Assistant Branch Manager - Plano

Texans Credit Union•Plano, TX

About The Position

Texans Credit Union is a $2.4 billion, member-owned financial institution serving the Dallas metro area. The Assistant Branch Manager assists the Branch Manager with sales and operational functions and leads and develops branch staff to provide excellent member service across transactions, loans, and accounts. The role serves as the primary manager on duty when the Branch Manager is absent and balances sales and service, operations, and leadership responsibilities.

Requirements

High-school diploma or equivalent.
A minimum of 2–3 years of supervisory experience in a branch environment.
A minimum of 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 the 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 service, and maintain effective employee relations.
Monitor branch products and sales to support profitable, sound business practices and high-quality member service.
Help evaluate staff performance and provide coaching or counseling as needed.
Apply and evaluate branch security and audit policies and procedures, and ensure compliance with applicable federal laws and regulations.
Monitor branch activity, including transactions, volume, teller errors, loan volume, sales, and new accounts; track activity and provide reports as required.
Ensure staff receive ongoing training on security and robbery procedures, products and services, current procedures, and other necessary information.
Schedule adequate staff for efficient branch operations, using traffic-pattern reports and sales volumes to assess staffing needs.
Balance time among sales and service, operations, and leadership.
Ensure documents are reviewed and signed before leaving the branch, minimize quality-control errors, and hold staff accountable.
Help staff resolve complex problems and member issues.
Assist in recommending, implementing, and supervising the branch budget.
Comply with financial laws and regulations, including the Bank Secrecy Act (BSA), as they apply to the position.