Assistant Branch Manager
About The Position
The Assistant Branch Manager coaches, develops, and empowers branch associates while exceeding member expectations, managing risk, and supporting organizational growth. The role assists the Branch Manager with directing branch activities and implementing Credit Union policies, procedures, and practices related to credit, loans, member services, and asset controls. The position also supports branch goals, performance monitoring, community outreach, budgeting, staffing, and facility needs; leads and develops branch employees; and works directly with members to address concerns. This position is located at the Prescott Valley Branch, 7111 Pav Way, Prescott Valley, AZ 86314.
Requirements
- High school diploma or GED.
- One to three years of related experience in a customer service, sales, or client-facing role.
- Experience with policy and procedure compliance and management.
- Strong relationship-building and client-focused sales skills.
- Excellent verbal, phone, email, internet, and writing skills.
- A passion for people, innovation, and growth.
Nice To Haves
- One year of cash-handling experience, ideally at a financial institution.
Responsibilities
- Assist the Branch Manager in directing and coordinating activities that implement Credit Union policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, and consumer credit loans.
- Direct activities involving branch services and functions, including collecting delinquent accounts, authorizing loans, and opening savings accounts.
- Assist in establishing procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
- Assist the Branch Manager in developing branch goals and action plans, and continuously monitor branch performance.
- Educate members about, promote, and sell Credit Union products and services.
- Partner with the Branch Manager on community outreach to promote brand awareness, build local community relationships, and support member growth.
- Lead branch associates, including interviewing, hiring, training, assigning and directing work, appraising performance, rewarding and disciplining employees, and resolving complaints and problems.
- Prepare financial and regulatory reports required by law, regulations, Credit Union management, and the Board of Directors.
- Maintain branch reports for internal use, the Board of Directors, and Corporate Officers.
- Assist the Branch Manager with preparing and monitoring annual budgets and assessing staffing and facility needs.
- Examine, evaluate, and process loan applications.
- Work directly with members to resolve issues and concerns.
- Open, secure, and close the branch as needed.
- Comply with applicable policies, laws, and regulations, including BSA, AML, the USA Patriot Act, and OFAC requirements.
Benefits
- Paid holidays, floating holidays, personal days, vacation days, and sick time.
- Low-cost medical, dental, and vision plans.
- Paid childcare assistance.
- 401(k).
- Gym fee reimbursement.
- Tuition reimbursement.
- Student loan repayment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
