Assistant Branch Manager

Horizon Credit Union•Great Falls, MT

9d•$23 - $34

About The Position

The Assistant Branch Manager (ABM) supports Horizon Credit Union’s mission of providing relevant solutions and quality service to improve the financial and personal well-being of members. In accordance with leadership guidance, the ABM supports branch performance, team engagement, member experience, and community development through participation in sales, lending, and operational activities. The role partners with leadership to coach and develop employees, build product and service expertise, and achieve Credit Union goals. It also helps coordinate workflows, maintain operational effectiveness and service continuity, and foster a sales and service culture aligned with Horizon’s CORE Values. Member outreach and community involvement support relationship growth and strengthen Horizon’s presence in the communities it serves. The ABM supports compliance with regulatory requirements and Credit Union policies and procedures. In conjunction with branch leadership, the ABM helps manage branch employees, develop their skills, maintain a motivated and trained staff, conduct appraisals, address employee concerns, and support employee engagement and professional growth. The ABM may assume leadership of branch operations during the Branch Manager’s absence. The position may also include specialized branch support assignments, such as Vault Custodian, Notary Public, or Medallion Signature Guarantee representative, with required certifications maintained. The role requires at least two years of experience in financial services, banking, credit union, retail sales, or customer service, along with demonstrated consumer lending skills. An associate degree in Business, Finance, or a related field and one year of supervisory, lead, or team leadership experience are preferred. The stated full pay range is $22.85–$34.27; individual offers depend on experience, education, and skill level.

Requirements

At least two years of experience in financial services, banking, credit union, retail sales, or customer service.
Demonstrated consumer lending skills.
Proficiency with core banking systems, consumer lending platforms, digital and/or mobile banking tools, and Microsoft Office applications.
Demonstrated ability to lead, coach, and develop employees to achieve individual and organizational goals.
Thorough knowledge of risk management.
Thorough understanding of products and services offered.
Knowledge of the collection process and proper detection of fraudulent lending applications and practices.
General knowledge of mortgage products and ability to provide basic mortgage consultation.
Support for the credit union movement and not-for-profit model in decision-making, including protection of the Credit Union’s tax-exempt status and the branch’s contribution toward net income.
Demonstrated leadership qualities.
Ability to manage priorities and workflow.
Commitment to high standards and quality of work, individually and as a team.
Ability to work as a team player and manage shifting priorities flexibly.
Ability to communicate professionally and effectively through interpersonal skills across channels.
Ability to calculate figures and amounts such as discounts, interest, commissions, debt-to-income, and other financial calculations.
Ability to solve practical problems and handle situations with limited standardization.
Willingness to pursue self-development opportunities for personal growth.
Ability to converse with others; detect sound; identify and detect objects; count, read, and write; operate a computer; handle and feel objects; reach with hands and arms; and remain stationary, stand, or move for extended periods.
Occasionally able to lift, pull, push, and carry up to 25 to 50 pounds; stoop, kneel, crouch, crawl, climb, and maintain balance while doing these activities.
Sound reasoning and judgment, and ability to apply knowledge to work activities.

Nice To Haves

Associate degree in Business, Finance, or a related field; an equivalent combination of education and experience may be considered.
One year of supervisory, lead, or team leadership experience.

Responsibilities

Support member experience, growth, sales, and service by helping team members use member interactions to educate members, deepen relationships, and offer suitable solutions.
Demonstrate active sales of consumer and business products and services and identify opportunities for loans and deposits.
Coach team members on delivering exceptional member experiences that build loyalty and referrals.
Review internal and external member feedback and complete necessary follow-up to improve service quality.
Assist employees and members with account and operational issues and promote adoption of technology solutions and digital platforms.
Perform member service and lending duties as needed to meet workload demands.
Promote Horizon Credit Union’s CORE Values in interactions with members, employees, and others.
Monitor branch performance metrics, including transaction activity, balancing, loan and deposit production, product sales, referrals, and new account growth; escalate issues and partner with leadership to achieve goals.
Represent Horizon professionally in the branch and community through visible presence and outreach, while following branding, social media, and apparel guidelines.
Lead daily huddles and support shared goals, coaching, and recognition to foster a high-performance culture focused on service, growth, and operational excellence.
In conjunction with leadership, manage and coach employees, develop their skills, maintain a motivated and trained staff, conduct employee appraisals, address employee concerns, and support achievement of sales goals.
Provide technical guidance and operational assistance to staff and support employee engagement, retention, and professional growth.
Support effective branch sales meetings and activities, emphasizing asking for business and building member relationships.
Report on sales goals, successes, and referral progress with leadership; analyze performance trends and implement strategies to improve growth, efficiency, and consistency.
Monitor adherence to branch security policies and procedures, reinforce security awareness, and help ensure ongoing employee training on security protocols and robbery response.
Help maintain efficient operations and a professional member-focused environment, including branch appearance, organization, cleanliness, and dress-code compliance.
Maintain adherence to financial regulations, internal policies, and operational procedures to support compliance, accuracy, and risk mitigation.
Know the Business Continuity Plan for the area of responsibility and direct staff to complete necessary duties during system interruptions.
Perform specialized branch support duties as assigned based on business and community needs, potentially including Vault Custodian, Notary Public, or Medallion Signature Guarantee representative, and maintain required certifications.
Assume leadership of branch operations, staff performance, member experience, and policy adherence during the Branch Manager’s absence.
Perform other duties as assigned to support the branch, Credit Union, and communities served.
Exemplify CORE Values, promote teamwork and collaboration, and provide members with high-quality service.

Benefits

Medical, dental, and vision insurance for full-time and reduced full-time employees and their families
Telemedicine for part-time employees
Paid group life and disability insurance
Employee Assistance Program
Tuition reimbursement program
401(k) retirement savings
Employer 401(k) contributions and matching upon eligibility
Discretionary annual incentive bonus based on eligibility criteria
Paid time off: 10 hours per month, prorated for reduced full-time and part-time employees
Paid birthday holiday
Two paid wellness days
Up to 24 hours of paid volunteer time annually
11 paid holidays