserved by the financial marketplace. With over $1.64 billion in assets and serving more than 91,000 members in 37 branches – eight in Florida, 22 in North Carolina, six in South Carolina, and one in Virginia – Self-Help Credit Union is one of the fastest-growing community development financial institutions in the country. It is part of the Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For over 40 years, the National Center for Community Self-Help and its affiliates have provided more than $10.5 billion in financing to help more than 150,000 borrowers buy homes, start and grow businesses, and strengthen community resources. For more information, please visit

Self-Help is committed to providing equal employment opportunities to all persons,
regardless of race, religion, religious creed, color, national origin, ancestry, physical
disability, mental disability, medical condition, genetic information, marital status, sex,
gender, gender identity, gender expression (including transgender status), age, sexual
orientation, military and veteran status, class or family status.

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