Assistant Branch Manager

OneAZ Credit Union•Prescott Valley, AZ
•Onsite

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 in directing branch activities and implementing Credit Union policies and procedures for lending, account services, asset and record control, and other operations. It also supports branch goal-setting, performance monitoring, community outreach, and the promotion and sale of Credit Union products and services. The position leads branch associates and participates in hiring, training, work direction, performance appraisal, recognition and discipline, and complaint resolution. It prepares financial and regulatory reports, helps develop and monitor budgets and staffing and facility needs, evaluates and processes loan applications, and works directly with members to resolve issues. The Assistant Branch Manager opens, secures, and closes the branch as needed. The position is located at the Prescott Valley Branch in Prescott Valley, Arizona.

Requirements

  • High school diploma or GED.
  • One to three years of related experience in customer service, sales, or a 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.
  • Candidates must authorize OneAZ to conduct credit and criminal background checks.

Nice To Haves

  • One year of cash-handling experience, ideally at a financial institution.

Responsibilities

  • Coach, develop, and empower branch associates.
  • Assist the Branch Manager in directing branch activities and implementing Credit Union policies, procedures, and practices concerning credit lines, 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.
  • Help develop 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, strengthen local 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.
  • Ensure compliance 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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