Assistant Branch Manager

WORKERS FEDERAL CREDIT UNIONOrange Branch, FL
$28 - $34Hybrid

About The Position

The Assistant Branch Manager supports the Branch Manager in overseeing the daily operations of the branch. This role emphasizes delivering outstanding member service, assisting in business development efforts, and helping to achieve branch performance goals.

Requirements

  • High School diploma or equivalent required.
  • Minimum of 3-5 years of experience in retail banking.

Nice To Haves

  • Bachelor’s degree is preferred.

Responsibilities

  • Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
  • Maintain a working knowledge of all credit union deposit products, loan products, and electronic delivery channels.
  • Lobby leads to ensure a positive member experience.
  • Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs.
  • Open and service all types of WCU deposit and loan accounts.
  • Encourage and assist members in resolving financial challenges and achieving goals.
  • Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
  • Participate in community events and networking activities to promote the credit union and build relationships.
  • Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
  • Assist the Branch Manager with monitoring and analyzing branch performance metrics, including sales, service quality, and operational efficiency.
  • Assist the Branch Manager with preparing regular performance reports.
  • In the absence of the Branch Manager, assumes responsibility for managing the branch including opening and closing the branch and ensuring sales and service activities continue.
  • Assist the Branch Manager with managing, coaching, and supervising the branch team.
  • Lead by example through accountability, reward, and recognition to drive outstanding performance.
  • Foster a positive, collaborative work environment, promoting teamwork and employee engagement.
  • Assists the Branch Manager with overseeing branch performance in member satisfaction, operations, scheduling, appointment management, and branch opening/closing.
  • Oversees Branch Operations Coordinator in areas of pre-audit the quarterly branch BICL (Branch Internal Control Library) and serve as the Training Coach and Branch Champion for their respective branch.
  • Review branch error logs and notify frontline of corrections needed.
  • Accurately process all transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
  • Maintain comprehensive knowledge of WCU products, services, fees, and competitor offerings.
  • Originate consumer loan applications, such as auto, personal, debt consolidation, etc.
  • May be asked to provide coverage in other WCU branches or departments.
  • Adhere to all WCU policies, procedures, guidelines, etc.
  • Participates in department and/or organizational projects as directed.
  • Performs other tasks or functions as required, requested, necessary or prudent from time to time.
  • Maintains confidentiality of all member and credit union information and data.
  • Regularly demonstrates behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Way culture program.

Benefits

  • Comprehensive medical, dental and vision plans
  • Basic life and AD&D insurance, short-term disability and long-term disability
  • 15+ days of paid time off (PTO) per year
  • Up to 16 hours of volunteer time off (VTO) per year
  • 11+ paid holidays
  • 401(k) that includes a Safe Harbor Match of up to 4%.
  • Tuition Reimbursement Program
  • Mental health resources including an Employee Assistance Program (EAP)
  • Individualized learning and development programs
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