About The Position

The Assistant Manager assists the Branch Manager in operating a branch, coaching staff, and maintaining business relationships. The role focuses on helping members achieve financial success and ensuring member experiences meet or exceed Eagle Service Standards. The Assistant Manager supports smooth branch operations, develops staff, contributes to business development and community service, and maintains operational accuracy and compliance. The position supervises three to twelve team members and acts as Branch Manager in the Branch Manager’s absence. It also involves assisting members across a range of financial services according to branch traffic and staffing needs.

Requirements

  • Bachelor’s degree or equivalent management experience.
  • At least one year of branch team member experience.
  • Mortgage Certification.
  • Business Account Certification.
  • Signature Guarantee/Medallion Stamp Certification.
  • Notary Public.
  • Ability to work with other department supervisors.
  • Ability to supervise all personnel within the branch.
  • Ability to work and communicate effectively with Administration.
  • Ability to maintain confidentiality of Credit Union and member records.
  • Knowledge of Credit Union functions, procedures, and policies.
  • Willingness to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.
  • Must be eligible for ICCU membership to obtain employment.
  • Ability to perform tasks requiring manual dexterity, such as paperwork processing, filing, stapling, sorting, collating, typing, and counting cash.
  • Ability to sit for extended periods.
  • Ability to lift 20–40 pounds of applicable supplies.
  • Ability to perform repetitive motions using wrists, hands, and fingers and reach keyboards.
  • Ability to operate basic office machines, including a calculator, computer, telephone, copy machine, and fax machine.

Responsibilities

  • Help operate the branch and ensure smooth operations in all areas.
  • Coach, develop, train, onboard, and mentor branch personnel to meet branch goals and position requirements.
  • Promote member financial success and ensure service meets or exceeds Eagle Service Standards and NPS goals.
  • Contribute to a positive, energetic team culture and model ICCU’s Core Values.
  • Participate in community service and business development activities, including marketing Credit Union services and growing the branch.
  • Directly supervise three to twelve team members; assign, direct, and coordinate branch scheduling.
  • Ensure accurate balancing of individual MSS team member cash drawers and accurate daily vault and branch operations.
  • Make sound lending decisions; train Financial Service Officers to assess risk and apply ICCU lending philosophies, and critique their recommendations.
  • Maintain acceptable insurance penetration and Game of Work Sales goal levels.
  • Create team member Strength Development Plans and provide regular motivational training in member service, positional performance, growth, and excellence.
  • Complete performance documentation and provide training appropriate to each position.
  • Keep informed of members’ needs and preferences regarding products and services.
  • Take ownership of member escalations, support their resolution, and bring them to resolution.
  • Pursue ongoing self-development, learning, and training in preparation to become a Branch Manager.
  • Act as Branch Manager when the Branch Manager is absent.
  • Maintain the branch’s physical facility and ensure team members’ appearance and dress meet financial institution standards.
  • Monitor the branch daily duty checklist to ensure operational tasks are completed promptly and accurately and the branch remains compliant.
  • Assist members as needed with interviews; consumer loans, HELOCs, mortgages, and credit cards; consumer, business, investment, and retirement accounts; account and loan maintenance; escalations; and teller-line backup.
  • Maintain confidentiality of Credit Union and member records and comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.
  • Prioritize 15 hours per week for coaching.
  • Maintain professional standards for appearance, attendance, and quality and quantity of work.
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