Assistant Branch Manager

Advia Credit Union • Kalamazoo, MI

1d • Onsite

About The Position

The Assistant Branch Manager supports the Branch Manager in leading branch operations and ensuring established policies and procedures are followed. The role oversees prompt, professional delivery of services to members and prospective members through training, development, and supervision of branch team members. Its essential function is to help members experience the credit union’s advantage by providing outstanding service and demonstrating Advia’s core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core.

The position helps manage team productivity and performance, coaches employees, supports compliance and branch coverage, resolves member concerns, and helps match Advia products and services to members’ needs. It also contributes to branch production goals and represents Advia through community and volunteer activities. The role serves as preparation for future branch management.

The work is full-time and on-site in a fast-paced, performance-based environment. The role involves primarily sedentary work in an indoor, climate-controlled shared work area, routine computer use, and occasional lifting of up to 10 pounds. Extended hours may be required or requested by management.

Requirements

• Three to five years of similar or related experience, including preparatory experience.
• A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours.
• A significant level of trust, credibility, and diplomacy; ability to handle sensitive or highly confidential dialogue with customers, reports, vendors, and others.
• Ability to motivate, influence, educate, and advise others on matters of significance.
• Ability to work independently or with limited supervision and effectively as part of a team.
• Ability to read and follow written and oral instructions, and to communicate clearly and logically.
• Ability to deal calmly and professionally with diverse personalities and demonstrate discretion and high levels of customer service.
• Ability to maintain composure under deadlines, accuracy and quality demands, and a fast pace; effectively handle multiple and changing priorities.
• Ability to exercise discretion with confidential internal and external matters.
• Ability to work extended hours whenever required or requested by management and maintain regular, reliable, and timely attendance.
• Ability to perform primarily sedentary work with limited exertion, occasionally lift up to 10 pounds, and climb or descend stairs in an emergency.
• Ability to operate routine office equipment, including a telephone, copier, facsimile machine, and calculator.
• Ability to routinely work on a computer for an average of 6–8 hours per day when necessary.
• Spanish language proficiency is specifically needed for the bilingual premium; proficiency testing is required.

Responsibilities

• Assist in managing the team to maximize productivity, efficiency, and employee potential through performance monitoring, coaching, mentoring, and training.
• Help ensure compliance with regulatory requirements, Advia’s mission and values, service standards, policies, and work guidelines.
• Appraise performance and provide recommendations regarding promotion, disciplinary action, and termination, as appropriate.
• Maintain proficiency in Advia products and services and coach the team in matching them to members’ needs through referral activity.
• Coach employees and demonstrate behaviors that grow branch deposits and loan production.
• Support proper branch operations, including maintaining adequate team coverage to meet member service needs.
• Resolve member requests, questions, and escalations in a timely manner, and provide coverage for loan and account opening as needed.
• Ensure adherence to operational policies, procedures, and organizational guidelines.
• Represent and promote Advia in the community through educational, volunteer, and brand-building opportunities.
• Achieve or exceed assigned branch production expectations, including loan growth, new account acquisition, and relationship impact objectives.
• Comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control, and follow risk-minimization policies and procedures.

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Life insurance
• Disability coverage
• Paid time off
• Paid holidays
• Parental leave, available after one year of service
• Learning and development programs
• Tuition reimbursement, available after one year of service
• Free telemedicine
• Employee Assistance Program (EAP)
• Wellness initiatives
• Paid Community Action Volunteer Hours
• Bilingual premium for employees who regularly use their language skills to assist members

What This Job Offers

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