Benefits: Healthcare, HSA, FSA, Dental, Vision, Parking discount, EAP, Retirement Savings 403 (B) plan, PTO: 18 days (new employee) & 24 days (after 2 years), Holidays 10 days, and Disability, Life Insurance, Tuition Reimbursement, ESL classes, annual retention bonus.
Position Overview
The Assistant Branch Manager supports branch operations by assisting members with financial needs—processing transactions, recommending services, resolving account issues, handling service enhancements, opening new accounts, and managing loan applications and documentation. They coordinate internal workflows (audits, cash controls, scheduling) and mentor staff under the Branch Manager’s direction to achieve operational excellence.
Role Impact
This role is essential to daily branch performance: fostering member trust, advancing financial wellness, ensuring operational integrity, and contributing to community engagement, all while maintaining compliance and delivering exceptional service.
Qualifications & Attributes
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Organized, efficient, and self‑motivated with a learning mindset
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Customer‑focused, approachable, friendly, and courteous
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Strategic, adaptable leader with goal‑oriented execution
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Ethical, conscientious, independent, and supportive
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Curious, creative, and analytical with strong self‑awareness
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Thrives in fast‑paced environments with attention to detail
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Exceptional interpersonal and communication skills
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Bilingual in English and Spanish
Responsibilities
1. Member Services & Teller Obligations
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Open new accounts and screen applicants
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Address inquiries and service requests (stop payments, check copies, direct deposit, card support)
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Assist members with loan applications, closings, documentation, and setup of automatic transfers
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Approve loans within delegated authority
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Cross‑sell products and educate members on services
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Process appointments: in‑person, mail, or phone transactions (deposits, withdrawals, transfers, fees, money orders)
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Maintain cash drawer security, mentor MSRs and teller staff on limits and procedures
2. Branch Operational Efficiency
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Ensure strong member service individually and through coaching
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Manage teller drawer reports, attach receipts, research discrepancies
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Participate in vault counts; monitor and order cash/coin
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Lead internal audits, operational reporting, and issue resolution
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File daily paperwork (membership cards, loan files)
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Support branch sales goals, budgets, and plans—both personally and through team initiatives
3. Office Support & Policy Compliance
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Ensure adherence to operational policies, procedures, and controls
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Maintain safety and security of staff, members, and branch assets
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Suggest improvements and implement operational guidelines to minimize losses
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Manage mail processing, records management, and office filing
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Attend and contribute in staff meetings
4. Coordination of Financial Education Course
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Recruit and maintain contact with course attendees
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Serve as course liaison; administer pre/post-tests
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Arrange logistics and environment conducive to adult learning
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Maintain course database entries
5. Individual, Team & Company Participation
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Attend quarterly coaching sessions and annual performance reviews
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Participate in departmental meetings and company‑wide updates
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Complete required training, assessments, and surveys
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Support special events and organizational initiatives
Skills
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Proficient in Microsoft Office (Word, Excel, Outlook), Power BI, and cloud suites (Microsoft 365)
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Quick learner of credit union software and CRM systems
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Exceptional accuracy, attention to detail, and independent work capability
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Strong written and verbal communication
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Analytical mindset with operational insight
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Excellent member-service orientation and passion for member wellness
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Experienced working with diverse populations
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Fluent in English and Spanish (reading, writing, speaking)
Experience & Education
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4+ years retail experience in a credit union or bank, with leadership exposure
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5+ years in customer‑service roles
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High school diploma or GED
Physical & Work Environment
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Regularly required to stand, sit, talk, hear, move around the office
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Operate standard office equipment; requires close vision and focused attention
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Moderate office noise levels
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Up to ~10% travel to meetings, conferences, or site visits; valid driver’s license required
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Adherence to internal controls, audit participation, and dual-control procedures
The duties listed above are intended only as illustrations
of the various types of work that may be performed. The omission of specific
statements of duties does not exclude them from the position if the work is
similar, related or a logical assignment to the position. The team member
profile does not constitute an employment agreement between the employer and
employee and is subject to change by the employer as the needs of the employer
and requirements of the job change.
