Assistant Branch Manager
About The Position
The Assistant Branch Manager assists the Branch Manager in leading branch operations and ensuring established policies and procedures are followed. The role oversees the prompt, professional delivery of services to members and prospective members through the training, development, and supervision of branch team members. The essential purpose is to help members experience the credit union’s advantages by demonstrating its core values: acting with integrity, driving progress, building and strengthening relationships, and keeping people at the core. The position supports team productivity and performance, operational quality, member service, and branch production goals. It also provides preparatory experience for future branch management through exposure to operational leadership, team management, and customer service. Advia offers a bilingual premium for employees who regularly use their language skills to assist members; Spanish proficiency is specifically needed and requires proficiency testing.
Requirements
- Three to five years of similar or related experience, including preparatory experience.
- A two-year college degree or completion of a specialized business or trade school course of study equivalent to approximately 64 credit hours.
- A significant level of trust, credibility, and diplomacy; ability to handle sensitive or confidential discussions with customers, reports, and outside vendors.
- Ability to motivate, influence, educate, or advise others on significant matters.
- Spanish language proficiency is specifically needed for the bilingual premium role; proficiency testing is required.
- Ability to work extended hours whenever required or requested by management.
- Regular, reliable, and timely attendance.
- Ability to perform job functions independently or with limited supervision and work effectively individually or as part of a team.
- Ability to follow written and oral instructions, communicate clearly, and deliver information in a logical and understandable sequence.
- Ability to deal calmly and professionally with diverse personalities and provide discreet, high-quality customer service.
- Ability to work under deadline pressure and maintain accuracy and quality in a fast-paced environment, while managing multiple and changing priorities.
Responsibilities
- Assist in managing the team to maximize productivity, efficiency, and employee potential through performance monitoring, coaching, mentoring, and training.
- Ensure team compliance with regulatory requirements, the organization’s mission and values, service standards, policies, and work guidelines.
- Appraise performance and provide recommendations for promotion, disciplinary action, and termination as appropriate.
- Maintain proficiency in Advia products and services and coach the team to match products and services to members’ needs through referrals.
- Coach and demonstrate behaviors that support branch deposit and loan production.
- Ensure proper branch operations, including adequate team coverage, timely resolution of member requests and escalations, and assistance with loans and account openings 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 branch production expectations, including loan growth, new account acquisition, and relationship impact objectives.
- Comply with applicable laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Assets Control requirements, and follow risk-minimization policies and procedures.
Benefits
- Medical, dental, and vision insurance.
- 401(k) with company match.
- Life insurance and disability coverage.
- Paid time off and 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.
- Performance-based incentive opportunity.
- Bilingual premium for qualifying employees who regularly use their language skills to assist members.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
