Assistant Branch Manager I-II
About The Position
The Assistant Branch Manager I or II supports branch operations to achieve and exceed member service and organizational goals. The role supports or leads daily operations, staff development, sales, business development, consumer loan underwriting, and member financial consulting. Assistant Manager II additionally leads and motivates the team, attends community events, promotes products and services, and services existing members and Select Employee Groups within the assigned market. Both levels help ensure operational excellence, regulatory compliance, and member satisfaction through branch planning, coaching, and hands-on management.
Requirements
- High school diploma or equivalent.
- At least 3 years of sales and service experience.
- For Assistant Manager II, at least 3 years of supervisory experience.
- Demonstrated proficiency in loan underwriting and/or depository and branch-related products.
- Demonstrated knowledge of credit union or banking regulations.
- Notary, or willingness to obtain it within the first 12 months of employment.
- NMLS, or willingness to obtain it within the first 12 months of employment.
- Excellent communication skills, including the ability to interpret complex documents and deliver persuasive sales presentations.
- Ability to interpret financial documents, regulatory requirements, and credit union policies to support compliance and sound decision-making.
Nice To Haves
- Bachelor’s degree in Finance, Business Administration, or a related field.
- At least 5 years of banking or financial services experience with demonstrated leadership capabilities.
- Experience in branch management, assistant management, Senior Member Relationship Consultant, or another leadership role in retail credit union or banking.
- Demonstrated knowledge of operational audit procedures.
- Track record of leading change and innovation in financial services.
- Familiarity with banking and financial product business development strategies.
- Cross-training experience and expertise in scheduling and planning to optimize team performance.
Responsibilities
- Support the Branch Manager with daily operations, scheduling, planning, and staff cross-training.
- Lead sales training conversations with staff and members to meet or exceed branch sales goals.
- Conduct operational audits and ensure compliance with banking regulations and internal policies.
- Manage consumer loan underwriting processes and provide financial consulting to members.
- Build banking relationships and collaborate with internal teams to advance branch sales and business development initiatives.
- For Assistant Manager II, attend community events to promote HawaiiUSA products and services and grow membership, loans, and deposits.
- For Assistant Manager II, service existing members and Select Employee Groups within the assigned market.
- Perform other duties as assigned.
Benefits
- 100% coverage of employees’ single medical, drug, vision, and dental monthly health insurance premiums.
- Paid volunteer time and a pay-it-forward program, including charitable donation matching up to $250 per employee per year.
- Tuition assistance and tuition reimbursement.
- Paid time off and 11 paid holidays.
- 401(k) with a 3% employer contribution.
- Health, vision, dental, prescription drug, life, disability, and AD&D insurance.
- Flexible spending account and health savings account.
- Opportunities for advancement.
- Employee assistance program and referral program.
- Retirement plan.
- Employee discount and credit union membership.
- Paid training and orientation.
- Professional development assistance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
