Assistant Branch Manager

Achieva • Cape Coral, FL

3d • Onsite

About The Position

The Assistant Branch Manager (ABM) drives branch performance by leading sales and service execution, ensuring operational excellence, and enforcing compliance standards. The role guides the branch team toward high performance, cultivates a member-first culture, and collaborates with the Branch Development Manager (BDM) and Market President to implement strategic initiatives. By coaching, motivating, and empowering staff, the ABM delivers consistent results and strengthens the member experience.

The role primarily operates in person in an office environment. Occasional travel to other Achieva offices or events may be required. The position routinely uses standard office equipment, including computers, phones, and virtual meeting platforms. It involves remaining stationary for extended periods, communicating via phone, video, and electronic messaging, and may require extended sitting or standing and occasional light lifting up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

Requirements

• High school diploma, GED, or equivalent.
• Proven experience in branch operations, preferably in the financial industry.
• Experience setting performance expectations, conducting regular reviews, and developing strategies to enhance team productivity.
• Certified Financial Counselor designation required.
• Ability to oversee and manage daily branch operations with a focus on efficiency and compliance.
• Ability to inspire and motivate staff to achieve operational and service excellence.
• In-depth understanding of financial-industry regulatory compliance and ability to implement and enforce policies and procedures.
• Ability to proactively identify and mitigate operational and compliance risks and stay informed about industry trends and regulatory changes affecting branch operations.
• Strong commitment to a member-centric culture and excellent customer service.
• Ability to address member inquiries, concerns, and issues effectively.
• Ability to collaborate with a sales team to meet branch sales goals and identify opportunities to cross-sell credit union products and services.
• Excellent interpersonal and communication skills for leading and collaborating with branch staff, members, and stakeholders.
• Strong critical-thinking skills to address operational challenges and implement effective solutions.
• Ability to adapt to changing industry dynamics, regulations, and organizational priorities.
• Solid knowledge of credit union financial products and services, including deposits, loans, and electronic banking.
• Ability to collaborate with other departments and teams to achieve organizational goals.
• Decision-making skills, especially in high-pressure situations, to support smooth branch operations.
• Analytical ability to assess branch performance, identify areas for improvement, and implement data-driven strategies.
• Proficiency with banking software, computer systems, and Microsoft Office Suite.
• Ability to remain stationary for extended periods and communicate effectively by phone, video, and electronic messaging.
• Ability to sit or stand for extended periods and occasionally lift up to 25 pounds.

Nice To Haves

• Additional education in finance, business, or a related field.

Responsibilities

• Lead and inspire a diverse branch team, including Tellers, Interns, Branch Ambassadors, and Universal Banking Associates, by setting clear expectations and providing ongoing coaching and performance feedback.
• Promote a collaborative and positive work environment that supports individual growth and team success.
• Coordinate staff schedules to ensure optimal coverage and service delivery.
• Support the development and performance of Certified Financial Consultants (CFCs) in partnership with the Branch Development Manager.
• Champion a member-centric culture by ensuring exceptional service and satisfaction at every touchpoint.
• Collaborate with the sales team to drive branch sales goals and identify cross-selling opportunities.
• Observe and coach staff using Retail Sales & Service (RSS) tools to maintain a consistent needs-based sales approach.
• Ensure consistent use of member engagement platforms such as Coconut and Sugar to enhance service delivery and track performance.
• Oversee daily branch operations to ensure efficiency, accuracy, and adherence to credit union policies and regulatory requirements.
• Monitor teller line performance and implement strategies to improve service and transaction quality.
• Apply risk management practices to safeguard the branch against operational and compliance risks.
• Stay informed about industry trends and regulatory changes to proactively adjust branch practices.
• Work with the Branch Development Manager and Market President to execute retail service and sales strategies.
• Support branch initiatives that align with organizational goals and contribute to long-term success.
• Represent the credit union with professionalism and courtesy in all interactions.
• Uphold high ethical standards in all interactions and responsibilities.
• Support and lead initiatives that position the credit union as a top employer through leadership, integrity, and service excellence.
• Take initiative to perform additional duties that support branch operations and member service excellence.
• Be available to work flexible hours, including nights and weekends, to support branch operations, events, meetings, or other needs.
• Participate in branch activities, financial literacy presentations, and community events to build branch awareness.

What This Job Offers

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