Assistant Branch Manager - Lake Mary

FAIRWINDS Credit Union • Lake Mary, FL

6d • Onsite

About The Position

As an Assistant Branch Manager at FAIRWINDS Credit Union's Lake Mary branch, you will play a crucial role in helping members achieve financial freedom. You will foster a positive, coaching-focused environment to develop your team, ensuring service, lending, and product penetration goals are met. Your responsibilities will include serving as a loan officer, opening new accounts, educating members on products and services, and supporting team members in cross-selling and relationship-building strategies. You will also address member concerns, assist in strategic branch planning, and lead operational areas such as staffing, hiring, scheduling, training, and performance evaluations. Collaboration with the Branch Manager is key to meeting performance goals and upholding compliance and operational standards.

Requirements

• Proven track record of high performance in a member-facing and/or leadership role.
• Strong knowledge of FAIRWINDS products, services, systems, and lending procedures, with confidence in presenting and recommending solutions.
• Demonstrate excellent judgment and decision-making skills, with the ability to handle escalated member concerns effectively and professionally.
• Proven success in sales, service, and relationship-building; you're comfortable coaching others to do the same.
• Highly organized, goal-oriented, and driven by both results and team success.
• Comfortable collaborating with leadership to build strategies and contribute to long-term branch planning.
• Ready and eager to take on a greater leadership role and serve as a right-hand partner to your Branch Manager.

Nice To Haves

• A natural coach and mentor; you enjoy developing others, offering feedback, and creating an environment where people thrive.

Responsibilities

• Foster a positive, coaching-focused environment to develop your team and ensure service, lending, and product penetration goals are consistently met.
• Serve as a loan officer and interviewer, processing applications and disbursing funds while educating members on lending solutions tailored to their needs.
• Open new accounts and provide guidance on FAIRWINDS products and services to both new and existing members, ensuring a comprehensive, one-stop experience.
• Support team members in delivering effective cross-selling and relationship-building strategies that increase member engagement and deepen financial partnerships.
• Address member concerns with professionalism and care, resolving issues quickly while protecting the member relationship.
• Assist in strategic branch planning, including the development of business lending strategies and initiatives to grow member relationships.
• Lead or support key operational areas of the branch, including staffing, hiring, scheduling, training, and conducting performance evaluations.
• Collaborate with the Branch Manager to meet or exceed branch performance goals and uphold all compliance and operational standards.

Benefits

• 11 paid holidays
• Generous paid time off
• 6% 401(k) match
• $700 annual contribution to your Health Savings Account
• Comprehensive maternity leave program
• Medical, dental, vision, disability, and life insurance
• Leadership development
• Tuition assistance
• Advancement opportunities
• Rewards for financial wellness through our Debt Free Club and Dave Ramsey’s SmartDollar program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed