Assistant Branch Manager

OneAZ Credit Union•Tempe, AZ

9d•$56,823 - $71,029•Onsite

About The Position

The Assistant Branch Manager coaches, develops, and empowers branch associates while exceeding member expectations, managing risk, and supporting organizational growth. This position is located at OneAZ Credit Union’s Tempe Branch at 840 E Southern Ave, Suite 101, Tempe, AZ 85282. The role assists the Branch Manager in directing branch activities and implementing Credit Union policies, procedures, and practices related to lending, member services, asset and records security, branch goals, performance monitoring, budgets, staffing, and facilities. The Assistant Branch Manager leads branch associates and supports member growth through product and service education, sales, community outreach, and direct resolution of member concerns. The position also handles loan applications, prepares financial and regulatory reports, and opens, secures, and closes the branch as needed. The role is expected to comply with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, the USA Patriot Act, and Office of Foreign Assets Control (OFAC) requirements. Candidates must authorize credit and criminal background checks. An associate who meets the definition of a mortgage loan originator and works for a federally regulated institution must be registered on the Nationwide Mortgage Licensing System (NMLS). Duties may be modified, and additional responsibilities may be assigned.

Requirements

High school diploma or GED required.
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.
A passion for people, innovation, and growth.

Nice To Haves

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

Responsibilities

Coach, develop, and empower branch associates while helping exceed member expectations, manage risk, and support organizational growth.
Assist the Branch Manager in directing activities and implementing Credit Union policies, procedures, and practices concerning lines of credit, real estate loans, and consumer credit loans.
Direct activities involving establishment 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, build local relationships, and support 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 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 requirements.