Assistant Branch Manager II
About The Position
The Assistant Branch Manager II supervises branch activities and staff, reporting to the Branch Manager. The role focuses on creating positive member and employee experiences while modeling consultative, empathetic, personalized service that meets member service and sales performance standards and aligns with the Global Credit Union Management Philosophy. The Assistant Branch Manager supports credit union growth by helping meet individual, branch, and business-line goals through cross-sales activities and assumes responsibility for the branch as assigned. The position oversees employee coaching and development, member engagement and relationship-building, branch operations and compliance, staffing and scheduling, and support for the Member Service Center. It also requires obtaining a state-mandated insurance license to quote and bind Personal Lines insurance products.
Requirements
- High school grade or equivalent.
- Leadership experience and a proven ability to coach and develop sales and service excellence.
- Demonstrated success managing and meeting operational objectives and sales goals.
- Strong verbal, interpersonal communication, and personnel management skills.
- Passion for helping people, a dynamic personality, and a strong desire to learn.
- Ability to thrive in a team environment, promote mutual support, and demonstrate emotional intelligence.
- Ability to lift 25 pounds.
Responsibilities
- Engage existing and prospective members to provide a positive experience consistent with the organization’s values and culture.
- Coach, lead, and motivate branch employees through observational feedback, documented monthly one-on-ones, training, and skill-practice sessions.
- Mentor branch staff through development and engagement strategies that prepare employees for promotional opportunities.
- Build and retain member relationships through in-person conversations, relationship calling, and referrals to other business lines.
- Build relationships through in-branch promotions and community events to increase brand awareness and generate new business.
- Supervise daily operations, including compliance, security, branch balancing, branch cash and negotiable items, outage recovery, and assigned general ledger accounts; identify deficiencies and implement corrective action.
- Manage employee and branch schedules to maintain optimal staffing and member service; review time sheets, correct errors, and meet payroll deadlines.
- Obtain a state-mandated insurance license to quote and bind Personal Lines insurance products and help develop a strategy to meet quote and issue goals.
- Support the Member Service Center by monitoring call activities and allocating assistance as branch and MSC needs arise.
- Maintain a safe and inclusive work environment, solicit diverse ideas, and build positive working relationships.
- Perform other duties as assigned.
Benefits
- Short-term and long-term incentives
- Comprehensive medical, dental, and vision insurance, with HSA and FSA options
- 401(k) plan with a 5% match
- Employee Assistance Program (EAP)
- Life and disability coverage
- Voluntary cash benefits for accident, hospitalization, and critical illness
- Tuition reimbursement
- Paid Time Off accrual
- Paid Sick Leave
- Paid Holidays
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
