Assistant Manager Financial Services - Lake Mary

Teachers Federal Credit Union • Lake Mary, FL

1d

About The Position

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.   This position will report to our newest branch location 850 South Sun Drive, Suite 1020   Lake Mary, FL 32746  Summary:  The Assistant Manager is responsible for assisting the branch manager in the daily operations of a retail Credit Union branch office that develops and grows member relationships, promotes products and services, and delivers efficient operations.

Requirements

• High School Diploma required
• Minimum of three years branch banking experience required as an individual contributor
• Microsoft Word and Excel skills required
• Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required

Nice To Haves

• Spanish language skills preferred

Responsibilities

• Performs routine branch opening, closing, member service, and other operational tasks and activities
• Assumes responsibility for the supervision of the branch office during the manager's absence.
• Coach staff to cross-sell and track achievement against sales goals, and provide training on sales techniques
• Helps branch manager in achieving financial, operational, and customer satisfaction goals for the branch
• Resolves member or operational issues
• Coordinates with other Credit Union teams to promote products and represents the Credit Union during community events
• Supports portfolio growth by helping to identify opportunities to deepen relationships and increase member acquisition
• Ensures members receive optimal service and monitor/adheres to operational controls
• Utilizes various systems to access financial, and production reports to assess branch performance and to make business decisions to promote profitability as well as the achievement of goals.
• Ensures compliance with Teachers policies and procedures
• Perform all duties inherent in the role of a supervisor
• Perform other duties as needed upon request by immediate supervisor

Benefits

• This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.
• Paid time off for vacation, personal days, and holidays
• 401(k) company contribution
• Teachers pays 100% of Dental & Vision premium
• Tuition reimbursement is offered to full-time employees
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees