Assistant Branch Manager - Plano

Texans Credit Union•Plano, TX

About The Position

Texans Credit Union is a member-owned financial institution serving the Dallas metro area. The Assistant Branch Manager assists the Branch Manager in managing branch sales and operations and leads and develops branch staff to deliver excellent member service for transactions, loans, and accounts. The role is the primary manager on duty when the Branch Manager is absent and balances sales and service, operations, and leadership responsibilities. It supervises all branch personnel.

Requirements

High school diploma or equivalent.
At least 2–3 years of supervisory experience in a branch environment.
At least 2–3 years of sales/service experience in a retail and/or financial institution environment.
Ability to oversee and promote a sales/service environment.
Working knowledge of a variety of financial products and services.
Excellent member-service skills.
Exceptional interpersonal and oral communication skills.
Basic computer and typing skills.
Excellent time-management and organizational skills.
Professional and polished attitude and appearance.

Responsibilities

Serve as primary manager on duty in the Branch Manager’s absence.
Help create and maintain a sales and service environment within the branch.
Maintain a motivated, well-trained staff that provides excellent member service.
Maintain effective employee relations within the branch.
Monitor branch products and sales to support profitable, sound business practices and quality member service.
Assist in evaluating staff performance, provide coaching or counseling as needed, and hold staff accountable for quality of work and service.
Apply and evaluate branch security and audit policies and procedures, and ensure compliance with federal laws and regulations.
Monitor branch activity, including transactions, volume, teller errors, loan volume, personal sales, and new accounts; track volume and provide reports as required.
Ensure ongoing staff training on security and robbery procedures, products and services, current procedures, and other necessary information.
Schedule adequate staffing using traffic patterns and sales volumes to assess branch needs.
Review and ensure documents are properly signed before leaving the branch; maintain minimal quality-control errors.
Assist staff in resolving complex problems and member issues.
Assist in recommending, implementing, and supervising the branch budget.
Comply with applicable financial laws and regulations, including the Bank Secrecy Act (BSA).