Assistant Branch Manager

Job Description:

Essential Job Duties

• Provide guidance and support to branch employees in resolving member inquiries, requests, and concerns.
• Act as a resource for account reviews, transaction approvals, overrides, and exceptions within approved authority limits.
• Support and back up the Branch Manager in daily operations and staff supervision.
• Maintain advanced knowledge of branch procedures, products, and services to ensure accurate member service and appropriate referrals.
• Complete daily operational tasks including cash controls, branch security, and lobby management.
• Assist in identifying staff training needs and conducting staff meetings on operational and financial services topics.
• Support staff coaching, performance feedback, and development activities.
• Assist with hiring and staff development activities consistent with Credit Union values and policies.
• Develop and implement corrective measures to address operational or service issues.
• Other duties as assigned.

Knowledge and Abilities

Position- Specific

• Advanced knowledge of branch operations, products, procedures, and transactional systems.
• Ability to provide guidance, coaching, and operational direction to branch staff.
• Ability to exercise judgment within established authority levels.
• Ability to support auditing, risk management, and complaint resolution processes.

Abilities for All Employees

• Demonstrated excellence in providing customer service to members and/or internal members, and fostering a positive working environment.
• Comfortable working in a fast paced environment, which may include frequent interruptions.
  Comfortable using Microsoft 365 tools (Outlook, Teams, Word, Excel, SharePoint) and AI assisted tools like Microsoft Copilot, with a willingness to learn new technology as it evolves. We’re a digital first, paperless workplace, and we use tools that help us work smarter, for example: using Teams for internal communication, keeping your Outlook calendar up to date, using Copilot to help draft and streamline routine work, and following simple meeting best practices (25/50 minute scheduling, cameras on when practical, and turning on transcription when helpful).
• Strong ability to multitask while maintaining attention to detail and follow through.
• Excellent communication skills including effective listening, speaking, problem solving, and tact in dealing with internal and external members.
• Ability to maintain privacy and confidentiality.
• Dependability in attendance, punctuality, and meeting deadlines.
• Must have the ability to work independently, and exercise good judgment, initiative, and tact in dealing with internal customers and external members.
• Must have the ability to work as a team player while using discretion in decision making and sound judgment in problem solving.

Education and Experience and Certifications

• High school diploma or GED required.
• Minimum of five years of banking or credit union experience.
• Previous leadership or supervisory experience preferred.

Physical Requirements

• Repeated motions may include the wrists, hands, and/or fingers.
• Ability to use a keypad and keyboard and mouse for extended periods of time.
• Vision and hearing to normal range (or corrected).
• Adjusting, lifting, carrying, or pushing/pulling objects up to 25 pounds in all directions.
• Remaining in a stationary position, often standing or sitting for prolonged periods.
• Moving about to accomplish tasks or moving from one work site to another.

Requirements for All Employees

• Must be bondable
• Professional references, employment, credit and background checks required.
• Reliable transportation
• Ability to follow all Credit Union policies and procedures as well as all banking regulations and federal, state, and local laws.

NOTICE 

This job description in no way states or implies that these are the only tasks to be performed by the person occupying this position. You are required to follow any other instructions and to perform any other job-related duties.

Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform in this position successfully, you will possess the abilities and aptitudes to perform each task proficiently.

Ability means to possess and apply both knowledge and skill.

This position description has excluded the marginal or peripheral functions that are incidental to the performance of primary functions. All requirements are essential to the function of the position.

This job description describes the minimum selection requirements to qualify for the position. However, promotion and other employment decisions are also based on the Credit Union’s needs, being in good standing, fully competent performance, and other non-discriminatory issues.

All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

This position description does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.