Assistant Branch Manager

OneAZ Credit Union • Tempe, AZ

8d • 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 position assists the Branch Manager with implementing Credit Union policies, procedures, and practices related to credit and lending, branch services, asset and record controls, branch goals, performance monitoring, budgets, staffing, and facility needs. The role promotes Credit Union products and services, supports community outreach and member growth, leads branch employees, prepares required financial and regulatory reports, processes loan applications, and works directly with members to resolve issues. The position is based at the Tempe Branch at 840 E Southern Ave, Suite 101, Tempe, AZ 85282. Candidates must authorize credit and criminal background checks. The role requires compliance with applicable policies, laws, and regulations, including BSA, AML, the USA Patriot Act, and OFAC. NMLS registration is required for an associate who meets the definition of a mortgage loan originator at a federally regulated institution.

Requirements

• High school diploma or GED.
• One to three years of related experience in a customer service, sales, or 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.
• Ability to obtain required authorization for 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 and coordinating activities related to Credit Union policies and procedures for granting or extending credit, real estate loans, and consumer loans.
• Direct branch service activities, 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, brand awareness, local relationships, and member growth.
• Lead branch associates, including interviewing, hiring, training, assigning and directing work, appraising performance, rewarding and disciplining employees, and addressing 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.
• Comply with applicable policies, laws, and regulations, including BSA, AML, the USA Patriot Act, and OFAC.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED