Assistant Branch Manager

Blackhawk Community Credit Union•Janesville, WI

20d

About The Position

The Assistant Branch Manager serves as a junior-level manager, supporting the Branch Manager in overseeing daily branch operations, member service delivery, and staff development. The Assistant Branch Manager acts as a role model for exceptional member service, supports staff training and performance, and helps ensure the branch meets its goals for growth, member satisfaction, and compliance. The Assistant Branch Manager is expected to model and reinforce BHCCU’s cultural values, ensuring that both performance and behavior contribute to the branch’s and organization’s success.

Requirements

Associate degree or an equivalent level of knowledge, skills, and abilities typically acquired through work experience.
Must be at least 18 years of age.
Demonstrates strong interpersonal, verbal, and written communication skills, consistently maintaining a positive attitude and a professional image.
Proven leadership abilities, with a dedication to supporting both members and employees in a dynamic, fast-paced environment.
Maintains a thorough understanding of banking and credit union regulations to ensure compliance and diligent application of industry standards.
Exhibits reliable attendance, sound judgment, and flexibility to travel as needed.
Effectively organizes and prioritizes tasks, maintains accurate records, and displays self-discipline, self-awareness, and personal accountability.
Approaches challenges with curiosity and accountability, identifying root causes and developing practical, member-focused solutions that balance efficiency, service quality, and organizational goals.
Utilizes emotional intelligence to navigate workplace challenges, make thoughtful decisions, and foster talent development through coaching and guidance of team members.
Embraces digital tools and technology, remains focused on member needs, and is committed to ongoing learning and development.
Possesses basic math skills and the ability to project a professional image at all times.
Successfully completes all required pre-employment background checks.
Ability to sit and/or stand for extended periods of time. Intermittent physical activity including bending, reaching and prolonged periods of sitting.
Ability to lift light objects, usually no more than 8 lbs. in weight.
Ability to utilize close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
Ability to move about and communicate effectively with a diverse membership and employee group.
Ability to accomplish the described responsibilities through the use of computers and technology.
Ability to work in a changing, challenging, and fast paced environment with varying stress levels.
Ability to provide own transportation and travel to other locations as needed.

Nice To Haves

At least 2 years of teller experience and 2 years of member advisor experience or previous experience recommending products and plans to improve a customer’s financial position preferred.

Responsibilities

Delivers high-quality, friendly, and efficient service to members, meeting or exceeding service expectations.
Handles a broad variety of member service functions, including opening/closing accounts, processing loans, teller transactions, and resolving member issues.
Proactively builds relationships with members and potential members, with an emphasis on empowering them to reach their financial goals. Identifies needs and recommends solutions or refers to appropriate specialist.
Educates members on digital banking and other services; refers investment needs as appropriate.
Helps hold staff accountable for performance and service standards through coaching, feedback, and regular performance reviews.
Secures the credit union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, and keeping member information confidential.
Maintains up-to-date knowledge of policies, procedures, products, and legal requirements.
Supports the vision of the Board of Directors and President/CEO by working cooperatively and cohesively on service and operational matters with the Branch Manager, the management teams, and fellow employees.
Ensures staff completes required compliance training and adheres to all regulatory standards.
Follows processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Combating the Financing of Terrorism (CFT). Completes required annual BSA/AML/CFT training to ensure comprehension of responsibilities that apply to BSA/AML/CFT, including:
CIP (Customer Identification Program)
CDD (Customer Due Diligence)
Beneficial Owner identification and verification
Prohibited Account Types
CTRs (Currency Transaction Report)
SARs (Suspicious Activity Report)
OFAC (Office of Foreign Assets Control
Monetary Instruments
Record Retention
Supports the Branch Manager in overseeing daily branch operations, including safety, security, and appearance.
Assists with staff scheduling, coverage, and approving paid time off to ensure efficient operations.
Participates in recruiting, onboarding, and training new employees in conjunction with HR.
Coaches and mentors staff, providing feedback and supporting performance reviews.
Helps set and monitor branch goals for service and production; tracks key performance indicators and assists in addressing shortfalls.
Supports Net Promoter Score (NPS) and Member Effort Score (MES) initiatives.
Delegates tasks to staff and leads by example in service delivery and operational excellence.
Supports marketing and promotional activities in collaboration with the Branch Manager and Marketing Department.
Participates in community networking and volunteer opportunities to grow branch visibility and attract new business.
Supports the Branch Manager in preparing and monitoring the annual branch budget, including donation budgets for community initiatives.
Acts as a backup for the Branch Manager and may serve as acting manager in their absence.
Assists other departments as needed, encourages teamwork, and adapts to changing member demand and operational requirements.
Trains new and existing employees on member service and operational procedures.
Assists in branch opening and closing procedures.
Performs other duties as assigned, including filling in for other departments as needed.