Assistant Branch Manager

The Assistant Branch Manager supports the day-to-day operations, performance, and member experience of the branch. This role partners with the Branch Manager to coach and develop Team Members, support operational consistency, reinforce service expectations, and help achieve branch goals. The Assistant Branch Manager helps create a positive and collaborative branch environment while ensuring alignment with Credit Union policies, procedures, and regulatory requirements.

This role also serves as a leadership resource for Team Members and supports branch operations in the absence of the Branch Manager.

The intent of this job description is to provide a representation of the types of duties and level of responsibilities required of this position and is not intended to be an exhaustive list of all responsibilities, duties, and skills. Team members may be directed to perform job-related tasks other than those specifically stated in this description.

• Supports daily branch operations to help ensure a safe, efficient, and member-focused environment
• Assists in leading the branch team to achieve branch performance goals through coaching, accountability, and consistent service expectations
• Coaches and supports Team Members to strengthen product knowledge, member experience, operational accuracy, and confidence in their roles
• Assists with branch scheduling, workflow coordination, daily operations, and coverage needs to support operational consistency
• Partners with the Branch Manager and People Operations in the hiring, onboarding, and development of Team Members
• Helps resolve member concerns and escalated situations using sound judgment and a member-focused approach
• Reinforces effective member conversations by identifying needs and recommending appropriate products and services
• Conducts operational reviews, audits, meetings, and other required activities to support compliance, security, and risk awareness
• Maintains a working understanding of frontline responsibilities and provides direct member support during high-volume or staffing situations
• Proactively supports practices that protect the Credit Union from fraud and loss

An equivalent combination of education, training, and experience will be considered.

• High school diploma or equivalent
• 2+ years of experience in a service-oriented environment (financial services, retail, hospitality, call center) or related field
• Federal registration with the Nationwide Mortgage Licensing System (NMLS) (may be obtained after hire)
• Notary Public certification (may be obtained after hire)

• Degree or specialized training in business, finance, communications, leadership, management, or related field
• 3+ years of experience in a credit union or branch environment with production goals
• 1+ year of direct people leadership (supervisory) and/or informal leadership experience
• Experience working in a credit union, banking, financial services, or other highly regulated environment

A representation of the knowledge, skills, and abilities necessary to perform this job competently.

• Ability to support and influence others through coaching, collaboration, accountability, and sound judgment
• Strong interpersonal and communication skills, with the ability to build trust and work effectively with Team Members, members, and business partners
• Ability to prioritize tasks, manage competing responsibilities, and adapt to changing branch needs
• Ability to analyze information, identify concerns, and independently resolve issues in a timely and professional manner
• Ability to support effective member conversations, including identifying needs and recommending appropriate products and services
• Professional presence and emotional intelligence when handling member concerns, operational challenges, or Team Member conversations
• Proficiency with common business technology and systems, such as Microsoft Office, used to support communication and daily operations
• Knowledge of applicable laws, regulations, policies, and operational procedures related to branch operations

Environmental or atmospheric conditions commonly associated with the performance of this job’s functions.

• Onsite work environment; requires regular use of online tools, systems, and collaboration platforms
• Frequent interaction with members and team members in a fast-paced branch environment
• May provide coverage at other branch locations based on needs; work schedule may differ from week to week in terms of days worked and hours.
• Evening and weekend hours required based on operational needs
• Attendance at offsite meetings, events, or conferences as needed

The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Ability to work at a computer in a stationary…