Assistant Branch Manager
About The Position
The Assistant Branch Manager supports the Branch Manager in the daily operations of a full-service credit union branch, including directing and administering sales, service, and operational activities in accordance with the credit union’s strategic objectives. The role primarily focuses on branch operations and manages the branch when the Branch Manager is absent. The Assistant Branch Manager collaborates with the Branch Manager to attract new business and grow the branch’s deposit and loan portfolios, serves as the branch’s marketing ambassador, and keeps displays and marketing materials accurate and up to date. The role also serves as a primary point of contact for members and takes ownership of member issues through resolution. The Assistant Branch Manager works under the supervision of the Branch Manager. The position leads service and operational excellence, supports branch growth and member value, and develops and retains an effective branch team. It includes managing schedules, addressing personnel issues, monitoring branch performance and profitability, and working within the approved budget. The successful candidate must work Saturdays.
Requirements
- College degree or equivalent work experience.
- Financial services experience in banking or a credit union.
- At least 2 years of management or supervisory experience in a retail bank branch.
- At least 2 years managing a sales and service team with proven results.
- Experience with real estate and consumer loans.
- Experience with business banking products and relationships.
- Experience with cash handling, teller transactions, and loan funding.
- Computer literacy and proficiency with Windows and Microsoft Office.
- Excellent listening and speaking skills.
- Excellent written communication skills.
- Must be able to work Saturdays.
- Obtain a Notary License within 90 days after hire.
- Obtain National Mortgage Licensing System and Registry (NMLS) registration within 90 days after hire.
Responsibilities
- Support and direct daily branch sales, service, and operational activities in line with the credit union’s strategic objectives.
- Manage branch operations and perform Branch Manager duties when the Branch Manager is absent.
- Collaborate with the Branch Manager to attract new business and grow branch loan and deposit portfolios.
- Serve as the branch marketing ambassador and ensure displays and marketing materials are accurate and current.
- Serve as members’ primary point of contact and take ownership of issues through resolution.
- Lead the branch team in delivering exceptional service and meeting internal and external service goals, including survey, social media, public review, mystery shop, and service audit expectations.
- Train and support staff to meet service standards and respond collaboratively to member needs.
- Promote error-free branch transactions and operations, manage risk, and comply with applicable regulations, policies, and procedures.
- Analyze branch activity and recommend ways to improve operational efficiency and effectiveness.
- Ensure branch facilities and equipment are in good working order.
- Execute branch-specific tactics and business development efforts to meet growth goals for loan and deposit portfolios; ensure staff participation.
- Keep staff informed through huddles, meetings, and regular communication.
- Ensure staff understand products, promotions, and product features and benefits, and provide members with customized financial solutions.
- Empower staff to address member needs without unnecessary approvals or escalations.
- Represent the branch at local community, volunteer, and business networking events within a 3–5 mile radius.
- Train, support, develop, motivate, and retain branch staff; provide career growth opportunities and build a succession plan.
- Hold staff accountable for individual goals and objectives, manage schedules to meet member service expectations, maintain a professional and engaging work environment, and address personnel issues promptly.
- Manage the branch balance sheet and income and expenses within the approved budget to support profitability.
- Monitor branch reports and data to identify emerging trends.
- Complete required annual BSA and OFAC training and adhere to related policies and procedures.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision coverage.
- 401(k) retirement plan with up to 150% matching employer contributions.
- Tuition reimbursement of up to 100% for approved courses.
- Annual discretionary bonus.
- Employee referral bonus.
- Generous paid time off and paid holidays.
- Flexible spending accounts.
- Short- and long-term disability coverage.
- Life and AD&D insurance.
- Provident membership.
- Rate discount on home and auto loans.
- Opportunity to use company-owned condos in Maui and Lake Tahoe.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
