Assistant Branch Manager - Arvada

Bellco Credit Union•Wheat Ridge, CO

About The Position

The Assistant Branch Manager leads customer relationships delivered through the branch and ensures compliance with operational procedures. The role is responsible for branch audit scores and goals, and supports sales and service performance by training, coaching, and developing Member Service Advisors while meeting personal goals. The Assistant Branch Manager resolves escalated issues, keeps the Branch Manager informed, serves as a backup underwriter, and assumes managerial duties when the Branch Manager is absent. The role manages branch staff and operations, including hiring, performance management, monthly one-on-ones, reviews, and salary recommendations. It ensures branch goals and metrics are met, branch audits are completed and reported accurately and on time, financial losses remain within acceptable guidelines, and staff understand products, processes, and procedures. The position partners with the Regional Director and Human Resources as appropriate and maintains relationships with members, internal departments, auditors, vendors, and community contacts. The position reports to the Branch Manager. It has direct supervisory responsibility for Member Service Advisors I and II and indirect responsibility for all branch positions. Work takes place in an office environment and may require movement to other branches or departments.

Requirements

Bachelor’s degree in Business or Finance, or equivalent work experience.
Prefer 4 or more years of teller or operations experience.
Two years of sales and customer service experience, preferably in financial services.
Three years of supervisory or management experience.
Strong interpersonal, sales, and relationship management skills.
Strong written, verbal, and communication skills.
Ability to provide leadership and handle multiple priorities under time constraints.
Working knowledge of Microsoft Office desktop applications.
Comply with organizational policies, the Employee Handbook, Code of Conduct, required annual training, and applicable state, federal, and other regulatory requirements.
Maintain strict confidentiality of records and personally identifiable information.

Nice To Haves

Loan experience preferred.
Teller or operations experience of 4 or more years preferred.
Sales and customer service experience in financial services preferred.

Responsibilities

Lead customer relationships delivered through the branch and ensure compliance with operational procedures.
Be accountable for branch audit scores, goals, and sales and service performance.
Train, coach, develop, motivate, and evaluate branch staff; conduct daily huddles and monthly one-on-ones.
Manage staff, including recruiting, hiring, performance management, writing reviews, and making salary recommendations.
Ensure branch staff have strong product and process knowledge and maintain knowledge of Bellco products and services, lending processes, security and fraud procedures, and automated equipment.
Meet personal goals and set an example for staff in sales and service activities.
Resolve escalated issues and keep the Branch Manager informed.
Serve as a backup underwriter for the branch and assume managerial duties in the Branch Manager’s absence.
Ensure established branch goals and metrics are met, including goals for business groups and partners working with the branch.
Maintain positive relationships with other departments, including Legal Compliance, Human Resources, and Operations Teams.
Proactively mitigate risk through leadership, communication, and guidance on branch decisions; partner with the Regional Director and Human Resources as appropriate.
Manage branch operations and ensure compliance with operational manuals, procedures, and regulatory requirements.
Ensure monthly branch audits are completed accurately and on time; produce daily, weekly, and monthly audit reports.
Manage losses and other risk issues and keep financial losses within acceptable guidelines.
Serve as a branch-wide source of knowledge on credit union operating procedures and support branch staff.
Assist in defining and developing strategies to set or meet organizational goals.
Demonstrate Bellco’s Act Nice Behaviors and Core Values in interactions with members, prospective members, and personnel.
Maintain strict confidentiality of records and personally identifiable information; follow organizational policies, safety practices, and required annual training.
Be available as scheduled, report to work on time, accept supervision, and work well with others.
Perform other related duties as assigned by management.