Assistant Branch Manager

Mountain America Credit Union • Moab, UT

21d • Onsite

About The Position

The Assistant Branch Manager assists in leading branch operations and personnel to ensure exceptional member service while achieving branch goals. The role supports the Branch Manager in coaching and developing employees, maintaining a unified team culture, addressing member and employee concerns, representing the credit union in the community, and overseeing daily branch operations, including cash management and compliance. The Assistant Branch Manager may approve or deny loans and serves as the backup for the Branch Manager on loan exceptions. The position also helps ensure the branch is appropriately staffed and employees are trained to serve members across credit union products and services.

The role has direct or indirect supervisory responsibilities, typically for a subordinate group of 10 or more employees. It includes assigning and reviewing work, recommending candidates, conducting performance evaluations and salary reviews, and applying company policy. 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.

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 Branch Progression training expectations for all supervised positions.
• 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 skills in Microsoft Outlook, Word, Excel, and PowerPoint.
• Thorough knowledge of credit union policies and procedures, with 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 delivering 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; ability to stand, walk, kneel, and crouch occasionally.
• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
• Close and distance vision.

Nice To Haves

• Symitar experience preferred.

Responsibilities

• Model the MACU Way, leadership behaviors, and exceptional member service.
• Coach team members on AAA skills, sales and service results, and professional development; hold regular one-to-one meetings and support individual development plans.
• Evaluate direct reports in quarterly check-ins and annual performance evaluations, and assist with evaluations for other branch staff.
• Support the Branch Manager with change management, employee hiring, onboarding, development, and retention.
• Train and coach branch staff on credit union policies, procedures, philosophies, and branch functions.
• Partner with the Branch Manager to address member and employee concerns and follow up in a timely manner.
• Support community development and represent the credit union in the community 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, to maintain AAA standards.
• 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.
• Develop knowledge of credit union financials and apply sound judgment and credit union policies to member needs.
• Assist with branch building and property security and maintenance.
• Comply with applicable laws and regulations, including BSA, OFAC, FACT Act, GLBA, Regulation CC, and Regulation DD.
• Partner with internal business partners to serve members and develop others.
• Ensure appropriate staffing and training to meet member needs across credit union products and services.
• Estimate personnel needs, assign work, and supervise, coordinate, and review assigned staff.
• Recommend candidates for employment, conduct performance evaluations and salary reviews, and apply company policy.
• Perform other duties as assigned.

Benefits

• Competitive starting pay that may increase depending on experience.
• Performance reviews with opportunities to increase compensation.
• 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