Assistant Branch Manager

Mountain America Credit Union • Moab, UT

20d • Onsite

About The Position

The Assistant Branch Manager assists in leading branch operations and personnel to provide exceptional member service while achieving branch goals. The role supports the Branch Manager in developing employees, maintaining a unified team culture, managing branch operations, serving members and the community, and meeting operational, sales, and service objectives. The position is based at the Moab Branch in Moab, Utah, and is scheduled Monday through Friday, 8:40 a.m. to 6:15 p.m.

The Assistant Branch Manager coaches and develops team members in the credit union’s service and sales philosophy, supports hiring, onboarding, retention, performance evaluations, and change management, and helps resolve member and employee concerns. The role assists with daily operations, including cash management, compliance, lending decisions, productivity tracking, branch security, and property maintenance. It also partners with internal business partners and the Branch Manager to meet member needs and ensure the branch is appropriately staffed and trained across credit union products and services.

The position has direct or indirect supervisory responsibilities, typically for a subordinate group of 10 or more employees. It requires financial-industry experience, including lending, and knowledge of credit union operations, policies, sales, and loan origination. The role must comply with applicable laws and regulations, including the Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC, and Regulation DD.

Requirements

• At least 3 years of financial-industry experience, including at least 1 year of lending experience.
• Two-year college degree, completion of a specialized course of study at a business or trade school, or equivalent.
• Meet all Branch Progression training expectations for positions supervised.
• Be a Notary Public or have the ability to obtain notary status within the first 90 days where possible.
• Qualify annually as a Mortgage Loan Originator under S.A.F.E. Act Registration.
• Basic computer operating skills.
• Intermediate to advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Thorough knowledge of credit union policies and procedures and related experience in teller and new-account operations, loan origination, and financial-institution sales.
• Ability to make sound decisions based on credit union policies.
• Ability to supervise, train, lead, and coach others in providing quality service and selling credit union products and services.
• Strong leadership skills, including a proven track record of preparing and mentoring new leaders and successfully handling difficult situations.
• Ability to talk, hear, sit, use hands to handle or feel, and reach with hands and arms consistently; stand, walk, kneel, and crouch occasionally.
• Close vision and distance vision.
• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.

Nice To Haves

• Symitar experience preferred.

Responsibilities

• Exemplify the MACU Way and leadership behaviors while supporting branch leadership and exceptional member service.
• Coach team members in AAA skills and connect skill proficiency to production and results.
• Promote accountability, a unified team culture, and achievement of branch goals.
• Hold personalized one-on-one meetings and partner with team members on individual development plans.
• Evaluate direct-report employees during quarterly check-ins and annual performance evaluations, and assist the Branch Manager with MSR/MEO/FSR evaluations.
• Support change management and credit union priorities, and train branch staff on policies, procedures, philosophies, and branch functions.
• Work with the Branch Manager on employee hiring, onboarding, development, and retention.
• Help resolve member and employee concerns and follow up in a timely manner.
• Support community development and represent the credit union in the community and with sponsor groups as needed.
• Assist with daily branch operations, including cash management and compliance.
• Use proprietary sales tools, including Member Value Review (MVR), Value Analyzer, and New Account Framework.
• Approve or deny loans and serve as backup for the Branch Manager on loan exceptions.
• Help develop methods to track and measure team productivity, accuracy, sales, and service.
• Build knowledge of credit union financials and use sound judgment in meeting members’ needs within credit union policies.
• Assist with branch security and maintenance of the building and property.
• Ensure appropriate branch staffing and training to meet member needs across credit union products and services.
• Supervise, coordinate, and review assigned staff; estimate personnel needs and assign work.
• Recommend candidates for employment, conduct performance evaluations and salary reviews, and apply company policy.
• Perform other duties as assigned.

Benefits

• Starting competitive pay that may increase depending on experience.
• Performance reviews with opportunities to increase compensation.
• Excellent medical and dental benefits with minimal employee contribution for full-time employees.
• Paid time off.
• Volunteer time off.
• Paid holidays.
• Matching 401(k).
• Tuition assistance.
• Professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree