Assistant Branch Manager Madison Welch 5318

Keesler Federal Career • Madison, MS

3d

About The Position

The Assistant Branch Manager supports the daily operations, sales, lending, and member service activities of a Keesler Federal Credit Union branch. The role assists the Branch Manager in leading branch staff, meeting regulatory and operational requirements, resolving escalated member issues, and maintaining cash, security, and audit controls. The Assistant Branch Manager also supports loan production, member retention, business development, relationship growth, and branch performance while helping deliver an exceptional member experience.

The position includes supervisory responsibilities under credit union policies and applicable laws. These include participating in hiring and onboarding, training and developing employees, assigning and overseeing work, evaluating performance, coaching and counseling staff, administering recognition or corrective actions, responding to employee concerns, and supporting employment actions.

The role performs branch servicing duties, including teller and lending functions, opening and closing the branch, supporting audits and business continuity planning, reviewing accounts and lending applications, and maintaining cash, equipment, supplies, and monetary instrument inventory. It supports sales and production through member outreach, cross-selling, referrals, community engagement, and use of the CRM tool. The position also helps ensure compliance with federal regulations, including BSA and OFAC requirements.

Requirements

• High school diploma or GED required.
• Minimum of 2 years of similar or related lending experience required.
• Financial institution, banking, or credit union experience as a lender or teller required.
• Experience meeting or exceeding loan production, deposit growth, and member/customer service goals.
• Proficiency with computers and standard office technology, including Microsoft Word, Excel, Outlook, and Teams.
• LHA certificate, license, or registration listed as required.
• Ability to interact professionally and respectfully with members, coworkers, and external partners.
• Ability to communicate clearly and effectively verbally and in writing, and listen attentively.
• Ability to maintain a courteous, cooperative, and service-oriented approach in varied work situations.
• Ability to build positive working relationships and contribute to a collaborative, inclusive, member-focused environment.
• Ability to perform essential functions with or without reasonable accommodation.

Nice To Haves

• Prior leadership or supervisory experience preferred.

Responsibilities

• Perform branch servicing duties as needed, including teller and lending functions.
• Complete daily branch opening and closing duties according to policies and procedures.
• Assist with business continuity planning.
• Serve as a point of contact for escalated member issues and provide overrides within the scope of authority.
• Use the CRM tool to create, monitor, and manage sales and referrals for consumer and business accounts.
• Assist the Branch Manager with audits and share responsibility for vault or safe security.
• Perform quality reviews of incoming accounts and lending applications.
• Research and reconcile teller outages.
• Ensure quality review reports are uploaded into the document management program.
• Assist with alarm checks, ordering and disbursement of cash and coin shipments, and supervisory reporting.
• Help maintain branch cash dispensing equipment, including ATMs, TCRs, and coin machines, through balancing, servicing, and cleaning.
• Maintain branch supply and monetary instrument inventory.
• Assist the Branch Manager with community functions and building SEG relationships in the community.
• Make outbound calls to members regarding products or services for which they qualify.
• Cross-sell credit union services and stay current on products, services, policies, procedures, and regulatory updates.
• Provide merchant referrals directly to merchants for business accounts.
• Serve as a subject matter expert and primary contact for assigned organizational initiatives.
• Ensure branch compliance with federal laws and regulations, including requirements established by the NCUA and other regulatory agencies, BSA, and OFAC.
• Participate in recruitment, interviews, selection, onboarding, training, development, work planning, performance evaluation, coaching, counseling, employee issue resolution, and employment actions.
• Perform other duties as assigned.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Section 125 Flexible Spending Accounts for health care and dependent care expenses
• Employee and dependent life insurance
• 401(k) retirement plan with 100% match on the first 5% contributed by the employee
• Paid leave
• Tuition reimbursement
• Competitive scholarships
• Short-term disability benefits
• Long-term disability benefits
• Employee Assistance Program

What This Job Offers

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